Financial Advisor

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 180,000 - 230,000; Full time

Job summary

Drake & Associates, LLC is seeking a driven Financial Advisor to join our Wisconsin team in Mequon. The role offers built-in clients with no prospecting and a seven-appointment weekly schedule, plus potential earnings over $200K.

You will meet prospective clients from seminars and referrals, present our Retirement Ready Roadmap, and build lasting relationships while guiding retirement, investments, and insurance solutions.

Qualifications

• Minimum three years of financial services experience, with emphasis on sales.
• Strong organizational, analytical, and written communication skills.
• Proficient with Google Suite; Salesforce experience preferred.

Responsibilities

• Meet with prospective clients from seminars, workshops, and referrals.
• Present the firm’s value proposition and participate in marketing initiatives.
• Develop, present, and implement tailored financial plans.
• Advise clients on annuities, life insurance, long-term care, and managed investments.
• Cultivate and maintain strong client relationships.

Skills

Sales experience

Client relationship building

Communication skills

Entrepreneurial mindset

Education

Bachelor’s degree preferred

Active Life & Health license

Series 65/66 and 7 licenses

Tools

Google Suite

Salesforce

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting

Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.

Why You’ll Love This Role

• Built-in clients — no prospecting and no cold calling required
• Consistent schedule with 7 guaranteed appointments weekly
• $200K+ with uncapped earning potential

About This Opportunity

The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.

How You’ll Make an Impact

• Develop, present, and implement tailored financial plans
• Advise clients on annuities, life insurance, long-term care, and managed investments
• Provide comprehensive financial planning, including investment, insurance, and retirement strategies
• Cultivate and maintain strong client relationships

What We’re Looking For

• Active Life & Health license
• Series 65 or Series 66 and 7 licenses
• Bachelor’s degree preferred
• Minimum three years of financial services experience, with an emphasis on sales
• Strong organizational, analytical, and communication skills (verbal and written)
• Proficiency with Google Suite; Salesforce experience preferred

What Makes You a Great Fit

• Initiative and persistence
• Positive attitude
• Entrepreneurial mindset
• Effective local marketing skills
• Persuasive communication

Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to join our team at Drake & Associates!