Financial Advisor

Drake & Associates, LLC; Waukesha (WI); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Three weeks of paid time off

401(k) with company contribution

Health insurance

Free beverages on-site

Mentorship for licenses

Job summary

A financial services firm in Waukesha, WI is seeking a Financial Advisor to prepare and implement customized financial plans, provide investment and retirement advice, and build strong client relationships. The ideal candidate will have 3+ years of sales experience in financial services, possess relevant licenses, and exhibit strong communication and organizational skills. This full-time position offers a competitive salary and benefits including health insurance and retirement plans.

Qualifications

• 3+ years of financial services experience with an emphasis on sales.
• Strong organizational, prioritization, interpersonal, and management skills.
• Ability to create connection with families.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Provide financial planning advice including investment, insurance, and retirement.
• Develop, manage, and retain strong client relationships.

Skills

Financial services experience

Sales skills

Communication skills

Organizational skills

Mathematical skills

Google Suite proficiency

Education

Life and Health License

Series 65 or 66 and 7

Tools

Salesforce

Job description

Overview

Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI.

Compensation

Base pay range: $150,000.00/yr - $500,000.00/yr

This pay range is provided by Drake & Associates, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Responsibilities

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, and long-term care, and managing money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you!

Qualifications

• 3+ years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65, or 66 and 7
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with Google Suite
• Experience with Salesforce preferred, but not required
• Ability to create connection with families
• An entrepreneurial perspective to build a client base

Location

Waukesha, WI and Mequon, WI locations. Waukesha location is off the Guerke’s Corner exit on I-94. Mequon location is off I-43 on Mequon and Port Washington Rd.

Income & Benefits

• Income: $150,000 – $500,000
• Three weeks of paid time off each year
• Retirement: Traditional and Roth 401(k)s with a company contribution of 3%; assistance with funding a Traditional IRA or Roth IRA
• Health benefits: Blue Cross Blue Shield group health insurance plan with a great provider network; employer pays part of health, dental, and life insurance
• Paid time off to go to the doctor, dentist, etc.
• Free coffee, tea, sodas, water, and hot cocoa on-site
• Charitable giving and paid time off to volunteer
• Mentorship and sponsorship for licenses and designations (life insurance license, health insurance license, Series 65, CFP, CPA)
• Company-sponsored annual trips if goals are achieved

About the employer

Presented by Advisor Employee Services, a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs.

Employment type

Full-time

Seniority level

Mid-Senior level

Job function

Finance