Financial Advisor: Guaranteed Appointments, High Earnings

Drake & Associates

Mequon (WI)

On-site

USD 120,000 - 210,000

Full time

14 days+

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Job summary

Drake & Associates in Wisconsin is seeking a client-focused Financial Advisor to join our Mequon team. The role offers guaranteed appointments with seminars and referrals, eliminating cold prospecting while you help clients plan retirement and investments.

Bring Series 65/66 and 7, Life & Health license, and 3+ years of financial-services sales. You’ll build tailored plans, advise on annuities, insurance, and managed investments, and grow lasting client relationships.

Qualifications

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

Responsibilities

Meet with prospective clients from seminars, workshops, and referrals.
Present the firm’s value proposition, participate in public seminars and marketing initiatives.
Build lasting client relationships and implement tailored financial plans.
Advise clients on annuities, life insurance, long-term care, and managed investments.
Provide comprehensive financial planning including investment and retirement strategies.