Relationship-Focused Financial Advisor - Inherited Client Book

Drake & Associates; Waukesha (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Performance-based recognition

Job summary

Drake & Associates is seeking a Financial Advisor focused on client relationships to serve an existing book of clients with minimal prospecting. You will build trust, deliver ongoing advice, and help clients reach their financial goals.

The role emphasizes servicing, personalized financial planning, and regular touchpoints to deepen loyalty. A collaborative team environment with professional development and recognition awaits the right candidate.

Qualifications

• At least 2 years of experience in financial services.
• Series 65 or a combination of Series 66 and 7, plus Life and Health licenses.
• Experience serving in a client-facing capacity with direct responsibility for managing client relationships, conducting client meetings, and delivering ongoing advice and service.
• Strong organizational, prioritization, interpersonal, and management skills.

Responsibilities

• Meet one-on-one with existing clients, fostering trust and long-term relationships.
• Prepare, present, and implement customized financial plans tailored to each client’s needs.
• Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning.
• Manage and retain strong client relationships through regular communication and support.
• Participate in client appreciation and educational events to enhance engagement and loyalty.

Skills

Client relationship management

Verbal communication

Written communication

Organizational skills

Team collaboration

Tools

Salesforce

Job description

Drake & Associates is seeking a Financial Advisor focused on client relationships to serve an existing book of clients with minimal prospecting. You will build trust, deliver ongoing advice, and help clients reach their financial goals.

The role emphasizes servicing, personalized financial planning, and regular touchpoints to deepen loyalty. A collaborative team environment with professional development and recognition awaits the right candidate.