Wealth Advisor: Build Plans, Grow Clients, High Earnings

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

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.