Financial Planner

Overview

We re not your average financial services firm: we re authentic, approachable, humble, and grounded in genuinely helping others. At Drake Financial, our approach is simple: empower and equip everyday people who have a passion for helping others build and secure their financial future. In doing so, we help our team members build and secure their own financial future. Here, you won t find flashy suits, big egos, or pretentious attitudes.

Instead, you ll find real people, meaningful conversations, genuine relationships, and practical financial solutions delivered by down-to-earth professionals who deeply care about their clients.

• Real, Authentic Relationships:
  Our entire business is built on trust and genuine human connections. We prioritize real conversations with clients about their real-life goals and dreams, and being prepared for the unexpected.
• Flexible and Personal:
  You set your schedule and work in a casual, supportive environment.
• Supported From the Start:
  We cover your initial licensing expenses and provide thorough, practical training to help you confidently build your skillset and client base.

• Meet with clients in comfortable, informal settings to understand their financial concerns and objectives.
• Develop straightforward, personalized financial plans and recommendations that clients genuinely understand and can implement.
• Nurture lasting client relationships built on transparency, authenticity, and genuine care.
• Enjoy regular team interactionsasual but structured to offer support, motivation, and practical training.

• Initial classroom training to educate you on the fundamentals
• Field training where experienced advisors go with you on appointments and allow you to learn by watching and eventually by doing it yourself. We hold your hand until you re ready to walk on your own.
• Ongoing weekly training meetings 2x a week with pertinent, timely training topics
• Access to our library of previous trainings on the most common questions/issues advisors face

• Someone who values authenticity, practicality, and transparency in both their professional and personal life.
• A naturally dependable individual who enjoys genuinely connecting with and supporting others.
• Ambitious enough to grow your practice steadily, yet humble enough to ask for help

• Tired of corporate environments and ready for something more real and relatable
• Seeking a meaningful second career or a professional pivot toward authenticity and fulfillment
• Motivated to help others without the typical sales pressure or corporate pretension
• then we d love to talk with you.

Learn more about a career with us on our website