Relationship Advisor

Join to apply for the Relationship Advisor role at Drake & Associates, LLC
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At Drake & Associates, we’re looking for the exceptional talent who really makes an impact.

The Relationship Advisor’s primary responsibility is to meet one‑on‑one with existing clients, building trust and fostering long‑term relationships. The role focuses on servicing current clients, strengthening client relationships, and participating in client appreciation and educational events. This position is not responsible for sourcing new client relationships.

• 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
• Manage and retain strong client relationships

• 2+ years of financial services experience
• Series 65 or combination of Series 66 and 7, with Life and Health required
• Strong organizational, prioritization, interpersonal, and management skills
• Excellent verbal and written communication skills
• Experience with Salesforce preferred

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• Team oriented

This position offers a competitive base salary and the opportunity to earn performance bonuses tied to key performance goals, strong results, and contribution to company‑wide success.

Entry level

Full-time

Other