Relationship Advisor
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-01-27
Listing for:
Drake & Associates, LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Join to apply for the Relationship Advisor role at Drake & Associates, LLC
.
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.
Position Responsibilities- 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.
Seniority LevelEntry level
Employment TypeFull-time
Job FunctionOther
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×