Lead Financial Advisor
Listed on 2026-01-12
-
Finance & Banking
Financial Consultant -
Sales
Job Overview
At Drake & Associates, we’re not looking for the average or the expected. We’re looking for THE EXCEPTION. Thank you for your interest in making an impact with us. This opportunity plays a meaningful role in supporting our mission and delivering the ultimate client experience, and our hiring process reflects that. Please take a moment to watch our video and learn why we approach hiring with such intention.
We are a well-established and growing financial planning firm based in Waukesha, WI. Our team is grounded in collaboration, client care, and an entrepreneurial mindset. We take pride in delivering an exceptional client experience and supporting families with retirement planning through our “One Plan, One Coach” approach. If you’re driven, client-focused, and passionate about helping others achieve their financial goals, we’d love to meet you!
The Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars, workshops and referrals. Duties include meeting with prospective families to share the value proposition of working with Drake & Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where families come to you!
Position Responsibilities- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Active Life & Health license and Series 65 or 66 and 7 are required
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
Excellent communication skills; both verbal and written - Proficient with Google Suite
- Experience with Salesforce preferred, but not required
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
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