Financial Advisor - Waukesha, WI

Financial Advisor - Waukesha, WI

Advisor Talent Solutions is recruiting a Financial Advisor to join the team at Drake & Associates in Waukesha, WI. The role focuses on building long‑term client relationships, providing comprehensive financial planning, and supporting the firm’s growth through client acquisition and retention.

Base pay range: $150,000 – $500,000 per year. Final pay is determined by experience, qualifications, and performance.

• Strong initiative
• Positive attitude
• Ability to create connection with families
• Persistence
• Entrepreneurial perspective for client base building
• Persuasive ability

• College degree preferred
• 3+ years of financial services experience with an emphasis on sales
• Licenses:
  Life & Health;
  Series 65, 66, and 7
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills
• Proficient with Google Suite
• Experience with Salesforce preferred, but not required

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long‑term care, and money management
• Provide financial planning advice covering investment, insurance, and retirement strategies
• Develop, manage, and retain strong client relationships
• Participate in public seminars and marketing efforts; meet one‑on‑one with company leads

Three weeks of paid time off per year.

Traditional and Roth 401(k) plans with a 3% company contribution, plus support for Traditional or Roth IRA contributions.

Blue Cross Blue Shield group health insurance with a robust provider network; partial coverage for dental and life insurance.

Paid time off for medical, dental, and other appointments.

Free coffee, tea, sodas, water, and hot cocoa on-site.

Volunteer time off and charitable support; mentorship programs and reimbursement for life insurance, health insurance, Series 65, and C.F.P. licensing; optional CPA licensing support.

Mid‑Senior level, Full‑time, Finance and Sales function.

We are not a staffing firm; we represent top financial advisors across the country. For more information, please visit our website.