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Wealth Advisor: Build Plans, Clients
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-01-28
Listing for:
Drake & Associates, LLC
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Waukesha, WI is seeking a Financial Advisor to prepare and implement customized financial plans, provide investment and retirement advice, and build strong client relationships. The ideal candidate will have 3+ years of sales experience in financial services, possess relevant licenses, and exhibit strong communication and organizational skills. This full-time position offers a competitive salary and benefits including health insurance and retirement plans.
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