Financial Advisor
$200kDrake & Associates LLC
Financial Advisor - Guaranteed Appointments, No Prospecting
Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.
Why You'll Love This Role
- Built-in clients - no prospecting and no cold calling required
- Consistent schedule with 7 guaranteed appointments weekly
- $200K+ with uncapped earning potential
About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.
How You'll Make an Impact
- Develop, present, and implement tailored financial plans
- Advise clients on annuities, life insurance, long-term care, and managed investments
- Provide comprehensive financial planning, including investment, insurance, and retirement strategies
- Cultivate and maintain strong client relationships
What We're Looking For
- Active Life & Health license
- Series 65 or Series 66 and 7 licenses
- Bachelor’s degree preferred
- Minimum three years of financial services experience, with an emphasis on sales
- Strong organizational, analytical, and communication skills (verbal and written)
- Proficiency with Google Suite; Salesforce experience preferred
What Makes You a Great Fit
- Initiative and persistence
- Positive attitude
- Entrepreneurial mindset
- Effective local marketing skills
- Persuasive communication
Ready to make an impact?
#J-18808-LjbffrVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Waukesha, WI vacancy
- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial...SuggestedLocal area
Summit Credit Union
Waukesha, WI4 days ago - Financial AdvisorGreater Pewaukee Area, WIReady to make your application Please do read through the description at least once before clicking... ...financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban...Suggested
RogueSearch
Pewaukee, WI5 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Waukesha, WI2 days ago$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New Berlin, WI1 day ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Waukesha, WI1 day ago- ...Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
Drake & Associates
Waukesha, WI6 days ago - ...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you will be based...Full timeTemporary workPart timeWork at office
PNC
Pewaukee, WI1 day ago - ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
Thrivent Financial
Milwaukee, WI4 days ago $115k - $125k
Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰ 33-Hour Summer Work Week ✅ No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines....Summer workWork at officeWork from homeFlexible hoursLiberty Financial Group Inc
Elm Grove, WI7 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Waukesha, WI2 days ago$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI6 days ago$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote workAQI Services LLC
Milwaukee, WI1 day ago- ...Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional... ....This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine...Full timeTemporary workWork at office
DBHW Wealth Partners
Brookfield, WI1 day ago - ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
Eagle Strategies
Milwaukee, WI2 days ago $20.54 - $24.16 per hour
...This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This...Hourly payWork at officeMonday to FridayAfternoon shiftHerzing Brand
Brookfield, WI2 days ago- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs...
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI6 days ago $61k - $119k
...Job Description Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Brookfield, WI6 days ago$73.5k - $120k
...Job Description Financial Advisor – Hybrid \n Milwaukee, Wisconsin \n \n Bring your skills to a deeply purposeful, financially rewarding career \n Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of...Full timeWork at officeLocal areaRemote work3 days per weekThrivent
Milwaukee, WI25 days ago$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
- ...starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their... ...Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and...Work at office
Northwestern Mutual
Milwaukee, WI4 days ago - ...Junior Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing... ...We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive...
DBHW Wealth Partners
South Milwaukee, WI1 day ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management... ...Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to...
Lead Advisor
Milwaukee, WI2 days ago $50k - $125k
...Job Description Job Description Financial Advisor / Financial Representative Build a Career That Changes Lives, Including Your Own Compensation: $50,000 - $125,000+ first year Make an Impact. Build a Legacy. Create the Life You Want. What if your career...TraineeshipFlexible hoursNorthwestern Mutual
Delafield, WI10 days ago$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Waukesha, WI3 days ago$24 - $27 per hour
Financial Operations Associate Location: Waukesha, WI Base pay range: $24.00/hr - $27.00/hr Temp to hire basis. The role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration. Responsibilities: Complete...Contract workTemporary workImmediate startMonday to Friday- ...Licensed Financial AdvisorJoin Lakeshore Financial Group as a licensed financial advisor and become part of a team dedicated to empowering clients with personalized financial strategies. Here, you'll cultivate strong connections with a diverse clientele, ensuring their...Flexible hours
Lakeshore Financial Group
Milwaukee, WI5 days ago $60k - $85k
Financial Operations AssociateAmpersand, Inc. · Waukesha, WI · On-site · Full-timeAbout the RoleAmpersand, Inc. is hiring a Financial Operations Associate based on-site at our Waukesha, WI office. This is not a remote or hybrid position — you'll work daily alongside our...Work at officeMonday to FridayAmpersand Financial
Waukesha, WI3 days ago- ...Job Description JOB TITLE: VITA Coordinator and Center for Financial Stability (CFS) Associate \n \n CLASSIFICATION: Exempt/Full Time \n \n Reports to: Director, Center for Financial Stability \n \n SUMMARY DESCRIPTION...Full timeWork at officeLocal areaAfternoon shift
La Casa de Esperanza, Inc.
Waukesha, WI25 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor development program Waukesha, WI
- financial advisor associate Waukesha, WI
- financial associate Waukesha, WI
- financial planning administrator Waukesha, WI
- jde finance consultant Waukesha, WI
- financial consultant Waukesha, WI
- financial counselor Waukesha, WI
- associate corporate finance Waukesha, WI
- finance associate Waukesha, WI
- financial planning assistant Waukesha, WI