Lead Financial Advisor

$100k - $250k

Drake & Associates

Job Description

Salary: $100,000 - $250,000 with uncapped earning potential

Financial Advisor Guaranteed Appointments, No Prospecting

Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team.

Why Youll Love This Role

Built-in clients no prospecting and no cold calling required
Consistent schedule with 7 guaranteed appointments weekly
$100K+ 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 firms value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.

How Youll 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 Were Looking For

Active Life & Health license
Series 65 or Series 66 and 7 licenses
Bachelors 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?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

Apply

Vacancy posted 10 days ago

Similar jobs that could be interesting for youBased on the Lead Financial Advisor in Waukesha, WI vacancy

Lead Teller
...have the opportunity to contribute to the company’s success. As a Lead Teller within PNC's Retail Banking organization, you will be... ...deliver a unique customer experience focused on improving customer financial wellbeing and creating loyalty while increasing share of wallet...
Suggested
Full time
Temporary work
Work experience placement
PNC
New Berlin, WI
3 days ago
Lead Teller
## Lead TellerApplylocations: WI - New Berlintime type: Full timeposted on: Posted Todayjob requisition id: R226477# **Position Overview... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC Financial Services Group
New Berlin, WI
4 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Waukesha, WI
1 day ago
Financial Advisor
$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...
Suggested
Full time
Drake & Associates LLC
Waukesha, WI
22 hours ago
Financial Advisor
$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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Waukesha, WI
2 days ago
Junior Financial Advisor
...Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment... ...develop foundational advisory skills while progressing toward lead advisor responsibilities. Typical Duties and Responsibilities...
Flexible hours
World Insurance As
New Berlin, WI
4 days ago
Financial Advisor
...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This... ...Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial...
Local area
Summit Credit Union
Waukesha, WI
22 hours ago
Financial Advisor
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...help to achieve results. Financial advisors lead the branch team to serve clients and...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
New Berlin, WI
1 day ago
Financial Advisor
$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
Unavailable
Pewaukee, WI
22 hours ago
Financial Advisor
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions are... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...to achieve results. Financial advisors lead the branch team to serve clients and contribute...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
New Berlin, WI
1 day ago
Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Waukesha, WI
more than 2 months ago
Financial Advisor - PNC Wealth Management
...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based... ...partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results....
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Pewaukee, WI
5 days ago
Merrill Advisor Development Program- Financial Advisor: Wisconsin Market
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Waukesha, WI
4 days ago
Manufacturing Team Lead - 2nd Shift
$26 - $34 per hour
Description: The Gund Company has an immediate opening for a full-time Manufacturing Team Lead to join our team! Shift: 2nd (2:30pm – 11:00pm M-F) Base Hourly Wage: $26.00 - $34.00 Plus Shift Premium: 15% Plant/Work Location: 809 Philip Drive Waukesha,...
Hourly pay
Full time
Immediate start
Shift work
Afternoon shift
The Gund Company
Waukesha, WI
-82
Lead Financial Analyst
...Responsibilities Analyze financial results and explain variances vs prior year, budget and forecasts Assist with annual budget and quarterly forecasts, including working capital Prepare consolidated reporting on actuals, budget and forecast Assist with preparation of monthly...
Work experience placement
Waukesha Gas Engines
Waukesha, WI
4 days ago
Field Canvassing Team Lead
...gym membership | Employee assistance programs, including legal, financial planning, and counseling | Employee discount marketplace |... ...Women’s Committee. Position Summary: The Field Canvassing Team Lead is responsible for hiring, training, and developing a team of Field...
H1b
Work at office
Local area
Work from home
Shift work
Afternoon shift
LeafHome
New Berlin, WI
3 days ago
Clinic Lead X-RayTechnologist
Major Responsibilities Acts as a resource, role model, and/or preceptor to employees and students, which includes training/orienting, providing day‑to‑day work direction, and giving input on performance. Assigns, monitors, and reviews progress and accuracy of work, monitors...
Aurora Health Care
Pewaukee, WI
1 day ago
Sourcing Lead - Electronics
...Job Description Summary: As a Global Sourcing Lead, you will be part of a team responsible for $250M in global electronic component... ...Operations or Supply Chain Desired Characteristics Excellent business/financial acumen, ability to act as business partner through horizontal...
Contract work
Relocation package
MS0074 GE Medical Systems, L.L.C.
Waukesha, WI
4 days ago
Fabrication Lead
$26 - $34 per hour
$26.00 – $34.00/Hour – Waukesha, WI – 100% Onsite – Full-Time, Permanent – 45 hours per week EXPERIENCE 3+ Years of professional welding or custom metal fabrication experience; related trade degree/certification is a plus CORE SKILLS Mastery of fabrication equipment (shears...
Hourly pay
Permanent employment
Full time
Temporary work
Flexible hours
Shift work
Day shift
Impact Recruitment
Waukesha, WI
22 hours ago
Guest Experience Lead
$15 per hour
...Overview Join to apply for the Guest Experience Lead role at McDonald's Guest Experience Leader — Flexible scheduling with a side of always feeling valued. A job at McDonald’s offers a job combo that fits YOU. Responsibilities Lead the guest experience: check in with...
Hourly pay
Full time
Flexible hours
McDonald's
Waukesha, WI
11 hours ago
Catering Lead
...Catering Lead At Panera, our people come first. If you’re looking for a place where you can grow, feel supported, be yourself, enjoy great perks, and have a little fun along the way—you’re in the right spot. We’re here to help you succeed every day, in every way. Get...
Full time
Local area
Flexible hours
Shift work
Night shift
Dormont Manufacturing Company
Pewaukee, WI
4 days ago
Guest Experience Lead
$15 - $17.05 per hour
...~ Medical, dental, and vision benefits And much, much more! This role is vital to the guest experience because you'll: Lead the experience: Check in with guests and make sure they are enjoying themselves Be the solution: Handle guest concerns and provide...
Hourly pay
Local area
Flexible hours
Shift work
McDonald's
Waukesha, WI
4 days ago
Park Lead
We are looking for hard working, responsible, light-hearted individuals with strong customer service skills. A strong team environment is crucial for our business and we need site managers who will embrace and promote that type of workplace. Our Management Team is trained...
Night shift
Weekend work
Weekday work
Urban Air Adventure Parks
Waukesha, WI
4 days ago
Shipping and Receiving Lead
$22 - $26 per hour
...Shipping and Receiving Lead New Berlin - New Berlin, WI 53151 Overview Salary Range $22.00 - $26.00 Hourly Level Entry Position... ...supported in their professional growth and overall well-being—financial, mental, physical, and emotional. We continuously invest in our...
Hourly pay
Full time
Temporary work
Work from home
Shift work
Day shift
3 days per week
Radius Packaging
New Berlin, WI
4 days ago
Material Handling Team Lead- Goods Receiving & Internal Transport - Jenbacher Engines
...safe, reliable, and lean material flows from inbound logistics through internal distribution to production. A strong focus lies on leading by KPIs, ensuring target achievement, and continuously improving processes in line with Lean and Toyota Production System...
Worldwide
Monday to Friday
Flexible hours
INNIO
Waukesha, WI
22 hours ago
Shift Lead
Job Description Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day. Responsible for opening back door of store for deliveries...
Work experience placement
Seasonal work
Local area
Shift work
Walgreens Boots Alliance
Waukesha, WI
2 days ago
Lead Mitigation Technician
Responsive Recruiter At Paul Davis Restoration, we don't just clean up damage — we help people recover after some of the toughest moments of their lives. We are looking for an experienced Mitigation Technician who understands the urgency, professionalism, and customer...
IICRC
Waukesha, WI
1 day ago
Lead Cook
Overview Quad is seeking a full-time day shift Food Service Worker to work within the Quad Cuisine Plant Cafeteria in Pewaukee, WI. The Cook position is responsible for preparing and serving hot and cold foods. Additional duties include assisting with production plant ...
Full time
Work at office
Local area
Weekend work
Day shift
Quad/Graphics
Pewaukee, WI
22 hours ago
Lead Park Grounds Technician - Seasonal
...A county government agency in Waukesha is looking for a Lead Park Seasonal. This role involves outdoor maintenance of park facilities, requires effective communication, and provides opportunities to work in a team environment. Candidates must be 18 years or older, have...
Seasonal work
Flexible hours
Weekend work
Waukesha County Human Resources
Waukesha, WI
4 days ago
MURRAY'S/LEAD CLERK
Job Title Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist management in achieving sales and profit goals established for the department, and monitor...
Hourly pay
Full time
Seasonal work
Kroger
New Berlin, WI
22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Financial Advisor. Be the first to apply!