Financial Advisor

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 — talk with your recruiter to learn more. Responsibilities Prepare, present, and implement customized financial plans Assist clients with annuities, life, and long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Qualifications 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65, or 66 and 7 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 Ability to create connection with families An entrepreneurial perspective to build a client base Location Waukesha, WI and Mequon, WI locations. Waukesha location is off the Guerke’s Corner exit on I-94. Mequon location is off I-43 on Mequon and Port Washington Rd. Income & Benefits Income: $150,000 – $500,000 Three weeks of paid time off each year Retirement: Traditional and Roth 401(k)s with a company contribution of 3%; assistance with funding a Traditional IRA or Roth IRA Health benefits: Blue Cross Blue Shield group health insurance plan with a great provider network; employer pays part of health, dental, and life insurance Paid time off to go to the doctor, dentist, etc. Free coffee, tea, sodas, water, and hot cocoa on-site Charitable giving and paid time off to volunteer Mentorship and sponsorship for licenses and designations (life insurance license, health insurance license, Series 65, CFP, CPA) Company-sponsored annual trips if goals are achieved About the employer Presented by Advisor Employee Services, a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. Employment type Full-time Seniority level Mid-Senior level Job function Finance #J-18808-Ljbffr Drake & Associates, LLC