Financial Advisor

$200k

Drake & Associates Ltd

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 Waukesha, 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?

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Apply

Vacancy posted 3 days ago

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