Financial Planning Associate

2 weeks ago


Waukesha, Wisconsin, United States Drake & Associates, LLC Full time

Investment Analysis Specialist

Are you enthusiastic about providing exceptional client service while playing a vital role in the daily operations of a thriving financial services firm? Drake & Associates, LLC is in search of a dedicated individual to undertake a variety of planning and administrative tasks. The ideal candidate will contribute immediately and witness the tangible effects of their efforts on a daily basis. If you seek a rewarding career in a dynamic environment, we encourage you to consider this opportunity.

Key Qualifications:

  • Minimum of 2 years of experience in an administrative role within a fast-paced setting
  • Experience in the financial sector is preferred
  • Proficient in MS Office Suite, particularly Excel, at an intermediate to advanced level
  • A commitment to long-term employment

Essential Skills:

  • Ability to prioritize tasks and manage time effectively
  • Excellent customer service skills, including strong verbal and written communication
  • Proactive follow-through on tasks
  • Positive and friendly demeanor
  • Demonstrated persistence in achieving high-quality outcomes
  • Strong organizational skills with attention to detail
  • Professional phone etiquette and enjoyment in working with diverse clients
  • Ability to maintain composure under pressure
  • Flexibility to work both independently and as part of a team

Primary Responsibilities:

  • Preparation of financial plans, investment allocation models, and insurance proposals for client presentations
  • Utilization of various software and online resources to gather client and product information
  • Assessment of existing solutions against current market offerings
  • Establishment and maintenance of comprehensive client files
  • Drafting client correspondence, including letters and emails
  • Addressing routine client service requests and inquiries, escalating issues as necessary
  • Assisting in client meetings

Compensation:

  • Salary range: $45,000 - $60,000

Benefits:

  • Three weeks of paid time off annually
  • Additional days off awarded upon achieving company goals
  • Flexible work arrangements, including remote work options
  • Retirement plans with company matching contributions
  • Comprehensive health insurance coverage
  • Complimentary lunches and beverages
  • Opportunities for professional development and licensing support
  • Team-building events and annual celebrations

About Us:

At Drake & Associates, LLC, we pride ourselves on being a reputable financial services firm dedicated to the success of our clients and employees alike. We invite you to explore our offerings and consider joining our team.



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