Financial Services Professional

1 week ago


Waukesha, Wisconsin, United States Drake & Associates, LLC Full time
Join Our Team as a Financial Advisor

We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Drake & Associates, LLC in Waukesha, WI. As a Financial Advisor, you will play a key role in building and maintaining strong relationships with our clients, providing personalized financial planning and investment advice, and helping them achieve their financial goals.

About the Role

This is an excellent opportunity for a self-motivated and team-oriented individual who is passionate about delivering exceptional client service and has a strong understanding of financial planning and investment principles. As a Financial Advisor, you will be responsible for:

  • Meeting with clients to understand their financial goals and develop personalized financial plans
  • Providing investment advice and guidance on a range of financial products, including annuities, life insurance, and managed money
  • Assisting clients with retirement planning and other financial planning needs
  • Building and maintaining strong relationships with clients through regular communication and follow-up
Requirements

To be successful in this role, you will need:

  • 2+ years of experience in the financial services industry
  • Series 65 and Life and Health licenses
  • Strong organizational, prioritization, and interpersonal skills
  • Excellent communication and presentation skills
  • Experience with Salesforce or other CRM systems a plus
What We Offer

We offer a competitive salary range of $90,000 - $120,000 per year, based on experience, as well as a range of benefits and perks, including:

  • Three weeks paid time-off per year
  • Additional days off when we meet our goals
  • Retirement plan with 3% company match
  • Group health insurance plan with Blue Cross Blue Shield
  • Free lunches and coffee on-site
  • Opportunities for professional development and certification

We are committed to providing a supportive and collaborative work environment that allows our employees to grow and thrive. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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