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Drake & Associates, LLC · 3 hours ago

Lead Financial Advisor

Greater Milwaukee

Full-time

Onsite

Mid, Senior Level

3+ years exp

Drake & Associates, LLC is a well-established and growing financial planning firm based in Waukesha, WI. The Lead Financial Advisor will play a meaningful role in supporting the firm's mission by meeting with prospective clients and sharing the value proposition of their services.

Financial Services

Responsibilities

Prepare, present, and implement customized financial plans

Assist clients with annuities, life, long-term care, and managed money

Provide financial planning advice to include investment, insurance, and retirement

Develop, manage, and retain strong client relationships

Qualification

Active Life & Health licenseSeries 65Financial services experienceGoogle SuiteSalesforce experienceMathematical skillsAnalytical skillsEntrepreneurial perspectiveOrganizational skillsInterpersonal skillsCommunication skillsPersuasive ability

Required

Active Life & Health license and Series 65 or 66 and 7 are required

3+ years of financial services experience with an emphasis on sales

Strong organizational, prioritization, interpersonal, and management skills

Strong mathematical and analytical skills

Excellent communication skills; both verbal and written

Proficient with Google Suite

Preferred

College degree preferred

Experience with Salesforce preferred, but not required

Company

Drake & Associates, LLC

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals.

Founded in 2002

Waukesha, Wisconsin, US

11-50 employees