Drake Financial Group ยท 3 weeks ago
FINANCIAL ADVISOR Flexible Schedule Training Provided
United States
Part-time
Remote
New Grad, Entry Level
$32K/yr - $103K/yrDrake Financial Group is looking for an additional financial advisor to join their team. The role offers a flexible schedule and training support, allowing individuals to build their client base while maintaining their personal commitments.
Financial Services
Responsibilities
Meet clients virtually or in person at one of our office locations
Perform personalized financial planning assessments to help clients achieve their goals
Regularly attend training and mentorship sessions to sharpen your skills
Build genuine relationships and lasting trust with your clients, leading to referrals and consistent income growth
Qualification
Required
Hungry for more
Steady, dependable individual
Proven track record of working hard
Staying consistent
Achieving goals
Motivated by autonomy, independence, and financial reward
Ability to meet clients virtually or in person
Perform personalized financial planning assessments
Build genuine relationships and lasting trust with clients
Attend training and mentorship sessions
Preferred
Experience in service-oriented careers
Background in education, law enforcement, skilled trades, ministry, military, or sports
Ambitious/Goal-Oriented
Relatable
Down To Earth
Self-Disciplined
Kind-Hearted
Easily Build Trust
Authentic
Benefits
Family-Friendly Flexibility
Licensing Support Provided
Supportive, Collaborative Team
Proven Success Path
Company
Drake Financial Group
Our family has been dedicated to serving the people of West Michigan since 1985.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase