Drake & Associates, LLC · 2 months ago
Junior Advisor
Waukesha, Wisconsin, United States
Full-time
Onsite
Entry Level
1+ years expDrake & Associates, LLC is a well-established financial planning firm in Waukesha, WI, committed to delivering exceptional client experiences. They are seeking a Junior Advisor to provide critical support through diverse planning and administrative responsibilities while helping clients achieve their financial goals.
Financial Services
Responsibilities
Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites and software to obtain and update client and product information
Manage calendar(s) of advisor or advisors
Establish and maintain detailed client files obtaining client statements when necessary
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings
Qualification
Required
1-3 years of experience in sales or the wealth management Industry
Experience using a CRM software, preferably Salesforce
Life & Health Insurance License, working toward Series 65 licenses
Intermediate or higher level knowledge of Google Suite
Ability to learn new technologies including utilization of AI where appropriate
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both oral and written
Strong organizational skills, detail oriented, proactive, and resourceful
Demonstrate emotional intelligence and poise under pressure
Flexibility to contribute as part of a team adhering to company values
Benefits
Opportunity to earn performance bonuses
Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.
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.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tony Drake
CFP®, Financial Advisor, CEO
Recent News
2025-04-08
Company data provided by crunchbase