Drake & Associates, LLC · 1 day ago
Lead Financial Advisor
Greater Milwaukee
Full-time
Onsite
Mid, Senior Level
3+ years expDrake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service. They are seeking a driven, client-focused Lead Financial Advisor to meet with prospective clients and build lasting relationships while providing tailored financial planning services.
Financial Services
Responsibilities
Develop, present, and implement tailored financial plans
Advise clients on annuities, life insurance, long-term care, and managed investments
Provide comprehensive financial planning, including investment, insurance, and retirement strategies
Cultivate and maintain strong client relationships
Qualification
Required
Active Life & Health license
Series 65 or Series 66 and Series 7 licenses
Minimum three years of financial services experience, with an emphasis on sales
Strong organizational, analytical, and communication skills (verbal and written)
Proficiency with Google Suite
Preferred
Bachelor's degree preferred
Salesforce experience preferred
None
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