Drake Financial Group ยท 1 day ago
FINANCIAL ADVISOR
Holland, MI
Part-time
Hybrid
New Grad, Entry Level
$32K/yr - $103K/yrDrake Financial Group is seeking a motivated individual to join their team as a Financial Advisor. The role involves meeting clients, performing personalized financial planning assessments, and building lasting relationships to foster income growth.
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
Regularly attend training and mentorship sessions
Build genuine relationships and lasting trust with clients
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: Start part-time and build your schedule around family obligations, transitioning to full-time whenever you're ready.
Licensing Support Provided: If you're not already licensed, no problem! We cover the cost of your state-required licensing, making it quick and easy to launch your career in financial services.
Supportive, Collaborative Team: We foster a welcoming, non-competitive environment where colleagues mentor one another, share successes, and celebrate growth together.
Proven Success Path: Follow a structured training model that allows you to gradually build your client base without sacrificing your home-life priorities. We want you to grow at your pace, and we'll adapt to that with consistent support, ongoing training, and care.
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