Drake Financial Group ยท 14 hours ago
Financial Advisor Flexible Schedule Training Provided
United States
Part-time
Remote
New Grad, Entry Level
$32K/yr - $107K/yrDrake Financial Group is an established financial planning firm proudly serving families throughout West Michigan for over 30 years. They are seeking motivated, service-oriented professionals eager to build a meaningful career in financial planning with flexible schedules and comprehensive support.
Financial Services
Responsibilities
Prospecting and engaging new clients through your personal network, community involvement, and referrals
Scheduling and conducting personalized financial assessments and planning sessions with individuals and families. When you're first starting out, we go on appointments with you until you're comfortable and confident doing them on your own
Developing comprehensive financial strategies tailored to each client's unique goals and needs. Tap into multiple advisors with several decades of experience serving clients' needs
Maintaining ongoing client relationships to ensure long-term success and satisfaction. This role is ideal for a farmer/nurturer sales type, who excels at long-term relationships
Qualification
Required
Motivated, service-oriented professionals eager to build a meaningful career in financial planning
Ability to prospect and engage new clients through personal network, community involvement, and referrals
Capability to schedule and conduct personalized financial assessments and planning sessions with individuals and families
Skill in developing comprehensive financial strategies tailored to each client's unique goals and needs
Ability to maintain ongoing client relationships to ensure long-term success and satisfaction
Comfortable working with people and relishing genuine conversations
Preferred
Background in service-driven careers such as education, healthcare, coaching, law enforcement, or military
Experience in roles that require nurturing long-term relationships
Interest in starting part-time and transitioning to full-time income
Desire for a supportive environment with hands-on training and mentorship
Benefits
Flexible Schedule: Start part-time and gradually transition into full-time income as your confidence and client base grow.
Licensing Costs Covered: We fully subsidize all required state licenses, including your Life/Health and Series licensing.
Supportive Environment: Benefit from hands-on training, in-field mentorship from tenured advisors, 2x/week training sessions, and ongoing educational resources designed to set you up for short-term AND long-term success.
Ongoing Income: Earn recurring income on your entire book of business with no caps and build a long-term income stream for you and your family.
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