Drake Financial Group · 17 hours ago
Financial Planner with Flexible Schedule
United States
Part-time
Remote
New Grad, Entry Level
$32K/yr - $103K/yrDrake Financial Group is a financial services firm focused on helping everyday people build and secure their financial future. The Financial Planner role involves meeting clients to understand their financial objectives, developing personalized financial plans, and nurturing lasting client relationships in a supportive environment.
Financial Services
Responsibilities
Meet with clients in comfortable, informal settings to understand their financial concerns and objectives
Develop straightforward, personalized financial plans and recommendations that clients genuinely understand and can implement
Nurture lasting client relationships built on transparency, authenticity, and genuine care
Enjoy regular team interactions - casual but structured to offer support, motivation, and practical training
Initial classroom training to educate you on the fundamentals
Field training where experienced advisors go with you on appointments and allow you to learn by watching and eventually by doing it yourself
Ongoing weekly training meetings 2x a week with pertinent, timely training topics
Access to our library of previous trainings on the most common questions/issues advisors face
Qualification
Required
Someone who values authenticity, practicality, and transparency in both their professional and personal life
A naturally dependable individual who enjoys genuinely connecting with and supporting others
Ambitious enough to grow your practice steadily, yet humble enough to ask for help
Preferred
Tired of corporate environments and ready for something more real and relatable
Seeking a meaningful second career or a professional pivot toward authenticity and fulfillment
Motivated to help others without the typical sales pressure or corporate pretension
Benefits
We cover your initial licensing expenses
Thorough, practical training
Regular team interactions
Ongoing weekly training meetings 2x a week
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