Drake Financial Group · 5 days ago
Financial Planner
United States
Part-time
Remote
New Grad, Entry Level
$32K/yr - $103K/yrDrake Financial Group is a financial services firm focused on building authentic relationships and empowering individuals to secure their financial futures. The Financial Planner role involves meeting with clients to understand their financial goals, 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
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
Provide thorough, practical training
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