Drake & Associates, LLC · 8 hours ago
Financial Advisor
Waukesha, WI
Full-time
Onsite
Mid Level
$150K/yr - $500K/yr
3+ years expDrake & Associates, LLC is an established financial service firm located in Waukesha, WI, seeking to add a Financial Advisor to their team. The role involves meeting with prospective clients, preparing and implementing customized financial plans, and developing strong client relationships.
Financial Services
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, and long-term care, and managing money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Qualification
Required
College degree preferred
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65, or 66 and 7
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with Google Suite
Preferred
Experience with Salesforce preferred, but not required
Benefits
Three weeks of paid time off each year
We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions.
Blue Cross Blue Shield group health insurance plan with a great provider network
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Free coffee, tea, sodas, water, and hot cocoa — all on-site
We support local charities financially and with paid time off to volunteer
Mentorship is part of the deal.
We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration.
We’ll even pay for your Certified Financial Planner® designation.
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Company hits our goals, let’s all travel together!
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