Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Drake & Associates, LLC in
Waukesha, WI is seeking to add a Financial Advisor to our Team! This Financial Advisors main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service; always putting clients first. Initial duties include servicing existing clients, client relationship building and participation in client events. If you love being a CFP® but don't like finding new clients this is the perfect role. Upon completion of successful training, you will be handed a book of clients and will continue to have more clients added to your book. This role is not responsible for sourcing new client relationships.
Key Traits: - Strong initiative
- Positive attitude
- Ability to maintain client relationships
- Persistence
- Team oriented
Minimum Requirements: - 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal and management skills
- Excellent communication skills; both verbal and written
- Experience with Salesforce preferred
- CERTIFIED FINANCIAL PLANNER™
Position Responsibilities: - Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Manage and retain strong client relationships!
Benefits and Salary Salary - $90,000 - $120,000 per year - Based on Experience Money for Nothing Three weeks paid time-off each year
Additional Days Off When we meet our goals, we prefer to give employees extra days off. We aim to embrace flexibility in the crazy times we live in!
Retirement We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50+. We know a lot about money, it's what we do!
Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay a percentage for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry? Free Lunches provided for weekly team building Free coffee (Nespresso), tea, sodas, water, and hot cocoa - all on-site
Want To Lend a Hand? We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There? Waukesha location is just off the Guerke's corner exit on I-94 Mequon location is right off I-43 on Mequon and Port Washington Rd
Wow, You're Smart! We'll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation! Want to get your CPA license? Let's do it!
Let's have fun! Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party! Paid-for Annual Trips Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!