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Financial Advisor No Cold Calling Jobs (NOW HIRING)

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role • Built-in clients - no prospecting and no cold calling required • ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role ✔ Built-in clients -- no prospecting and no cold calling required ✔ ...

Drake and Associates

Financial Advisor

Waukesha, WI

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role Built-in clients - no prospecting and no cold calling required Consistent ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role Built-in clients - no prospecting and no cold calling required Consistent ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role • Built-in clients - no prospecting and no cold calling required • ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Why You'll Love This Role ✔ Built-in clients -- no prospecting and no cold calling required ✔ ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Why Youll Love This Role Built-in clients no prospecting and no cold calling required Consistent ... Develop, present, and implement tailored financial plans * Advise clients on annuities, life ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Why Youll Love This Role Built-in clients no prospecting and no cold calling required Consistent ... Develop, present, and implement tailored financial plans * Advise clients on annuities, life ...

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Financial Advisor No Cold Calling information

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$36K

$102.1K

$144K

How much do financial advisor no cold calling jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor no cold calling in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor no cold calling?

To thrive as a Financial Advisor (No Cold Calling), you need strong financial analysis skills, knowledge of investment products, and a relevant degree such as finance or economics, often accompanied by certifications like CFP or Series 7. Familiarity with CRM platforms, portfolio management software, and financial planning tools is also crucial. Excellent relationship-building, active listening, and trustworthiness help you cultivate and maintain client relationships without relying on cold outreach. These abilities ensure you can provide tailored financial advice, retain clients, and grow your book of business effectively.

What is a financial advisor no cold calling?

A Financial Advisor (No Cold Calling) is a professional who provides financial planning, investment advice, and related services to clients without the need to engage in cold calling. This means they do not have to make unsolicited calls to potential clients to generate business. Instead, they typically work with leads provided by the firm, referrals, or existing client relationships. This role allows advisors to focus more on building relationships and offering tailored financial solutions, rather than spending significant time on prospecting.

How does a financial advisor work with pre-qualified or inbound clients in a no cold calling environment?

In a 'No Cold Calling' Financial Advisor role, you'll typically engage with clients who have already expressed interest in financial services or who have been referred by existing clients or marketing efforts. This allows you to focus on relationship-building, conducting needs assessments, and providing tailored financial advice rather than spending time prospecting or making unsolicited calls. Collaboration with marketing teams and lead generation specialists is common, ensuring a steady flow of warm leads. This structure often results in more productive client meetings, higher client satisfaction, and the opportunity to develop deeper, long-term relationships.
More about Financial Advisor No Cold Calling jobs
What cities are hiring for Financial Advisor No Cold Calling jobs? Cities with the most Financial Advisor No Cold Calling job openings:
What states have the most Financial Advisor No Cold Calling jobs? States with the most job openings for Financial Advisor No Cold Calling jobs include:
What job categories do people searching Financial Advisor No Cold Calling jobs look for? The top searched job categories for Financial Advisor No Cold Calling jobs are:
Financial Advisor No Cold Calling jobs near you
Infographic showing various Financial Advisor No Cold Calling job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 78% In-person, and 22% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Drake and Associates

Mequon, WI • On-site

$100K - $250K/yr

Full-time

Medical, Life

Re-posted 4 days ago

Job description

Financial Advisor - Guaranteed Appointments, No Prospecting
Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.
Why You'll Love This Role
• Built-in clients - no prospecting and no cold calling required
• Consistent schedule with 7 guaranteed appointments weekly
• $200K+ with uncapped earning potential
About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm's value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.
How You'll Make an Impact
  • Develop, present, and implement tailored financial plans
  • Advise clients on annuities, life insurance, long-term care, and managed investments
  • Provide comprehensive financial planning, including investment, insurance, and retirement strategies
  • Cultivate and maintain strong client relationships

What We're Looking For
  • Active Life & Health license
  • Series 65 or Series 66 and 7 licenses
  • Bachelor's degree preferred
  • Minimum three years of financial services experience, with an emphasis on sales
  • Strong organizational, analytical, and communication skills (verbal and written)
  • Proficiency with Google Suite; Salesforce experience preferred

What Makes You a Great Fit
  • Initiative and persistence
  • Positive attitude
  • Entrepreneurial mindset
  • Effective local marketing skills
  • Persuasive communication

Ready to make an impact?
If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

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