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Drake And Associates

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Drake and Associates

Lead Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through ...

Drake and Associates

Client Service Specialist

Waukesha, WI

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue ...

Drake and Associates

Client Experience Specialist

Mequon, WI · On-site

$15.50 - $19.50/hr

Client Experience Specialist Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client ...

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Infographic showing various job openings at Drake And Associates in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Lead Financial Advisor

Drake and Associates

Waukesha, WI • On-site

$100K - $250K/yr

Full-time

Medical, Life

Posted 2 days ago

Job description

Financial Advisor - Guaranteed Appointments, No Prospecting
Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team.
Why You'll Love This Role
• Built-in clients - no prospecting and no cold calling required
• Consistent schedule with 7 guaranteed appointments weekly
• $100K+ 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!

Apply