Financial Advisor - Waukesha, WI
Financial Advisor - Waukesha, WI
Posted on :
29-07-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
$ 150000 - 500000
Vacancy
1 Vacancy
Posted on :
29-07-2025
Job Description
Financial Advisor
Are you looking to expand your career and to be 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 when we would like to talk to you! Our established financial service firm Drake & Associates inWaukesha WIis seeking to add a Financial Advisor to our Team!
The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associatesparticipation in public seminars and marketing efforts. Are you a hunterTired of prospecting Join a firm where the families come toyou!
Key Traits:
Strong initiative
Positive attitude
Strong initiative
Positive attitude
Ability to create connection with families
Persistence
An entrepreneurial perspective to build a client base
Persuasive ability
An entrepreneurial perspective to build a client base
Persuasive ability
Minimum Requirements:
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
Experience with Salesforce preferred but not 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
Experience with Salesforce preferred but not required
Position 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
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
Income
$150000 $500000
$150000 $500000
Money for Nothing
Three weeks of paid time off each year
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money its what we do!
Lets Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Hungry
Free coffee tea sodas water and hot cocoa all on-site
Free coffee 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
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. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
Mentorship is part of the deal. We want to help you as a person not just as an employee. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
How Do I Get There
Waukesha location is just off the Guerkes Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Waukesha location is just off the Guerkes Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Lets have fun!
Quarterly team lunches and team-building events off-site
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals lets all travel together!
Company hits our goals lets all travel together!
Presented by Advisor Employee ServicesThank you for your interest in the Financial 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.
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
