About this opportunity
Drake and Associates lists this Financial Advisor - Client Relationship Focus opportunity in waukesha, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor - Client Relationship Focus
At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team.
Why You'll Love This Role
Focus on building relationships with existing clients— no prospecting required
Opportunity to make a meaningful impact on clients' lives
Supportive team environment and ongoing professional development
Recognition and rewards for outstanding performance
About This Opportunity
As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships— no prospecting required.
How You'll Make an Impact
Prepare, present, and implement customized financial plans tailored to each client's needs
Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning
Manage and retain strong client relationships through regular communication and support
Participate in client appreciation and educational events to enhance engagement and loyalty
What We're Looking For
At least 2 years of experience in financial services
Series 65 or a combination of Series 66 and 7, plus Life and Health licenses
Experience serving in a client-facing capacity with direct responsibility for managing client relationships, conducting client meetings, and delivering ongoing advice and service
Strong organizational, prioritization, interpersonal, and management skills
Excellent verbal and written communication abilities
Experience with Salesforce is preferred
What Makes You a Great Fit
Demonstrates strong initiative and a proactive approach to client needs
Maintains a positive attitude and persistence in achieving goals
Effectively markets services to local clients
Works collaboratively as part of a team
Compensation & Bonus Structure
This position offers a competitive salary and the opportunity to earn performance-based bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.
Ready to make an impact? If you are passionate about client service and eager to grow your career with Drake & Associates, we encourage you to apply and learn more about how you can contribute to our mission.
Worksite address
waukesha, WI, 53188, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.