About this opportunity
Drake and Associates lists this Financial Advisor opportunity in mequon, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
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!
Worksite address
mequon, WI, 53097, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.