Financial Advisor

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!