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
What We’re Looking For
What Makes You a Great Fit
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!
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. They are known for their integrity, education-first approach, and commitment to delivering an exceptional client experience.