Waukesha, Wisconsin, United States · On-site
$100k–$250k/yr
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 entrepren…
Skills: Financial Planning, Retirement Planning, Sales, Client Relationship Management, Annuities
Waukesha, Wisconsin, United States · On-site
Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seekin…
Skills: Inside sales, Account management, Client relationship management, Business development, Customer success
Mequon, Wisconsin, United States · On-site
$100k–$250k/yr
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 entrepren…
Skills: Financial Planning, Retirement Planning, Sales, Client Relationship Management, Investment Advising
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The Lead Financial Advisor will develop and implement tailored financial plans for clients sourced from seminars and referrals. Responsibilities include advising on investments, insurance, and retirement strategies while building lasting client relationships.
Candidates must have an active Life & Health license and Series 65 or Series 66 and 7 licenses. A minimum of three years of financial services experience with a focus on sales is required.
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!
Provide mentorship, marketing opportunities, sales strategies and support to independent financial professionals.
Tony Drake, CFP® created Advisor Edge with one mission: To provide education, innovative marketing opportunities, advanced sales strategies and support to independent financial professionals. With this mission in mind, Tony goes out of his way to personally mentor each producer, one of which witnessed over 400% growth in one year. Advisor Edge with Tony Drake, in partnership with Advisor Growth Tech (AGT), is Simplicity’s latest program extension on our never-ending journey to help advisors reach their dream practice. This new, game changing platform is the next step above AGT and offers opportunities for growth unlike anything else in the industry. Take Your Business to the Edge of Innovation Advisor Edge offers an all-inclusive program that allows you to run and grow your entire business without sacrificing time and quality. Tony Drake’s program makes it easy to expand your client base and brand awareness by: Sales Process: Discover the leads you’ve missed through the Advisor Edge premiere Automated Marketing Software and attract more prospects through media presence across all facets. Business Management and Training: Custom tailored training and mentoring for all your business. From presenting to clients, sales meetings, to back office support, Tony Drake will help you and your business rise to new heights. Marketing Creative Key: Get a unique and effective brand that best represents you and your business all while encompassing the most productive tools and elements. If you are accepted into Advisor Edge, you can take comfort knowing Tony and his staff will support every aspect of your business. ** For financial advisor and insurance agent use only. Not intended for the general public. **
Offices: 20855 Watertown Rd, Waukesha, Wisconsin, US
Provide mentorship, marketing opportunities, sales strategies and support to independent financial professionals.
Tony Drake, CFP® created Advisor Edge with one mission: To provide education, innovative marketing opportunities, advanced sales strategies and support to independent financial professionals. With this mission in mind, Tony goes out of his way to personally mentor each producer, one of which witnessed over 400% growth in one year. Advisor Edge with Tony Drake, in partnership with Advisor Growth Tech (AGT), is Simplicity’s latest program extension on our never-ending journey to help advisors reach their dream practice. This new, game changing platform is the next step above AGT and offers opportunities for growth unlike anything else in the industry. Take Your Business to the Edge of Innovation Advisor Edge offers an all-inclusive program that allows you to run and grow your entire business without sacrificing time and quality. Tony Drake’s program makes it easy to expand your client base and brand awareness by: Sales Process: Discover the leads you’ve missed through the Advisor Edge premiere Automated Marketing Software and attract more prospects through media presence across all facets. Business Management and Training: Custom tailored training and mentoring for all your business. From presenting to clients, sales meetings, to back office support, Tony Drake will help you and your business rise to new heights. Marketing Creative Key: Get a unique and effective brand that best represents you and your business all while encompassing the most productive tools and elements. If you are accepted into Advisor Edge, you can take comfort knowing Tony and his staff will support every aspect of your business. ** For financial advisor and insurance agent use only. Not intended for the general public. **
Offices: 20855 Watertown Rd, Waukesha, Wisconsin, US
