JOIN THE A-TEAM!

IMAGINE… waking up every morning inspired to grow, be excellent, and make an impact. That’s what we do and we need your help!

We are not looking for the average or the norm. We seek… THE EXCEPTION.

Hello and Welcome!

We appreciate your interest in making an IMPACT with us! This is a special opportunity that requires a special process. The process itself is designed to weed out those less than passionate about wanting to join our mission.
We are looking for character, culture fit, and skills (of course). One key to success with the A-Team is having an obsessive commitment to excellence and being able to follow through, so we look for those traits too!
If you are simply spamming your resume into the ether with the hope that something sticks, this process will not be for you. Otherwise, we think you will find the process fun, productive and fitting.

Let’s begin by having you answer a few questions…

Job Description

Lead Advisor

Lead Financial Advisor – Drake & Associates

Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our “One Plan, One Coach” approach and seek a driven, client-focused Lead Financial Advisor to join our team.

Role Overview
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. NO PROSPECTING!

Key Responsibilities

  • 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

Specific Qualifications

  • Active Life & Health license
  • Series 65 or Series 66 and Series 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

Desired Attributes

  • 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!

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