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!
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.
We are not looking for the average or the norm. We seek…
THE EXCEPTION.
HELLO AND WELCOME!
JOB DESCRIPTION
The below job description outlines the responsibilities of the Assistant Financial Planner.
Minimum Requirements:
● 2+ years of administrative office experience in a fast-paced environment
● Financial Industry experience preferred
● Intermediate to advanced skills with MS Office Suite, specifically Excel
● Desire to obtain long-term employment
Skills:
● Ability to prioritize projects and manage time
● Savvy customer service to include excellent communication; both verbal and written
● Strong follow-through
● Good-natured, positive attitude
● Ability to demonstrate persistence to achieve quality
● Strong organizational skills, detail-oriented, proactive, and resourceful
● Friendly, professional phone manner and enjoys working with a variety of clients
● Demonstrate maturity and poise under pressure
● Flexibility to contribute as part of a team as well as independently
Responsibilities:
● Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and
presentations for client meetings
● Utilize websites and software to obtain client and product information
● Compare existing solutions to those currently available in the marketplace
● Establish and maintain detailed client files
● Prepare client correspondence, including letters and email correspondence
● Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
● Assist in client meetings
Salary
$45,000 – $60,000 – Based on Experience
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.
How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let’s all travel together!
HELLO AND WELCOME!
JOB DESCRIPTION
The below job description outlines the responsibilities of the Assistant Financial Planner.
Minimum Requirements:
● 2+ years of administrative office experience in a fast-paced environment
● Financial Industry experience preferred
● Intermediate to advanced skills with MS Office Suite, specifically Excel
● Desire to obtain long-term employment
Skills:
● Ability to prioritize projects and manage time
● Savvy customer service to include excellent communication; both verbal and written
● Strong follow-through
● Good-natured, positive attitude
● Ability to demonstrate persistence to achieve quality
● Strong organizational skills, detail-oriented, proactive, and resourceful
● Friendly, professional phone manner and enjoys working with a variety of clients
● Demonstrate maturity and poise under pressure
● Flexibility to contribute as part of a team as well as independently
Responsibilities:
● Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and
presentations for client meetings
● Utilize websites and software to obtain client and product information
● Compare existing solutions to those currently available in the marketplace
● Establish and maintain detailed client files
● Prepare client correspondence, including letters and email correspondence
● Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
● Assist in client meetings
Salary
$45,000 – $60,000 – Based on Experience
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.
How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let’s all travel together!
Financial Analyst
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Drake & Associates, LLC is committed to providing equal opportunity and reasonable accommodations to employees with disabilities. Drake & Associates, LLC complies with the Americans with Disabilities Act and all other applicable federal, state, and local laws regarding disability discrimination and accommodation.
As part of this commitment, Drake & Associates, LLC will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact Robin Rettschlag, Director of Operations, (414) 409-7226 or [email protected].
Tony Drake has been seen on:
All of the above listed companies are paid sponsorships and not endorsements of Drake and Associates, LLC
