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 Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads
from seminars and referrals, as well as existing clients. Initial duties include working alongside the
main Advisor, servicing existing clients, making active outbound calls to set appointments with
prospects and existing clients, client relationship building, and participation in public seminars – to
include introducing the main Advisor. Tired of prospecting? Join a firm where the families come to
you!
Key Traits:
● Strong initiative
● Positive attitude
● Ability to market to local clients
● Persistence
● An entrepreneurial perspective to build a client base
● Persuasive ability
Minimum Requirements:
● College degree preferred
● 3+ years of financial services experience with an emphasis on sales
● Life and Health Licensed; Series 65, or 66 and 7.
● Strong organizational, prioritization, interpersonal, and management skills
● Strong mathematical and analytical skills
● Excellent communication skills; both verbal and written
● Proficient with Google Suite
● Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
● Prepare, present, and implement customized financial plans
● Assist clients with annuities, life, and long-term care, and managing money
● Provide financial planning advice to include investment, insurance, and retirement
● Develop, manage, and retain strong client relationships
● Assist the main Advisor with meeting individual and team goals
Income
$75,000 – $350,000
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 Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads
from seminars and referrals, as well as existing clients. Initial duties include working alongside the
main Advisor, servicing existing clients, making active outbound calls to set appointments with
prospects and existing clients, client relationship building, and participation in public seminars – to
include introducing the main Advisor. Tired of prospecting? Join a firm where the families come to
you!
Key Traits:
● Strong initiative
● Positive attitude
● Ability to market to local clients
● Persistence
● An entrepreneurial perspective to build a client base
● Persuasive ability
Minimum Requirements:
● College degree preferred
● 3+ years of financial services experience with an emphasis on sales
● Life and Health Licensed; Series 65, or 66 and 7.
● Strong organizational, prioritization, interpersonal, and management skills
● Strong mathematical and analytical skills
● Excellent communication skills; both verbal and written
● Proficient with Google Suite
● Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
● Prepare, present, and implement customized financial plans
● Assist clients with annuities, life, and long-term care, and managing money
● Provide financial planning advice to include investment, insurance, and retirement
● Develop, manage, and retain strong client relationships
● Assist the main Advisor with meeting individual and team goals
Income
$75,000 – $350,000
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!
Lead Advisor
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 recruiter@drakeandassociates.net.
Tony Drake has been seen on:
All of the above listed companies are paid sponsorships and not endorsements of Drake and Associates, LLC
