Drake & Associates LLC
Lead Financial Advisor
Drake & Associates LLC, Waukesha, Wisconsin, United States, 53188
Lead Financial AdvisorAre you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in
Waukesha, WI , is seeking to add a Lead Financial Advisor to our Team!The Lead Financial Advisor will have the opportunity to meet one on one with the company leads form 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 initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:College degree preferred3+ years of financial services experience with an emphasis on salesLife and Health Licensed; Series 65Strong organizational, prioritization, interpersonal, and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office Suite (Outlook, Excel, Word, and Power Point)Experience with Redtail/CRM preferred, but not requiredPosition Responsibilities:Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist main Advisor with meeting individual and team goalsSalary$75,000 - $150,000Money for NothingThree weeks paid time-off each yearAdditional Days OffWhen we meet our goals, we prefer to give employees extra days offFlexibilityIn a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live inRetirementWe 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, its what we do!Lets Stay HealthyBlue Cross Blue Shield group health insurance plan with a great provider networkIts the same health insurance that Tony has for himself.We pay for your health, dental and life insurance.Paid time-off to go to the doctor, dentist, etc.Hungry?Free Lunches provided for weekly team buildingFree coffee (Nespresso), tea, sodas, water, and hot cocoa all on-siteYou Look Like You Work out!Free onsite gymWant To Lend a Hand?We support local charities financially and with paid time-off to volunteerUse The Force, Luke!Mentorship is part of the deal.We want to help you as a person, not just as an employee.How Do I Get There?Waukesha location is just off the Guerkes corner exit on I-94Mequon location is right off I-43 on Mequon and Port Washington RdWow, Youre Smart!Well pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.Well even pay for your Certified Financial Planner designation.Want to get your CPA license? Lets do it.Lets have fun!Quarterly team lunches and team building events off siteAnnual Team Holiday PartyPaid-for Annual TripsCompany hits our goals, let's all travel togetherPresented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.
Waukesha, WI , is seeking to add a Lead Financial Advisor to our Team!The Lead Financial Advisor will have the opportunity to meet one on one with the company leads form 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 initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:College degree preferred3+ years of financial services experience with an emphasis on salesLife and Health Licensed; Series 65Strong organizational, prioritization, interpersonal, and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office Suite (Outlook, Excel, Word, and Power Point)Experience with Redtail/CRM preferred, but not requiredPosition Responsibilities:Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist main Advisor with meeting individual and team goalsSalary$75,000 - $150,000Money for NothingThree weeks paid time-off each yearAdditional Days OffWhen we meet our goals, we prefer to give employees extra days offFlexibilityIn a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live inRetirementWe 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, its what we do!Lets Stay HealthyBlue Cross Blue Shield group health insurance plan with a great provider networkIts the same health insurance that Tony has for himself.We pay for your health, dental and life insurance.Paid time-off to go to the doctor, dentist, etc.Hungry?Free Lunches provided for weekly team buildingFree coffee (Nespresso), tea, sodas, water, and hot cocoa all on-siteYou Look Like You Work out!Free onsite gymWant To Lend a Hand?We support local charities financially and with paid time-off to volunteerUse The Force, Luke!Mentorship is part of the deal.We want to help you as a person, not just as an employee.How Do I Get There?Waukesha location is just off the Guerkes corner exit on I-94Mequon location is right off I-43 on Mequon and Port Washington RdWow, Youre Smart!Well pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.Well even pay for your Certified Financial Planner designation.Want to get your CPA license? Lets do it.Lets have fun!Quarterly team lunches and team building events off siteAnnual Team Holiday PartyPaid-for Annual TripsCompany hits our goals, let's all travel togetherPresented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.