Lead Financial Advisor

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    "raw": "Waukesha, Wisconsin, 53186, United States",
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    "location": {
      "city": "Waukesha",
      "state": "Wisconsin"
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    "location": {
      "city": "Waukesha",
      "state": "Wisconsin",
      "postalCode": "53186",
      "addressCountry": "United States"
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    "datePosted": "2026-06-03",
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    "description": "<p><span style=\"font-size: 12pt; font-weight: bold\">Financial Advisor — Guaranteed Appointments, No Prospecting</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt\">Drake &amp; 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.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Why You’ll Love This Role</span></p>\n<p><span style=\"font-size: 12pt\">✔ Built-in clients — no prospecting and no cold calling required</span><br><span style=\"font-size: 12pt\">✔ Consistent schedule with 7 guaranteed appointments weekly</span><br><span style=\"font-size: 12pt\">✔ $100K+ with uncapped earning potential</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">About This Opportunity</span><br><span style=\"font-size: 12pt\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">How You’ll Make an Impact</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Develop, present, and implement tailored financial plans</span></li>\n<li><span style=\"font-size: 12pt\">Advise clients on annuities, life insurance, long-term care, and managed investments</span></li>\n<li><span style=\"font-size: 12pt\">Provide comprehensive financial planning, including investment, insurance, and retirement strategies</span></li>\n<li><span style=\"font-size: 12pt\">Cultivate and maintain strong client relationships</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">What We’re Looking For</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Active Life &amp; Health license</span></li>\n<li><span style=\"font-size: 12pt\">Series 65 <em>or</em> Series 66 and 7 licenses</span></li>\n<li><span style=\"font-size: 12pt\">Bachelor’s degree preferred</span></li>\n<li><span style=\"font-size: 12pt\">Minimum three years of financial services experience, with an emphasis on sales</span></li>\n<li><span style=\"font-size: 12pt\">Strong organizational, analytical, and communication skills (verbal and written)</span></li>\n<li><span style=\"font-size: 12pt\">Proficiency with Google Suite; Salesforce experience preferred</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">What Makes You a Great Fit</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Initiative and persistence</span></li>\n<li><span style=\"font-size: 12pt\">Positive attitude</span></li>\n<li><span style=\"font-size: 12pt\">Entrepreneurial mindset</span></li>\n<li><span style=\"font-size: 12pt\">Effective local marketing skills</span></li>\n<li><span style=\"font-size: 12pt\">Persuasive communication</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">Ready to make an impact?</span></p>\n<p><span style=\"font-size: 12pt\">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 &amp; Associates!</span></p>\n<p><span style=\"font-size: 10pt\"> </span></p>",
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