Financial Advisor — Guaranteed Appointments, No ProspectingDrake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.Why You'll Love This RoleBuilt-in clients — no prospecting and no cold calling required Consistent schedule with 7 guaranteed appointments weekly $200K+ with uncapped earning potentialAbout This Opportunity 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.How You'll Make an ImpactDevelop, present, and implement tailored financial plansAdvise clients on annuities, life insurance, long-term care, and managed investmentsProvide comprehensive financial planning, including investment, insurance, and retirement strategiesCultivate and maintain strong client relationshipsWhat We're Looking ForActive Life & Health licenseSeries 65 or Series 66 and 7 licensesBachelor's degree preferredMinimum three years of financial services experience, with an emphasis on salesStrong organizational, analytical, and communication skills (verbal and written)Proficiency with Google Suite; Salesforce experience preferredWhat Makes You a Great FitInitiative and persistencePositive attitudeEntrepreneurial mindsetEffective local marketing skillsPersuasive communicationReady 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!
Financial Advisor in mequon at Unknown Company
This position is listed as full time and onsite.