Lead Financial Advisor
Are 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 initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build 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
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Salary
$75,000 - $150,000
Money for Nothing
Three weeks paid time-off each year
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Flexibility
In a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in
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 your health, dental and life insurance.
Paid time-off to go to the doctor, dentist, etc.
Hungry?
Free Lunches provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site
You Look Like You Work out!
Free onsite gym
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.
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
Wow, You’re Smart!
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.
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
Presented 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.
