Financial Advisor — Retirement Planning

Job overview

The Financial Advisor — Retirement Planning is an onsite, full-time role in Waukesha, WI. Compensation is not specified; the posting states $200K+ earning potential without providing a guaranteed salary range. Drake & Associates is a Wisconsin financial planning firm specializing in retirement planning through its Retirement Ready Roadmap. The advisor meets with prospective clients from seminars, workshops, and referrals, presents the firm’s services, and develops tailored financial plans. The role advises clients on investment, insurance, and retirement strategies while building lasting client relationships.

What you'll do

• Develop, present, and implement tailored financial plans
• advise clients on annuities, life insurance, long-term care, managed investments, and retirement strategies
• meet with prospective clients
• participate in seminars and marketing initiatives
• cultivate client relationships.

What we're looking for

Skills & competencies

full-time

waukesha wi

drake & associates

financial advisor

retirement planning

financial plans

investment strategies

insurance

guaranteed appointments

no prospecting

$200k+ earning potential

Work arrangement

• Weekend coverage required

Why this role

The posting advertises guaranteed appointments, no prospecting or cold calling, and seven guaranteed appointments weekly. Requires an active Life and Health license and Series 65 or Series 66 and 7 licenses; a bachelor’s degree is preferred.

About the employer

Drake & Associates is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.