Financial Advisor - Client Relationship Focus
Employment type
Full-time
Work setting
On-site
Location
Waukesha, WI
Schedule
Day shift
Posted
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Job overview
The Financial Advisor is an onsite position based in Waukesha, WI. Compensation is not specified for this role, which supports the client services team at Drake & Associates. This role exists to build and maintain long-term relationships with existing clients. The advisor provides personalized financial planning and investment advice, focusing on client retention and service excellence without the need for prospecting.
What you'll do
- Meets with existing clients
- implements financial plans
- advises on insurance and investment strategies
- manages client relationships
- participates in client events.
What we're looking for
- Skills & competencies
- full-timeday shiftwaukesha wifinancefinancial advisoronsiteno on-callno travelclient relationsinvestment
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive salary, performance-based bonuses
Why this role
Requires Series 65 or 66/7 licenses and 2 years of financial services experience.
About the employer
Drake & Associates is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: a0d77ea2-c18f-460c-9327-0217993cd7fe