Lead Financial Advisor

Confidential

Waukesha, Wisconsin permanent

Posted: January 30, 2026

Required Skills

Job Description

Lead Financial Advisor – Drake & Associates

Drake & 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.

Role Overview
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. NO PROSPECTING!

Key Responsibilities

Develop, present, and implement tailored financial plans

Advise clients on annuities, life insurance, long-term care, and managed investments

Provide comprehensive financial planning, including investment, insurance, and retirement strategies

Cultivate and maintain strong client relationships

Specific Qualifications

Active Life & Health license

Series 65 or Series 66 and Series 7 licenses

Bachelor’s degree preferred

Minimum three years of financial services experience, with an emphasis on sales

Strong organizational, analytical, and communication skills (verbal and written)

Proficiency with Google Suite; Salesforce experience preferred

Desired Attributes

Initiative and persistence

Positive attitude

Entrepreneurial mindset

Effective local marketing skills

Persuasive communication

Ready 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!

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