Lead Financial Advisor
onedegreeadvisors
Full Time
Lead Financial Advisor
drakeandassociates· Advisory
About this role
Financial Advisor — Guaranteed Appointments, No Prospecting
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.
Why You’ll Love This Role
✔ Built-in clients — no prospecting and no cold calling required
✔ Consistent schedule with 7 guaranteed appointments weekly
✔ $100K+ with uncapped earning potential
About 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 Impact
- 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
What We’re Looking For
- Active Life & Health license
- Series 65 or Series 66 and 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
What Makes You a Great Fit
- 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!
Frequently Asked Questions
Is the salary disclosed for the Lead Financial Advisor position at drakeandassociates?
The salary for this Lead Financial Advisor role at drakeandassociates is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Lead Financial Advisor position at drakeandassociates located?
This Lead Financial Advisor role at drakeandassociates is based in Waukesha, Wisconsin, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Lead Financial Advisor role at drakeandassociates full-time or part-time?
This is listed as a Full Time position. It is posted as a Lead Financial Advisor role in the Advisory department at drakeandassociates.
Which team or department does the Lead Financial Advisor at drakeandassociates belong to?
This Lead Financial Advisor position is part of the Advisory department at drakeandassociates. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Lead Financial Advisor position at drakeandassociates?
Click the "Apply Now" button on this page. You will be redirected to drakeandassociates's official application portal hosted on bamboohr where you can submit your application directly.
When was the Lead Financial Advisor job at drakeandassociates posted?
This Lead Financial Advisor position at drakeandassociates was posted on Jun 3, 2026. Apply as soon as possible — early applications are often reviewed first.
Lead Financial Advisor
drakeandassociates
You'll be redirected to drakeandassociates's official application page on bamboohr.