Advisor Employee Services

Our established financial service firm, Drake & Associates, in Grand Rapids, MI is seeking to add a Lead Financial Advisor to our Team!. Let’s Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider networkIt’s the same health insurance that Tony has for himself.. Free Lunches provided for weekly team buildingFree coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site You Look Like You Work out!. 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.

financial advisor

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 Grand Rapids, MI 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 a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 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 networkIt’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 buildingFree 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-94Mequon 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 siteAnnual Team Holiday Party Paid-for Annual TripsCompany hits our goals, let's all travel together

START NEW SEARCH