Relationship Advisor

Relationship Advisor Make an Impact with Us At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team. Role Overview As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships—no prospecting required. Key Responsibilities Prepare, present, and implement customized financial plans tailored to each client’s needs Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning Manage and retain strong client relationships through regular communication and support Participate in client appreciation and educational events to enhance engagement and loyalty Minimum Requirements At least 2 years of experience in financial services Series 65 or a combination of Series 66 and 7, plus Life and Health licenses Strong organizational, prioritization, interpersonal, and management skills Excellent verbal and written communication abilities Experience with Salesforce is preferred Key Traits Demonstrates strong initiative and a proactive approach to client needs Maintains a positive attitude and persistence in achieving goals Effectively markets services to local clients Works collaboratively as part of a team Compensation & Bonus Structure This position offers a competitive salary and the opportunity to earn performance-based bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success. Why Join Drake & Associates? Focus on building relationships with existing clients—no prospecting required Opportunity to make a meaningful impact on clients’ lives Supportive team environment and ongoing professional development Recognition and rewards for outstanding performance Ready to make an impact? If you are passionate about client service and eager to grow your career with Drake & Associates, we encourage you to apply and learn more about how you can contribute to our mission.