Relationship Advisor

Drake & Associates • Waukesha, WI

8d • $100,000 - $150,000 • Onsite

About The Position

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.

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.

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

Nice To Haves

• Experience with Salesforce is preferred

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed