Junior Advisor

Job Description

Job Description

Salary : $50,000 - $70,000 - Based on experience

AtDrake & Associates, were not looking for the average or the expected. Were looking forTHE EXCEPTION.

Thank you for your interest in making an impact with us. This opportunity plays a meaningful role in supporting our mission and delivering the ultimate client experience, and our hiring process reflects that. Please take a moment to watch our video and learn why we approach hiring with such intention.

Drake & Associates : Make an Impact!

We are a well-established and growing financial planning firm in Waukesha, WI. We take pride in delivering an exceptional client experience and supporting families with retirement planning through our One Plan, One Coach approach.

If youre driven, client-focused, and passionate about helping others achieve their financial goals and you have a passion for delivering exceptional customer service while supporting the essential daily operations of a successful financial planning firm wed love to meet you.

We are seeking a Junior Advisor to join our team. In this role, you will provide critical support through a blend of diverse planning and administrative responsibilities that help ensure a seamless client experience. This position offers a great opportunity to develop your career in financial services and gain hands-on experience in all aspects of the planning process.

If youre ready to take the next step in your career and grow with a firm that values excellence, integrity, and teamwork, apply today!

Position Responsibilities

• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain and update client and product information
• Manage calendar(s) of advisor or advisors
• Establish and maintain detailed client files obtaining client statements when necessary
• Prepare client correspondence, including letters and email correspondence
• Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
• Assist in client meetings

Minimum Requirements

Key Traits

Compensation & Bonus Structure

This position includes the opportunity to earn performance bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.