Financial Advisor - Client Relationship Focus
Drake & Associates is hiring for Financial Advisor - Client Relationship Focus in Waukesha, Wisconsin. Mid level. First seen August 6, 2026; open as of November 9, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Drake & Associates
- Where
- Waukesha, Wisconsin
- Level
- Mid
- First seen
- August 6, 2026
- Listed via
- BambooHR
What the posting says
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. How You'll Make an Impact - 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…
Read more and apply on Drake & Associates' site
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