Financial Advisor
Drake & Associates is hiring for Financial Advisor 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
Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. How You’ll Make an Impact - Develop, present, and implement tailored financial plans - Advise clients on annuities, life insurance, long-term care, and managed investments - Provide comprehensive financial planning, including investment, insurance, and retirement strategies - Cultivate and maintain strong client relationships What We’re Looking For - Active Life & Health license - Series 65 or Series 66 and 7 licenses -…
Read more and apply on Drake & Associates' site
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