At Drake & Associates, we pride ourselves as being a holistic “one-stop shop” firm with a strong focus on both our employees and clients. We recently, tripled our space in our new building and are growing our team.
We are actively pursuing a service advisor. This individual would be exceptional with client relationships and be a critical part of their experience. Primary responsibilities would be meeting with existing clients on an ongoing basis, addressing their needs and concerns, and working with the customer service team. To be clear, this is not a position with a responsibility for new client acquisition.
Our team is provided the most cutting-edge technology to keep our workplace efficient and inline with the biggest names in the investment world, with the bonus of being more than just a name or a number here. We have a brand-new gym that comes complete with a personal trainer, group training classes, and top-of-the-line training equipment provided by the company for all the staff.
This is part of our culture: helping our work family achieve their goals both in and out of the office. At Drake & Associates, we see each individual as an integral part of our team working together to achieve the best possible experience for our clients. We reward staff with individual and team based financial incentives, in addition to great events like luxury boxes at the Milwaukee Brewers and Bucks games!
Series 65 or equivalent
Industry experience a plus
CFP or willingness to earn
Life/Health Insurance License
Additional Salary Information: Lots of room for growth!
About Drake & Associates, LLC.
Drake & Associates offers dynamic state of the art financial and retirement planning, and financial asset management to a wide range of clients throughout the State of Wisconsin. Their process takes a comprehensive approach to planning that incorporates clients’ investment and legal needs based upon risk tolerance and goals. As an independent fiduciary firm, they represent their clients rather than any particular company and deliver objective, unbiased recommendations.