At Drake & Associates, we’re not looking for the average or the expected. We’re looking for THE 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. The ...
Drake and Associates is a dynamic financial planning firm dedicated to providing our clients with exceptional financial guidance and delivering the ultimate client experience, based in Waukesha, WI. We are rapidly expanding and looking for outstanding individuals to join our team and help us continue our growth. We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. This is a flexible, full or part-time in...
Drake and Associates is a dynamic financial planning firm dedicated to providing our clients with exceptional financial guidance and delivering the ultimate client experience, based in Waukesha, WI. We are rapidly expanding and looking for outstanding individuals to join our team and help us continue our growth. We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. This is a flexible, full or part-time in...
The Business Development Coordinator will not rely on cold calling to convert leads. instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent ...
Salary: $100,000 - $120,000 - based on experienceWe are seeking a proactive and hands-on IT Operations Manager who has experience developing or scaling an IT function within a financial or professional services environment. This individual will oversee all aspects of technology for our growing financial planning firm. They will also have the opportunity to build and shape the IT department as a new strategic function, ensuring our systems are sec...
Salary: $100,000 - $250,000 with uncapped earning potential. Financial Advisor Guaranteed Appointments, No Prospecting. Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI....
