Entry Level Financial Planner

Build Your Own Book with the Support of an Experienced Team (Part-Time to Full-Time)

ABOUT US

Drake Financial is an established financial planning firm proudly serving families throughout West Michigan over the last 30 years.

Unlike typical firms, we don't get caught up in stuffy suits, ego-driven business strategies and marketing, or high-pressure sales tactics.

Instead, we emphasize genuine, down-to-earth relationships, professional independence, and flexible growth.

Due to our steady expansion, we're currently looking for motivated, service-oriented professionals eager to build a meaningful career in financial planning.

WHY DRAKE?

• Flexible Schedule:

  Start part-time and gradually transition into full-time income as your confidence and client base grow.

• Licensing Costs Covered:

  We fully subsidize all required state licenses, including your Life/Health and Series licensing.

• Supportive Environment:

  Benefit from hands-on training, in-field mentorship from tenured advisors, 2x/week training sessions, and ongoing educational resources designed to set you up for short-term AND long-term success.

• Ongoing Income:

  Earn recurring income on your entire book of business with no caps and build a long-term income stream for you and your family. We help you create financial security for yourself while doing the same for clients.

RESPONSIBILITIES

• Prospecting and engaging new clients through your personal network, community involvement, and referrals

• Scheduling and conducting personalized financial assessments and planning sessions with individuals and families. When you're first starting out, we go on appointments with you until you're comfortable and confident doing them on your own.

• Developing comprehensive financial strategies tailored to each client's unique goals and needs. Tap into multiple advisors with several decades of experience serving clients' needs.

• Maintaining ongoing client relationships to ensure long-term success and satisfaction. This role is ideal for a farmer/nurturer sales type, who excels at long-term relationships.

WHO THRIVES HERE

Our most successful advisors often come from backgrounds in service-driven careers such as:

• Education

• Healthcare

• Coaching

• Law enforcement

• Military

You would be the perfect fit if you're someone who loves working with people, relishes genuine conversations over slick sales pitches, and wants to earn a real living based on their efforts and results, not just the number of hours clocked.

YOU MIGHT BE:

• A teacher looking for a rewarding side income that could become your main career

• A nurse or healthcare professional seeking a meaningful and lucrative change

• A first responder or veteran eager for independence and income that reflects your discipline and commitment

Learn more about a career with us on our website