Drake & Associates, LLC
Lead Financial Advisor - Build Client Relationships
Drake & Associates, LLC, Milwaukee, Wisconsin, United States, 53244
A financial planning firm in Milwaukee is seeking a Lead Financial Advisor to provide financial planning advice and build client relationships. Candidates should possess an active Life & Health license and have a minimum of 3 years in financial services, with strong interpersonal, analytical, and organizational skills. This full-time position offers a collaborative environment with competitive benefits, including medical and vision insurance, 401(k), and paid leave options.
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