About this role
Financial Advisor at Drake & Associates. Location: Mequon, Wisconsin, United States. Role: developing plans, advising clients, cultivating relationships Requirements: Active life & health license, Series 65 or Series 66 and 7, 3+ years financial services experience (sales emphasis), Google Suite proficiency, Salesforce preferred, bachelor’s degree preferred. Category: Sales Seniority: Mid Level Tools: Google Suite, Salesforce Certifications: life & health, series 65, series 66, series 7 Commitment: Full Time Workplace: Onsite Languages: English