Company · 9 open roles

Careers at Drakeandassociates

Drakeandassociates has 9 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.

Active roles
9

Refreshed continuously

Median salary

Across active listings

Hottest cities
Waukesha, Wisconsin8Mequon, Wisconsin1

All open roles

9 positions at Drakeandassociates

Certified Public Accountant

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time1d ago

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Certified Public Accountant who is passionate about serv…

Operations

Client Experience Specialist

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time17d ago

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we’re looking for motivated, high-performing individuals to join our team. About This Opportunity The Client Experienc…

Operations

Financial Advisor

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time17d ago

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 o…

Advisory

Client Service Specialist

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time49d ago

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about servin…

Operations

Business Development Specialist

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time49d ago

Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience. Our culture is built on core va…

Marketing

Lead Financial Advisor

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time49d ago

Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning wi…

Advisory

Financial Advisor - Client Relationship Focus

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time49d ago

Financial Advisor - Client Relationship Focus At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a …

Advisory

Client Experience Specialist

Drakeandassociates·Mequon, Wisconsin

OnsiteFull-time49d ago

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we’re looking for motivated, high-performing individuals to join our team. About This Opportunity The Client Experienc…

Operations

Client Development Specialist (Inside Sales)

Drakeandassociates·Waukesha, Wisconsin

OnsiteFull-time49d ago

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Development Specialist who is passionate about se…

Marketing

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What Drakeandassociates hires for

Most-requested skills across active job descriptions.

OperationsAdvisoryMarketing
Drakeandassociates careers — 9 open roles | ResuMinder | ResuMinder