Company · 15 open roles
Careers at Drakeandassociates
Drakeandassociates has 15 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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15 positions at Drakeandassociates
Performance Marketing Lead
Drakeandassociates·Waukesha, Wisconsin
Drake & Associates is an Wisconsin-based financial planning firm that helps families retire with confidence. We're looking for a creative, sales-minded, strategy-driven marketer to own our paid media and turn digital interest into real client relationships. Why This Role Is Diff…
IT Helpdesk & Network Support Specialist
Drakeandassociates·Waukesha, Wisconsin
Drake & Associates is seeking a customer-focused IT Helpdesk & Network Support Specialist to support our team of 60 employees across our Waukesha and Mequon offices. In this role, you will serve as the primary technical point of contact for employee onboarding, hardware/software …
Software Engineering & AI Intern
Drakeandassociates·Waukesha, Wisconsin
Drake & Associates is a growing financial planning firm based in Waukesha, WI, dedicated to providing exceptional financial guidance and delivering the ultimate client experience. As we continue to grow, we’re investing in technology, automation, and AI to improve how our team wo…
Client Operations Intern
Drakeandassociates·Waukesha, Wisconsin
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…
Chief Compliance Officer
Drakeandassociates·Waukesha, Wisconsin
Drake & Associates is seeking an experienced Chief Compliance Officer (CCO) to lead and manage the firm's compliance program. As our primary compliance professional and a member of the Leadership Team, the CCO will serve as both a hands-on compliance expert and strategic business…
Executive Assistant
Drakeandassociates·Waukesha, Wisconsin
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 an experienced Executive Assistant with 5+ years of C-leve…
Tax Advisor
Drakeandassociates·Waukesha, Wisconsin
Drake & Associates is a Wisconsin-based financial planning firm that helps families retire with confidence. We're looking for a tax professional who wants more than a busy season: someone who enjoys planning ahead with clients as much as preparing their returns. Why This Role Is…
Client Experience Specialist
Drakeandassociates·Waukesha, Wisconsin
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…
Financial Advisor
Drakeandassociates·Waukesha, Wisconsin
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…
Client Service Specialist
Drakeandassociates·Waukesha, Wisconsin
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…
Business Development Coordinator
Drakeandassociates·Waukesha, Wisconsin
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…
Lead Financial Advisor
Drakeandassociates·Waukesha, Wisconsin
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…
Financial Advisor - Client Relationship Focus
Drakeandassociates·Waukesha, Wisconsin
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 …
Client Experience Specialist
Drakeandassociates·Mequon, Wisconsin
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…
Client Development Specialist (Inside Sales)
Drakeandassociates·Waukesha, Wisconsin
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…
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