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.
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9 positions at Drakeandassociates
Certified Public Accountant
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 Certified Public Accountant who is passionate about serv…
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 Specialist
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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