Drake Financial Group ยท 4 hours ago
FINANCIAL ADVISOR Flexible Schedule Training Provided
Kalamazoo, MI
Part-time
Hybrid
New Grad, Entry LevelDrake Financial Group is an established financial planning firm serving families in West Michigan for over 30 years. They are seeking motivated and service-oriented professionals to build their own book of business with the support of an experienced team, offering flexible schedules and comprehensive training.
Financial Services
Responsibilities
Prospecting and engaging new clients through your personal network, community involvement, and referrals
Scheduling and conducting personalized financial assessments and planning sessions with individuals and families. When you're first starting out, we go on appointments with you until you're comfortable and confident doing them on your own
Developing comprehensive financial strategies tailored to each client's unique goals and needs. Tap into multiple advisors with several decades of experience serving clients' needs
Maintaining ongoing client relationships to ensure long-term success and satisfaction. This role is ideal for a farmer/nurturer sales type, who excels at long-term relationships
Qualification
Required
Motivated, service-oriented professionals eager to build a meaningful career in financial planning
Ability to prospect and engage new clients through personal network, community involvement, and referrals
Capability to schedule and conduct personalized financial assessments and planning sessions with individuals and families
Skill in developing comprehensive financial strategies tailored to each client's unique goals and needs
Ability to maintain ongoing client relationships to ensure long-term success and satisfaction
Strong interpersonal skills and a genuine approach to client interactions
Preferred
Background in service-driven careers such as education, healthcare, coaching, law enforcement, or military
Experience in nurturing long-term relationships
None
Benefits
Flexible Schedule: Start part-time and gradually transition into full-time income as your confidence and client base grow.
Licensing Costs Covered: We fully subsidize all required state licenses, including your Life/Health and Series licensing.
Supportive Environment: Benefit from hands-on training, in-field mentorship from tenured advisors, 2x/week training sessions, and ongoing educational resources designed to set you up for short-term AND long-term success.
Ongoing Income: Earn recurring income on your entire book of business with no caps and build a long-term income stream for you and your family.
Company
Drake Financial Group
Our family has been dedicated to serving the people of West Michigan since 1985.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase