Drake Financial Group · 5 hours ago
Financial Advisor
Kalamazoo, MI
Part-time
Hybrid
New Grad, Entry LevelDrake Financial Group is seeking a Financial Advisor to join their team, offering a career with flexibility and support. The role involves meeting clients, performing financial planning assessments, and building lasting relationships to achieve income growth.
Financial Services
Responsibilities
Meet clients virtually or in person at one of our office locations
Perform personalized financial planning assessments to help clients achieve their goals
Regularly attend training and mentorship sessions to sharpen your skills
Build genuine relationships and lasting trust with your clients, leading to referrals and consistent income growth
Qualification
Required
Hungry for more
Steady, dependable individual
Proven track record of working hard
Staying consistent
Achieving goals
Motivated by autonomy, independence, and financial reward
Ability to meet clients virtually or in person
Perform personalized financial planning assessments
Regularly attend training and mentorship sessions
Build genuine relationships and lasting trust with clients
Ambitious/Goal-Oriented
Relatable
Down To Earth
Self-Disciplined
Kind-Hearted
Easily Build Trust
Authentic
Benefits
Family-Friendly Flexibility
Licensing Support Provided
Supportive, Collaborative Team
Proven Success Path
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