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drakeandassociates

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3 jobs
drakeandassociates
1 views 2 weeks ago

Chief Compliance Officer

On-siteNorth AmericaC-level
United States

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…
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drakeandassociates
1 views 2 months ago

Client Development Specialist (Inside Sales)

Open 90d On-siteNorth America
United States

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…

Business Development CRM Salesforce
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drakeandassociates
1 views 2 months ago

Business Development Specialist

Open 90d On-siteNorth America
United States

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…

Business Development Express.js Paid Social Salesforce
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