drakeandassociates
Open positions
Chief Compliance Officer
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…
Performance Marketing Lead
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…
Client Development Specialist (Inside Sales)
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 Coordinator
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…
Financial Advisor
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…
Financial Advisor - Client Relationship Focus
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…