Drake & Associates is a well-established and growing financial planning firm based in Waukesha, WI. Our team is grounded in collaboration, client care, and an entrepreneurial mindset. We take pride in delivering an exceptional client experience and supporting families with retirement planning through our "One Plan, One Coach" approach. If you’re driven, client-focused, and passionate about helping others achieve their financial goals, we’d love to meet you! The Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars, workshops and referrals. Duties include meeting with prospective families to share the value proposition of working with Drake & Associates, participation in public seminars and market