Drake & Associates is a dynamic financial planning firm dedicated to providing our clients with exceptional financial guidance and delivering the ultimate client experience, based in Waukesha, WI. We are rapidly expanding and looking for outstanding individuals to join our team and help us continue our growth.

We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. This is a flexible, full or part-time intern opportunity.

Position Summary

Are you looking to gain hands-on experience in the financial planning industry? Join our growing team at Drake & Associates as a Client Operations Intern! You’ll work closely with the Operations Team to support clients and contribute to meaningful projects that drive real impact.

What You’ll Do

Support the day-to-day operations of our firm.
Assist with updating and maintaining client records across multiple systems.
Collaborate with various departments to improve internal processes and client satisfaction.
Take on special projects assigned by the Director of Operations.

What We’re Looking For

Currently enrolled in a Bachelor’s degree program in Business, Finance, Investments, or a related field.
Strong organizational and analytical skills.
Excellent written and verbal communication skills.
Proficient with Google Suite or Microsoft Office.
Enthusiastic, detail-oriented, and eager to learn in a fast-paced environment.

Tony Drake, CFP® created Advisor Edge with one mission: To provide education, innovative marketing opportunities, advanced sales strategies and support to independent financial professionals. With this mission in mind, Tony goes out of his way to personally mentor each producer, one of which witnessed over 400% growth in one year. Advisor Edge with Tony Drake, in partnership with Advisor Growth Tech (AGT), is Simplicity’s latest program extension on our never-ending journey to help advisors reach their dream practice. This new, game changing platform is the next step above AGT and offers opportunities for growth unlike anything else in the industry. Take Your Business to the Edge of Innovation Advisor Edge offers an all-inclusive program that allows you to run and grow your entire business without sacrificing time and quality. Tony Drake’s program makes it easy to expand your client base and brand awareness by: Sales Process: Discover the leads you’ve missed through the Advisor Edge premiere Automated Marketing Software and attract more prospects through media presence across all facets. Business Management and Training: Custom tailored training and mentoring for all your business. From presenting to clients, sales meetings, to back office support, Tony Drake will help you and your business rise to new heights. Marketing Creative Key: Get a unique and effective brand that best represents you and your business all while encompassing the most productive tools and elements. If you are accepted into Advisor Edge, you can take comfort knowing Tony and his staff will support every aspect of your business. ** For financial advisor and insurance agent use only. Not intended for the general public. **

Client Operations Intern

Client Operations Intern

Boost Your Interview Chances