Drake and 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.
Skills Required
- Currently enrolled in a Bachelor's degree program in Business, Finance, Investments, or a related field
- Strong organizational skills
- Strong analytical skills
- Excellent written communication skills
- Excellent verbal communication skills
- Proficiency with Google Suite or Microsoft Office
- Detail-oriented and enthusiastic
- Eager to learn in a fast-paced environment
What We Do
Drake & Associates, LLC is a Waukesha, Wisconsin-based SEC-registered investment advisory firm founded by CFP(R) Tony Drake. Since 2002 it has guided thousands of people through retirement planning, offering holistic wealth management, retirement income planning, Social Security strategies, tax minimization, estate and legacy planning, and access to in-house tax and insurance professionals to help clients build and enjoy their dream retirement.
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