Associate Wealth Management Advisor

Northwestern Mutual / Lakefront Capital; Cleveland (OH); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Structured mentorship program

Direct collaboration with partners

Access to existing client base

Ownership pathway upon milestones

Competitive medical, vision, dental

Job summary

Lakefront Capital seeks an entrepreneurial, relationship-driven Financial Advisor to build a comprehensive financial planning practice with mentorship from experienced partners. You will deliver detailed financial plans and implement investment, insurance, and fee-based strategies while growing your own client book.

The role offers autonomy to develop your practice within a collaborative firm and a defined path to ownership after meeting performance milestones.

Qualifications

• Entrepreneurial and motivated to build something of their own within a collaborative firm.
• Coachable and willing to follow a proven process.
• Collaborative and comfortable working as part of a team.
• Self-disciplined, organized, and accountable.
• Energized by networking and developing meaningful relationships.
• Passionate about financial planning and helping clients achieve their goals.

Responsibilities

• Partner with experienced advisors in joint client meetings and planning opportunities.
• Develop and manage your own book of clients.
• Serve and cultivate relationships with existing Lakefront Capital clients.
• Build new relationships through our introduction-based business development process.
• Plan educational seminars to reach strategic target markets.
• Create comprehensive financial plans and help clients act on recommendations.
• Build strong community relationships with business owners, accountants, attorneys, and other professionals.

Skills

Entrepreneurial mindset

Coachable

Collaborative

Self-disciplined

Networking

Financial planning

Long-term vision

Tools

Licensing: SIE

Series 6

Series 63

CFP®

Job description

Lakefront Capital is seeking an entrepreneurial, relationship-driven Financial Advisor who wants to build a comprehensive financial planning practice with the support of an experienced team and a defined pathway toward ownership.

This role offers the autonomy to develop your own practice while working closely with Lakefront Capital's partners. You will gain direct experience delivering comprehensive financial plans and implementing investment, insurance, and fee-based planning strategies.

Job description

• Partner with experienced advisors in joint client meetings and planning opportunities.
• Develop and manage your own book of clients.
• Serve and cultivate relationships with existing Lakefront Capital clients.
• Build new relationships through our proven introduction-based business development process.
• Plan educational seminars designed to reach strategic target markets.
• Create comprehensive financial plans and help clients act on their recommendations.
• Build strong community relationships with business owners, accountants, attorneys, and other professionals.

What we offer as a firm

• A structured development and mentorship program.
• Direct collaboration with Lakefront Capital's partners.
• Access existing client relationships and joint-work opportunities.
• Proven systems for introductions, networking, and client development.
• The autonomy of running your own financial advisory practice within a collaborative firm.
• A defined partnership pathway to earn an ownership interest in Lakefront Capital after achieving established performance milestones.

Qualifications

• Entrepreneurial and motivated by the opportunity to build something of their own.
• Coachable and willing to follow a proven process.
• Collaborative and comfortable working as part of a team.
• Self-disciplined, organized, and accountable.
• Energized by networking and developing meaningful relationships.
• Passionate about financial planning and helping clients achieve their goals.
• Driven by a long‑term vision for themselves, their family, and their career.

Compensation & Benefits

A base salary and draw structure that provides support while you build your practice. Commission opportunities based on fee‑based planning revenue and insurance production. Wealth management fee revenue, including applicable overrides. Immediate ownership of the individual wealth management book you build and an agreed‑upon book buyout arrangement.

• Competitive and comprehensive medical, vision, and dental plans.
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more.
• NM‑Funded Retirement Package and Pension Plan.

About US

Learn more about our firm, our team, and how we serve clients.

LinkedIn: https://www.linkedin.com/company/lakefront-capital/

Website: https://lakefrontcapital.nm.com/