Financial Representative

Northwestern Mutual / Lakefront Capital; Cleveland (OH); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully funded retirement package

Medical, vision, dental plans

Parental benefits

Licensing support for SIE, Series 6/7/

Tuition reimbursement

Job summary

Northwestern Mutual / Lakefront Capital in Cleveland, Ohio seeks a Financial Representative to build long-term client relationships and grow into a Financial Advisor. Start by developing a client base and delivering personalized planning, with ongoing training and licensing support through the transition.

This opportunity combines holistic financial planning with performance-based compensation, including renewal income, and the use of Northwestern Mutual's proprietary planning software to

Qualifications

• Bachelor’s degree required.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to each client’s unique needs.
• Manage clients’ financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.
• Educate clients and deliver holistic financial plans, including investments, insurance, and annuities.

Skills

Relationship-building

Time management

Strong communicator

Entrepreneurial mindset

Self-motivation

Education

Bachelor’s degree

Tools

Northwestern Mutual planning software

Job description

Northwestern Mutual / Lakefront Capital is looking for a Financial Representative in Cleveland, Ohio (onsite) who wants to build long-term client relationships and grow into a Financial Advisor. The path begins with developing a client base and delivering personalized planning, with ongoing training and licensing support through the transition.

This opportunity combines holistic financial planning with performance-based compensation, including renewal income for continued client service and policy management. You will use Northwestern Mutual proprietary planning software to support client education and recommendations across investments, insurance, and retirement-focused solutions.

Role Overview

Start as a Financial Representative and progress into a Financial Advisor at Northwestern Mutual. The work centers on building and maintaining client relationships, creating tailored plans, and guiding clients through major stages of life with a focus on holistic, integrated financial strategies.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to each client’s unique needs
• Manage clients’ financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life
• Educate clients and deliver holistic financial plans, including investments for growth, insurance for protection, and annuities for guaranteed income in retirement

Requirements

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Tools

• Northwestern Mutual proprietary planning software

Training and Licensing Support

• Continued training and development throughout your career
• Award-winning curriculum designed to support your first three years in the business
• Instruction focused on client acquisition to support long-term career longevity
• Access to a national network of tenured financial advisors for first‑hand learning
• Licenses required to become a financial advisor: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
• Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books
• Certified Financial Planner licensing support

Compensation and Benefits

• Performance-based earnings and revenue
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Fully company‑funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more

About Northwestern Mutual

As a Financial Advisor, you help clients achieve their goals through financial planning. The approach is tailored and integrated, combining multiple strategies, including insurance, investments, and annuities, designed to reinforce one another.

Financial Advisors are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Why Join Northwestern Mutual

• Top 5 US Independent Broker-Dealers
• Total company assets of $366 billion and unsurpassed financial strength
• Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
• Fortune 500 company (June 2024)
• Forbes’ Best Employers for Diversity (2023)
• Best Place to Work for LGBTQ+ Equality (Human Rights Campaign Corporate Equality Index, 2023)
• 2024 Training APEX Award winner