Holistic Financial Planner to Financial Advisor

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 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