Wealth Advisor: Build Your Practice, Path to Ownership

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 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.