Wealth Management Advisor

Job Description

Job Description

Are you a seasoned sales professional or accomplished financial advisor ready to elevate your career to

new heights? Join our prestigious wealth management firm and unleash your entrepreneurial potential.

At Lakefront Capital, we empower driven individuals like you to forge your own path to success, free from

the constraints of traditional roles.

Step into a role where your expertise in sales and client relationship building can thrive. Make a

substantial impact on your community while achieving unparalleled financial rewards. If you're tired of

feeling restricted and undervalued, seize this opportunity to join our dynamic team.

Lakefront Capital is committed to nurturing entrepreneurial spirit and fostering lasting careers. If you're

ready to take charge of your future and leave a lasting legacy, submit your resume today to be considered

for our exclusive selection process.

Our mission is to provide clarity and confidence in a complex financial world and we do this through

inspiring people to be the best version of themselves.

Lakefront Capitol’s Values are :

• Authentic : True to yourself & others.
• Grit : Executing regardless of feelings or circumstances.
• Extreme Ownership : OYO, no excuses. Being responsible for intentional results & behavior.
• Faithful : Believe without seeing.

Does the following describe what you want in a next step of your career?

• Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.
• Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.
• Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
• Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.
• Collaborate - A supportive network of like-minded individuals who are dedicated to achieving their best every day.

Your role will involve :

• Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry.
• Building and nurturing meaningful connections in the community to foster strong referral networks and grow your business.
• Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business.
• Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner.

We're looking for individuals who embody the following qualities :

• Reliability, integrity, and a commitment to ethical practices.
• Exceptional communication skills and a natural ability to build strong relationships.
• A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.
• A willingness to learn, adapt, and thrive in a dynamic and challenging environment.

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

You could be right for this opportunity if you have :

• A 4-year degree or equivalent professional work experience.
• Entrepreneurial ambitions.
• Experience building meaningful relationships.
• Interpersonal skills for success in client-facing roles.
• Excellent time-management skills.
• A desire for continuous learning.
• Legal authorization to work in the US without sponsorship.

Compensation and Benefits :

• Competitive compensation and commission structure to support early development.
• Renewable income.
• Bonus programs and expense allowances.
• Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP, and more.
• Retirement Package and Pension Plan.
• Medical, Dental, Vision, Life Insurance, and Disability Income Insurance.
• Family Financial Planning.

Why join Lakefront Capital :

• Small business backed by a Fortune 100 company (2021)
• Cleveland Best Places to Work, 2024
• Forbes' Best Employers for Diversity (2018-2020)
• Top 10 US Independent Broker-Dealers

1 Among Life Insurers Most Admired Companies for Financial Soundness

• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-
• 2021)
• $224 billion (retail investment client assets held or managed)

Company Description

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning.

We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies insurance, investments, and annuities built to reinforce each other, keeping our clients consistently on track to meet goal after goal.

We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!

Company Description

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning.

We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

r nOur tailored approach includes multiple financial strategies insurance, investments, and annuities built to reinforce each other, keeping our clients consistently on track to meet goal after goal.

We lead with unmatched financial strength and access to the best products and services for our clients. r nOur Financial Representatives are valued partners, and proud business owners.

We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!