Associate Wealth Management Advisor
Northwestern Mutual / Lakefront Capital
- 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:
Website:
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