Wealth Management Advisor jobs in United States
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Lakefront Capital · 8 hours ago

Wealth Management Advisor

positionCleveland, OH
timeFull-time
remoteHybrid
seniorityMid Level

Lakefront Capital is an independent wealth management firm dedicated to helping individuals and families achieve their financial goals. The Wealth Management Advisor will work directly with clients to assess financial needs, formulate personalized strategies, and manage client portfolios.

Financial Services
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H1B Sponsor Likelynote
Hiring Manager
Brian Boucher
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Responsibilities

Work directly with clients to assess financial needs, formulate personalized strategies, and manage client portfolios
Provide financial planning, retirement planning, and investment advice while monitoring portfolio performance and staying up-to-date with market trends
Foster strong client relationships and offer proactive solutions to ensure their financial goals are met

Qualification

Financial PlanningRetirement PlanningWealth Management ServicesInvestmentsFinanceFINRA licensesAnalytical abilitiesBachelor's degreeCFP® certificationInterpersonal skillsCommunication skillsProblem-solving skills

Required

Expertise in Financial Planning and Retirement Planning
In-depth knowledge of Investments and Finance
Proficiency in providing Wealth Management Services
Exceptional interpersonal and communication skills to build trusted client relationships
Strong analytical abilities and problem-solving skills
Bachelor's degree in Finance, Economics, Business, or a related field

Preferred

FINRA licenses (e.g., Series 7 and Series 63/66) are strongly preferred
CFP® or similar certifications are a plus

Company

Lakefront Capital

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Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.
location
Cleveland, Ohio
people-size2-10 employees
web-link
https://lakefrontcapital.nm.com/

H1B Sponsorship

Lakefront Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (1)

Funding

Current Stage
Early Stage

Leadership Team

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Tom Biel
Partner & Wealth Management Advisor - Lakefront Capital - Northwestern Mutual
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Company data provided by crunchbase