Wealth Management Advisor

Lakefront Capital is an independent wealth management firm dedicated to helping individuals and families achieve their financial goals. We specialize in aligning clients' finances with their life purposes, whether they are industry leaders, retirees, or business owners. Our team is committed to creating multi-generational financial strategies that enable our clients to fulfill their aspirations. By providing personalized and comprehensive wealth management services, Lakefront Capital strives to build meaningful, lasting client relationships.

This is a full-time hybrid role as a Wealth Management Advisor based in Cleveland, OH, with opportunities to work remotely. The Advisor will work directly with clients to assess financial needs, formulate personalized strategies, and manage client portfolios. Responsibilities include providing financial planning, retirement planning, and investment advice while monitoring portfolio performance and staying up-to-date with market trends. The role also entails fostering strong client relationships and offering proactive solutions to ensure their financial goals are met.

• 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
• FINRA licenses (e.g., Series 7 and Series 63/66) are strongly preferred
• Bachelor's degree in Finance, Economics, Business, or a related field
• CFP® or similar certifications are a plus