Managing Associate

We are seeking a Managing Associate who is ready to grow their own advisory practice while playing a key role in developing the next generation of financial professionals. This position is ideal for an advisor with 2–4 years of experience, fully licensed with SIE, Series 7, and Series 66, who thrives in a collaborative environment and wants to expand their impact beyond personal production.

You’ll build your own book of business and serve as a mentor to new advisors entering the industry helping them learn the fundamentals, build confidence, and establish strong habits that lead to long-term success.

$75,000 - $100,000 yearly

• Build and manage your personal client base with full autonomy

• Deliver comprehensive financial planning and ongoing relationship management

• Engage in community involvement, networking, and market development

• Represent the firm’s mission of empowerment, education, and exceptional client care

• Provide hands-on coaching to new associates as they learn prospecting, planning, and client service

• Model best practices in activity management, communication, and professionalism

• Support new advisors through licensing, onboarding, and early market development

• Foster a collaborative, inclusive environment where new advisors feel supported and confident

• Partner with leadership to strengthen training programs and development pathways

• Contribute to recruiting efforts by identifying high-quality talent

• Share insights, strategies, and case approaches with the broader team

• Help shape a culture rooted in mentorship, shared success, and client advocacy

• 2–4 years of experience in financial advising or wealth management

• Fully licensed: SIE, Series 7, and Series 66

• Strong communication and relationship-building skills

• Enterprising mindset with a desire to grow a practice

• Passion for mentorship and developing new talent

• Highly organized with the ability to manage multiple priorities

• Commitment to professionalism, integrity, and client advocacy

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.