Managing Associate

About this role

• 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.
• **Compensation:** $75,000 - $100,000 yearly **Responsibilities:** ### **Grow Your Own Practice** * 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 ### **Mentor & Develop New Advisors** * 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 ### **Leadership & Team Collaboration** * 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 **Qualifications:** * **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 **About Company** 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.

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