What are the responsibilities and job description for the Managing Associate position at Lakeshore Financial Group?
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.
Salary : $75,000 - $100,000