Management Associate
lakeshore financial groupDowners Grove (IL)
Management Associate
Posted 2 days ago
lakeshore financial groupDowners Grove (IL)
SENIORITY
Senior
About the role
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.