Career Changers

Not everyone hears the call of financial advisor early in their career. We have many people who have transferred from many other industries and stages of career to find a lot of success with us at Lakeshore Financial.

Some of the people on our team have recently retired or spent a decade in a corporate job before learning more about the direct impact they can have on other people. We will take people of shapes and experience. Our only requirements are be coachable. And to be driven.

We will provide the full support and training you will need to become an advisor. You don’t need to bring an active book of business. We have dedicated managers on staff to walk you through the process. The managers are here to support your growth and help you engage your network in a way that is meaningful to both you and your potential client. We care about your well being and train you not just in the office, but out in the field. This helps us keep close to a 40% retention rate while other firms are hovering around 10%. We will work with you as long as you need us by your side.

We pour energy into our people because they are each hand selected. You don’t need experience, but through our multiple step interview process we want to make sure we are each a good for each other. Because once you are apart of this team, we got you.

Want to learn more about changing careers to become an advisor?