Wealth Management Associate - Leadership Development Program

Lemnis Capital

Wealth Management Associate - Leadership Development Program

Dallas, TX
Full Time
Paid
  • Responsibilities

    If you're looking for more than just your first job after college, the LCElite Leadership Development Program offers an accelerated path to becoming a financial planner and future leader. This two-year program combines professional sales training, financial planning education, executive mentorship, and leadership development into one structured career path. You'll learn how to build lasting client relationships, manage your own venture, and eventually mentor and develop others within the firm. Unlike many entry-level positions, you'll have measurable goals, regular coaching, and a defined promotion path based on performance—not tenure. Responsibilities: • Build and maintain a book of business • Prospect through networking, referrals, and community engagement • Conduct financial planning consultations • Develop comprehensive financial strategies for clients • Meet established sales and production KPIs • Complete licensing and professional development requirements • Prepare for future leadership responsibilities through the LCElite Program Qualifications: • Ambitious, coachable, and self-motivated • Strong interpersonal and communication skills • Enterprising mindset • Business or finance background preferred, but not required • Ability to obtain Life & Health, SIE, Series 7 & 63 licenses Compensation: $45,000 - $85,000 yearly

    • Build and maintain a book of business • Prospect through networking, referrals, and community engagement • Conduct financial planning consultations • Develop comprehensive financial strategies for clients • Meet established sales and production KPIs • Complete licensing and professional development requirements • Prepare for future leadership responsibilities through the LCElite Program

  • Compensation
    $45,000-$85,000 per year