Launch your career in financial planning through the LCElite Program, Lemnis Capital's accelerated Sales & Leadership Fast-Track, designed for ambitious, enterprising individuals who want to build a career—not just work a job.

As an Associate Financial Planner, you'll learn how to acquire clients, deliver comprehensive financial planning strategies, and build your own book of business while developing the leadership skills necessary to advance within the firm. This is a sales-focused, performance-driven role with defined KPIs, structured mentorship, and a clear path to leadership.

You'll receive licensing sponsorship, hands-on coaching, and ongoing professional development while gaining experience in retirement planning, investment management, insurance, and comprehensive wealth management.

If you're competitive, coachable, and motivated by growth, this is an opportunity to build a rewarding career with significant income and leadership potential.

Client Acquisition & Business Development

• Execute a weekly client acquisition plan through prospecting, networking, referrals, community involvement, and relationship-building
• Build and maintain a consistent pipeline of prospective clients
• Conduct financial planning consultations and present personalized recommendations
• Develop long-term client relationships that generate referrals and repeat business

Sales & Performance

• Meet and exceed weekly and monthly KPIs related to prospecting, appointments, production, and revenue
• Track activity, pipeline progression, and sales performance metrics
• Consistently work toward production goals while delivering an exceptional client experience

Financial Planning

• Learn and implement comprehensive financial planning strategies
• Assist clients with retirement planning, investment planning, insurance, risk management, and wealth-building strategies
• Develop a strong understanding of financial products, planning concepts, and regulatory requirements

Leadership Development

• Progress through the LCElite Sales & Leadership Fast-Track toward leadership responsibilities
• Participate in coaching, leadership development, and professional selling skills training
• Learn recruiting, mentoring, and team development as you advance within the program

Preferred Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field (preferred but not required)
• Previous experience in sales, customer service, athletics, leadership roles, ventureship, or campus organizations is a plus

We're Looking For People Who Are:

• Business-driven and self-motivated
• Competitive and results-oriented
• Interested in financial planning, business development, and leadership
• Comfortable building relationships and meeting new people
• Coachable with a strong desire for continuous growth
• Organized, disciplined, and goal-oriented

Requirements

• Ability to obtain Life & Health Insurance licenses, SIE, Series 7, and Series 63 (sponsorship provided)
• Strong communication and interpersonal skills
• Authorized to work in the United States

Lemnis Capital is an independent wealth management firm committed to helping individuals, families, and business owners build lasting financial legacies. We believe exceptional client outcomes begin with exceptional people, which is why developing talent is one of our highest priorities.

Unlike many firms that expect new professionals to figure things out on their own, we've built a culture centered around mentorship, accountability, and continuous growth. Every team member receives structured training, ongoing coaching, and access to experienced leaders who are invested in their long-term success.

We're enterprising by nature and performance-driven in our approach. We value integrity, initiative, collaboration, and a commitment to excellence. 

At Lemnis Capital, we don't just hire employees—we develop professionals, cultivate leaders, and help people build careers they can be proud of.