Wealth Management Associate - Leadership Development Program
Lemnis Capital • Dallas, TX, US
Posted 17 hours ago
Description
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/year
About Lemnis Capital
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.
Share this job
All jobs / Jobs in TX / Lemnis Capital / Wealth Management Associate - Leadership Development Program