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Now Hiring - Lemnis Capital - Wealth Management Associate – LCElite Program (Sales & Leadership Track) in Richardson, TX

Wealth Management Associate – LCElite Program (Sales & Leadership Track) in Richardson, TX

Lemnis Capital
Base Salary $30K - $100K/yr
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services

Location:

Richardson, TX
3.9

Full description of the position

At Lemnis Capital, we believe ambition deserves a structured pathnot just an opportunity. The LCElite Program is a 2-year, performance-driven track designed to develop entrepreneurial individuals into top-producing advisors and future firm leaders. This is a sales-focused role with defined KPIs, client acquisition expectations, and a clear path to leadership. You will be responsible for building your own book of business while developing the skills to lead and scale a team. Your Path: From Associate Trainee to Vice President The LCElite Program provides a structured progression with measurable benchmarks :

  • Phase 1: Associate Trainee (06 months)
  • Licensing, foundational sales training, and initial client acquisition
  • Phase 2: Junior Associate (612 months) Build pipeline consistency, improve closing ratios, increase production
  • Phase 3: Wealth Management Associate (1224 months) Scale production, begin leadership responsibilities, mentor newer advisorsTransition into leadership with responsibilities in recruiting, development, and team growthAdvancement is performance-based , not tenure- based.
  • Outcome: Vice President Track
What You'll Do

Client Acquisition & Sales Execution

  • Build and execute a weekly client acquisition plan (calls, referrals, networking, events)
  • Conduct financial strategy meetings and close new business
  • Develop and manage a consistent pipeline of qualified prospects
  • Generate referrals and deepen client relationships KPI & Performance Management
  • Track and hit weekly and monthly activity targets (calls, meetings, applications)
  • Meet production and revenue benchmarks tied to advancement
  • Maintain a high level of accountability within a metrics-driven environment Business Development
  • Build and manage your own book of business
  • Establish centers of influence and long-term referral sources
  • Develop a repeatable and scalable personal sales system Leadership Development (LCElite Track)
  • Recruit, select, and develop new financial professionals
  • Provide coaching, joint-work, and mentorship to newer advisors
  • Participate in leadership training and firm-wide strategic initiatives Core KPIs & Expectations
  • Weekly prospecting activity (calls, meetings, networking touches)
  • New client appointments set and held
  • Applications submitted and placed
  • Monthly/quarterly revenue targets
  • Client retention and referral generation This is a high-accountability, performance-based environment with clear scorecards for success. What We Provide
  • Structured 2-year fast track into leadership (LCElite Program)
  • Licensing sponsorship (Life & Health, SIE, Series 7 & 63)
  • Professional Selling Skills training and advanced sales coaching
  • Leadership Development School and ongoing executive mentorship
  • Joint-work opportunities with top-performing advisors
  • Clear benchmarks for advancement and promotion
Compensation

We offer two compensation paths , allowing you to align your income structure with your goals and risk tolerance:

  • Option 1: Monthly Stipend + Reduced Commission/Bonuses
  • Provides income stability during the ramp-up phase
  • Lower commission payouts and bonus structure
  • Option 2: Full Performance-Based
Compensation
  • Higher commission payouts and full bonus eligibility
  • No income cap, with earnings directly tied to production
  • Typical first-year range: $45,000$85,000+
  • Long-term income driven by client retention and book of business growth Who We're Looking For
  • Recent college graduates or early-career professionals
  • Highly competitive, sales-oriented, and results-driven
  • Entrepreneurial mindset with a desire to build a business
  • Comfortable being measured on performance and KPIs
  • Strong communication and relationship-building skills
  • Background in business, finance, or sales is a plus (not required)
Requirements
  • Bachelor's degree preferred but not required
  • Ability to obtain Life & Health, SIE, Series 7 & 63 (sponsorship provided)
  • Authorized to work in the U.S. Why Lemnis Capital This is not a traditional entry-level role. It's a structured opportunity to build a business, develop leadership skills, and control your income trajectory within a defined system. If you're looking for:
  • A role where performance drives advancement
  • A clear path to leadership in 2 years
  • The ability to build something long-term then this is the opportunity. Apply if you're ready to be coached, held accountable, and developed into a top producer and future leader. Pay: $30,000.00 - $100,000.00 per year Ability to Commute:
  • Richardson, TX 75082 (Required) Ability to Relocate:
  • Richardson, TX 75082: Relocate before starting work (Required) Work Location: In person
Lemnis Capital
Company Size
Unknown
Founded
nan
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
Unknown / Non-Applicable


Lemnis Capital is currently hiring for 1 sales position
Lemnis Capital has openings in: TX
The average salary at Lemnis Capital is:

1 Yes (amount not posted)

Lemnis Capital
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Lemnis Capital

Lemnis Capital is currently hiring for 1 sales position
Lemnis Capital has openings in: TX
The average salary at Lemnis Capital is:

1 Yes (amount not posted)