Lemnis Capital · 1 day ago
Wealth Management Associate
Dallas, TX
Full-time
Hybrid
New Grad, Entry LevelLemnis Capital is a company that values ambition and fosters a culture of growth. They are seeking a Wealth Management Associate to join their LC Elite Program, which is a management track aimed at accelerating success in financial services. The role includes recruiting and developing new financial sales professionals, ensuring compliance, and maintaining a profitable sales practice.
Financial Services
Hiring Manager
Mikayla Born
Responsibilities
Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals
Ensuring compliance oversight and supervision
Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy
Demonstrates a high level of proficiency in their role as a Financial Professional
Qualification
Required
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States
Preferred
A four-year college degree is preferred but not required
Benefits
Compensation you control and a complete benefits package
Personalized and comprehensive training and support in all areas important to building your business
Sponsorship as well as coaching to obtain the licensing required for hire
Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
Ability to work jointly with senior joint-work partners and to be coached by top performers
Advancement and management opportunities
A work-life balance and access to a full suite of remote-work technology solutions
Company
Lemnis Capital
We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Wood, CFP®, ChFC®
Founder and President
Company data provided by crunchbase