Entry-Level Wealth Management - Accelerated Leadership Track
Listed on 2026-06-18
-
Business
Business Development, Business Management & Consulting, Business Analyst
Your Path:
From Associate Trainee to Vice President
At Lemnis Capital, we believe ambition deserves a structured path—not 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.
Associate Trainee (0–6 months)
- Licensing, foundational sales training, and initial client acquisition
Junior Associate (6–12 months)
- Build pipeline consistency, improve closing ratios, increase production
Wealth Management Associate (12–24 months)
The LCElite Program provides a structured progression with measurable benchmarks
:
Vice President Track
- Transition into leadership with responsibilities in recruiting, development, and team growth
Advancement is performance-based
, not tenure-based.
- 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
- 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
- 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
- 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
- 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
We offer two compensation paths
, allowing you to align your income structure with your goals and risk tolerance:
Monthly Stipend + Reduced Commission/Bonuses
- Provides income stability during the ramp‑up phase
- Lower commission payouts and bonus structure
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)
- 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.
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.
- A role where performance drives advancement
- A clear path to leadership in 2 years
- The ability to build something long-term
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