Wealth Management Associate

Lemnis Capital is a registered investment adviser dedicated to helping clients, their families, and the broader community pursue their best financial futures and build lasting legacies. Inspired by the infinity symbol (“lemniscate”), the firm focuses on personalized investment, retirement, and wealth management strategies designed for long-term impact. Through Lemnis Holdings, LLC and its affiliated companies, the organization offers a range of financial, insurance, and business services tailored to diverse client needs.

Securities are offered through Innovation Partners, LLC, Member FINRA/SIPC, which is not affiliated with Lemnis Capital, LLC. Clients are encouraged to seek independent tax and legal advice, as Lemnis professionals do not provide specific guidance in those areas.

The Wealth Management Associate is a full-time, on-site position based in Lubbock, TX. This role supports financial advisors in delivering comprehensive wealth management services, including gathering and organizing client data, preparing financial plans, and assisting with portfolio reviews. The associate helps research investment options, prepare meeting materials, and follow up on client action items to ensure a high level of service and responsiveness.

Daily responsibilities include maintaining accurate client records, coordinating account opening and servicing requests, and supporting compliance and documentation requirements. The role also involves clear communication with clients and internal team members to address inquiries, schedule meetings, and contribute to a positive, client-centered experience.

• Candidates should possess strong Financial Planning and Finance skills to support the development and maintenance of client wealth strategies.
• Candidates should possess solid Investments knowledge and Analytical Skills to help evaluate portfolios, research solutions, and interpret financial data.
• Candidates should possess effective Communication skills, including the ability to explain financial concepts clearly and interact professionally with clients and colleagues.
• Relevant bachelor’s degree in finance, business, economics, or a related field is preferred; progress toward CFP®, CFA®, or other financial certifications is a plus.
• High attention to detail, integrity, and a commitment to client service, with proficiency in standard office software and financial planning tools.
• Ability to work collaboratively in an on-site team environment in Lubbock, TX, manage multiple tasks, and maintain confidentiality of client information.