Entry-Level Wealth Management - Accelerated Leadership Track

Lemnis Capital; Dallas (TX); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Licensing sponsorship

Sales coaching

Leadership development

Mentorship

Joint-work opportunities

Advancement benchmarks

Job summary

Lemnis Capital’s LCElite Program is a structured, two-year fast track into leadership, designed to turn recent graduates and early-career professionals into top-producing advisors through measured milestones and coaching. You’ll build a book of business, meet weekly KPIs, and progress through Associate Trainee to Vice President, with licensing sponsorship and ongoing sales training.

Compensation offers two paths—stability via stipend or uncapped earnings based on production—reflecting

Qualifications

• Recent graduates or early-career professionals seeking a sales-focused career.
• Strong competitive, sales-oriented, results-driven mindset.
• Entrepreneurial mindset with 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).

Responsibilities

• 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 weekly and monthly activity targets and revenue benchmarks.

Skills

Sales mindset

Client acquisition

Relationship building

High accountability

Competitive drive

Education

Bachelor’s degree preferred

Job description

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.

Your Path: From Associate Trainee to Vice President

The LCElite Program provides a structured progression with measurable benchmarks:

Phase 1: Associate Trainee (0–6 months)

• Licensing, foundational sales training, and initial client acquisition

Phase 2: Junior Associate (6–12 months)

• Build pipeline consistency, improve closing ratios, increase production

Phase 3: Wealth Management Associate (12–24 months)

Outcome: Vice President Track

• Transition into leadership with responsibilities in recruiting, development, and team growth

Advancement is performance-based, not tenure-based.

What You’ll Do

• 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.

• 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.