Wealth Management Associate — Elite Leadership Path

Lemnis Capital; Richardson (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Lemnis Capital LLC, an RIA focused on holistic wealth management, seeks an entry-level Wealth Management Associate for the LC Elite Program in Richardson, TX. You’ll build your own client book, conduct discovery meetings, and support planning and investment advice under supervision as licensing permits.

You’ll learn through structured onboarding, weekly coaching, and mentorship while developing consultative sales and advisory skills in a supportive, performance-driven environment.

Qualifications

• 0–2 years of experience in wealth management or client-facing roles.
• Strong communication skills and comfort starting conversations by phone, email, and in person.
• Competitive, self-motivated and coachable with goal-driven mindset and accountability.
• Organized and detail-oriented with ability to track follow-ups and manage a pipeline.
• High integrity with commitment to compliance and client-first standards.
• Preferred: bachelor’s degree (finance/economics/business helpful).
• Licensing ability: Series 7/66 or equivalent and state insurance licenses as applicable.

Responsibilities

• Build and grow your own book of business through proactive outreach, referrals, and networking.
• Schedule and conduct discovery meetings to understand client goals, cash flow, risk tolerance, and priorities.
• Support the delivery of financial planning and investment advice under supervision as licensing permits.
• Educate prospective clients on our process and the value of holistic wealth management.
• Partner with senior advisors on case design, meeting prep, follow-up, and onboarding.
• Maintain accurate activity, pipeline and client notes in CRM and ensure compliance.
• Participate in ongoing training, role-plays, and coaching to develop advisory skills.

Skills

Wealth management

Client-facing

Communication

Networking

Sales aptitude

Education

Bachelor's degree

Tools

CRM software

Job description

Lemnis Capital LLC, an RIA focused on holistic wealth management, seeks an entry-level Wealth Management Associate for the LC Elite Program in Richardson, TX. You’ll build your own client book, conduct discovery meetings, and support planning and investment advice under supervision as licensing permits.

You’ll learn through structured onboarding, weekly coaching, and mentorship while developing consultative sales and advisory skills in a supportive, performance-driven environment.