Wealth Management Associate — LCElite Fast Track to VP

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

Benefits offered by this job

Licensing sponsorship

Professional Selling Skills training

Leadership Development School

Job summary

A dynamic financial service firm in Dallas is seeking motivated individuals for its 2-year LCElite Program. This performance-focused role aims to develop participants into top-producing advisors with responsibilities like client acquisition, managing a sales pipeline, and leadership development. A Bachelor's degree is preferred but not required. You will have clear KPIs and potential earnings of $45,000 to $85,000+, with the option for performance-based compensation. Ideal candidates are competitive, entrepreneurial, and results-driven.

Qualifications

• Recent college graduates or early-career professionals welcome.
• Comfortable being measured on performance and KPIs.
• Ability to obtain required licenses with sponsorship.

Responsibilities

• Build and execute a weekly client acquisition plan.
• Conduct financial strategy meetings and close new business.
• Develop and manage a consistent pipeline of qualified prospects.

Skills

Sales-oriented

Communication

Relationship-building

Entrepreneurial mindset

Performance-driven

Education

Bachelor’s degree preferred

Job description

A dynamic financial service firm in Dallas is seeking motivated individuals for its 2-year LCElite Program. This performance-focused role aims to develop participants into top-producing advisors with responsibilities like client acquisition, managing a sales pipeline, and leadership development. A Bachelor's degree is preferred but not required. You will have clear KPIs and potential earnings of $45,000 to $85,000+, with the option for performance-based compensation. Ideal candidates are competitive, entrepreneurial, and results-driven.