Wealth Management Associate – LCElite Program (Sales & Leadership Track)

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 is a registered investment adviser (RIA) serving individuals, families, and business owners with comprehensive wealth management. Our representatives are dual-registered through Innovation Partners LLC for broker-dealer services when appropriate. We’re hiring an entry-level Wealth Management Associate to join our LC Elite Program—our leadership fast-track designed to develop future advisors and firm leaders through structured training, mentoring, and clear performance milestones.

What You’ll Do

• Build and grow your own book of business through proactive outreach, referrals, and community/networking activity.
• 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/registration permits).
• Educate prospective clients on our process and the value of holistic wealth management.
• Partner with senior advisors and leadership on case design, meeting preparation, follow-up, and onboarding.
• Maintain accurate activity, pipeline, and client notes in CRM and follow firm compliance standards.
• Participate in ongoing training, role-plays, and coaching to develop consultative sales and advisory skills.

The LC Elite Program is a structured development path that accelerates high-potential associates into leadership. You’ll receive defined onboarding, weekly coaching, and mentorship while you build your client base. Progression is milestone-based and focuses on consistent activity, mastery of our planning and investment process, and strong client experience.

What We’re Looking For

• 0–2 years of experience; interest in wealth management, financial planning, and client-facing work.
• Strong communication skills and comfort initiating conversations by phone, email, and in person.
• Competitive, self-motivated, and coachable; enjoys goals, accountability, and measurable progress.
• Organized and detail-oriented with the ability to track follow-ups and manage a pipeline.
• High integrity and commitment to compliance and client-first standards.
• Preferred: bachelor’s degree (finance/economics/business helpful) and prior sales, service, or leadership experience.
• Licensing: ability to obtain/maintain required registrations (for example, Series 7/66 or equivalent, as applicable) and state insurance licenses, based on role needs and supervision.

Why Lemnis Capital

• Clear growth path through the LC Elite Program with direct access to mentoring and leadership.
• Hands-on coaching in prospecting, client meetings, financial planning, and practice management.
• Entrepreneurial environment where performance and client outcomes drive opportunity.
• Competitive compensation with performance-based incentives (details shared during the interview process).
• Support for licensing/registration and ongoing professional development.

Lemnis Capital LLC is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected status.