Entry-Level Wealth Management Associate
Lemnis Capital
Richardson, TX (In Person)
$68,728 Salary, Full-Time
Skill Insights
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Job Description
Your Path:
From Associate Trainee to Vice President Our LC Elite Program is a proven 2‑year management track designed to accelerate your professional development. After completing the foundational Associate Trainee phase, you'll have the opportunity to enter this elite track—advancing to Junior Associate, progressing into Wealth Management Associate, and ultimately positioning yourself to become a Vice President within the firm.What We Provide:
We invest deeply in your growth through programs that strengthen your leadership skills, business acumen, and financial expertise: Development sessions focused on communication, strategy, and leadership Advanced coaching from peers, managers, and executive leaders Leadership Development School for long‑term leadership skill‑building Professional Selling Skills training to elevate client engagement Leadership meetings that connect you to firm‑wide strategyWhat You'll Do:
As you progress toward the Wealth Management Associate role and beyond, you will: Recruit, select, and develop new financial professionals Provide training, coaching, and joint‑work opportunities Build and support relationships with experienced financial professionals Maintain strong compliance and ethical standards Manage a profitable personal practice Demonstrate consistent excellence throughout theLC Elite Program What It Takes:
Success here is shaped by mindset, not background.Our top performers come from:
Recent college graduates Career‑changers seeking meaningful opportunity Financial professionals seeking a stronger platform We proudly develop leaders from all backgrounds and foster an inclusive, supportive environment.Requirements:
Four‑year degree preferred but not required Ability to obtain Life & Health licenses, SIE, FINRA Series 7 & 63 (sponsorship provided) Integrity, ambition, and a strong work ethic Excellent communication and interpersonal skills Ability to cultivate long‑term personal and professional relationships Applicants must be authorized to work in the U.S.Why Lemnis Capital:
Here, you have the power to control your income, your development, and the future you want to build. If you're ready to grow faster, lead with purpose, and build a meaningful career with a premier financial services firm — let's connect.Benefits:
401(k) with employer matching Health, dental, and vision insurance Flexible schedule Licensing sponsorship and comprehensive training Professional development assistance CFP, partner‑track, and specialty‑track opportunities Joint‑work with senior leaders and top performers Clear advancement and management pathways Modern technology and strong work‑life balanceEducation:
Bachelor's (Preferred)Work Location:
In personPay:
$45,000.00 - $85,000.00 per yearBenefits:
401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Vision insurance Application Question(s): Will you ever require Visa Sponsorship in the future? Are you comfortable with primarily incentive based compensation?Work Location:
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