Financial Planning Associate

About the Role

Lemnis Capital's 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)
• Scale production, begin leadership responsibilities, mentor newer advisors
• 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

Client Acquisition & Sales Execution

• 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:

• 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.