Wealth Management Associate
Lemnis Capital
This job at a glance
- Who can apply
- New grads and up to 3 years
- Must know
- SalesLead generationNetworkingRecruitingMarketing
- Work
- On-site in Dallas-Fort Worth Metroplex
- Pay
- $45K–$85K a year
- Skill demand
- Sales27%Networking11%Lead generation6%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 6, 2026 · still open
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About Lemnis Capital
Lemnis Capital is an independent wealth management firm focused on helping individuals, families, educators, and business owners make informed financial decisions and plan for their financial futures.
About the Role
Lemnis Capital is seeking upcoming and recent college graduates to join our LC Elite 2-Year Fast-Track Program, designed to develop the next generation of financial professionals and leaders. This role combines financial planning, wealth management, sales, entrepreneurship, and leadership development. The first 3–5 years are intentionally focused on sales, client acquisition, and business development.
Key Responsibilities
- Making outbound calls and initiating conversations with prospective clients
- Conducting in-person prospecting and networking
- Building and managing a sales pipeline
- Setting and conducting financial planning consultations
- Developing referral relationships
- Developing and managing a client base
- Learning to communicate complex financial concepts clearly
- Building and growing a financial planning practice
- As experience develops, may take on responsibilities in leadership and team development.
LC Elite Program - Core Skill Sets
The LC Elite Program is a two-year accelerated development program. During the program, you will develop:
- Financial Expertise: Learn about financial planning, investments, retirement planning, insurance, and wealth management.
- Business Development: Learn how to prospect, develop client relationships, generate referrals, and grow a financial planning practice.
- Leadership: Develop skills in recruiting, training, coaching, and supporting the professional development of other associates.
Progression
The longer-term career path may include advancement into a Vice President role, with responsibilities for leading, mentoring, and developing a team. Advancement depends on individual performance, demonstrated capabilities, and firm criteria.
Requirements & Tech Stack
- Upcoming college graduates or recent graduates, generally within three years of graduation.
- Majoring in Finance, Business, Sales, Entrepreneurship, Economics, Marketing, or a related field.
- You do not need prior financial services experience.
Qualifications
- Highly motivated and comfortable working toward measurable goals.
- Confident communicating with new people.
- Willing to cold call and prospect in person.
- Competitive while valuing teamwork.
- Coachable and committed to continuous improvement.
- Interested in building a long-term career.
- Excited by both financial planning and sales.
- Interested in eventually leading and developing others.
Training & Licensing
- Structured training through Lemnis Academy.
- Support in pursuing required qualifications and registrations, including Life & Health insurance licensing and applicable securities exams (SIE, Series 7, Series 63).
- Training combines formal instruction, role play, coaching, prospecting, client meetings, and hands-on experience.
Compensation
- Compensation is performance-based and designed to reward client acquisition and business development.
- New associates may have access to different compensation structures during the early stages.
- Typical first-year compensation can range from $45,000–$85,000+, depending on performance.
- Actual compensation varies based on individual performance and the applicable compensation arrangement.