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

Summary: Lemnis Capital is seeking ambitious individuals for their LCElite Program, a structured 2-year track aimed at developing entrepreneurial talents into top-producing advisors and future leaders. The Wealth Management Associate role focuses on client acquisition, sales execution, and leadership development, with a clear path to advancing into a Vice President position. Responsibilities: - 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 - 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 - 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 - 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 - 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 Required Qualifications: - 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 - Authorized to work in the U.S Preferred Qualifications: - Bachelor's degree preferred but not required - Background in business, finance, or sales is a plus (not required) - Ability to obtain Life & Health, SIE, Series 7 & 63 (sponsorship provided) Required Skills: Life & Health License, SIE License, Series 7 License, Series 63 License, Sales, Client Acquisition, Financial Strategy, Pipeline Management, Performance Management, Leadership Development, Competitive mindset, Entrepreneurial mindset, Relationship-building, Results-driven Benefits: 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