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Wealth Management Associate with Future Leadership ...

Lemnis Capital - Dallas, TX

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Job Description

At Lemnis Capital, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate.Apply fast, check the full description by scrolling below to find out the full requirements for this role.After completing the necessary requirements of an Equitable Advisors Financial Professional, you have the opportunity to join the 2-year management track and be on the path to becoming a vice president or district manager for the affiliated broker dealer Equitable Advisors LLC. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed:Development sessionsAdvanced coaching from peers, managers and executive leadershipLeadership development schoolProfessional Selling skillsLeadership meetingsResponsibilitiesRecruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionalsEnsuring compliance oversight and supervisionExemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategyDemonstrates a high level of proficiency in their role as a Financial Professional.RequirementsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not requiredYou will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futuresTeam player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceAbility to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States. BenefitsCompensation you control and a complete benefits packagePersonalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunitiesA work-life balance and access to a full suite of remote-work technology solutionsIf you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! The opportunity is that of a Financial Professional with Equitable Advisors, LLC and Equitable Network, LLC. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7040032.1(10/24)(Exp.10/26)

Created: 2025-09-24

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