Financial Planning Associate (Leadership Development Program)

At Lemnis Capital, we believe ambition deserves a structured path—not just an opportunity. The LCElite Program is a 2-year, performance-driven track designed to develop entrepreneurial individuals into top-producing advisors and future firm leaders.

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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.

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Your Path: From Associate Trainee to Vice President

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The LCElite Program provides a structured progression with measurable benchmarks:

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Phase 1: Associate Trainee (0–6 months)

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• Licensing, foundational sales training, and initial client acquisition
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Phase 2: Junior Associate (6–12 months)

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• Build pipeline consistency, improve closing ratios, increase production
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Phase 3: Wealth Management Associate (12–24 months)

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• Scale production, begin leadership responsibilities, mentor newer advisors
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Outcome: Vice President Track

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• Transition into leadership with responsibilities in recruiting, development, and team growth
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Advancement is performance-based, not tenure-based.

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What You’ll Do

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Client Acquisition & Sales Execution

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• Build and execute a weekly client acquisition plan (calls, referrals, networking, events)
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• Conduct financial strategy meetings and close new business
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• Develop and manage a consistent pipeline of qualified prospects
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• Generate referrals and deepen client relationships
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KPI & Performance Management

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• Track and hit weekly and monthly activity targets (calls, meetings, applications)
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• Meet production and revenue benchmarks tied to advancement
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• Maintain a high level of accountability within a metrics-driven environment
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Business Development

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• Build and manage your own book of business
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• Establish centers of influence and long-term referral sources
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• Develop a repeatable and scalable personal sales system
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Leadership Development (LCElite Track)

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• Recruit, select, and develop new financial professionals
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• Provide coaching, joint-work, and mentorship to newer advisors
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• Participate in leadership training and firm-wide strategic initiatives
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Core KPIs & Expectations

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• Weekly prospecting activity (calls, meetings, networking touches)
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• New client appointments set and held
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• Applications submitted and placed
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• Monthly/quarterly revenue targets
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• Client retention and referral generation
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This is a high-accountability, performance-based environment with clear scorecards for success.

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What We Provide

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• Structured 2-year fast track into leadership (LCElite Program)
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• Licensing sponsorship (Life & Health, SIE, Series 7 & 63)
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• Professional Selling Skills training and advanced sales coaching
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• Leadership Development School and ongoing executive mentorship
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• Joint-work opportunities with top-performing advisors
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• Clear benchmarks for advancement and promotion
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Compensation

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We offer two compensation paths, allowing you to align your income structure with your goals and risk tolerance:

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Option 1: Monthly Stipend + Reduced Commission/Bonuses

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• Provides income stability during the ramp-up phase
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• Lower commission payouts and bonus structure
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Option 2: Full Performance-Based Compensation

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• Higher commission payouts and full bonus eligibility
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• No income cap, with earnings directly tied to production
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Typical first-year range: $45,000–$85,000+

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Long-term income driven by client retention and book of business growth

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Who We’re Looking For

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• Recent college graduates or early-career professionals
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• Highly competitive, sales-oriented, and results-driven
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• Entrepreneurial mindset with a desire to build a business
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• Comfortable being measured on performance and KPIs
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• Strong communication and relationship-building skills
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• Background in business, finance, or sales is a plus (not required)
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Requirements

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• Bachelor’s degree preferred but not required
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• Ability to obtain Life & Health, SIE, Series 7 & 63 (sponsorship provided)
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• Authorized to work in the U.S.
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Why Lemnis Capital

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This is not a traditional entry-level role. It’s a structured opportunity to build a business, develop leadership skills, and control your income trajectory within a defined system.

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If you’re looking for:

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• A role where performance drives advancement
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• A clear path to leadership in 2 years
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• The ability to build something long-term
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—then this is the opportunity.

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Apply if you’re ready to be coached, held accountable, and developed into a top producer and future leader.