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Wealth Management Sales Associate (VP Leadership Fast-Track Program)
Lemnis Capital Dallas, TX
$162k-201k (estimate)
Full Time 2 Weeks Ago
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Lemnis Capital is Hiring a Wealth Management Sales Associate (VP Leadership Fast-Track Program) Near Dallas, TX

Join our dynamic and innovative wealth management firm that is dedicated to helping clients achieve their financial goals and secure their financial future. We are seeking a talented and ambitious Wealth Management Sales Associate to join our team with the opportunity for rapid advancement to the Vice President level within 24 months.

As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.

Your primary responsibilities will include:
- Assisting in the development and implementation of financial plans tailored to clients' goals and objectives
- Conducting investment research and analysis to identify suitable investment opportunities for clients
- Monitoring and reviewing client portfolios to ensure alignment with their financial goals and risk tolerance
- Building and maintaining strong client relationships through regular communication and personalized service
- Collaborating with team members to deliver exceptional wealth management solutions and strategies to clients

Fast-Track Promotion Path:
Our Fast-Track Promotion Program is designed to accelerate your career growth and provide you with the opportunity to advance to the Vice President level within 24 months. Through a combination of hands-on experience, mentorship, professional development, and performance-based criteria, you will be on a fast track to leadership and success within our firm.

Qualifications:
- A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
- If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations
- 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 futures
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
- Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
- Must be authorized to work in the United States

Benefits of working with Lemnis Capital:
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support
- Professional development opportunities and support for industry certifications
- Fast-track career advancement to Vice President level within 24 months
- Dynamic and collaborative work environment with opportunities for growth and leadership

Join Our Team:
Take the first step towards a rewarding and challenging career in wealth management with the opportunity for rapid advancement to the Vice President level. If you are driven, ambitious, and eager to make a difference in the financial lives of clients, we invite you to apply for the Wealth Management Associate position today.

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Application Question(s):

  • Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? (Equitable and Lemnis Capital can NOT provide sponsorship)

Education:

  • Bachelor's (Preferred)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$162k-201k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

08/28/2024

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