Entry Level - Wealth Management Associate jobs in United States
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Lemnis Capital · 21 hours ago

Entry Level - Wealth Management Associate

positionDFW Metroplex
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Lemnis Capital, in alliance with Equitable Advisors, is seeking highly motivated individuals to join their dynamic team. The Financial Professional role focuses on building meaningful relationships and providing knowledgeable financial guidance to clients, helping them make informed financial decisions.

Financial Services
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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Mikayla Born
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Responsibilities

Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status
Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services

Qualification

State lifeHealth licensesSIE licenseFINRA Series 7 licenseFINRA Series 66 licenseFinancial planning strategiesHolistic life planningRelationship buildingSelf-starterIntegrityWork ethic

Required

A four-year college degree
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
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

Benefits

Compensation you control and a comprehensive benefits package for eligible individuals
Opportunity to work jointly with senior joint-work partners and to be coached by top performers
Personalized and comprehensive training and support in all areas important to building your business
A work-life balance and access to a full suite of remote-work technology solutions
Advancement and management opportunities

Company

Lemnis Capital

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We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.
location
Dallas, Texas, US
people-size51-200 employees
web-link
https://www.BuildALegacy.com

Funding

Current Stage
Growth Stage

Leadership Team

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Ryan Wood, CFP®, ChFC®
Founder and President
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Company data provided by crunchbase