Financial Advisor Associate (Fast-Track to Leadership)

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.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.Your Path: From Associate Trainee to Vice PresidentThe LCElite Program provides a structured progression with measurable benchmarks:Phase 1: Associate Trainee (0–6 months)Licensing, foundational sales training, and initial client acquisitionPhase 2: Junior Associate (6–12 months)Build pipeline consistency, improve closing ratios, increase productionPhase 3: Wealth Management Associate (12–24 months)Scale production, begin leadership responsibilities, mentor newer advisorsOutcome: Vice President TrackTransition into leadership with responsibilities in recruiting, development, and team growthAdvancement is performance-based, not tenure-based.What You’ll DoClient Acquisition & Sales ExecutionBuild and execute a weekly client acquisition plan (calls, referrals, networking, events)Conduct financial strategy meetings and close new businessDevelop and manage a consistent pipeline of qualified prospectsGenerate referrals and deepen client relationshipsKPI & Performance ManagementTrack and hit weekly and monthly activity targets (calls, meetings, applications)Meet production and revenue benchmarks tied to advancementMaintain a high level of accountability within a metrics-driven environmentBusiness DevelopmentBuild and manage your own book of businessEstablish centers of influence and long-term referral sourcesDevelop a repeatable and scalable personal sales systemLeadership Development (LCElite Track)Recruit, select, and develop new financial professionalsProvide coaching, joint-work, and mentorship to newer advisorsParticipate in leadership training and firm-wide strategic initiativesCore KPIs & ExpectationsWeekly prospecting activity (calls, meetings, networking touches)New client appointments set and heldApplications submitted and placedMonthly/quarterly revenue targetsClient retention and referral generationThis is a high-accountability, performance-based environment with clear scorecards for success.What We ProvideStructured 2-year fast track into leadership (LCElite Program)Licensing sponsorship (Life & Health, SIE, Series 7 & 63)Professional Selling Skills training and advanced sales coachingLeadership Development School and ongoing executive mentorshipJoint-work opportunities with top-performing advisorsClear benchmarks for advancement and promotionCompensationWe offer two compensation paths, allowing you to align your income structure with your goals and risk tolerance:Option 1: Monthly Stipend + Reduced Commission/BonusesProvides income stability during the ramp-up phaseLower commission payouts and bonus structureOption 2: Full Performance-Based CompensationHigher commission payouts and full bonus eligibilityNo income cap, with earnings directly tied to productionTypical first-year range: $45,000–$85,000+Long-term income driven by client retention and book of business growthWho We’re Looking ForRecent college graduates or early-career professionalsHighly competitive, sales-oriented, and results-drivenEntrepreneurial mindset with a desire to build a businessComfortable being measured on performance and KPIsStrong communication and relationship-building skillsBackground in business, finance, or sales is a plus (not required)RequirementsBachelor’s degree preferred but not requiredAbility to obtain Life & Health, SIE, Series 7 & 63 (sponsorship provided)Authorized to work in the U.S.Why Lemnis CapitalThis 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.If you’re looking for:A role where performance drives advancementA clear path to leadership in 2 yearsThe ability to build something long-term—then this is the opportunity.Apply if you’re ready to be coached, held accountable, and developed into a top producer and future leader.