Associate Financial Planner

Launch your career in financial planning through the LCElite Program, Lemnis Capital's accelerated Sales & Leadership Fast-Track, designed for ambitious, enterprising individuals who want to build a career—not just work a job. As an Associate Financial Planner, you'll learn how to acquire clients, deliver comprehensive financial planning strategies, and build your own book of business while developing the leadership skills necessary to advance within the firm. This is a sales-focused, performance-driven role with defined KPIs, structured mentorship, and a clear path to leadership. You'll receive licensing sponsorship, hands-on coaching, and ongoing professional development while gaining experience in retirement planning, investment management, insurance, and comprehensive wealth management. If you're competitive, coachable, and motivated by growth, this is an opportunity to build a rewarding career with significant income and leadership potential. Responsibilities Client Acquisition & Business Development Execute a weekly client acquisition plan through prospecting, networking, referrals, community involvement, and relationship-building Build and maintain a consistent pipeline of prospective clients Conduct financial planning consultations and present personalized recommendations Develop long-term client relationships that generate referrals and repeat business Sales & Performance Meet and exceed weekly and monthly KPIs related to prospecting, appointments, production, and revenue Track activity, pipeline progression, and sales performance metrics Consistently work toward production goals while delivering an exceptional client experience Financial Planning Learn and implement comprehensive financial planning strategies Assist clients with retirement planning, investment planning, insurance, risk management, and wealth-building strategies Develop a strong understanding of financial products, planning concepts, and regulatory requirements Leadership Development Progress through the LCElite Sales & Leadership Fast-Track toward leadership responsibilities Participate in coaching, leadership development, and professional selling skills training Learn recruiting, mentoring, and team development as you advance within the program Qualifications Preferred Qualifications Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field (preferred but not required) Previous experience in sales, customer service, athletics, leadership roles, ventureship, or campus organizations is a plus We're Looking For People Who Are: Business-driven and self-motivated Competitive and results-oriented Interested in financial planning, business development, and leadership Comfortable building relationships and meeting new people Coachable with a strong desire for continuous growth Organized, disciplined, and goal-oriented Requirements Ability to obtain Life & Health Insurance licenses, SIE, Series 7, and Series 63 (sponsorship provided) Strong communication and interpersonal skills Authorized to work in the United States Compensation $45,000 - $85,000 yearly #J-18808-Ljbffr