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. 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 President The LCElite Program provides a structured progression with measurable benchmarks : Phase 1: Associate Trainee (0–6 months) Licensing, foundational sales training, and initial client acquisition Phase 2: Junior Associate (6–12 months) Build pipeline consistency, improve closing ratios, increase production Phase 3: Wealth Management Associate (12–24 months) Outcome: Vice President Track Transition into leadership with responsibilities in recruiting, development, and team growth Advancement is performance-based , not tenure-based. What You’ll Do Build and execute a weekly client acquisition plan (calls, referrals, networking, events) Conduct financial strategy meetings and close new business Develop and manage a consistent pipeline of qualified prospects Generate referrals and deepen client relationships KPI & Performance Management Track and hit weekly and monthly activity targets (calls, meetings, applications) Meet production and revenue benchmarks tied to advancement Maintain a high level of accountability within a metrics-driven environment Business Development Build and manage your own book of business Establish centers of influence and long-term referral sources Develop a repeatable and scalable personal sales system Leadership Development (LCElite Track) Recruit, select, and develop new financial professionals Provide coaching, joint-work, and mentorship to newer advisors Participate in leadership training and firm-wide strategic initiatives Core KPIs & Expectations Weekly prospecting activity (calls, meetings, networking touches) New client appointments set and held Applications submitted and placed Monthly/quarterly revenue targets Client retention and referral generation This is a high-accountability, performance-based environment with clear scorecards for success. What We Provide Structured 2-year fast track into leadership (LCElite Program) Licensing sponsorship (Life & Health, SIE, Series 7 & 63) Professional Selling Skills training and advanced sales coaching Leadership Development School and ongoing executive mentorship Joint-work opportunities with top-performing advisors Clear benchmarks for advancement and promotion Compensation We offer two compensation paths , allowing you to align your income structure with your goals and risk tolerance: Option 1: Monthly Stipend + Reduced Commission/Bonuses Provides income stability during the ramp-up phase Lower commission payouts and bonus structure Option 2: Full Performance-Based Compensation Higher commission payouts and full bonus eligibility No income cap, with earnings directly tied to production Typical first-year range: $45,000–$85,000+ Long-term income driven by client retention and book of business growth Who We’re Looking For Recent college graduates or early-career professionals Highly competitive, sales-oriented, and results-driven Entrepreneurial mindset with a desire to build a business Comfortable being measured on performance and KPIs Strong communication and relationship-building skills Background in business, finance, or sales is a plus (not required) Requirements Bachelor’s degree preferred but not required Ability to obtain Life & Health, SIE, Series 7 & 63 (sponsorship provided) Authorized to work in the U.S. Why Lemnis Capital 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. A role where performance drives advancement A clear path to leadership in 2 years The ability to build something long-term then this is the opportunity. #J-18808-Ljbffr Lemnis Capital