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Wealth Management Associate – LCElite Program (Sales & Leadership Track)Nichols College • Dudley, North Carolina, United States
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Wealth Management Associate – LCElite Program (Sales & Leadership Track)

Nichols College
  • US
    Dudley, North Carolina, United States
  • US
    Dudley, North Carolina, United States
Jetzt Bewerben

Über

Recruitment began on June 22, 2026
and the job listing Expires on July 23, 2026
Full-Time Job Accounting, Data Analytics, Economics & Finance
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.
Apply if you’re ready to be coached, held accountable, and developed into a top producer and future leader.
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  • Dudley, North Carolina, United States

Sprachkenntnisse

  • English
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