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    Experienced Financial Advisor - Dallas, United States - Lemnis Capital

    Lemnis Capital
    Lemnis Capital Dallas, United States

    4 weeks ago

    Default job background
    Description


    A culture of growth with a firm that supports You've built a successful practice and now you're considering a move.

    Perhaps you're looking for more.

    At Lemnis Capital, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself.

    We're here to help you grow your business, be your strategic resource, and provide you with the tools, products, and platform to deliver an outstanding client experience.


    Together, we help you achieve your goals through:

    • Our open-architecture platform for client solutions
    • Our broker/dealer powered by one of the world's largest broker/dealers LPL
    • Our elite benefits and wealth-building programs
    • Our competitive payouts
    • Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. Lemnis Capital is in alliance with Equitable Advisors. Equitable Advisors At a Glance
    • More than 2.8 million clients
    • More than $220 billion in assets under management
    • More than 4,330 financial professionals
    • More than 190 Elite Advisor Group firms
    • 80 branch offices Securities are offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V. GE /21)(Exp.

    7/24) Responsibilities:

    • Analyze clients' financial situations and develop comprehensive financial plans to help them achieve their goals.
    • Monitor market trends and recommend adjustments to clients' investment portfolios to maximize returns and minimize risks.
    • Provide personalized financial advice and guidance to clients on topics such as retirement planning, estate planning, and tax strategies.
    • Stay up-to-date on industry regulations and best practices to ensure compliance and ethical standards in all financial dealings.
    • Cultivate and maintain strong relationships with clients to foster trust and loyalty, leading to long-term partnerships and referrals

    Qualifications:
    Qualifications

    • FINRA Series 7, Series 63, Series 65, and/or Series 66.
    • 5+ years' of industry experience.
    • CFP, CLU, ChFC designations a plus.
    • Strong understanding of the investment business.
    • Excellent interpersonal skills

    Compensation:
    $111,000 - $120,500 yearly


    • Analyze clients' financial situations and develop comprehensive financial plans to help them achieve their goals.
    • Monitor market trends and recommend adjustments to clients' investment portfolios to maximize returns and minimize risks.
    • Provide personalized financial advice and guidance to clients on topics such as retirement planning, estate planning, and tax strategies.
    • Stay up-to-date on industry regulations and best practices to ensure compliance and ethical standards in all financial dealings.
    • Cultivate and maintain strong relationships with clients to foster trust and loyalty, leading to long-term partnerships and referrals
    .

    #J-18808-Ljbffr
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