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    Entry Level - Dallas, United States - Lemnis Capital

    Lemnis Capital
    Lemnis Capital Dallas, United States

    3 weeks ago

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    Description
    Lemnis Capital's Wealth Management Leadership Program

    We value your ambition.

    Lemnis Capital is currently seeking someone to join our team as a Wealth Management Advisor position to fast track their career.


    As a Lemnis Capital Financial Professional, you will:
    Go through our Leadership Development School, Management Development School, and learn how to build a book of business
    Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
    Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
    Contact clients periodically to determine if there have been changes in their financial status
    Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
    Sell financial products and services including life insurance, annuities and investment options
    Begin the process of leading a team of Financial Advisors to help them achieve their goals

    What it takes to be a Financial Advisor

    A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
    If you do not have the following, you will be required to attain them under the sponsorship of

    Equitable Advisors:
    state life and health licenses, FINRA Series 7 and 63/66 registrations
    Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
    Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
    Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
    Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance.
    Must be authorized to work in the United States
    MBA, JD, CFP, CPA or ChFC, a plus

    Benefits of working with Lemnis Capital
    Compensation you control and a complete benefits package
    Personalized and comprehensive training and support
    Advancement and management opportunities
    A work-life balance most financial careers don't offer

    You will receive support that is unparalleled in the industry.

    To get you up and running, Lemnis Capital will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

    Career opportunities are with Equitable Advisors, LLC (NY, NY member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V.

    #J-18808-Ljbffr
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