Top 77 Finance associate Jobs in Mckinney, Tx

Wealth Management Associate – LCElite Program (Sales & Leadership Track)
Lemnis Capital —Richardson, TX
- $30,000 - $100,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Entry Level Wealth Management Associate - 24 Month Leadership Fast Track
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Accounting Associate – Treasury & Financial Reporting
MyFunded Futures —Plano, TX
- CPA
- Mid-level
- Bachelor's degree
Quick Apply
Financial Service Associate - (No Cold Calls)
Real Gen Wealth —Plano, TX
- $3,200 - $6,600 a month
- Part-time
- No experience needed
- Fair chance
- Computer skills
- Parental leave
- Employee discount
Quick Apply
13d
Associate, Financial Reporting Valuation
VRC —Plano, TX
- Full-time
- Management
- Mid-level
- Finance
- Commuter assistance
- Health savings account
Quick Apply
Financial Services Associate
Summit Financial —Plano, TX
- $56,777.41 - $68,377.10 a year
- Part-time
- Hybrid work
- No experience needed
- Leadership
- Entry level
Quick Apply
13d
Wealth Management Associate - Entry Level
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
Finance/Accounting Associate
PMY Group —Carrollton, TX
- Hybrid work
- Microsoft Outlook
- ERP systems
- Research
- Health insurance
- Flexible schedule
Assurance Associate-Audit (FP&A focus)
Siemens —Plano, TX
- $88,060 - $150,960 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health insurance
Principal Associate, Risk Management - Horizontal Audit & Exam Advisory
Capital One —Plano, TX
- Email
- Office
- High school diploma or GED
- Analysis skills
- Health insurance
Analytics Solutions Associate
JPMorganChase —Plano, TX
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
3d
Credit Strategy - Chase Auto - Associate
JPMorganChase —Plano, TX
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Premium Audit Associate
AmTrust Financial Services, Inc. —Dallas, TX
- $21.00 - $23.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
MF Risk - Asset Management - Lead Associate
Fannie Mae —Plano, TX
- $141,000 - $184,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Conflict management
2027 MBA Summer Associate - Capital & Ventures
Momentum —Dallas, TX
- Seasonal
- Office
- Analysis skills
- Business
Associate Manager, M&A
Pizza Hut of America —Plano, TX
- $110,500 - $121,900 a year
- Full-time
- Mid-level
- Office
- Presentation skills
4d
Associate, Corporate Development
Concentra —Addison, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Commuter assistance
- Disability insurance
Finance & Business Management - Associate
JPMorganChase —Plano, TX
- $85,500 - $125,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Risk Management - Credit Officer - Associate
JPMorganChase —Plano, TX
- $77,900 - $115,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
5d
Senior Associate, Private Credit Investment Analytics
National Life Insurance Company —Addison, TX
- $140,625 - $206,250 a year
- Hybrid work
- Computer Science
- 5 years
- Mid-level
- Benefits from day one
- Life insurance
8d

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finance associate jobs near mckinney, tx

Wealth Management Associate – LCElite Program (Sales & Leadership Track)

Lemnis Capital -
Richardson, TX

Quick Apply

Job Details

Full-time
$30,000 - $100,000 a year

Benefits

Leadership training provided

Qualifications

Customer retention
Business development
Bachelor's degree
Prospecting
Training & development

Full Job Description

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)

Scale production, begin leadership responsibilities, mentor newer advisorsTransition into leadership with responsibilities in recruiting, development, and team growthAdvancement is performance-based, not tenure-based.

Outcome: Vice President Track

What You’ll Do

Client Acquisition & Sales Execution

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.

If you’re looking for:

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.

Pay: $30,000.00 - $100,000.00 per year

Ability to Commute:

Richardson, TX 75082 (Required)

Ability to Relocate:

Richardson, TX 75082: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in mckinney, tx

Wealth Management Associate – LCElite Program (Sales & Leadership Track)

Entry Level Wealth Management Associate - 24 Month Leadership Fast Track

Accounting Associate – Treasury & Financial Reporting

Financial Service Associate - (No Cold Calls)

Associate, Financial Reporting Valuation

Financial Services Associate

Wealth Management Associate - Entry Level

Finance/Accounting Associate

Assurance Associate-Audit (FP&A focus)

Principal Associate, Risk Management - Horizontal Audit & Exam Advisory

Analytics Solutions Associate

Credit Strategy - Chase Auto - Associate

Premium Audit Associate

MF Risk - Asset Management - Lead Associate

2027 MBA Summer Associate - Capital & Ventures

Associate Manager, M&A

Associate, Corporate Development

Finance & Business Management - Associate

Risk Management - Credit Officer - Associate

Senior Associate, Private Credit Investment Analytics

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