Insurance Advisor | Wealth Management Advisor Pathway

Job Summary

Strittmatter Wealth Management Group (SWMG) is looking for experienced insurance professionals who want to expand from insurance sales into comprehensive wealth management. If you have proven relationship-building and consultative sales skills SWMG provides the training technology planning resources investment platform marketing support and operational infrastructure to help you become the primary financial relationship for your clients.

About Strittmatter

Strittmatter Wealth Management Group LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth TX. We have been in business since 2007 and specialize in retirement planning investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments Private Real Estate portfolios and access to world class Institutional Managers.

Why This Opportunity Is Different Expand Beyond the Insurance Transaction

Your insurance career has already taught you how to prospect uncover needs present solutions earn trust and close business. SWMG gives you the opportunity to apply those skills across investments retirement tax-aware planning insurance business-owner planning and wealth transfer.

• Warm Leads

SWMG invests in seminars educational events digital marketing referrals and other campaigns to generate qualified opportunities. You can develop your existing network while also working company-generated leads.

• Technology and Training

You do not need to arrive as an expert in every wealth management system. SWMG provides structured development plus CRM financial planning portfolio management digital onboarding and workflow technology.

• Build a $1 Million Wealth Management Career

The objective is not simply to sell more insurance. The objective is to build a scalable wealth management practice and become a comprehensive advisor.

Compensation & Earnings Potential

Base Compensation: $100000$150000

Performance-based compensation

Target OTE: $250000 in Year 1; $500000 in Year 2; $750000 in Year 3; $in Year 4

Long-term opportunity to build a scalable wealth management practice.

What Youll Do

Meet with prospective clients generated through SWMG marketing programs.

Conduct discovery meetings and uncover financial goals and concerns.

Identify opportunities where insurance investments retirement tax and financial planning intersect.

Work with the planning team to develop comprehensive financial plans.

Present recommendations in a clear consultative manner.

Help clients implement investment and insurance recommendations.

Participate in client acquisition and onboarding.

Develop referrals from existing clients and professional relationships.

Participate in seminars educational events and marketing initiatives.

Learn and use SWMG financial planning CRM portfolio and workflow technology.

Collaborate with paraplanners investment professionals operations and client service teams.

Develop into a comprehensive Wealth Management Advisor.

What Were Looking For

3 years of successful experience in insurance sales financial services or a related client-facing role.

Active Life and Health Insurance license.

Demonstrated history of prospecting presenting and closing business.

Strong relationship-building and consultative sales skills

Excellent verbal and written communication.

Ability to explain complex financial concepts clearly.

Strong organization and follow-up skills.

Bachelors degree or equivalent experience preferred.

Commitment to high ethical and fiduciary standards.

Existing high-net-worth or business-owner relationships are preferred.

Securities registrations and CFP ChFC CLU CFA or similar credentials are preferred.

What Youll Receive

Company-generated warm leads.

Structured wealth management training and Advisor Career Path.

Financial planning and paraplanning support.

Investment management resources.

Modern CRM workflow portfolio and digital onboarding technology.

Marketing operations and client service support

Medical dental vision disability and life insurance; PTO; and 401(k) with company match.

OTE is performance-based is not guaranteed and depends on achievement of defined production and business-development objectives.

Who Thrives Here

Loves meeting people and uncovering needs

Has a proven sales track record

Builds relationships rather than simply selling products

Wants recurring client relationships instead of transactional business

Is curious about investments and financial planning

Is excited about learning technology

Wants to work with high-net-worth clients and business owners

Wants a team supporting planning and operations.

Wants a long-term career in wealth management

Work Location & Schedule

Fort Worth TX - In person. MondayThursday 8:00 AM5:00 PM; Friday 8:00 AM4:00 PM.

We look forward to your application.

Required Experience:

Unclear Seniority