Insurance Advisor | Wealth Management Advisor Pathway

strittmatterwealth

Fort Worth (TX)

On-site

USD 100,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Warm leads

Comprehensive training

Medical, dental, vision; 401(k) match

Job summary

Strittmatter Wealth Management Group in Fort Worth, TX, seeks experienced insurance professionals transitioning into wealth management. The role offers structured training, access to planning resources, and a platform to grow into a comprehensive advisor.

You will join a team that emphasizes client relationships, ongoing education, and a systematic approach to wealth planning and investment services. The compensation starts at $100,000–$150,000 base with performance-based OTE potential reaching

Qualifications

Active Life and Health Insurance license.
3+ years of successful experience in insurance sales, financial services, or a related client-facing role.
Demonstrated history of prospecting, presenting, and closing business.

Responsibilities

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.

Skills

Relationship-building

Consultative sales

Prospecting

Verbal communication

Written communication

Financial services knowledge

Licenses (Life & Health)

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Portfolio management software

Workflow technology

Job description

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: $100,000–$150,000

Performance-based compensation

Target OTE: $250,000 in Year 1; $500,000 in Year 2; $750,000 in Year 3; $1,000,000 in Year 4

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

What You'll 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 We're 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.
Bachelor's 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 You'll 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, 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