Wealth Management Advisor: From Insurance to Planning

strittmatterwealth; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

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

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