Lead Advisor Career Path™
A High-Growth Opportunity for Experienced Financial Advisors
Independence Matters
A career path designed for experienced advisors ready to grow, lead, and build something more.
The Strittmatter Lead Advisor Career Path™ is designed for experienced professionals seeking more freedom, higher income potential, and a clear path to long-term success.
Career success without limits
If you’re feeling limited by your current firm, this financial advisor career path provides the opportunity to expand your client base, increase your earning potential, and take greater ownership of your future.
Built for Advisors Ready for More
Many financial advisors reach a point where growth becomes limited, whether due to firm restrictions, lack of support, or capped income potential.
Are you tired of being held back by your current broker-dealer/bank? Are you a top producer with a strong record for new client acquisition?
The Lead Advisor Career Path™ was created specifically for advisors who want to:
• Break free from traditional broker-dealer limitations
• Access greater income and growth opportunities
• Expand their client base with support from a proven system
• Build a long-term career with ownership potential
At Strittmatter Wealth, we provide a structure that allows you to grow without limits.
How the Lead Advisor Career Path™ Works
Our program provides a clear, structured path designed to accelerate your success:
Step 1:
Career Consultation
Meet with a Strittmatter Wealth career advisor to map out your next move and define your growth opportunities.
Step 2:
Onboarding & Integration
Transition into Strittmatter Wealth with support, training, and resources designed to help you succeed from day one.
Step 3:
Build Your Client Base
Leverage your sales experience alongside firm-provided leads to grow your book of business.
Step 4:
Customize Your Role
Choose the Lead Advisor, Servicing Advisor, or New Business Development Advisor role. This flexibility allows you to align your role with your long-term goals.
Step 5:
Partnership Opportunity
Once production and tenure milestones are met, you may become eligible for partnership and equity ownership in the firm.
Step 6:
Long-Term Exit Strategy
When you’re ready, you can sell your equity stake back to the firm,creating a clear and valuable exit plan.
Unlimited Income & Growth Potential
This financial advisor career path is designed to reward performance, initiative, and client success.
Unlike traditional models, your growth is not capped. Advisors benefit from:
• Competitive salary and production-based payouts
• Access to firm-generated leads
• Scalable income opportunities
• Long-term wealth creation through equity ownership
This model provides the potential for accelerated income growth and long-term financial success.
Why Advisors Choose Strittmatter Wealth
Strittmatter Wealth is an independent, SEC-registered investment advisor focused on delivering comprehensive financial planning and investment strategies. This allows you to focus on what matters most: serving clients and growing your business. We provide advisors with:
A collaborative, team-based environment
Comprehensive service offerings
Marketing and lead generation support
A fiduciary, client-first approach
A culture focused on growth and excellence
A clearly defined path to equity ownership
Who This Opportunity Is For
If you’re ready to take ownership of your career, this path is designed for you.
This career path is ideal for advisors who are:
- Experienced in financial planning or wealth management
- Proven in client acquisition and relationship building
- Frustrated by limitations at your current firm
- Entrepreneurial and growth-driven
- Committed to delivering exceptional client service
What to Expect from the Process
Our application process is designed to be simple, clear, and focused on helping us understand your strengths and goals. This process is your first step toward joining a dynamic team of professionals shaping the future of financial planning.
1
Submit Your Application
Complete the form below with your information and upload your resume and cover letter.
2
Tell Us Your Story
Share why you’re applying for this career path, and why you believe you’re a strong fit for our team.
3
Connect With Our Team
If your background aligns with our needs, our team will reach out to continue the conversation.
Build the Career You’ve Been Looking For
If you’re ready for more freedom, more growth, and more opportunity, the Strittmatter Lead Advisor Career Path™ offers a clear path forward.
Take the next step toward a career that aligns with your potential.
Submit Your Application
Tell us about yourself and why you’re interested in this career path. We look forward to learning more about you. Please fill out all required fields and upload your resume and cover letter to be considered.
“The Strittmatter Lead Advisor Career Path™ is a unique opportunity for experienced advisors to make the leap to independence as a Registered Investment Advisor and accelerate the growth of their success.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Our Clients Say It Best
Ready to Elevate Your Career?
Your career journey is important, and it starts with a single step.
By applying today, you’re taking the first step toward joining a firm that values your contributions, invests in your growth, and supports your long-term success.
Connect with our team to learn more about the Strittmatter Lead Advisor Career Path™ and how you can take control of your future.
