Join Our Team

We are building a team through clear career planning, hands-on experience, and support.

Mellberg Wealth Management, based in North Texas, is a newly-formed division of JD Mellberg, LLC., a National Insurance Agency based in Tucson, Arizona. Mellberg Wealth Management has the rare advantage of a start-up’s “clean sheet of paper” approach to business, along with an existing client base of over twenty thousand households.
The company has developed a unique approach to building an agency with a focus of hiring employees that are new to the Financial Services industry and providing a clear career path, support, and experience to become successful insurance agents and investment advisors.

At Mellberg Wealth Management, our mission is to provide:

A personalized level of service to clients.
An unparalleled level of career development opportunity for our employees.
Active participation in serving our communities.

Who We Are

Paul Crooks, Mellberg Wealth Management
Paul Crooks, President
C. Wayne Cook, Mellberg Wealth Management
C. Wayne Cook, Operations Vice President
Carrie Ermis-Cook, Office Manager
Alison Crooks, Mellberg Wealth Management
Alison Crooks, Recruiter

The Account Executive Position

Mellberg Wealth Management’s success is powered by the people running our business – and that’s why our top priority is hiring ambitious and driven AE’s!

Account Executives are responsible for meeting with existing or prospective clients that have responded to one of many J.D. Mellberg advertisements. MWM’s target market are clients near or already in retirement and looking for a change in their retirement planning. The purpose of this initial appointment is to build strong rapport and establish the trust needed to gather key financial information in order to develop a solution plan for the client. Our AE’s are the first point of contact between the company and the client – meaning, this is a crucial step in our selling process!  As an AE, you will identify present opportunities and determine the need for a follow-up appointment set for your Account Advisor.

The purpose of the follow-up appointment is for the advisor to present and close the client on the solution plan that best meets the client’s needs (ex: annuities, life insurance, etc.). Even though you are not selling our products quite yet, it is your responsibility to “sell” this process to the client. As an AE, you will be encouraged to join and participate in the advisor’s sales presentation during follow-up appointments. By shadowing your advisor, you will quickly learn effective sales skills and how to develop opportunities to help clients with their retirement needs.

The Account Executive position is designed to prepare you for several promotions based on your performance and eagerness to move to the next position in our Elite Certification Program. The second position is the Certified Field Trainer role – this is where you will continue your AE responsibilities, but will also have the opportunity to train new AE’s in your market. Promotion to the Senior Account Executive position is based upon performance and your ability to gain an insurance license. MWM encourages and reimburses its employees for this license exam. As a Senior Account Executive, you will now have the opportunity to sell certain product opportunities yourself – this is where you’ll earn a base salary plus commission. At this point in our career development program, you will have met with more clients and have seen more sales presentations than most agents experience in years of trial and error!

After successful performance and the ability to gain your investment advisor credential (Series 65), you will now be ready to become a financial advisor. Our Account Advisors are experienced leaders who demonstrate exceptional selling skills, a deep knowledge of our products, a passion for helping our clients and are able to effectively train and mentor AE’s. The Elite Certification Program is designed to advance AE’s to the financial advisor position in as little as two years, based on successful performance. Compensation for our experienced advisors can reach well into the six figures – providing you with the financial freedom you’ve been dreaming of! If this sounds like an exciting opportunity to you, we encourage you to check out our careers page to view current Account Executive openings!


Not your Typical Office Job – You will meet face-to-face with our clients in the field!

No Prospecting – All appointments are scheduled in advance for you!

Week Paid Training – Once hired, we fly you to our Tucson, AZ headquarters for a week of training – learning all about the company, position, and client appointment role plays with fellow AE’s!

Career Advancement – Our Elite Certification Program was created for AE’s interested in becoming financial advisors in as little as two years!

Travel Reimbursement Plan – You will be traveling daily, so we provide you with the financial support to help cover travel expense.

Healthcare Coverage – We provide both medical and dental coverage for all employees!

Paid Time Off + Paid Holidays – We encourage our employees to take time off to spend with family and friends.

401K Plan – We offer our employees a 401K Plan

Elite Certification Program

Interested In Joining The Team?

Complete the form below if you have questions or click the gold button below to apply.