Financial Planning Specialist

3 weeks ago


Houston, Texas, United States The Fitzpatrick Group Full time

Are you passionate about empowering individuals to take control of their financial futures? At The Fitzpatrick Group, we're transforming the financial services landscape by providing transparent, no-nonsense financial education and advice. Our innovative approach challenges outdated industry norms and helps clients navigate through the noise to achieve real financial independence.

As a Financial Advisor at The Fitzpatrick Group, you will play a pivotal role in educating clients, providing personalized financial solutions, and advocating for transparency in the financial world.

You'll be responsible for guiding clients through the complexities of personal finance by breaking down complicated financial concepts and exposing the misleading tactics often used in online marketing.

Provide one-on-one financial consultations, helping clients develop customized plans that align with their goals.

Educate clients on the truths behind common financial misconceptions, online myths, and misleading marketing tactics.

Serve as a trusted advisor, offering unbiased advice on investments, retirement planning, insurance, debt management, and other financial matters.

Stay current on industry trends, economic news, and online financial marketing strategies to keep clients informed with the most up-to-date and reliable information.

Host webinars, workshops, and other educational events aimed at debunking financial myths and empowering the public with clear, actionable advice.

Work collaboratively with a dynamic team of financial experts who are passionate about disrupting the status quo.

Key Requirements:

  • Bachelors Degree
  • Proven experience as a financial advisor or sales role, with a passion for financial literacy and transparency
  • Ability to simplify complex financial concepts and explain them in a way that resonates with clients of all knowledge levels
  • A desire to challenge industry norms and help clients navigate the financial misinformation prevalent on the internet

Mission-Driven Work:

Be part of a movement to bring honesty and transparency back to financial services.

Work with a team of passionate professionals who are committed to disrupting the status quo and improving clients' financial futures.

Flexible Work Environment:

Enjoy a supportive and flexible work culture that prioritizes work-life balance and innovation.



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