Financial Advisor

3 days ago


Houston, Texas, United States The Fitzpatrick Group Full time
Job Overview

The Fitzpatrick Group is seeking a talented Financial Professional to join our team. As a key member of our organization, you will play a critical role in helping us disrupt the financial services industry.

We are committed to putting the education of our advisors first, and we believe that this approach sets us apart from our competitors. Our mission is to provide our clients with a lifetime strategy that focuses on efficiency, simplicity, and transparency.

As a Financial Professional with The Fitzpatrick Group, you will have the opportunity to work with a talented team of advisors who are passionate about making a difference. You will be challenged to build a sustainable book of business, and you will have the support and resources you need to succeed.

Our 10-week training program and ongoing monthly training sessions will provide you with the knowledge and skills you need to excel in this role. You will learn how to implement The Ideal Portfolio and expose financial myths through education.

We are looking for a motivated and coachable individual who is passionate about helping others achieve their financial goals. If you are a challenger who is looking for a new opportunity, we encourage you to apply.

Key Responsibilities:

  • Educate clients on The Ideal Portfolio and the positive impact of reducing taxes, fees, and market volatility
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Build a book of business through networking, referrals, and natural market

Benefits:

  • Intense training and support from top advisors in the company
  • Flexible schedule
  • Unlimited income potential
  • Full control of your success

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