The Fitzpatrick Group · 1 day ago
Financial Professional
Greater Houston
Full-time
Onsite
Mid Level
$30K/yr - $50K/yrThe Fitzpatrick Group is transforming the financial services landscape by providing transparent, no-nonsense financial education and advice. As a Financial Advisor, you will educate clients, provide personalized financial solutions, and advocate for transparency in the financial world while guiding them through the complexities of personal finance.
AdviceConsultingEducationFinance
Hiring Manager
Morgan Kerbow
Responsibilities
Develop, Manage, and retain strong client relationships
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
Qualification
Required
Bachelor's 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
Strong ethical standards and commitment to acting in the client's best interest at all times
Excellent communication skills, both written and verbal, with an ability to engage and educate
A desire to challenge industry norms and help clients navigate the financial misinformation prevalent on the internet
A proactive attitude and entrepreneurial spirit, ready to take initiative and thrive in a fast-paced, innovative environment
Benefits
Uncapped commissions & bonuses
Compounded trails and renewals
8-week training program and on-going monthly training sessions
Company
The Fitzpatrick Group
The Fitzpatrick Group is an advisory firm that helps organizations and individuals with educational and financial strategic plans.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Morgan Dean
Chief Financial Officer
Company data provided by crunchbase