The Fitzpatrick Group ยท 1 day ago
Financial Advisor
Houston, TX
Full-time
Hybrid
New Grad, Entry LevelThe Fitzpatrick Group is on a mission to challenge the financial services industry by prioritizing the education of their advisors. They are seeking talented financial advisors to educate clients on financial concepts and provide planning advice while building and managing strong client relationships.
AdviceConsultingEducationFinance
Hiring Manager
Ashley Cook
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
You will be challenged and held accountable to build a sustainable book of business
Qualification
Required
Bachelor's Degree
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Preferred
Sales experience is a plus
Benefits
Uncapped commissions & bonuses
Compounded trails and renewals
Intense training and support from top advisors in the company
Flexible schedule
Unlimited income potential
Full control of your success
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