Financial Advisor
Do you want to make a difference? Do you want to help us change the world?
The Fitzpatrick Group is on a mission to #disrupt the financial services industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first.
The financial services industry has consistently put profits first. The misleading math, the fees, and the sales tactics have gotten out of hand.
At many financial services firms, the advisor’s only job is to grow the amount of assets under management. The good news is, there is a better way.
We focus on simplicity when educating our clients about financial concepts including Volatility, Fees, and Taxes. We believe this allows our clients to develop a lifetime strategy that focuses on efficiency.
The Fitzpatrick Group needs talented advisors to help accomplish this mission.
Is the role hard? Yes.
Is the challenge worth it? Yes.
Is the financial advisor role for everybody? Absolutely not.
Compensation
- Uncapped commissions & bonuses
- $30,000-$50,000 base stipend dependent on sales experience & previous success
- Compounded trails and renewals
Minimum Requirements
- Bachelor's Degree
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Sales experience is a plus
Position 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.
What the Role Looks Like
- Intense training and support from top advisors in the company
- Flexible schedule
- Unlimited income potential
- Full control of your success
Who are you?
- You’re a challenger. You strive to look for better, more efficient solutions.
- You want to be in control of your own success.
- You ask questions. You’re not afraid to challenge the status quo.
- You’re coachable. You believe knowledge is power. This is truly the common denominator amidst every one of our successful advisors- they are coachable, regardless of age or experience.
Our 10-week training program and on-going monthly training sessions will challenge you. You will learn what it means to disrupt the industry.
You will be taught by the top advisors in the firm and learn how to run a successful business. You will learn how to implement The Ideal Portfolio and expose financial myths through education.
You will make a difference.
Senior Financial Advisor - Asset Growth
A company is looking for a Senior Financial Advisor - Asset Growth (WM/ Workplace). Key Responsibilities:Build relationships with customers and maximize the use of company products and servicesDrive appointments to uncover outside asset opportunities and support onboarding of assetsDemonstrate holis...
Associate Financial Advisor
As an Associate Financial Advisor at Prime Capital Investment Advisors, the ideal candidate will work directly with a senior advisor on our team in all aspects of the financial planning and client service process. The Associate Advisor will be an integral part of the team and work directly with a Se...
Senior Manager - Financial Advisor Wellness Team
Key Responsibilities:Grow and develop a team of Financial Advisors focused on a broad range of financial topicsDevelop and monitor interaction and advisory standards to enhance customer relationshipsCreate a top-performing call center environment to meet department goalsRequired Qualifications:FINRA...
Financial Advisor - Austin, TX
Financial Advisor - Northwestern Mutual Wealth Management Company. Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a Northwestern Mutual Financial Advisor:. As a business owner, they spend their days acquiring clientele and finding...
Wealth Management Advisor - Baytown, TX
We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, L...
Merrill Financial Solutions Advisor - Capital Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Financial Advisor
Ready to make a differencein your local community and transform lives Dont wait apply now tojoin our dynamic team as a Financial Advisor at this toptierawardwinning Fortune 100 firm and lets make some financial dreamscome true!. Comfort following a structured process thathas made thousands of other ...
Financial Solutions Advisor Registration Candidate – Consumer Investments-Tech University, Texas
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, ...
Financial Advisor
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...
Financial Solutions Advisor-Consumer Investments -Greater Southern Texas Region
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...