Build Your Practice as an Entrepreneurial Financial Advisor

The Fitzpatrick Group; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Unlimited income potential

Hands-on mentorship

Flexible schedule

Job summary

The Fitzpatrick Group is seeking a Financial Advisor in Houston, Texas. In this entrepreneurial role, you will work directly with clients to deliver personalized financial strategies and simplify complex topics, helping them achieve clarity in their finances.

The position offers unlimited income potential along with mentorship from top advisors and a structured training program. Ideal candidates should possess Life & Health Insurance licenses and have strong communication skills.

Qualifications

• Required Life & Health Insurance licenses.
• Series 65 license and/or Series 7 + Series 66 required.
• 5+ years experience in financial services or sales.

Responsibilities

• Source and acquire new clients.
• Deliver comprehensive financial planning.
• Educate clients through an advice-first approach.
• Grow business through networking and referrals.
• Build a sustainable book of business.

Skills

Strong communication skills

Relationship-building

Analytical mindset

Self-motivated

Coachable

Education

Life & Health Insurance licenses

Series 65 license and/or Series 7 + Series 66

5+ years of financial services or sales experience

Job description

The Fitzpatrick Group is seeking a Financial Advisor in Houston, Texas. In this entrepreneurial role, you will work directly with clients to deliver personalized financial strategies and simplify complex topics, helping them achieve clarity in their finances.

The position offers unlimited income potential along with mentorship from top advisors and a structured training program. Ideal candidates should possess Life & Health Insurance licenses and have strong communication skills.