Financial Advisor

The Fitzpatrick Group; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Uncapped commissions and bonuses

Intense training program

Unlimited income potential

Job summary

A financial services firm in Houston is seeking a Financial Services Recruiter to help change industry norms through education. The role involves educating clients about financial strategies, providing comprehensive financial planning advice, and building client relationships. Ideal candidates possess strong communication skills and a Bachelor’s Degree. This challenging position offers uncapped commissions and bonuses, as well as robust training to drive success.

Qualifications

• Bachelor's Degree is required.
• Strong organization and management skills.
• Excellent verbal and written communication skills.
• Ability to educate clients on financial concepts and planning.

Responsibilities

• Educate clients on financial concepts and strategies.
• Provide financial planning advice including investment and retirement.
• Develop and manage strong client relationships.
• Build a book of business through networking.
• Be challenged and held accountable to grow a sustainable book of business.

Skills

Strong organizational skills

Strong interpersonal skills

Strong mathematical skills

Strong analytical skills

Excellent communication skills

Sales experience

Education

Bachelor's Degree

Job description

Financial Services Recruiter | YRP Houston Marketing Director | Texas A&M Alumni

Do you want to make a difference? Do you want to help us change the world?

The Fitzpatrick Group is on a mission to challenge 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
• Compounded trails and renewals
• 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
• 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 challenge 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.