Financial Professional

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

Make an Impact. Build a Business. Redefine Financial Services.

At The Fitzpatrick Group, we’re on a mission to challenge an industry that too often puts profits before people. We believe financial services should be built on education, transparency, and integrity—not complexity or confusion.

If you’re driven, coachable, and ready to take ownership of your career, this is an opportunity to build something meaningful while helping clients achieve real financial clarity.

What You’ll Do

As a Financial Advisor, you’ll work directly with individuals and families to deliver personalized, goals-based financial strategies. You’ll simplify complex topics—like market volatility, fees, and taxes—and guide clients toward smarter financial decisions.

• Source and acquire new clients to build your book of business
• Deliver comprehensive financial planning (investments, insurance, retirement)
• Educate clients through an advice-first, education-driven approach
• Grow your business through networking, referrals, and personal market development
• Take ownership of building a sustainable and scalable book of business

What Sets This Role Apart

• Industry leading grid payout structure
• Entrepreneurial opportunity within a structured, supportive environment
• Unlimited income potential (uncapped commissions + recurring revenue)
• Flexibility and autonomy in how you manage your schedule
• Hands-on mentorship from top-performing advisors
• A clear path to building your own practice

Training & Development

Our 8-week training program and ongoing mentorship are designed to accelerate your success. You’ll gain real-world experience, learn proven client strategies, and develop the skills needed to grow a long-term business.

What We’re Looking For

• Strong communication and relationship-building skills
• Analytical mindset with the ability to simplify complex concepts
• Self-motivated with a high level of accountability
• Coachable and committed to continuous improvement

Licensing & Qualifications

• Life & Health Insurance licenses (required)
• Series 65 license and/or Series 7 + Series 66 (required)
• 5+ years of financial services or sales experience

Who You Are

You’re not looking for a typical job—you want ownership, growth, and the ability to control your success.

You’re someone who:

• Thinks differently and challenges the status quo
• Takes initiative and follows through
• Is motivated by results and long-term growth
• Wants to make a real impact in people’s lives