- Up to $50,000 base stipend dependent on sales experience & previous success
- Uncapped commissions & bonuses
- Compounded trails and renewals
- College degree (preferred)
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Sales experience is a plus
- 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.
- Intense 10-week on-site training and support from top advisors in the company
- Flexible schedule
- Unlimited income potential
- Full control of your success
- 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.
-
Financial Advisor
1 week ago
Aurora Innovations Bellaire, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years. · We ...
-
Financial Advisor
5 days ago
Teamwork Financial Houston, United StatesFinancial Advisor · Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing super ...
-
Financial Advisor
3 days ago
Magellan Financial & Insurance Services, Inc. Houston, United StatesJob Opportunity: Financial Advisor at Roberts Wealth Management ) · Who We Are: · Roberts Wealth Management exceeds the usual offerings in the financial industry. Our seasoned financial advisors concentrate on directing our clients toward a stable and secure retirement. We prov ...
-
Financial Advisor
1 week ago
The Fitzpatrick Group Houston, United StatesReady to make a difference? · 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 consis ...
-
Financial Advisor
6 days ago
Magellan Financial & Insurance Services, Inc. Houston, United StatesJob Opportunity: Financial Advisor at Roberts Wealth Management ) · Who We Are: · Roberts Wealth Management exceeds the usual offerings in the financial industry. Our seasoned financial advisors concentrate on directing our clients toward a stable and secure retirement. We provid ...
-
Financial Advisor
1 week ago
Leah Yosef International Houston, United StatesWealth Advisor, Independent RIA · Houston, TX · Overview · Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high ne ...
-
Financial Advisor
2 days ago
Edward Jones Houston, United StatesJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding ed ...
-
Financial Advisor
6 days ago
Strategic Financial Group Houston, United StatesFinancial Services Professional: · Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are b ...
-
Financial Advisor
1 week ago
New York Life Houston, United States· Seeking a driven individual interested in joining the Financial Advisor team at the Houston office of New York Life. · New York Life offers Advisors the chance to forge their own professional journeys, providing top-notch training in marketing, client relations, and effective ...
-
Financial Advisor
2 days ago
Edward Jones Houston, TX, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4 ...
-
Financial Advisor
1 week ago
Equitable Advisors LLC Houston, United StatesOur entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from ...
-
Financial Advisor
5 days ago
Strategic Financial Group Houston, United StatesJob Description · Job DescriptionEmbark on a Career as a Financial Services Professional at Strategic Financial Group · Join the ranks of Strategic Financial Group, an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer. Our mi ...
-
Financial Advisor
1 week ago
oilandgas Houston, United StatesCandidate Profile · Join TotalEnergies Renewables as a · Financial Advisor · in our · Houston, TX · office. This is a new addition to our team as we are strengthening our presence in renewable energies. · Electricity demand is set to rise faster than global demand for energ ...
-
Financial Advisor
5 days ago
New York Life - Houston General Office Houston, United StatesJob Description · Job DescriptionSeeking a driven individual interested in joining the Financial Advisor team at the Houston office of New York Life. · New York Life offers Advisors the chance to forge their own professional journeys, providing top-notch training in marketing, c ...
-
Financial Advisor
1 week ago
Avature Houston, United StatesJoin TotalEnergies Renewables as a · Financial Advisor · in our · Houston, TX · office. This is a new addition to our team as we are strengthening our presence in renewable energies. · Electricity demand is set to rise faster than global demand for energy as a whole in the co ...
-
Financial Advisor
1 week ago
Navy Federal Credit Union Houston, United StatesOverview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/invest ...
-
Financial Advisor
3 days ago
New York Life - Houston General Office Houston, United StatesJob Description · Job DescriptionAre you a motivated individual looking to join the Financial Advisor team at the Houston branch of New York Life? At New York Life, we empower Advisors to create their own professional paths by offering exceptional training in marketing, client en ...
-
Financial Advisor
5 days ago
Strategic Financial Group Houston, United StatesJob Description · Job DescriptionFinancial Services Professional: Entry-Level Opportunity · Embark on a transformative career with Strategic Financial Group, a leading financial planning firm and esteemed General Agency of MassMutual—a Fortune 100 titan renowned for empowering co ...
-
Associate Financial Advisor
3 days ago
Prime Capital Investment Advisors Houston, United StatesPrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial ...
-
Associate Financial Advisor
1 week ago
CNI Consulting Inc. Houston, United StatesJob Description · ASSOCIATE FINANCIAL ADVISOR · Overview · Our client is currently seeking an Associate Financial Advisor to join their growing team in their Houston, TX office. · The Associate Financial Advisor, or AFA, will support the Financial Advisor to further develop a ...
Financial Advisor - Houston, United States - The Fitzpatrick Group
Description
Ready to make a difference?
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.
Compensation
Minimum Requirements
Position Responsibilities
What the Role Looks Like
Who are you?
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.