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Financial Advisor

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Onsite

Financial Advisor

The Fitzpatrick Group

Financial Advisor

Skills

Financial Planning

1 month ago

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Important information


Contract type:

Permanent

Location:

Houston, TX, USA

Work mode:

Onsite

Published on:

23 September 2026

What they need


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

  • Bachelor’s degree required
  • 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

  • Ability to obtain Life & Health Insurance licenses (required)
  • Series 65 license preferred (or willingness to obtain within first year of employment)
  • Prior financial services or sales experience is a plus

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

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