What are the responsibilities and job description for the Financial Advisor position at The Fitzpatrick Group?
Do you want to make a difference?
Do you want to help us change the world of financial services?
At The Fitzpatrick Group we are on a mission to challenge the industry where too often profits come before people. The good news is, there is a better way! We believe financial services should be built on education, transparency, and integrity - not complexity or confusion.
That's why we lead with education first. We empower our advisors to guide clients with clarity and confidence, simplifying the financial concepts that matter most — including volatility, fees, and taxes.
As we make a significant investment in expanding our career channel, we’re creating opportunities for driven advisors who want more than just a job. This is a RARE chance to run your own agency, take true ownership of your growth, and help shape the future of financial services — combining purpose, independence, and unlimited potential in one role!
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
Minimum Requirements
- 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 market volatility, fees, and taxes
- 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
- Flexible schedule
- 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 8-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.