What are the responsibilities and job description for the FINANCIAL ADVISOR position at The Fitzpatrick Group?
Are you passionate about helping people take control of their financial future? Do you want to be part of a movement thats shaking up the financial services industry? At The Fitzpatrick Group, were empowering individuals by debunking the myths, misinformation, and misleading marketing that dominate the internet, and were looking for forward-thinking financial advisors to join our mission.
About Us :
The Fitzpatrick Group is transforming the financial services landscape by providing transparent, no-nonsense financial education and advice. We believe that everyone deserves access to clear, honest information that empowers them to make smart financial decisions. Our innovative approach challenges outdated industry norms and helps clients navigate through the noise to achieve real financial independence.
Role Overview :
As a Financial Advisor at The Fitzpatrick Group, you will play a pivotal role in educating clients, providing personalized financial solutions, and advocating for transparency in the financial world. Youll be responsible for guiding clients through the complexities of personal finance by breaking down complicated financial concepts and exposing the misleading tactics often used in online marketing.
This is not your typical financial advisor role. Youll be a part of a team thats committed to changing how people perceive and approach financial planning.
Key Responsibilities :
- Develop, Manage, and retain strong client relationships
- Provide one-on-one financial consultations, helping clients develop customized plans that align with their goals.
- Educate clients on the truths behind common financial misconceptions, online myths, and misleading marketing tactics.
- Serve as a trusted advisor, offering unbiased advice on investments, retirement planning, insurance, debt management, and other financial matters.
- Stay current on industry trends, economic news, and online financial marketing strategies to keep clients informed with the most up-to-date and reliable information.
- Host webinars, workshops, and other educational events aimed at debunking financial myths and empowering the public with clear, actionable advice.
- Work collaboratively with a dynamic team of financial experts who are passionate about disrupting the status quo.
What we are looking for :
Why Join Us?
Compensation
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.
Join us in revolutionizing the financial services industry and helping clients achieve true financial independence, free from misinformation. If youre ready to make a real difference and be part of something bigger, wed love to hear from you!
You will make a difference.
