Careers

"Built by Advisors, for Advisors"

We will provide you with industry-leading training and support to help you develop the skills necessary to succeed. We will provide extensive training and consulting to help you build a successful practice as a Financial Advisor.

 

The Financial Advisor Opportunity: 

  • This unique opportunity will allow you to expand your career goals and create your ideal future within the Financial Services industry. You will feel fulfilled in being able to provide financial security to individuals, businesses, families, and your community by gaining a true understanding of their needs and goals. 

 

How This Role Will Benefit You: 

  •  You will have the opportunity to receive industry-leading training and mentoring, as well as the technical and financial support necessary to successfully grow your financial planning practice. 
  • Freedom to build your own business along with controlling your market, income, and time.
  • Being our Group is built around a non-captive model, you will have the freedom to provide a variety of Financial Services uniquely designed for your client's specific needs.
  • Allow you to build a personally and financially rewarding career, as a result of assisting others in exceeding their financial goals.
  • Build relationships with clients and increase your current network, which will potentially allow you to increase sales and succeed professionally.
  • High quality comprehensive benefit package and signing bonus or transition allowance may be available depending on experience. 

 

Desired Financial Advisor Qualifications:

  • Associate's Degree, preferred (if no Degree, than equivalent work experience in a similar industry) 
  • Motivated, entrepreneurial-minded individual
  • Candidates need to be self-motivated, persevering, and have a strong desire to develop their own practice in a supportive and strong-cultured environment 
  • Strong communication skills, willing to work in a team environment 
  • Accountability and time management skills are important in this role- this industry does not cater to those who shortcut, or to those without work integrity. 
  • Successful completion of required background checks & required assessments.

 

We have found that our successful advisors come from many backgrounds and varied experience levels. Our team of advisors consists of career changers, entry level advisors and experienced advisors. We have also found that those who have been in “high demand” roles have succeeded in this type of industry.

 

Our Advisors: 

Our current advisors are determined to support and educate one another in our office. At our group, we believe that a mentality of both personal and team success is encouraged for the growth of your business. Our team is dedicated in creating an environment that is positive and fun; while continuing to mentor and teach one another. 

 

The Fitzpatrick Group's Industry Success & Accolades: 

  • In 2018 we had 10 MDRT Advisors!  
  • M.R Doodson New Builder Award
  • Agency Growth Award 
  • Since our grand opening in 2016, our group has finished each year in the Top 5 Ranked Agencies with Ohio National. 

 

Ohio National Financial Services Success:

  • 95 Years of Paying Dividends to Policy Holders 
  • A.M. Best: A+ 
  • Superior Standard & Poor's: A
  •  Moody's: AA 

 

Take ownership of your career by sending your resume to Lyndi Price, lyndi@fitzgrp.com or you can apply through LinkedIn