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The Fitzpatrick Group has an amazing opportunity to educate and provide solutions to our clients’ tax problems. We use our platform for the good of the client and to educate each of our Financial Specialists. Our mission is to teach those who are eager to learn how to make educated financial decisions, and who want to understand the implications of three potential "eroders" of wealth: taxes, excessive advisor fees, and market volatility.

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The Financial Specialist Opportunity:

The Financial Specialist is responsible for planning and creating a tax diversified, or tax-exempt, retirement portfolio for their client. 

Career Changers

The time to become a financial specialist is now. A career in financial services can be lucrative, long-term and fulfilling. 

As a career changer you will:

  • Receive industry-leading training from experienced professionals.
  • Have a team supporting you and helping you succeed.
  • Own your book of business and contract.
  • Create your own schedule and manage your own time.
  • Become an entrepreneur. 
  • Work alongside experienced professionals.
  • Have a mentor to help guide and teach you. 

Recent Graduates

Are you looking for a meaningful career?

As a recent graduate and starting a career, you will: 

  • Receive industry-leading training from experienced professionals.
  • Become an entrepreneur
  • Have a team supporting you and helping you succeed.
  • Own your book of business and contract.
  • Create your own schedule and manage your own time. 
  • Work alongside experienced professionals.
  • Have a mentor.
  • Receive one-on-one meetings once a week with your mentor.
  • Receive a 10-week initial training with compensation.
  • Have opportunities for ongoing training.
  • Have team training within your specific unit.

Experienced Advisors

Own your contract and book of business.

As an experienced independent financial professional or advisor, you will: 

  • Build and own your book of business.
  • Own your contract.
  • Have the opportunity to become a leader and mentor within your own unit.
  • Work alongside a network of experienced professionals.
  • Become more knowledgable about the industry.
  • Receive compensation and recognition. 
  • Be apart of a team that supports and motivates one-another. 
  • Become an entrepreneur in this industry. 


  • Providing an experience to each client you interact with 
  • Meeting with individuals to analyze their situation and provide the best solution based on their needs
  • Connecting with prospects to educate them about their current retirement assets


    Desired Qualifications:

    Desired Qualifications:

    • Should have a strong quantitative background, or advanced mathematical ability 
      • Executive-level written and verbal communication skills
        • Interpersonal skills are a must. 
          • Ability to present complex ideas, simply and efficiently, to individual clients, businesses, or other entities
            • We are looking for someone who is a self-starter, goal oriented, and works well in a high-  pressure environment.
              • Must work well in team settings, while also remaining self-motivated
                • Must demonstrate competency by passing required certifications and internal office qualifications for the mastery of the content

                Why The Fitzpatrick Group 

                We are looking to change the world. 

                At The Fitzpatrick Group, we are here to challenge the traditional approach to wealth management and retirement planning, and we are obsessed with delivering value to the client. We firmly believe and support that this industry must change. 

                We do not believe in establishing minimum income requirements - we believe that the knowledge we have needs to be shared with everyone. It is our ambition to impact all levels within the community. This is the mindset that we believe financial services should have, and this is the mindset that it will take to impact our community and the world with proper financial education.

                We are firm believers in team collaboration, which creates a culture that rewards education, collaboration, and creates a Financial Specialists' overall experience. 

                The Fitzpatrick Group's Industry Success & Accolades:

                • In 2018 we had 10 MDRT Advisors!
                • M.R Dodson New Builder Award
                • Agency Growth Award
                • Since our grand opening in 2016, our group has finished each year in the Top 15 ranked agencies with Ohio National

                Ohio National Financial Services Success:

                The strength of our company is backed by high marks for financial security and claims paying ability from independent rating analysts. These ratings include:

                • “A” from A.M. Best Company, its third-highest ranking out of 16 categories
                • “A-” from Standard & Poor’s, its seventh-highest ranking on a 21-part scale
                • “A3” from Moody’s, its seventh-highest ranking on a 21-part scale

                *The Fitzpatrick Group is an equal opportunity employer*

                All ratings information is according to reports published on:, and Ratings are accurate as of 8/14/19.For the most current ratings, see

                Learn More About our Opportunities

                Learn More About our Opportunities

                Take ownership of your career by sending your resume to Lyndi Price, or you can apply on our website, LinkedIn,or Indeed career page.

                Call us: 713-969-4500


                Apply Now