Financial Specialist

Company: The Fitzpatrick Group
Location: Waxahachie
Posted on: February 25, 2021

Job Description:

The Opportunity: The Fitzpatrick Group has an amazing opportunity to educate and provide solutions to our clients. We use our platform to disrupt the financial services industry. Our mission is to teach those who are eager to learn how to make educated financial decisions, and who want to understand the Enemies of Wealth: taxes, fees, and market volatility.If you are looking to pursue this industry in the traditional "gather assets, reallocate, and wrap it in high fees" Wealth Manager approach--- this is not the company for you.We are not interested in this type of person. If you are looking to disrupt this industry alongside a team with like-minded individuals--- this is the company for you. The Financial Specialist is responsible for planning and creating a tax diversified, or tax-exempt, retirement portfolio for their client. They will be creating various financial models that include the projection and/or accumulation of all wealth assets with a specific focus on distribution.Day-to-Day * 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 assetsQualifications * Should have a strong quantitative background, or advanced mathematical ability * Executive 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 contentWhy The Fitzpatrick Group We are looking to change the world. 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 with mathematical certainty, that this industry must change. This industry has been misled due to poor training of advisors, poor advising to clients, and misuse of mathematical averages/probability to achieve financial success. 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, "Think-Tanks", incentives, and internal office rewards for those who execute on our mission. This creates a culture that rewards education, collaboration, and creates a Financial Specialists' overall experience.*The Fitzpatrick Group is an equal opportunity employer*

Keywords: The Fitzpatrick Group, Dallas , Financial Specialist, Accounting, Auditing , Waxahachie, Texas