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