Relationship Development Associate

Financial Growth Partners is a national financial planning firm dedicated to empowering clients in their financial journeys. As a Relationship Development Associate, you will work with clients to analyze their goals and create tailored financial strategies while maintaining long-term relationships. The role offers comprehensive training and support to help you succeed in your career.

Responsibilities

• Working with clients to understand their goals, concerns, and current financial information
• Analyzing information to create a strategy and financial plan with appropriate products and services
• Developing and maintaining a base of clients who value your input and guidance
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years

Skills

• Must be a US citizen or permanent resident
• Must live in FGP's territory- DE, PA, MD, DC, VA
• Obtain appropriate licensing
• A passion for helping others and making a positive impact in your community
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
• A lifelong learner mentality with a desire to continue growing professionally
• Self-motivation, a confident personality, high integrity, and a strong desire to succeed
• Business Development experience

Benefits

• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training—locally, virtually, and nationally—to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Company Overview