Relationship Development Associate

Financial Growth Partners is a national financial planning firm that empowers clients to achieve their financial dreams while fostering genuine relationships. As a Relationship Development Associate, you will work with clients to analyze their financial information, create strategies, and maintain lasting relationships to ensure their financial plans align with their goals.

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

• Defined Benefit Plan
• 401(k) with Match and Roth options
• Health and dental insurance
• Tuition reimbursement
• Continuing education opportunities

Company Overview