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