Relationship Development Associate
Financial Growth Partners is a national financial planning firm that empowers clients to achieve their financial dreams. As a Relationship Development Associate, you will work with clients to understand their goals and develop personalized financial strategies while maintaining a healthy work/life balance.
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
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Company Overview