Relationship Development Associate jobs in United States
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Financial Growth Partners · 1 day ago

Relationship Development Associate

Financial Growth Partners is a national financial planning firm that empowers clients to take ownership of their financial journeys. As a Relationship Development Associate, you will work with clients to understand their financial goals and develop strategies to help them achieve those goals while building lasting relationships.

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Hiring Manager
Jacob Aulisa
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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

Qualification

Business DevelopmentClient Relationship ManagementFinancial PlanningEntrepreneurial spiritHigh integrityConfident personalitySelf-motivationLifelong learner mentality

Required

Must be a US citizen or permanent resident
Must live in FGP's territory- DE, PA, MD, DC, VA
Obtain appropriate licensing

Preferred

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

Financial Growth Partners

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Financial Growth Partners is a financial services firm that offers financial planning and advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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William R. Crossan III
Managing Partner | Culture Chief
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Company data provided by crunchbase