Financial Growth Partners · 1 day ago
Relationship Development Associate
Charlottesville, VA
Full-time
Hybrid
New Grad, Entry Level
$90K/yr - $100K/yrFinancial 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.
AdviceFinancial ServicesInsurance
No H1B
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
Required
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
Financial Growth Partners
Financial Growth Partners is a financial services firm that offers financial planning and advisory services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
William R. Crossan III
Managing Partner | Culture Chief
Recent News
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