Relationship Development Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Financial Growth Partners ยท 9 hours ago

Relationship Development Associate

Financial Growth Partners is focused on advancing human capital through mentorship and long-term opportunities. They are seeking a Relationship Development Associate to build professional relationships, support client-facing work, and develop communication and leadership skills in a team-based environment.

AdviceFinancial ServicesInsurance
Hiring Manager
Phil Lassiter
linkedin

Responsibilities

Build and maintain professional relationships
Support outreach, follow-up, and relationship development
Learn how financial planning works in practice
Participate in presentations and client conversations
Develop communication, organization, and leadership skills

Qualification

Relationship buildingCommunication skillsLife & Health insurance licensingSecurities Industry Essentials (SIE)Leadership skillsOrganization skillsClient supportTeam collaboration

Required

No financial services experience required
Bachelor's degree is a plus, not required

Company

Financial Growth Partners

twittertwitter
company-logo
Financial Growth Partners is a financial services firm that offers financial planning and advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
William R. Crossan III
Managing Partner | Culture Chief
linkedin
Company data provided by crunchbase