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Relationship Development Associate jobs in United States
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Financial Growth Partners · 16 hours ago

Relationship Development Associate

Financial Growth Partners is focused on advancing human capital by developing people through real responsibility, mentorship, and long-term opportunity. They are seeking a Relationship Development Associate (RDA) to build professional relationships and support client-facing work while growing within a team-based, development-focused environment.
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Hiring Manager
Phil Lassiter
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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)Series 7Series 66Leadership skillsOrganization skillsMentorshipTeamwork

Required

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

Benefits

Training, mentorship, and support are provided for those who choose to pursue this path.
Team-based culture with real mentorship.
Structured development and training.
Clear growth paths and expanded responsibility over time.
Opportunity to grow into larger roles based on effort and alignment.

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