Relationship Development Associate
Financial Growth Partners is a national financial planning firm that empowers clients to take ownership of their financial journeys. The Business Development Associate will work with clients to understand their financial goals and develop strategies to help them achieve those goals 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 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
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Company Overview