Relationship Development Associate at Financial… · Charlotte…

Summary: Financial Growth Partners is a national financial planning firm that aims to empower clients to take ownership of their financial journeys. As a Relationship Development Associate, you will work closely with clients to understand their financial goals and develop tailored strategies while maintaining long-lasting relationships. The role offers extensive training and resources to support your professional growth and client management. 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 Required Qualifications: - 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 Required Skills: Business Development, Financial Planning Licensing, Confident Personality Benefits: Tools and technology to help you appropriately gather, manage, and service your clients., Development and training—locally, virtually, and nationally—to support your educational needs., Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., Mentorship and joint-work opportunities., Superior service and support., A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more., Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.