Client-Centered Financial Growth Advisor

Financial Growth Partners; Charlottesville (VA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health insurance

Dental insurance

Tuition reimbursement

Job summary

Financial Growth Partners is seeking a Relationship Development Associate to empower clients with financial guidance and strategy. You will work with industry professionals, receive in-depth training, and have opportunities to build a thriving practice with a healthy work-life balance.

The role rewards entrepreneurship and client-centric growth. Compensation includes a draw with typical earnings in the $90K–$100K range in the first four years, plus renewal commissions; training and mentorship

Qualifications

• Must have strong desire to help clients achieve financial goals.
• Must live in Financial Growth Partners' territory: DE, PA, MD, DC, VA.
• Must be a US citizen or permanent resident.

Responsibilities

• Meet with clients to understand goals and financial information.
• Analyze information to develop financial strategies and plans with suitable products.
• Build and maintain a client base that values guidance.
• Maintain client relationships and keep strategies aligned with goals over time.

Skills

Business development

Relationship building

Sales

Communication

Job description

Financial Growth Partners is seeking a Relationship Development Associate to empower clients with financial guidance and strategy. You will work with industry professionals, receive in-depth training, and have opportunities to build a thriving practice with a healthy work-life balance.

The role rewards entrepreneurship and client-centric growth. Compensation includes a draw with typical earnings in the $90K–$100K range in the first four years, plus renewal commissions; training and mentorship