Financial Growth Partner: Relationship Builder & Planner

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

Benefits offered by this job

Defined Benefit Plan

401(k) with Match

Roth options

Health insurance

Dental insurance

Tuition reimbursement

Continuing education opportunities

Job summary

Financial Growth Partners in Charlottesville, VA, is seeking a Relationship Development Associate to help clients achieve their financial dreams while balancing life and work.

You will meet clients, analyze information, craft strategies, and build a growing client base, all within a supportive training environment.

This role offers mentorship, career development, competitive benefits, and the potential to earn $90K-$100K annually in the first years.

Qualifications

• Must be a US citizen or permanent resident.
• Must live in FGP's territory- DE, PA, MD, DC, VA.

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.

Skills

Business Development

Entrepreneurial Spirit

Lifelong Learner

Self-motivation

Job description

Financial Growth Partners in Charlottesville, VA, is seeking a Relationship Development Associate to help clients achieve their financial dreams while balancing life and work.

You will meet clients, analyze information, craft strategies, and build a growing client base, all within a supportive training environment.

This role offers mentorship, career development, competitive benefits, and the potential to earn $90K-$100K annually in the first years.