Financial Planning Relationship Consultant

Financial Growth Partners; Charlottesville (VA); On-site; USD 60,000 - 90,000; 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 in achieving their financial goals. This role allows for a balanced work/life environment while providing impactful client interactions.

The position includes comprehensive training, mentorship, and tools to succeed in financial planning, fostering strong, long-lasting relationships. On-target earnings range from $60,000 to $90,000 annually, making this an exciting opportunity for motivated individuals.

Qualifications

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

Responsibilities

• Work with clients to understand their goals and financial information.
• Analyze information and create financial strategies.
• Develop and maintain client relationships.
• Align clients' financial strategies with their goals.

Skills

Passion for helping others

Entrepreneurial spirit

Self-motivation

Business Development experience

Job description

Financial Growth Partners is seeking a Relationship Development Associate to empower clients in achieving their financial goals. This role allows for a balanced work/life environment while providing impactful client interactions.

The position includes comprehensive training, mentorship, and tools to succeed in financial planning, fostering strong, long-lasting relationships. On-target earnings range from $60,000 to $90,000 annually, making this an exciting opportunity for motivated individuals.