Relationship Development Associate

Financial Growth Partners; Cockeysville (MD); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health insurance

Dental insurance

Tuition reimbursement

Career development opportunities

Job summary

Financial Growth Partners is seeking a Relationship Development Associate to empower clients to achieve their financial dreams while balancing time, money, relationships, and purpose. You will receive in-depth training and work with experienced professionals until ready to operate independently.

The role emphasizes building long-term client relationships, strategic financial planning, and ongoing client service across a defined territory in the Mid-Atlantic region.

Qualifications

• Must be a US citizen or permanent resident.
• Must live in FGP's territory—DE, PA, MD, DC, VA.
• In-depth training will be provided and mentorship available.

Responsibilities

• Working with clients to understand goals, concerns, and 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 guidance.
• Maintaining client relationships and keeping financial strategies aligned with goals over years.

Skills

Business development

Self-motivation

Entrepreneurial spirit

Lifelong learner

Integrity

Job description

Are you searching for a career that empowers you with the freedom of time, money, relationship, and purpose?

As a Relationship Development Associate with Financial Growth Partners, you can help people and businesses achieve their financial dreams and goals, while also pursuing your passions. You’ll have the opportunities to meet clients where they are today and help guide their decisions for a better tomorrow- all while obtaining a healthy work/life balance for yourself.

Don’t worry- we don’t expect you to know everything on day one. You’ll receive in-depth training and work with industry- experienced professionals until you’re ready to be on your own.

• 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.

What you’ll be doing:

• 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.

What we provide:

• 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.
• The Financial Growth Partners’ and Guardian FR contract includes a draw; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Requirements:

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

Who we are:

At Financial Growth Partners, we have a deep-rooted belief in the power of human potential. We strive to empower our clients, encouraging them to take ownership of their financial journeys and become the heroes of their own stories. Our approach is not just about transactions; it's about fostering genuine relationships and serving our clients with unwavering fiduciary responsibility. When you succeed, we succeed. We value authenticity, vulnerability, and transparency, and we are committed to building lasting relationships that transcend generations.

As a national financial planning firm with offices in the Mid-Atlantic region, we are in constant motion, embracing a culture of continuous learning, growth, and innovative thinking to reshape traditional practices. Our focus transcends long-term goals, as we prioritize addressing current pain points. We communicate with our clients using a "you" rather than "we" approach, employing storytelling instead of industry jargon. Our ultimate aim is to make a positive impact on the lives of all those we interact with.

With FGP we go with you and for you on your way towards a life of financial security.

Financial Growth Partners is a wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY (Guardian). The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.