Relationship Development Associate

Financial Growth Partners; Reston (VA); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health insurance

Dental insurance

Tuition reimbursement

Leadership and career development

Job summary

Financial Growth Partners is seeking a Relationship Development Associate in Reston, VA, offering a hybrid work arrangement. You will engage with clients to understand financial goals and guide planning, while building a durable client base and providing ongoing service.

Comprehensive training is provided to start, with opportunities for advancement as you grow your practice. The role emphasizes entrepreneurial drive, self-motivation, and fiduciary responsibility, supported by access to

Qualifications

• Candidate must be a US citizen or permanent resident.
• Experience in business development is preferred.
• Entrepreneurial spirit with the ability to own a business on your terms.
• Self-motivation, integrity and a strong desire to succeed.

Responsibilities

• Work with clients to understand goals, concerns, and current financial information.
• Analyze information to craft a strategy and financial plan with suitable products and services.
• Develop and maintain a base of clients who value guidance.
• Keep client financial strategies current and aligned with goals, building long-term relationships.

Skills

US citizenship or permanent resident

Business Development

Entrepreneurial spirit

Self-motivation

Lifelong learner

High integrity

Job description

Job Title: Relationship Development Associate

Workplace Type: Hybrid

Location: Reston VA

Job Type: Full Time

Description: Relationship Development Associate

Compensation: Performance Based, unlimited cap

Overview:

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 4 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.

Performance Based Comp: 55,000 - 85,000 avg in first year