Relationship Development Associate

Financial Growth Partners; Richmond (VA); On-site; USD 61,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Licensing support

Fully funded retirement and pension

401(k) with employer support

Medical, dental, and vision coverage

Job summary

Financial Growth Partners is expanding in the Greater Richmond region and seeks motivated professionals to join as a Relationship Development Associate. This full-time, on-site role offers hands-on experience, mentorship, licensing support, and a clear path to a career in financial planning and wealth management.

You will build client relationships, identify new business opportunities, and work with advisors to deliver comprehensive planning.

Qualifications

• Strong interpersonal, written and verbal communication skills.
• Ability to build lasting client relationships and manage inquiries.

Responsibilities

• Build and maintain relationships with current and prospective clients.
• Develop new business opportunities through networking and referrals.
• Conduct market research to identify trends and growth opportunities.
• Collaborate with advisors to support client planning initiatives.
• Participate in client meetings and strategic financial conversations.
• Support outreach and business development efforts.
• Learn fundamentals of holistic financial planning and wealth management.
• Develop personal book of business over time.
• Contribute to growth initiatives in Richmond.

Skills

Interpersonal skills

Communication skills

Relationship-building

Sales experience

Networking

Independent work

Education

Bachelor's degree

Job description

We're Growing in Richmond - Build Relationships. Create Opportunities. Launch Your Career.

Looking for more than just a job?

What if your next opportunity gave you the chance to build meaningful relationships, make a real impact in people's lives, and develop a career where you own your success?

Financial Growth Partners (FGP) is expanding in the Greater Richmond region, and we're looking for motivated, people-focused professionals to join our team as a Relationship Development Associate.

Whether you're a recent graduate, an ambitious sales professional, a relationship-builder, or someone looking to pivot into a rewarding career in financial services, this role offers a unique opportunity to learn, grow, and build a future backed by one of the most respected names in the industry.

About Financial Growth Partners

Financial Growth Partners is a respected full-service financial services firm with offices throughout the Mid-Atlantic region, including Virginia, Maryland, Pennsylvania, and Delaware.

We help individuals, families, and business owners navigate complex financial decisions through comprehensive planning and personalized guidance. Our team-first culture is built on collaboration, service excellence, and a commitment to helping clients achieve financial confidence and long-term success.

As a subsidiary of The Guardian Life Insurance Company of America, Financial Growth Partners provides access to industry-leading resources, sophisticated planning tools, and comprehensive financial solutions that empower both our clients and our professionals to achieve more.

The Opportunity

This is a full-time, on-site position in the Greater Richmond Region.

As a Relationship Development Associate, you'll play an important role in expanding our presence in the community, strengthening client relationships, and helping create new business opportunities.

You'll gain hands-on experience, professional development, mentorship, and licensing support while building the foundation for a long-term career in financial services and wealth management.

What You'll Do

• Build and maintain strong relationships with current and prospective clients
• Develop new business opportunities through networking, referrals, and community engagement
• Conduct market research to identify trends and growth opportunities
• Collaborate with advisors and team members to support client planning initiatives
• Participate in client meetings and strategic financial conversations
• Support outreach and business development efforts
• Learn the fundamentals of holistic financial planning and wealth management
• Build your own professional network and book of business over time
• Contribute to strategic growth initiatives that help expand our Richmond presence

What You'll Learn

Our Relationship Development Associates gain experience and exposure across multiple areas of financial planning, including:

• Asset & Income Protection
• Retirement Planning
• Investment & Advisory Services
• Education Funding
• Business Planning & Needs Analysis

Through mentorship and ongoing development, you'll learn how to help clients create personalized financial plans designed to protect, grow, and preserve wealth.

We Invest in Your Success

You don't need years of financial services experience to succeed here.

We provide extensive training and support to help you build the skills, confidence, and professional credentials needed for long-term success.

Licensing support includes:

• Life & Health Insurance License
• Securities Industry Essentials (SIE)
• Series 7
• Series 66

You'll learn directly from experienced advisors, industry leaders, and professionals who are committed to helping you grow.

What Makes This Different?

Many companies promise career growth.

At Financial Growth Partners, growth is built into the model.

You'll Have Access To:

• Collaborative team culture
• Industry-leading training and development
• Leadership and advancement pathways
• National resources with local support
• Performance-based compensation with uncapped growth potential
• A respected brand backed by Guardian

You're not starting from scratch- you're building something meaningful with the support of a proven organization behind you.

Preferred Qualifications

• Strong interpersonal skills and the ability to build lasting relationships
• Excellent written and verbal communication skills
• Strong research, analytical, and problem-solving abilities
• Proactive mindset with the ability to work independently and collaboratively
• Experience in relationship-building, client-facing, fundraising, sales, business development, or outreach activities
• Interest in financial services, wealth management, or business development
• Bachelor's degree in Business, Finance, Marketing, or a related field preferred
• Previous experience in financial services or a similar role is a plus

We believe in investing in our people and rewarding performance.

Benefits Include

• Competitive performance-based compensation
• Additional income support during training and development
• Average first year advisor earnings of $61K-$90K+ annually
• Bonus opportunities and expense allowances
• Renewal income opportunities
• Company-supported licensing and credential programs
• Fully funded retirement and pension benefits
• 401(k) with employer support
• Medical, dental, and vision coverage
• Life and Disability Insurance

Who Thrives Here?

This opportunity is ideal for someone who:

• Loves connecting with people
• Is motivated by growth and professional development
• Wants a career rather than just a job
• Enjoys networking and building relationships
• Wants the opportunity to make a meaningful impact on clients and their communities
• Is excited about creating their own path to success

Ready to Build Your Future?

Financial Growth Partners is growing, and we're looking for talented individuals ready to grow with us.

If you're driven, relationship-focused, and excited about the opportunity to build a rewarding career with purpose, we'd love to connect.