Relationship Development Associate

Financial Growth Partners; Virginia Beach (VA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Financial Growth Partners seeks a Relationship Development Associate in Charlottesville, VA, a hybrid role combining office and remote work. You will research potential clients, nurture existing relationships, and coordinate meetings for advisors to grow client opportunities.

In this position you will support fundraising and business development initiatives, maintain accurate CRM records, and collaborate with advisors and internal teams to ensure a consistent client experience while upholding

Qualifications

• Strong interpersonal skills and communication abilities to build trust with clients and collaborate with team members.
• Analytical skills and research capabilities to identify opportunities and support data-informed outreach.
• Experience or interest in fundraising and business development to expand client relationships.
• Demonstrated professionalism, integrity, and a client-focused mindset with confidentiality.
• Comfort with CRM tools, Microsoft Office or Google Workspace, and basic digital platforms.
• Ability to work in a hybrid environment in Charlottesville, VA, manage priorities and meet deadlines.
• Relevant education in business, finance, communications, marketing, or related field, or equivalent experience.
• Prior experience in financial services, sales, nonprofit development, or customer relationship management is beneficial but not required.

Responsibilities

• Research potential clients and centers of influence; nurture relationships and coordinate meetings for advisors.
• Conduct outreach to prospective clients and support fundraising and business development initiatives.
• Prepare communications and presentations; maintain accurate records in CRM systems.
• Collaborate with advisors and internal teams to ensure a consistent client experience and compliant practices.

Skills

Interpersonal Skills

Analytical Skills

Fundraising & Development

Professionalism & Integrity

CRM Tools & Office365/Google Workspace

Hybrid Work Environment

Education in Business/Finance/Communic

Education

Business/Finance/Communications/Marketing education or related

Tools

CRM Software

Microsoft Office / Google Workspace

Job description

Company Description

Financial Growth Partners is a financial planning firm that helps professionals, families, and business owners build clarity around their financial future through personalized, real-life strategies. The firm emphasizes human-centered financial planning by prioritizing relationships, understanding clients’ values, and aligning financial growth with personal fulfillment. Advisors support clients with retirement planning, cash flow strategies, insurance and protection, wealth accumulation, business planning, and estate and legacy planning. With offices across Virginia, Maryland, and Pennsylvania and clients nationwide, Financial Growth Partners offers the personalized experience of a boutique firm backed by the resources of The Guardian Life Insurance Company of America and Park Avenue Securities LLC.

Role Description

The Relationship Development Associate is a full-time team member responsible for supporting the growth of client relationships and new business opportunities in Charlottesville, VA. In this hybrid role, the associate will spend part of their time in the office and part working from home, conducting outreach to prospective clients, nurturing existing relationships, and coordinating meetings for advisors. Day-to-day activities include researching potential clients and centers of influence, assisting with fundraising and business development initiatives, preparing communications and presentations, and maintaining accurate records in CRM and tracking systems. The associate will collaborate closely with advisors and internal teams to ensure a consistent client experience, support marketing and networking efforts, and uphold compliance and privacy standards in all interactions.

Qualifications

• Candidates should possess strong Interpersonal Skills and Communication abilities to build trust, engage clients, and collaborate effectively with team members.
• Candidates should possess solid Analytical Skills and Research capabilities to identify opportunities, understand client needs, and support data-informed planning and outreach.
• Candidates should possess experience or interest in Fundraising and business development activities to help expand client relationships and generate new opportunities.
• Demonstrated professionalism, integrity, and a client-focused mindset, with the ability to handle confidential information responsibly.
• Comfort with CRM tools, Microsoft Office or Google Workspace, and basic digital communication platforms.
• Ability to work in a hybrid environment in Charlottesville, VA, manage multiple priorities, and meet deadlines with minimal supervision.
• Relevant education in business, finance, communications, marketing, or a related field, or equivalent experience in relationship-focused roles.
• Prior experience in financial services, sales, nonprofit development, or customer relationship management is beneficial but not required.