Relationship Growth Associate: Build Client Impact

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

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.