Relationship & Growth Associate (Hybrid)

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

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