Relationship Growth Specialist, Financial Planning Advisor

Financial Growth Partners; Cockeysville (MD); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health insurance

Dental insurance

Tuition reimbursement

Career development opportunities

Job summary

Financial Growth Partners is seeking a Relationship Development Associate to empower clients to achieve their financial dreams while balancing time, money, relationships, and purpose. You will receive in-depth training and work with experienced professionals until ready to operate independently.

The role emphasizes building long-term client relationships, strategic financial planning, and ongoing client service across a defined territory in the Mid-Atlantic region.

Qualifications

• Must be a US citizen or permanent resident.
• Must live in FGP's territory—DE, PA, MD, DC, VA.
• In-depth training will be provided and mentorship available.

Responsibilities

• Working with clients to understand goals, concerns, and 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 guidance.
• Maintaining client relationships and keeping financial strategies aligned with goals over years.

Skills

Business development

Self-motivation

Entrepreneurial spirit

Lifelong learner

Integrity

Job description

Financial Growth Partners is seeking a Relationship Development Associate to empower clients to achieve their financial dreams while balancing time, money, relationships, and purpose. You will receive in-depth training and work with experienced professionals until ready to operate independently.

The role emphasizes building long-term client relationships, strategic financial planning, and ongoing client service across a defined territory in the Mid-Atlantic region.