Relationship Development Associate

Remote, USA Full-time
Financial Growth Partners is a national financial planning firm that empowers clients to achieve their financial dreams while fostering genuine relationships. As a Relationship Development Associate, you will work with clients to analyze their financial information, create strategies, and maintain lasting relationships to ensure their financial plans align with their goals. Responsibilities Working with clients to understand their goals, concerns, and current 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 your input and guidance Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years Skills Must be a US citizen or permanent resident Must live in FGP's territory- DE, PA, MD, DC, VA Obtain appropriate licensing A passion for helping others and making a positive impact in your community An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms A lifelong learner mentality with a desire to continue growing professionally Self-motivation, a confident personality, high integrity, and a strong desire to succeed Business Development experience Benefits Defined Benefit Plan 401(k) with Match and Roth options Health and dental insurance Tuition reimbursement Continuing education opportunities Company Overview Financial Growth Partners is a financial services firm that offers financial planning and advisory services. It was founded in undefined, and is headquartered in Hunt Valley, Maryland, USA, with a workforce of 51-200 employees. Its website is
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