What are the responsibilities and job description for the Relationship Development Associate position at Financial Growth Partners?
Company Description
Financial Growth Partners is a full-service financial services firm with offices across the Mid-Atlantic region, including locations in Maryland, Virginia, Pennsylvania, and Delaware. Specializing in addressing the financial complexities faced by individuals, families, and business owners, the firm is dedicated to providing exceptional service in a team-based environment. Financial Growth Partners operates as an agency of The Guardian Life Insurance Company of America and offers securities products and advisory services through Park Avenue Securities LLC. Joining our team means becoming part of a proven network with a commitment to helping clients achieve financial security and success.
Role Description
This is a full-time hybrid role for a Relationship Development Associate based in Reston, VA, with some flexibility for remote work. In this role, you will build and maintain strong relationships with clients and partners, assist with client outreach, and support fundraising and business development initiatives. Daily tasks include conducting research, preparing reports and presentations, managing communication efforts, and analyzing client feedback to identify opportunities for growth and improvement.
Qualifications
- Strong Interpersonal Skills and Communication abilities to engage with clients, build relationships, and collaborate with the team
- Proficiency in Analytical Skills and Research to assess opportunities, solve problems, and support data-driven decision-making
- Experience in Fundraising to support growth and business development activities
- Ability to adapt to a hybrid work environment and successfully balance in-office and remote work
- Bachelor’s degree in Business, Finance, Communications, or a related field
- Prior experience in client relations or business development is a plus
- Goal-oriented mindset with a proactive approach to work
- Excellent organizational and time-management skills