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Business Development Associate
2 months ago
Overview:
Are you searching for a career that empowers you with the freedom of time, money, relationship, and purpose?
As a BDA with FGP, you can help individuals, families, and businesses achieve their financial dreams and goals, while also pursuing things you are passionate about.
You'll have the opportunity to meet clients where they are today and help guide their decisions for a better tomorrow. This also comes with the freedom of obtaining a healthy work/life balance for yourself. This may sound exciting and scary all at the same time. Don't worry- we don't expect you to know everything on day one.
That's why you'll receive in-depth training and work with industry-experienced professionals until you're ready to be on your own. We never want to throw anyone in the deep end by themselves.
We'd love to have you apply with FGP if you possess:
- 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.
- A big hearted and bold approach to life.
Responsibilities
What you'll be doing:
•Learning and getting licensed.
•Working regularly and relationally with clients to understand their goals, concerns, and current financial information.
•Analyzing information to create a strategy 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, along with building relationships with clients that will last for years.
•Having an impact on your community.
Qualifications
Requirements:
•Must be a US citizen or permanent resident.
•Must live in FGP's territory- DE, PA, MD, DC, VA.
•Obtain be willing to obtain appropriate licensing.
•Must be comfortable with a performance-based position.
What we provide:
•Support, tools, and technology to help you appropriately gather, manage, and service your clients.
•Mentorship, development, and training - locally, virtually, and nationally- to support your educational needs.
•Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
•Joint-work opportunities.
•A competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
•Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
•The Financial Growth Partners' and Guardian FR contract includes a draw; inexperienced FRs in their first four years earn $90,000 to $100,000 per year on average, including first-year and renewal commissions. Renewal commissions begin in year two.