Financial Growth Associate Director

1 month ago


Baltimore, Maryland, United States Financial Growth Partners Full time
About the Role

We are seeking a highly motivated and results-driven Financial Growth Associate Director to join our team at Financial Growth Partners.

Job Overview

The Financial Growth Associate Director will play a key role in helping individuals, families, and businesses achieve their financial goals and dreams. This includes working with clients to understand their financial needs, creating customized strategies, and providing ongoing guidance and support.

Responsibilities
  • Develop and maintain a portfolio of clients, building strong relationships and delivering exceptional service.
  • Analyze client data and create personalized financial plans, identifying opportunities for growth and improvement.
  • Collaborate with internal teams to ensure seamless delivery of services and timely resolution of client concerns.
  • Stay up-to-date on industry trends, best practices, and regulatory requirements, applying this knowledge to enhance client outcomes.
Requirements
  • Bachelor's degree in a related field or equivalent experience.
  • Strong understanding of financial planning principles, including investment, insurance, and tax strategies.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work independently and as part of a team, prioritizing tasks and managing multiple projects simultaneously.
Benefits
  • Competitive salary range: $70,000 - $90,000 per year.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • Opportunities for career advancement and growth.


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