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Client Relationship Manager

2 months ago

Virginia Beach, Virginia, United States Financial Growth Partners Full time
Job Overview

Are you looking for a fulfilling career that grants you the freedom to manage your time, finances, relationships, and purpose?

As a Growth Partnership Associate at Financial Growth Partners, you will have the opportunity to assist individuals, families, and businesses in realizing their financial aspirations while also engaging in your personal passions.

Your role will involve meeting clients where they currently stand and guiding them towards informed decisions for a prosperous future. This position also allows for a healthy work/life balance, which is essential for personal well-being. While the prospect may seem both thrilling and daunting, rest assured that you will not be expected to possess all the knowledge from day one.

To ensure your success, you will receive comprehensive training and collaborate with seasoned professionals in the industry until you feel prepared to operate independently. We prioritize your development and aim to support you throughout your journey.

We invite you to consider joining Financial Growth Partners if you possess:

  • A genuine passion for assisting others and making a positive impact in your community.
  • An entrepreneurial mindset with a desire to manage a business that allows you to harmonize your personal and professional life.
  • A commitment to lifelong learning and professional growth.
  • Self-motivation, confidence, integrity, and a strong drive to achieve success.
  • A compassionate and bold approach to life.

Compensation:
$70,000 - $95,000 annually

Key Responsibilities:

  • Engaging in training and obtaining necessary licenses.
  • Building and nurturing relationships with clients to understand their objectives, concerns, and financial situations.
  • Evaluating information to devise strategies utilizing suitable products and services.
  • Establishing and maintaining a clientele that values your insights and guidance.
  • Collaborating with clients to ensure their financial strategies remain relevant and aligned with their goals, fostering long-term relationships.
  • Making a meaningful impact within your community.

Qualifications:

  • Must be a US citizen or permanent resident.
  • Must reside within Financial Growth Partners' designated territories.
  • Willingness to obtain necessary licensing.
  • Comfort with a performance-driven role.

What We Offer:

  • Comprehensive support, tools, and technology to effectively manage and service your clients.
  • Mentorship, development, and training opportunities available locally, virtually, and nationally.
  • Resources to assist in marketing and expanding your practice while communicating efficiently with clients.
  • Opportunities for collaborative work.
  • A competitive benefits package including a Defined Benefit Plan, 401(k) with matching options, health, and dental insurance, among others.
  • Leadership and career development opportunities, including tuition reimbursement and continuing education.
  • The Financial Growth Partners' and Guardian FR contract includes a draw; inexperienced FRs in their first four years earn an average of $90,000 to $100,000 annually, encompassing first-year and renewal commissions, with renewal commissions commencing in the second year.

About Financial Growth Partners
At Financial Growth Partners, we hold a strong belief in the potential of individuals. Our mission is to empower clients, encouraging them to take charge of their financial journeys and become the protagonists of their own narratives. Our approach transcends mere transactions; it is about cultivating authentic connections and serving clients with unwavering fiduciary responsibility. Your success is our success. We value authenticity, vulnerability, and transparency, and we are dedicated to fostering enduring relationships that span generations.