Top 8 Fiduciary Jobs in Charlottesville, Va

Relationship Development Associate
Financial Growth Partners —Charlottesville, VA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor-Charlottesville, VA
TIAA —Charlottesville, VA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Chief Philanthropy Officer
Elk Hill Farm Inc —Charlottesville, VA
- $110,000 - $120,000 a year
- Full-time
- Clean driving record
- 7 years
- Office
- Paid holidays
- Health insurance
Quick Apply
Tax Director
Wills and Associates —Charlottesville, VA
- $160,000 - $190,000 a year
- Full-time
- CPA
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Senior Tax Accountant (CPA)
McCallum & Kudravetz, P.C. —Charlottesville, VA
- $95,000 - $120,000 a year
- Email
- Background check
- CPA
- Mid-level
- Paid training
- Continuing education credits
Quick Apply
Senior Trust and Estate Tax Accountant
Hantzmon Wiebel LLP —Charlottesville, VA
- $70,000 - $90,000 a year
- Full-time
- CPA
- 5 years
- Research
- Profit sharing
- Health savings account
Quick Apply
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Wealth Management Advisor-Charlottesville, VA
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Relationship Development Associate

Financial Growth Partners
Charlottesville, VA

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Sales
Business development
Entrepreneurship
Creativity
Financial services
Marketing

Full Job Description

Job description

Financial Growth Partners

Relationship Development Associate

Overview:

Are you searching for a career that empowers you with the freedom of time, money, relationship, and purpose?

As a Relationship Development Associate with Financial Growth Partners, you can help people and businesses achieve their financial dreams and goals, while also pursuing your passions. You’ll have the opportunities to meet clients where they are today and help guide their decisions for a better tomorrow- all while obtaining a healthy work/life balance for yourself.

Don’t worry- we don’t expect you to know everything on day one. You’ll receive in-depth training and work with industry- experienced professionals until you’re ready to be on your own.

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.
Business Development experience.

What you’ll be doing:

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.

What we provide:

Tools and technology to help you appropriately gather, manage, and service your clients.
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.
Mentorship and joint-work opportunities.
Superior service and support.
A competitive benefits package including 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 $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Requirements:

Must be a US citizen or permanent resident
Must live in FGP's territory- DE, PA, MD, DC, VA
Obtain appropriate licensing

Who we are:

At Financial Growth Partners, we have a deep-rooted belief in the power of human potential. We strive to empower our clients, encouraging them to take ownership of their financial journeys and become the heroes of their own stories. Our approach is not just about transactions; it's about fostering genuine relationships and serving our clients with unwavering fiduciary responsibility. When you succeed, we succeed. We value authenticity, vulnerability, and transparency, and we are committed to building lasting relationships that transcend generations.

As a national financial planning firm with offices in the Mid-Atlantic region, we are in constant motion, embracing a culture of continuous learning, growth, and innovative thinking to reshape traditional practices. Our focus transcends long-term goals, as we prioritize addressing current pain points. We communicate with our clients using a "you" rather than "we" approach, employing storytelling instead of industry jargon. Our ultimate aim is to make a positive impact on the lives of all those we interact with.

With FGP we go with you and for you on your way towards a life of financial security.

Financial Growth Partners is a wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY (Guardian).

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Work Location: Hybrid

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Location:

Charlottesville, VA 22902 (Required)

Work Location: Hybrid remote in Charlottesville, VA 22902

Quick Apply

Refine Your Search

fiduciary jobs in charlottesville, va

Relationship Development Associate

Wealth Management Advisor-Charlottesville, VA

Chief Philanthropy Officer

Tax Director

Senior Tax Accountant (CPA)

Senior Trust and Estate Tax Accountant

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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