Top 8 Registered client associate Jobs in Ephrata, Pa

Relationship Development Associate
Financial Growth Partners —Lancaster, PA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Financial services
- Marketing
- Entry level
- Health insurance
- Dental insurance
Quick Apply
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Financial Advisors
Savant —Lancaster, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
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Relationship Development Associate

Financial Growth Partners -
Lancaster, PA

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
2 days ago

Benefits

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

Qualifications

Investment management advisory services
Creativity
Financial goal setting advisory services
Financial services
Marketing

Full 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 things that you are passionate about. You’ll have the opportunities to clients where they are today and help guide their decisions for a better tomorrow while 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'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.

What you’ll be doing:

Working 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, 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 hero's of their own stories. Our approach is not just about transactions, it's about fostering genuine connections 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.

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Lancaster, PA 17601

Quick Apply

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registered client associate jobs in ephrata, pa

Relationship Development Associate

Financial Advisors

Financial Advisory - Associate Advisor

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