Job Description
Relationship Development Associate
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Path to Financial Advisor | Financial Growth Partners | Virginia Beach · Richmond · Charlottesville
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If you're driven, good with people, and looking for a career you can build and own, this is where it starts. The Relationship Development Associate role is our on-ramp into financial advising. You don't need industry experience or a finance degree to begin. You need work ethic, coachability, and a genuine interest in helping people, and we'll teach you the rest.
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This is a real career path, not a support role. You'll start by learning the fundamentals of the business and building professional relationships, and you'll grow into a fully licensed Financial Advisor with your own book of business, backed every step of the way by mentorship, training, and the Guardian platform behind you.
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What a Relationship Development Associate Does
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In your first phase, your focus is learning the business and building the muscles every successful advisor relies on:
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• Learn how financial planning works and why it matters to real families and business owners
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• Build and develop professional relationships with prospects and clients
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• Support experienced advisors in client strategy conversations and planning work
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• Grow and manage your own professional network
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• Study for and complete your licensing with full company support
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• Take part in mentorship, training, and team development sessions
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The Path from Associate to Advisor
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We've built a clear, structured path so you always know what's next and what you're working toward. As you complete your licensing and hit early production and activity milestones, you transition from Relationship Development Associate into a full Financial Advisor role, with compensation and responsibility growing at each step.
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Licensing and Training
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You do not need to be licensed to start. We provide full support toward:
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• Life and Health Insurance License
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• Securities Industry Essentials (SIE)
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• Series 7
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• Series 66
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You'll have study support, mentorship, and a team invested in getting you through it, because your success is our success.
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The Platform Behind You
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Financial Growth Partners is a subsidiary of Guardian, a mutual insurance company that has spent more than 160 years helping families and business owners build financial security.
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Through Park Avenue Wealth Management, our advisors get access to sophisticated planning tools, investment platforms, and practice management resources built to help you serve clients at a higher level. You're not going it alone. You're building something real with real backing.
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Who Thrives Here
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Some of our strongest people came from outside the industry entirely. If any of this sounds like you, we should talk:
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• You've worked in sales, service, hospitality, real estate, insurance, banking, or another role where you learned how to connect with people
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• You're a former athlete, veteran, or someone who knows what it takes to compete and keep showing up
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• You're a recent grad who wants to build something of your own instead of settling into a cubicle
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• You're motivated, coachable, and ready to bet on yourself
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• You want relationships, leadership, and long-term upside, not just a paycheck
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A degree is a plus, not a requirement. What matters most is drive and character.
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Compensation and Benefits
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• Compensation that grows with your licensing, production, and responsibility
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• A clear path into full advisor status and, beyond that, leadership and team building
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• Defined Benefit Plan
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• 401(k) with match and Roth options
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• Health and dental benefits
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About Financial Growth Partners
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We believe in the power of human potential. Our work is built around relationships, not transactions. We help clients take ownership of their financial futures, and we help our own people build careers worth having along the way. If that sounds like the kind of place you want to grow, we'd love to hear from you.