Client Relations & Development Associate Flexible Schedule | Performance-Based Compensation | Bonuses & Travel Incentives About the Opportunity We are expanding and looking for motivated, coachable, and people-oriented professionals to join our team as Client Relations & Development Associates. This role focuses on building relationships, developing new clients, and helping individuals and families navigate the financial world with greater confidence and direction. No previous industry experience is required. Associates are introduced to a proven professional development system that includes training, mentorship, and a structured roadmap for growth.
What You’ll Do:
Build and develop relationships with prospective clients Assist with customer and client acquisition Conduct follow-up and maintain strong client relationships Help clients identify financial goals, priorities, and areas of concern Introduce clients to financial concepts and available solutions Help individuals and families develop a clearer financial roadmap Participate in ongoing training, mentorship, and professional development Develop communication, sales, leadership, and business-building skills What We Offer Flexible Hours Build your schedule around your current professional, educational, or family commitments. Competitive Compensation Structure Performance-based earning opportunities with room for increased compensation as you develop professionally. Bonuses & Travel Incentives Opportunities to qualify for performance bonuses, recognition programs, contests, and incentive trips. Training & Mentorship Learn through a structured development program while working alongside experienced professionals. Growth & Advancement Opportunities for individuals who demonstrate strong performance, leadership, and the ability to develop others.
What We’re Looking For:
We’re looking for individuals who are professional, ambitious, coachable, dependable, and comfortable working with people. Experience in sales, customer service, hospitality, management, education, or business can be helpful, but previous financial industry experience is not required. Certain activities and financial products may require applicable state or securities licensing. Training and guidance regarding licensing requirements are provided as appropriate. Make an Impact While Building Your Skills This is an opportunity to develop professionally while helping people make more informed decisions about their financial future. If you’re looking for flexibility, mentorship, performance-based growth, and an opportunity to build valuable professional skills, we’d like to connect with you. Apply today to learn more about the position and our development process.
