Strategic Assistant Intern

Company Overview: Financial Growth Partners, established in 1862 and redesigned in 2022, stands at the intersection of a rich historical legacy and contemporary innovation, driven by empathy to meet the evolving needs of today's consumers.  

As one of 42 national firms partnered with Guardian Life Insurance Company of America and its subsidiaries, Financial Growth Partners serves clients across all 50 states, operating from offices in six states and the District of Columbia. With a business legacy dating back to 1930, our organization exemplifies the depth, longevity, and expertise of our work. In 2022, the firm underwent a transformative reimagination as three industry thought leaders—Ben Teichman, Matt Vahue, and Will Crossan—united their diverse backgrounds, expertise, passion, and vision to steer the firm towards new horizons, redefining traditional practices.  

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.  
  

Position Overview: As a Strategic Assistant Intern at Financial Growth Partners, you will have the opportunity to work closely with seasoned professionals in the financial services industry. This role is designed to provide you with a comprehensive understanding of financial planning, investment strategies, and client relationship management. Through hands-on experience and mentorship, you will contribute to the success of our clients and gain valuable insights into the world of boutique financial services.  

Responsibilities:  

Client Interaction: Engage with clients to understand their financial goals and objectives, providing support in financial planning processes.  

Client Attraction: Contribute to client attraction efforts by participating in outreach events, and assisting in the creation of strategies to attract new clients. 

Collaborative Teamwork: Work closely with our team of financial professionals, contributing your unique perspective and ideas to collective decision-making processes.  

Client Meetings: Attend client meetings alongside experienced Advisors to observe and participate in discussions.  

Continuous Learning: Stay informed about industry trends, financial products, and market conditions to contribute meaningfully to client discussions.  

Core Values:  

Actually different: We are bold, authentic, reliable and creative.  

Independent & Collective: We are promoting independent interests and thoughts and together as one.  

In Motion: We are purposeful, make things happen and forward thinking.  

Highlight: We are positive, vibrant and a bucket filler.  

Qualifications:  

Currently pursuing an undergraduate or graduate degree   

Excellent communication and interpersonal skills.  

Eagerness to learn and contribute to a collaborative team environment.  

Requirements:   

Home address located in Financial Growth Partner’s Territory (PA, WV, DE, MD, VA or DC)   

Ability to be in a physical hub office for the internship 

Eagerness to pass your state Life, Accident & Health Exam within 30 days of an offer