Client Growth Partner at Unique Growth | Montgomery, OH | $50K/yr – $100K/yr

Unique Growth

Client Growth Partner

Montgomery, OH (On-site)

$50K/yr – $100K/yrIntern/New GradOther

Posted 5 weeks ago

Top 1% of applicants do these two things.

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Job Summary

Own the client-facing advisory flow and turn conversations into tailored roadmaps and education experiences that spark referrals and local engagement.

Client conversations: Meet individuals and business owners to discuss strategies and financial goals.
Roadmapping and education: Build customized roadmaps and host or support workshops and webinars.
Relationship growth: Drive networking and community engagement to expand the client base.

Job Description

Responsibilities

Meet with individuals and business owners to discuss financial strategies.
Conduct consultations and help clients build customized financial roadmaps.
Host or support financial education workshops and webinars.
Build relationships through networking, referrals, and community engagement.
Participate in training, mentorship, and leadership development.

Requirements

No prior financial services experience required.

Preferred

Entrepreneurial mindset
Strong relationship-building
Comfortable in performance-based environments
Interested in financial education and coaching
Sales, education, consulting, or customer-facing background preferred

Benefits

Optional health, dental, and vision coverage
Stock opportunities
Bonuses
Performance incentives

Unique Growth

There’s no one-size-fits-all solution to financial success - that’s where we come in. At Unique Growth, we meet you where you are, understand your goals, and create a personalized roadmap to help you confidently move forward.Your Road to Growth Is Personal.We don’t just offer financial services, we provide a personalized roadmap to financial success for individuals, families, and businesses. Our approach is different because we focus on education, empowerment, and customization rather than just selling products.

Cincinnati, Ohio, USA

5 employees (1 in marketing)

www.uniquegrowth.org