Associate Advisor

CROSSMMG, LLC; Jacksonville (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A wealth management firm in Jacksonville is seeking a client-facing Associate Advisor with 4–8 years of financial planning experience. This full-time role involves managing client relationships, preparing financial plans, and contributes to business development. The ideal candidate will have strong organizational skills and a collaborative approach, with a clear path to becoming a Senior Advisor.

Qualifications

• 4–8 years of financial planning experience required.
• CFP® or completing within 12 months mandatory.
• Experience with client interaction in advisory roles is essential.

Responsibilities

• Serve as primary contact for client inquiries.
• Develop and present financial plans using firm technology.
• Proactively manage client portfolios.

Skills

Client relationship management

Financial planning

Investment analysis

Technical proficiency in financial tools

Organizational skills

Education

Bachelor’s degree in finance, business, or related field

CFP® designation or candidate

Tools

eMoney

Orion

Redtail

MyRepChat

Holistiplan

Job description

CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with Riverside Wealth Partners, an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform.

Riverside Wealth Partners provides personalized financial planning and investment management to help clients achieve financial confidence. Through their partnership with NewEdge Advisors, they combine boutique-level service with the strength, resources, and technology of a national advisory platform.

Learn more at riversidewealthpartners.com and newedgeadvisors.com.

Position Overview

An established and growing wealth management team is seeking a client-facing Associate Advisor with 4–8 years of financial planning experience. This salaried position with bonus is designed for an analytical, client-focused professional who wants to expand their expertise, work directly with high-net-worth individuals and business owners, and develop into a Senior role within the team with the potential for future firm ownership for the right candidate.

Professional Designation

CFP® or CFP® candidate within 12 months of completion required.

Key Responsibilities

In this role, you will play a central part in delivering exceptional client service and advancing the firm’s growth. Responsibilities include:

• Serve as a primary point of contact for client inquiries and relationship management.
• Prepare, participate in, and follow through on client meetings, ensuring all deliverables and next steps are executed promptly.
• Develop, update, and present financial plans using eMoney and other firm technology.
• Proactively monitor and rebalance client portfolios, addressing performance, risk, and allocation needs.
• Execute money movements and transactions with accuracy, timeliness, and compliance.
• Conduct investment research and analysis, prepare reports and recommendations for client and advisor review.
• Leverage Orion, Redtail, MyRepChat, Holistiplan, and other tools to enhance client experience and operational efficiency.
• Maintain accurate records in CRM and coordinate with internal team members to ensure seamless service.
• Support business development by representing the firm at community and industry events.
• Lead process improvement initiatives that strengthen workflows, client engagement, and team productivity.
• Contribute to training, mentoring, and knowledge-sharing with junior staff as the team continues to grow.
• Stay current with changes in tax laws, regulations, and industry trends, applying them proactively to client situations.

Qualifications

• Licensing: Series 65/66 preferred.
• Education: Bachelor’s degree in finance, business, or related field.
• Professional Designation: CFP® or CFP® candidate within 12 months of completion required.
• Experience: 4–8 years in financial planning/advisory roles with direct client interaction.
• Technical Proficiency:
  • Software: Orion, Redtail, MyRepChat, Holistiplan.
  • Knowledge of individual tax codes, core planning concepts, insurance, retirement plans, and estate planning.
• Strong organizational skills, attention to detail, and ability to manage sensitive information with discretion.

Ideal Candidate Profile

• Personable, professional, and outgoing with a “can-do” attitude.
• Collaborative and proactive, while confident in holding partners accountable for client success.
• Passionate about financial planning and investment markets, with a drive for continuous learning.
• Comfortable engagement with clients, colleagues, and community partners at both professional and social events.

This role offers a clear path into a Senior Advisor position, making it an excellent opportunity for a motivated advisor ready to take the next step in their career.

Apply today to join a client-first, growth-oriented financial planning team.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance and Sales

Industries

• Human Resources Services