Client-Focused RM: Path to Financial Advisor

Apscareerportal; Marietta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Employee discounts

Health insurance

Paid time off

Vision insurance

Job summary

CrossMMG LLC seeks a Relationship Manager to support its advisory team, with a defined path into a full advisor role for the right person. The hire will start on the client service side, learn the business, then progress into planning and client-facing advisory work as licensing and mentorship are provided.

Starting salary ranges from $70,000 to $90,000, with licensing milestones driving increases and a three- to five-year runway to advisor responsibility.

Qualifications

• Bachelor's degree required.
• Three+ years of professional work experience; industry experience helpful.
• Strong written and verbal communication; comfortable on the phone with clients.
• Detail orientation and follow-through; small errors have real consequences.
• Genuine interest in building a long-term career serving clients.
• Willingness to pursue the Series 65 license within the first year.

Responsibilities

• Serve as a primary point of contact for client requests — account maintenance, transfers, distributions, paperwork, and follow-up.
• Prepare materials for client meetings and handle post-meeting follow-through.
• Maintain client records and workflows in our CRM.
• Coordinate with custodians, insurance carriers, and outside professionals (CPAs, attorneys).
• Support financial planning analysis and portfolio review preparation.
• Participate in client investment analysis, contributing to strategy design and portfolio review preparation.
• Take on progressively more client responsibility as skills develop.

Skills

Client service

Communication

CRM systems

Financial analysis

Attention to detail

Licensing readiness

Education

Bachelor's degree

Tools

CRM software

Job description

CrossMMG LLC seeks a Relationship Manager to support its advisory team, with a defined path into a full advisor role for the right person. The hire will start on the client service side, learn the business, then progress into planning and client-facing advisory work as licensing and mentorship are provided.

Starting salary ranges from $70,000 to $90,000, with licensing milestones driving increases and a three- to five-year runway to advisor responsibility.