Relationship Manager Cross

MMG, LLC

Marietta, GA Job Details Full-time $70,000 - $90,000 a year 9 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance Professional development assistance Life insurance Qualifications Phone communication Managing clients in a customer support role Records management Bachelor's degree Financial goal setting advisory services Account management Client interaction via phone calls Full Job Description Relationship Manager The Opportunity We are interested in adding a Client Service Manager to support our advisory team, with a defined path into a full advisor role for the right person. This is an entry point into the profession, not a dead-end support job. The person we hire will learn the business from the client service side first, then move into planning and client-facing advisory work as they demonstrate capability. We will invest in licensing, credentials, and mentorship. What You'll Do

• 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 What We're Looking For
• Bachelor's degree
• Three or more years of professional work experience — industry experience is helpful but not required. We have hired successfully from teaching, hospitality, healthcare administration, and sales
• Strong written and verbal communication; comfortable on the phone with clients
• Detail orientation and follow-through. In this business, small errors have real consequences for clients
• Genuine interest in building a long-term career serving clients, not a steppingstone
• Willingness to pursue the Series 65 license within the first year Compensation & The Path Forward Starting salary up to depending on experience will range from $70,000-$90,000, with increases tied to licensing milestones and expanding client responsibility.

Compensation grows meaningfully as you move into advisory work. We will sponsor licensing and support CFP® coursework. As you demonstrate proficiency, you will move from supporting client relationships to owning them, with a compensation structure that grows accordingly. Our expectation is a three- to five-year runway to advisor responsibility. About CrossMMG LLC CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with Castle Wealth Partners an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform.

Learn more at:

https://www.castlewealthpartners.

com/ and https:

//newedgeadvisors.com/

Pay:

$70,000.00 - $90,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

In person