Relationship Manager

• 401(k)
• Dental insurance
• Employee discounts
• Health insurance
• Paid time off
• Vision insurance

We are interested in adding a Relationship 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.

• 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

• 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

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.

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 New Edge Advisors, a premier RIA platform.

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