Senior Wealth Advisor

Crete Professionals Alliance; United States; On-site; USD 150,000 - 600,000; Full time

Benefits offered by this job

Professional growth opportunities

Access to Becker and LinkedIn Learning

Job summary

A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust client retention skills and may earn between $150K and $600K+ annually based on performance. The firm values independence while providing a supportive environment that fosters professional growth and development.

Qualifications

• Successful financial advisor with a transferable book of business is required.
• Experience in wealth management and financial advising is essential.
• Strong client retention and relationship management skills are necessary.

Responsibilities

• Transition existing book of business to a higher-payout platform.
• Deliver comprehensive wealth management advice to clients.
• Collaborate with senior advisors and participate in growth initiatives.

Skills

Client retention

Relationship management

Financial advising

Experience with custodian platforms LPL and/or Schwab

Job description

Experienced Financial Advisor – Independence & Growth Opportunity

Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs.

Cross Financial | High Payout. True Ownership. Real Upside.

Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm?

Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients.

This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth.

Why Cross Financial

• Elite payout structure: 60–80%+, depending on book size and profile

• True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures.

• Independent, advisor-first platform built to reduce friction and inefficiency

• Scalable infrastructure that lets you focus on clients, not admin

• Leadership and equity potential for advisors who want to help shape the firm’s future

• Built for experienced advisors—not trainees or product pushers

The Role

• Transition your existing book of business to a more efficient, higher-payout platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice aligned to your clients’ needs
• Collaborate with other senior advisors and firm leadership
• Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required)

Who This Is For

• Financial / Wealth Advisors with a transferable book of business
• Wirehouse or bank advisors currently earning ~25–35%
• Independent advisors burdened by inefficiencies and lack of opportunity
• Those with strong client retention and an extensive relationship management track record
• Advisors motivated by better economics, autonomy, and long-term upside
• Collaborative professionals who value flexibility and ownership
• High-level professionals with experience in custodian platforms LPL and/or Schwab.

Preferred (Not Required):

• Book size of $20M–$100M+
• Located in the following states: OR, NY, NJ, FL, or CA

Compensation & Financial Upside

• Payout range: 60–80%+ based on book size and structure
• Top-tier payout bands available for advisors with larger, scalable books
• No forced production grids or artificial caps
• Clear alignment between revenue generation and take-home pay
• Select advisors may have the opportunity to participate in long‑term value creation initiatives, including leadership roles and potential equity participation.
• On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth.

In addition to a rewarding career and a robust benefits package, we provide:

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

The Bottom Line

If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence.

Confidential conversations encouraged.

Ready to elevate your career in an environment where your impact matters? Apply today.

“Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.

Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non‑attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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