Senior Wealth Advisor
About The Position
Cross Financial is seeking experienced wealth advisors with an established client base who are interested in transitioning their practice to an advisor-first platform. This opportunity is designed for professionals who want greater control over their client relationships, a highly competitive payout structure, and infrastructure that allows them to spend more time advising clients and growing their business. The opportunity includes transitioning an existing book of business to a more efficient, higher-payout platform, maintaining full ownership and control of client relationships, delivering comprehensive wealth management advice aligned to clients’ needs, collaborating with other senior advisors and firm leadership, participating in mentorship, business development, or leadership initiatives based on interest, and leveraging centralized operational, compliance, and technology resources. This role is for experienced advisors, not entry-level advisors or product-led sales roles.
Requirements
- Established financial advisor looking for stronger economics, greater autonomy, and better operational support
- Established client base
- Transferable book of business
- Wirehouse or bank advisors currently earning ~25–35%
- Independent advisors burdened by inefficiencies and lack of opportunity
- Strong client retention and an extensive relationship management track record
- Motivated by better economics, autonomy, and long-term upside
- Collaborative professionals who value flexibility and ownership
- Experience working within the LPL Financial and/or Charles Schwab ecosystem
Nice To Haves
- Book size of $20M–$100M+
- Located in the following states: OR, NY, NJ, FL, IL or CA
Responsibilities
- 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 mentorship, business development, or leadership initiatives based on interest
- Leverage centralized operational, compliance, and technology resources
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
