Senior Wealth Advisor

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.

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

Requirements

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; Experience working within the LPL Financial and/or Charles Schwab ecosystem; Experienced advisors - not entry-level advisors or product-led sales roles

Nice to have

Book size of $20M–$100M+; Located in OR, NY, NJ, FL, IL or CA

Benefits

Elite payout structure: 60-80%+, depending on book size and profile; Advisor-centered client relationship model, with no firm-imposed non-compete tied to clients brought to the platform, subject to applicable agreements and legal requirements; Independent, advisor-first platform built to reduce friction and inefficiency; Scalable platform that allows advisors to focus on clients and growth; Leadership and equity potential for advisors who want to help shape the firm’s future; Access to centralized operational, compliance, and technology resources; Health, Dental, and Vision Insurance; 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