Experienced Financial Advisor – Independence & Growth Opportunity
Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, 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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