Financial Advisor - OR, NY, NJ, FL, or CA

📋 Description

• • Are you an accomplished Financial Advisor feeling undervalued, restricted, or inefficient in your current role? Cross Financial is actively seeking seasoned wealth advisors who possess an established, transferable book of business and are looking for a significant upgrade in compensation, operational efficiency, and a clear trajectory towards leadership, all while retaining complete ownership of your client relationships.
• • This is an exceptional and uncommon opportunity to potentially more than double the national average payout for financial advisors. You will maintain absolute control over your practice and be strategically positioned for sustained, long-term growth and success.
• • At Cross Financial, we are building an independent, advisor-first platform meticulously designed to eliminate friction and inefficiencies that often plague traditional advisory firms. Our scalable infrastructure is engineered to empower you to dedicate your valuable time and energy to your clients, rather than getting bogged down in administrative tasks.
• • We offer an elite payout structure, ranging from 60% to over 80%, with the exact percentage determined by the size and profile of your book of business. This structure is designed to reward your performance and the value you bring to your clients.
• • A cornerstone of our philosophy is true client ownership. Your client relationships are unequivocally yours. We do not impose restrictive non-compete clauses tied to your client relationships, nor do we enforce mandatory succession structures that could compromise your legacy or client continuity.
• • Our platform is specifically built for experienced advisors who are looking to leverage their expertise and client base for greater financial reward and professional autonomy. It is not designed for trainees or individuals focused solely on product sales.
• • Your primary responsibility will be to seamlessly transition your existing book of business onto our more efficient, higher-payout platform. This transition will be supported by our dedicated team to ensure a smooth and effective move.
• • You will continue to maintain full ownership and direct control over all client relationships, ensuring continuity and trust. Your role involves delivering comprehensive wealth management advice, meticulously tailored to meet the unique and evolving needs of your clients.
• • You will have the opportunity to collaborate with a network of other senior advisors and firm leadership, fostering a community of shared expertise and best practices. This collaboration can lead to enhanced client solutions and professional development.
• • For those advisors who are interested in shaping the future of the firm, there are opportunities to participate in firm growth initiatives, mentorship programs, and leadership roles. This involvement is optional but provides a pathway for those seeking to influence and grow with the company.
• • This role is ideal for Financial/Wealth Advisors who have a proven track record and a transferable book of business. It is particularly suited for advisors currently with wirehouse or bank-affiliated firms who may be earning significantly less (around 25-35%) and are seeking better economics.
• • Independent advisors who are feeling burdened by operational inefficiencies, administrative overhead, and a lack of growth opportunities will find our platform liberating. We empower you to shed these burdens and focus on what you do best: serving your clients.
• • We are looking for professionals with a history of strong client retention and an extensive track record in relationship management. Your ability to build and maintain deep, trusting client relationships is paramount.
• • Advisors who are highly motivated by superior economics, greater autonomy in their practice, and substantial long-term upside potential will thrive in this environment.
• • We value collaborative professionals who appreciate flexibility and the inherent value of ownership in their practice. Your entrepreneurial spirit will be supported and rewarded.
• • High-level professionals with experience utilizing major custodian platforms such as LPL and/or Schwab are strongly preferred, as this indicates a familiarity with the operational aspects of running an independent practice.
• • While not strictly required, a book size of $20 million to $100 million or more is preferred, indicating a substantial and established client base.
• • We have a strong preference for candidates located in OR, NY, NJ, FL, or CA due to current business needs and strategic market focus.
• • Your compensation will be directly tied to your revenue generation and growth, with a clear alignment between your efforts and your take-home pay. We offer a transparent and uncapped earnings structure.
• • Top-tier payout bands are readily available for advisors managing larger, more scalable books of business, ensuring that your success is significantly rewarded.
• • There are no forced production grids or artificial caps on your earnings, allowing your income potential to be directly proportional to the value you create for your clients and the firm.
• • Select advisors will have the unique opportunity to participate in long-term value creation initiatives. This can include taking on leadership roles within the firm and potentially gaining equity participation, offering a stake in the company's future success.
• • We are committed to fostering a supportive and inclusive workplace where every team member can thrive. We invest in your professional development through opportunities for learning and growth, including access to resources like Becker and LinkedIn Learning.