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

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

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)

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.

Book size of $20M–$100M+

Located in the following states: OR, NY, NJ, FL, or CA

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.

“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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We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.