Senior Wealth Advisor

Job Description

Job Description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

Experienced Financial Advisor - Bring and Grow Your Book

Location: We are currently prioritizing advisors based in Oregon, New York, New Jersey, Florida, Illinois, and California. Candidates in other markets may also be considered based on their book of business and licensing profile.

About the Role

Are you an established financial advisor looking for stronger economics, greater autonomy, and better operational support?

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.

Why Cross Financial

• 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

• Built for experienced advisors - not entry-level advisors or product-led sales roles

The Opportunity

• 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

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

• Experience working within the LPL Financial and/or Charles Schwab ecosystem

Preferred:

• Book size of $20M–$100M+

• Located in the following states: OR, NY, NJ, FL, IL 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

• Select advisors may be considered for leadership roles or potential equity participation

• On-Target Earnings: $150K - $600K+: Uncapped earnings directly aligned with revenue production and practice growth

Support and Resources

Advisors receive access to the technology, operational support, compliance resources, and professional infrastructure needed to successfully transition and scale their practice. Additional compensation and benefits may vary based on the advisor’s affiliation structure and eligibility.

The Bottom Line

If you have built a successful practice and are looking for stronger economics, greater autonomy, and a platform designed to support continued growth, Cross Financial offers an opportunity to elevate your business without sacrificing the client relationships you have worked hard to build.

Confidential conversations encouraged.

#LI-BP1

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

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.

Compensation Range: $150K - $600K