Senior Wealth Advisor
- Pay
- $150,000 – $600,000 per year
- Location
- Remote (US)
- Job type
- Full-time
- Level
- Director
- Listed
- 23 days ago
Skills & highlights for this role
- Series 7 license
- Series 66 license
- wealth management
- client relationship management
- financial planning
Also useful
- LPL Financial
- Charles Schwab
Stated benefits & perks
- Health
- Dental
- Vision
- 401k match
- Life insurance
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
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.
Equal opportunity and legal notices
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.
From Current's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Senior Wealth Advisor role at Current?
The Senior Wealth Advisor posting at Current states compensation of $150,000 – $600,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Current's official career site.
Where is the Senior Wealth Advisor job at Current located?
Yes, this Senior Wealth Advisor opening at Current is listed as Remote (US). Always check Current's application page for specific state eligibility or relocation policies.
What qualifications are required for Senior Wealth Advisor at Current?
For the Senior Wealth Advisor role, Current highlights experience with wealth management, client relationship management, financial planning. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Senior Wealth Advisor position at Current?
This listing links directly to Current's Ashby application page. You can apply directly on Current's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.