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

Confidential

Portland

Full Time

Expires On: 05/11/2026

Job Description

Job Description

Experienced Financial Advisor – Independence & Growth Opportunity

Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL 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

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