Cross Financial is seeking experienced wealth advisors with a transferable book of business to transition to a more efficient, higher-payout platform. You will maintain full ownership of client relationships and deliver comprehensive wealth management advice, while collaborating with senior advisors and leadership.
The opportunity offers mentorship, business development initiatives, and centralized resources to scale your practice while enjoying enhanced economics and autonomy.
#J-18808-LjbffrSenior Wealth Advisor - Own Your Book & Grow Autonomously in california at Unknown Company
This position is listed as full time and onsite.