About this opportunity
Current lists this Senior Wealth Advisor - Own Your Book & Grow Autonomously opportunity in los angeles, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.