{"id":243204,"url":"https://alion.io/job/current-senior-wealth-advisor","title":"Senior Wealth Advisor","company":{"id":450371,"name":"Current","domain":"current.co","url":"https://alion.io/company/current-4","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":85,"open_postings":17,"ghost_share":0,"stale_share":0.588,"repost_share":0,"time_to_fill_p50_days":52,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["Portland, United States","Miami, United States","Chicago, United States","New York, United States","San Francisco, United States","Tampa, United States","Los Angeles, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":150000,"max":600000,"currency":"USD","period":"year","gross":null,"usd_annual":600000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-03-23T16:27:27Z","employer_posted_date":"2026-03-23","last_verified_at":"2026-10-26T23:52:52Z","board_verified":true,"closed_at":null,"days_open":217,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":216},"description":"About the Company\nAt 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.\nExperienced Financial Advisor - Bring and Grow Your Book\nLocation: 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.\nAbout the Role\nAre you an established financial advisor looking for stronger economics, greater autonomy, and better operational support?\nCross 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.\nWhy Cross Financial\nElite payout structure: 60-80%+, depending on book size and profile\n\nAdvisor-centered client relationship model, with no firm-imposed non-compete tied to clients brought to the platform, subject to applicable agreements and legal requirements\n\nIndependent, advisor-first platform built to reduce friction and inefficiency\n\nScalable platform that allows advisors to focus on clients and growth\n\nLeadership and equity potential for advisors who want to help shape the firm’s future\n\nBuilt for experienced advisors - not entry-level advisors or product-led sales roles\n\nThe Opportunity\nTransition your existing book of business to a more efficient, higher-payout platform\n\nMaintain full ownership and control of client relationships\n\nDeliver comprehensive wealth management advice aligned to your clients’ needs\n\nCollaborate with other senior advisors and firm leadership\n\nParticipate in mentorship, business development, or leadership initiatives based on interest\n\nLeverage centralized operational, compliance, and technology resources\n\nWho This Is For\nFinancial / Wealth Advisors with a transferable book of business\n\nWirehouse or bank advisors currently earning ~25-35%\n\nIndependent advisors burdened by inefficiencies and lack of opportunity\n\nThose with strong client retention and an extensive relationship management track record\n\nAdvisors motivated by better economics, autonomy, and long-term upside\n\nCollaborative professionals who value flexibility and ownership\n\nExperience working within the LPL Financial and/or Charles Schwab ecosystem\n\nPreferred:\nBook size of $20M-$100M+\n\nLocated in the following states: OR, NY, NJ, FL, IL or CA\n\nCompensation & Financial Upside\nPayout range: 60-80%+ based on book size and structure\n\nTop-tier payout bands available for advisors with larger, scalable books\n\nNo forced production grids or artificial caps\n\nSelect advisors may be considered for leadership roles or potential equity participation\n\nOn-Target Earnings: $150K - $600K+: Uncapped earnings directly aligned with revenue production and practice growth\n\nSupport and Resources\nAdvisors 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.\nThe Bottom Line\nIf 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.\nConfidential conversations encouraged.\n#LI-BP1\nCompensation & Benefits\nThe total rewards package at Current includes base salary and benefits.\nOur 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.\nWe provide a robust benefits package, including:\nHealth, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)\n\nCompany-Paid Life and Long-Term & Short-Term Disability Insurance\n\nAncillary Benefits such as supplemental life insurance, critical illness, and accident insurance\n\nClassic Safe Harbor 401(k) Plan with employer contributions\n\nOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning\n\nEqual Opportunity\nWe 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.","description_format":"text","description_chars":5417,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"New York","iso":null,"kind":"city"},{"name":"San Francisco","iso":null,"kind":"city"},{"name":"Los Angeles","iso":null,"kind":"city"},{"name":"Chicago","iso":null,"kind":"city"},{"name":"Portland","iso":null,"kind":"city"},{"name":"Tampa","iso":null,"kind":"city"},{"name":"Miami","iso":null,"kind":"city"},{"name":"Florida","iso":null,"kind":"city"},{"name":"New Jersey","iso":null,"kind":"city"},{"name":"Illinois","iso":null,"kind":"city"},{"name":"New York","iso":null,"kind":"city"},{"name":"Oregon","iso":null,"kind":"city"},{"name":"California","iso":null,"kind":"city"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Audit & Assurance Firms","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-05T10:36:00Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.296,"p_room":0.28,"age_days":216,"expected_fill_days":52,"reasons":["conf:1","stale_co","win:tail","crowd:"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":600000,"is_top_pay":true},"html_url":"https://alion.io/job/current-senior-wealth-advisor","json_url":"https://alion.io/job/current-senior-wealth-advisor.json","meta":{"generated_at":"2026-10-27T01:36:20Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":482,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":450371},"rest":"https://alion.io/mcp/rest/get_company?id=450371"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcurrent-senior-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcurrent-senior-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcurrent-senior-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/current-senior-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcurrent-senior-wealth-advisor"}]}