About the Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Currenthas rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

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

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

High-level professionals with experience in custodian platforms LPL and/or Schwab.

Preferred (Not Required)

Book size of $20M–$100M+

Located in the following states: OR , NY , NJ , FL , 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

Clear alignment between revenue generation and take-home pay

Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation.

On-Target Earnings: $150K – $600K+ Uncapped earnings structure directly tied to revenue production and growth.

Additional Benefits

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

The Bottom Line
If you’ve built a successful book and believe you should be earning more for the value you create , Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence.

Confidential conversations encouraged.

Ready to elevate your career in an environment where your impact matters? Apply today.

Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.

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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 Disability Insurance

Ancillary Benefits such as supplemental life insurance and short-term disability options

Classic Safe Harbor 401(k) Plan with employer contributions

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity
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.

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Source ⇲
globalcareershub.com