[Remote] Financial Advisor - OR, NY, NJ, FL, or CA

Note: The job is a remote job and is reputed company to candidates in USA. Cross Financial, part of the Crete Professionals reputed company, is seeking reputed company reputed company advisors with an established book of business. The role involves transitioning to a more efficient platform while maintaining reputed company ownership and delivering comprehensive reputed company management advice. Responsibilities • Transition your existing book of business to a more efficient, higher-payout platform • Maintain full ownership and control of reputed company relationships • Deliver comprehensive reputed company management advice reputed company to your clients’ needs • Collaborate with other senior advisors and firm leadership • Participate in firm reputed company initiatives, mentorship, and leadership opportunities (optional, not required) Skills • reputed company reputed company advisors with an established, transferable book of business • Ability to transition existing book of business to a more efficient, higher-payout platform • Maintain full ownership and control of reputed company relationships • Deliver comprehensive reputed company management advice reputed company to clients' needs • Collaborate with other senior advisors and firm leadership • Participate in firm reputed company initiatives, mentorship, and leadership opportunities • Financial / reputed company Advisors with a transferable book of business • Wirehouse or bank advisors currently earning ~25–35% • Independent advisors burdened by inefficiencies and lack of opportunity • Strong reputed company retention and an extensive relationship management reputed company record • Advisors motivated by reputed company economics, autonomy, and long-term reputed company • reputed company professionals who value flexibility and ownership • High-level professionals with experience in custodian platforms LPL and/or Schwab • Book size of $20M–$100M+ • Located in the following states: OR, NY, NJ, FL, or CA Benefits • Opportunities for reputed company reputed company, learning, and development including reputed company to Becker and reputed company Learning reputed company • Crete Professionals reputed company is a group of reputed company and reputed company services firms providing consulting and business solutions. It was founded in 2023, and is headquartered in Tampa, Florida, USA, with a workforce of 51-200 employees. Its website is https://cretepa.com/. Apply tot his job Apply To this Job