[ finance ]
Senior Wealth Advisor
Crete Professionals Alliance- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Crete Professionals Alliance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Cross Financial is seeking experienced Senior Wealth Advisors with an established client base to transition their practice to an advisor-first platform. This role offers stronger economics, greater autonomy, and better operational support for professionals seeking more control over their client relationships.
Skills and focus areas
- wealth management
- financial advising
- client relationship management
- book of business development
Summary written by Ramai from the original posting. Full details and requirements are on Crete Professionals Alliance’s careers page.
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