Financial Advisor - OR, NY, NJ, FL, or CA
Crete PA(11 hours ago)
About this role
Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want to significantly improve their compensation, efficiency, and growth prospects while maintaining control over their client relationships in a flexible, independent environment.
Required Skills
- wealth Management
- Client Ownership
- Finance
- Advisory
- Retention
- Relationship Management
About Crete PA
cretepa.comCrete PA is a collaborative network of accounting and professional services firms designed to empower local brands while leveraging national capabilities for growth. The firm offers a wide range of services including accounting, audit and attestation, tax planning, and advisory services tailored to enhance business efficiency and compliance. By combining local knowledge with extensive resources and expertise, Crete PA enables its member firms to thrive in a competitive landscape while maintaining their unique identity. The network places a strong emphasis on collaboration, innovation, and community engagement, making it a trusted partner for its members across various industries.
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