Crete Professionals Alliance

Financial Advisor

Crete Professionals Alliance

full-time

Posted on:

Location Type: Remote

Location: California • Florida • United States

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Salary

💰 $150,000 - $600,000 per year

About 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)

Requirements

  • 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+
Benefits
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementclient relationship managementfinancial advisingtransferable book of businesscustodian platformsLPLSchwab
Soft Skills
collaborationleadershipmentorshipclient retentionflexibilityautonomy