Senior Financial Advisor

🔥 1 hour ago

🏄 California, Florida, +4 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 Oregon – Remote

💵 $150k - $600k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Current

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• 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 mentorship, business development, or leadership initiatives based on interest • Leverage centralized operational, compliance, and technology resources

🎯 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 • Experience working within the LPL Financial and/or Charles Schwab ecosystem • Book size of $20M–$100M+ (Preferred, Not Required)

🏖️ Benefits

• 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