Join Our Team

Build Your Practice With Room To Grow

Crossroads Financial Services gives advisors the chance to grow inside a relationship-driven, family-owned firm with deep roots in South Texas. We are looking for advisors who want independence, practical support, strong community connections, and a firm culture built around doing good work for families over time. If you want a place where relationships still matter and growth is not limited by a one-size-fits-all model, Crossroads may be a strong fit.

Independent Without Feeling On Your Own

We are a local, family-owned financial services firm with a multigenerational team and a long-standing presence in Yoakum, Hallettsville, and the surrounding communities. Guy has been serving clients from the bank setting for more than two decades, and Freeman represents the next generation of the firm’s growth.

Step Into A Warm, Community Network

Crossroads has grown through bank relationships, existing client referrals, and a reputation built one conversation at a time. For the right advisor, that creates a rare opportunity. You can bring your own relationships and growth goals, while also working within a firm connected to a locally owned bank with loyal customers and deep community trust.

Advisors Who Thrive With Us

Whether you are established, exploring independence, or preparing for a transition, we offer a local platform where you can keep building.

Experienced Advisors

Exiting & Transitioning Advisors

Wirehouse Advisors

Let’s Talk About Your Next Move

Start A Conversation

A career move should not start with a canned pitch. It should start with a real conversation about your clients, your goals, your growth plans, and the kind of firm you want to be part of.

Supporting You With Tools & Resources

Marketing Support

Access resources that help you communicate clearly, stay visible, and present your practice with consistency across digital and client-facing channels.

Practice Development

Get support as you identify growth opportunities, strengthen client relationships, and build a practice that can continue developing over time.

New Client Onboarding

Create a smoother experience for new relationships with processes and tools designed to help clients move from introduction to implementation.

Back Office Support

Lean on operational resources that help with the administrative work behind the scenes, so your time can stay focused on advisor-level conversations.

Meet Crossroads

Learn more about the firm’s roots, values, multigenerational team, and approach to serving families across South Texas.

Explore Our Firm

See How We Work

Explore the process and planning philosophy that shape how Crossroads advisors guide client conversations.

See Our Process

Start The Conversation

Interested in learning whether Crossroads could be the right next step for your advisory career?

Contact Us