Financial Advisory - Bring Your Business and Join a Family

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📍 United States

📅 Posted 2026-07-18 · via Himalayas

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This is a remote position.
Job Title: Financial Advisor

Location: Nationwide (Remote/Flexible)
Company: An independently owned OSJ of one of the largest independent contractor BD/RIA in the country
AffiliationType: 1099Independent Affiliate

Who We Are

We are a selective, values-driven firm designed for elite financial advisors who want to grow with intention, integrity, and alignment. Founded by industry veterans with deep leadership, we are not an aggregator or consolidator — we are a strategic partner focused on your business , not ours.

We exist to empower independent advisors with the resources, platform, and community to unlock exponential growth — while keeping your independence intact.

What Makes Us Different

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You Are the Client – We don’t view you as a revenue stream; we view you as a partner. Your voice helps shape our direction, including representation on our Board of Directors.

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Alignment Over Aggregation – We only succeed when you succeed. Our compensation is tied directly to your growth.

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Advisor-Centric Culture – Collaboration, selfless sharing, and a bit of fun are baked into who we are.

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Backed by one of the largest BD/RIA firms in the country – Enjoy access to best-in-class tech, regulatory support, capital for growth, and more — backed by one of the strongest partners in the independent space.

What You’ll Get

As an affiliated advisor, you'll receive:

- Strategic Growth Support

- Expert business consulting to help youoptimizeand growyour practice

- Supportservices around succession planning, M&A, and business expansion

- Operational & Compliance Resources

- Robust back-office and regulatory oversight so you can focus on clients

- Advocacy and navigation of complex industry changes

- Best-In-Class Technology

- Access toa world-class technologyplatform with integrated tools like RedTail, AdvicePay,Levitate, and more

- Collaborative Culture

- Access to a hand-selected community of like-minded advisors

- Regular mastermind sessions, networking events, and best-practice sharing

- Financial Alignment

- No hidden fees, no conflicts of interest — just clean alignment on outcomes

- Independence protected: We are an independent OSJ/Region of a largefirm, not owned by them

Ideal Partner Profile

We’re not looking for just anyone. We’re building a community of advisors who:

- Are focused on client outcomes and long-term relationships

- Value independence but want collaboration and support

- Are growth-oriented and willing to share best practices

- Prioritize culture and integrity over ego or short-term gain

- Desire a platform that doesn’t compete with them, but propels them

We care more about fit than AUM. This is not about numbers — it's about shared vision .

Requirements :

- BD andAdvisory Registered

- Bias towards goals-based planning

- $100K+ GDC

Your Next Chapter Starts Here

If you’re an experienced advisor tired of corporate fluff, conflicted compensation models, or feeling like just another rep — let’s talk.

With us, you gain more than a platform. You gain partners who know your name, share your values, and have your back.

Requirements