Financial Advisory - Bring Your Business and Join a Family

Job Description

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 Affiliation Type: 1099 Independent 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 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. Alignment Over Aggregation – We only succeed when you succeed. Our compensation is tied directly to your growth. Advisor-Centric Culture – Collaboration, selfless sharing, and a bit of fun are baked into who we are. 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 you optimize and grow your practice Support services 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 to a world-class technology platform with integrated tools like Red

Tail, Advice

Pay, 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 large firm, 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 and Advisory 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 Requirements: BD and Advisory Registered Bias towards goals-based planning $100K+ GDC Benefits What You’ll Get As an affiliated advisor, you'll receive: Strategic Growth Support Expert business consulting to help you optimize and grow your practice Support services 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 to a world-class technology platform with integrated tools like Red

Tail, Advice

Pay, 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 large firm, not owned by them