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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
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 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
Requirements :
BD andAdvisory 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 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