Financial Advisory Bring Your Business and Join a Family

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

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.

• You Are the Client We dont 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.
  

As an affiliated advisor youll 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 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 large firm not owned by them
  

Were not looking for just anyone. Were 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 doesnt compete with them but propels them
  

We care more about fit than AUM. This is not about numbers its about shared vision.

Requirements:

• BD and Advisory Registered
  

• Bias towards goals-based planning
  

• $100K GDC
  

If youre an experienced advisor tired of corporate fluff conflicted compensation models or feeling like just another rep lets talk.

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

Requirements:

• BD and Advisory Registered
  

• Bias towards goals-based planning
  

• $100K GDC
  

As an affiliated advisor youll 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 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 large firm not owned by
  

  Required Skills:

  Requirements: BD and Advisory Registered Bias towards goals-based planning $100K GDC

  
  

  Required Education:

  BD and Advisory Registered