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 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.
  

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 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
  

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
  

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: 

• BD and Advisory Registered
  

• Bias towards goals-based planning
  

• $100K+ GDC
  

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 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