Job description
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 onyour 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 aboutshared 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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.