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Financial Advisory - Bring Your Business and Join a Family
GHI Staffing Solutions
8h ago
0FinanceUnited Stateshimalayas
Financial-ServicesFinancial-AdvisorWealth-ManagementFinancial-PlanningInvestment-AdvisorySenior
Job Description
This is a remote position.Job Title: Financial AdvisorLocation:Nationwide (Remote/Flexible)
Company: An independently owned OSJ of one of the largest independent contractor BD/RIA in the country
AffiliationType:1099Independent AffiliateWho We AreWe 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 DifferentYou 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 GetAs an affiliated advisor, you'll receive:Strategic Growth SupportExpert business consulting to help youoptimizeand growyour practiceSupportservices around succession planning, M&A, and business expansionOperational & Compliance ResourcesRobust back-office and regulatory oversight so you can focus on clientsAdvocacy and navigation of complex industry changesBest-In-Class TechnologyAccess toa world-class technologyplatform with integrated tools like RedTail, AdvicePay,Levitate, and moreCollaborative CultureAccess to a hand-selected community of like-minded advisorsRegular mastermind sessions, networking events, and best-practice sharingFinancial AlignmentNo hidden fees, no conflicts of interest — just clean alignment on outcomesIndependence protected: We are an independent OSJ/Region of a largefirm, not owned by themIdeal Partner ProfileWe’re not looking for just anyone. We’re building a community of advisors who:Are focused on client outcomes and long-term relationshipsValue independence but want collaboration and supportAre growth-oriented and willing to share best practicesPrioritize culture and integrity over ego or short-term gainDesire a platform that doesn’t compete with them, but propels themWe care more about fit than AUM. This is not about numbers — it's aboutshared vision.Requirements:BD andAdvisory RegisteredBias towards goals-based planning$100K+ GDCYour Next Chapter Starts HereIf 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.
RequirementsRequirements:BD andAdvisory RegisteredBias towards goals-based planning$100K+ GDC
BenefitsWhat You’ll GetAs an affiliated advisor, you'll receive:Strategic Growth SupportExpert business consulting to help youoptimizeand growyour practiceSupportservices around succession planning, M&A, and business expansionOperational & Compliance ResourcesRobust back-office and regulatory oversight so you can focus on clientsAdvocacy and navigation of complex industry changesBest-In-Class TechnologyAccess toa world-class technologyplatform with integrated tools like RedTail, AdvicePay,Levitate, and moreCollaborative CultureAccess to a hand-selected community of like-minded advisorsRegular mastermind sessions, networking events, and best-practice sharingFinancial AlignmentNo hidden fees, no conflicts of interest — just clean alignment on outcomesIndependence protected: We are an independent OSJ/Region of a largefirm, not owned by them
Originally posted on Himalayas
