Financial Advisory - Bring Your Business and Join a Family

GHI Staffing Solutions; Dallas (TX); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player seeks elite financial advisors to join a values-driven community focused on collaboration and growth. As an affiliated advisor, you'll receive strategic growth support, operational resources, and access to best-in-class technology. This role emphasizes independence while providing a platform for success without conflicts of interest. If you're an experienced advisor looking to escape corporate constraints and prioritize genuine client relationships, this opportunity is for you. Join a firm that values your voice and offers a partnership that propels your business forward.

Benefits

Strategic Growth Support

Expert Business Consulting

Operational & Compliance Resources

Best-In-Class Technology

Access to Community of Advisors

Networking Events

Mastermind Sessions

Qualifications

• Experienced financial advisors focused on client outcomes and long-term relationships.
• Must be BD and Advisory Registered with a bias towards goals-based planning.

Responsibilities

• Provide expert business consulting to optimize and grow client practices.
• Advocate for clients navigating complex industry changes.

Skills

BD and Advisory Registration

Goals-based Planning

Client Relationship Management

Business Expansion

Tools

RedTail

AdvicePay

Levitate

Job description

Financial Advisory - Bring Your Business and Join a Family

Location: Nationwide (Remote/Flexible)
Company:A n independently owned OSJ of one of the largest independent contractor BD/RIA in the countryAffiliation Type: 1099 Independent 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 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
  
• Access to a hand-selected community of like-minded advisors
  
• Regular mastermind sessions, networking events, and best-practice sharing
  
• No hidden fees, no conflicts of interest — just clean alignment on outcomes
  
• Independence protected: We are an independen t OSJ/Region of a large firm, 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 and Advisory 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 and Advisory Registered
  
• Bias towards goals-based planning
  
• $100K+ GDC
  

What You’ll Get

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
  
• Access to a hand-selected community of like-minded advisors
  
• Regular mastermind sessions, networking events, and best-practice sharing
  
• No hidden fees, no conflicts of interest — just clean alignment on outcomes
  
• Independence protected: We are an independen t OSJ/Region of a large firm, not owned by them