Location: Remote – Anywhere

Campbell.HR has partnered with OneSeven Financial in their search for their next Financial Advisor. OneSeven has built a network across the country of independently standing operations committed to collaboration with one another in order to best help their clients. These operations are tightly knit and enjoy many team building experiences, such as OneSeven Wednesdays. They are one network of people that help each other succeed.

Many wealth advisors, are searching for an opportunity to leverage their network to create a sustainable business, increase revenue, and be in partnership with a team of like- minded individuals. 

Why? 

Because the perception is that you cannot operate or grow your own financial business. 

One Seven Financial provides an opportunity for you to build a successful business, while relinquishing the marketing, administrative and operations task to the one seven financial team, so you can focus on servicing your clients  

Best of all, you maintain full business and client ownership, while increasing your revenue.

Each one of OSF’s financial advisors is handpicked for his or her unique expertise. They believe in quality over quantity and take a personal interest in each one of their client’s goals and aspirations for the future. OneSeven judges success by how much value they can bring to you and your client’s life, in as many different areas as possible. No matter where you’re looking to go, they have someone here who can help you get there. 

This is a fully remote role that is offered in 3 different ways: 

• TUCK IN: Run your business with their resources. 
• SALE: Sell all or part of your business to One Seven while they establish a path for you to retire. 
• ONE SEVEN CO/OPP: One Seven buys 10-20% of your practice and gives you cash, stock in the partnership, and tag-along rights in the future.

The ideal person for this opportunity has a book of business worth at least $20,000,000 with the desire to grow their practice while being part of a great organization.

Minimum Qualifications:

• 5+ years as a financial advisor.
• $20,000,000 book of business or more.
• Certified Financial Planner is preferred.
• Desire to grow your practice.
• Ability to work with-in the value set that is aligned with OneSeven.
• Prioritizes best practices.

Benefits:

• Highly competitive compensation structure.
• 401(k)
• Business/Practice support
  • Technological support
  • Advertising
  • Website Buildout
  • Additional Legal Services
  • Many more…
• Medical Insurance

This Job Description describes the general content and requirements for the position. It is not an exhaustive statement of the essential functions, responsibilities, or requirements of the job; they may change from time to time and are dictated by the needs of the organization and the supervisor to whom the employee will report. 

Our client is an equal opportunity employer that is committed to diversity, equity, and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.