Fiduciary Organization · 10 hours ago
Financial Advisor
United States
Contract
Remote
Entry, Mid Level
2+ years expFiduciary Organization (FIDO) is a fee-only Registered Investment Advisor based in Greenville, SC, seeking experienced Financial Advisors who desire independence and a collaborative environment. The role allows advisors to build their practice without commissions or sales quotas while providing fiduciary advice.
AdviceFinancial ServicesImpact InvestingWealth Management
Hiring Manager
Kristen Mixson
Responsibilities
Build their practice independently
Provide fee-only fiduciary advice
Manage and serve their clients independently
Qualification
Required
Minimum 2–3 years as a financial advisor
2+ years of advisory experience
Hold a Series 65 or 66 License
Preferred
Preferably have an existing book of business
Hold a CFP®, CFA®, ChFC®, or similar certification
Benefits
Compliance support to eliminate unnecessary advisor burden
Access to financial planning tools, investment models, and custodial platforms
A brand rooted in trust, transparency, and fiduciary excellence
Optional lead-generation support (select programs available)
Freedom to run your practice your way — no commissions, no proprietary products
Company
Fiduciary Organization
At Fiduciary Organization, we specialize in providing comprehensive financial services tailored specifically for each family.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase