Career Opportunities

We Currently have the following opportunitiy available:

Established Independent Financial Advisor

Looking for an Independent Financial Advisor interested in aligning with a successful financial services firm, in business in Oshkosh since 1932.

 
PROFILE
·        Minimum of five years of success & experience as an advisor
·        Existing client base
·        Desire to operate independently
·        Able to change Broker Dealer
·        Operate under the Independence Financial brand
·        Ability to fit into our culture
 
 
VALUE RECEIVED
·        Office Space
o   Professional image
o   Desirable location
·        Well established firm environment
·        More than 75 years of successful community awareness
·        Strong reputation
·        Grow and maintain your personal book of business
·        Work space/office for administrative support staff
·        Conference area – two private conference rooms
·        Reception area
·        Potential for joint work and lead generation
·        Ability to leverage resources
·        Fixed affordable rent
·        Expenses variable – based on usage (office equipment)
·        Added value of our firms branding