Broker Check

We currently have the following career opportunity available:

Experienced Financial Advisor

Independence Financial, a growing wealth management firm, is seeking a Financial Advisor who is interested in taking their career to the next level by aligning with a team that is consistently recognized in the top 1% of the 800+ advisors registered with our Broker Dealer. This is your chance to play a key role in the future success of our multigenerational financial services firm, in business in Oshkosh since 1932.

Our mission at Independence Financial is to enrich the lives of business owners and individuals by helping them plan for retirement, provide for their family, and protect their business interest. If you have a passion to succeed and share our vision, then we would love to hear from you!


  • Minimum five years of success & experience as an advisor
  • CFP designation preferred
  • Existing client base
  • Able to change Broker Dealer
  • Operate under the Independence Financial brand
  • Compatible with our culture

Value Received

  • Grow your business by working with many of our existing clients
  • Joint work and lead generation
  • Long-term equity partner and successor-owner opportunity
  • Strong reputation with over 90 years of successful community awareness
  • Enjoy the Independence of not being tied to a captive
  • Office Space: professional image, Desirable location
  • Workspace available for administrative support staff
  • Multiple conference rooms and reception area
  • Ability to leverage resources and added value of our firms branding

We offer a great work environment in a fully remodeled, modern and professional new location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.

 If you’re interested in this opportunity, please send your resume and letter of interest to


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