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 1000+ 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 three to 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
  • Compatible with our culture

Value Received

  • Office Space: professional image, Desirable location
  • Grow your business by working with some of our existing clients
  • More than 80 years of successful community awareness
  • Strong reputation
  • Enjoy the Independence of not being tied to a captive
  • Work space available for administrative support staff
  • Conference area – two private conference rooms
  • Reception area
  • Potential for joint work and lead generation
  • Ability to leverage resources
  • 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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