Independent Advisors

Are you looking to join an OSJ as a hybrid or Independent Advisor? We need great people to join our team and deliver the top-notch service we are known for. Our client is one of the nation’s largest independent financial planning firms, specializing in retirement and estate planning. You can join as a Hybrid RIA, or under the corporate RIA structure! Each option has benefits that best suits your need.

Requirements:

• Bachelor's degree in business, finance, or related field.
• 2 years of sales experience.
• Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Experience providing quality financial advice.