Succession & Acquisition Consultant — Financial Services
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Sales, Banking & Finance
Osaic is seeking a Succession & Acquisition Consultant to support our broker-dealer network with succession, merger, and continuity initiatives. You will work with financial professionals needing internal succession assistance and with advisors seeking to buy or sell businesses within or outside the Osaic ecosystem.
The role emphasizes financial modeling, data tracking, and cross-functional teamwork across Legal, Compliance, Licensing, and Transactions to advance the succession continuum and
This role, Succession & Acquisition Consultant — Financial Services at Osaic, could be your next career step.
Consider building your career as a Succession & Acquisition Consultant — Financial Services at Osaic.
The Succession & Acquisition Consultant — Financial Services position in the Sales, Consulting field is open for applications.
We have an opening for a Succession & Acquisition Consultant — Financial Services in La Vista, NE, United States within Sales, Consulting.
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