Succession & Acquisition Consultant — Financial Services

Osaic; La Vista (NE); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid vacation

Sick time

Volunteer days

Job summary

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

Qualifications

• 5+ years of industry experience in financial services or broker-dealer context.
• Experience with financial modeling and valuation methodologies.
• Strong communication and problem-solving abilities.

Responsibilities

• Act as a consultant for succession and acquisition within the Osaic network.
• Support development of an internal acquisition lending program.
• Develop, manage, enhance and promote the Succession & Acquisition efforts.
• Track data and prepare reports for SVP and Sr. Management.
• Assist with interactive matching website for buyers and sellers.
• Collaborate with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission.
• Assist in the workflow to maintain advisor succession progression.
• Provide financial and cash flow modeling support, Excel tracking, SharePoint and PowerPoint.
• Coach advisors through benchmarking to evaluate profitability, transferability and risk.
• Develop regional meetings for succession planning.
• Support marketing campaigns for leading producers on succession awareness.
• All other duties as assigned.

Skills

Analytical skills

Problem solving

Cross-functional communication

Education

Bachelor's degree preferred

Tools

Microsoft Office

Salesforce CRM

Job description

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