Succession and Acquisition Consultant

The Succession and Acquisition Consultant assists the Osaic platform and its broker dealer community with succession, merger, acquisition, valuation, and business development efforts. This role supports existing financial professionals needing internal succession and continuity assistance, as well as advisors looking to sell or acquire businesses within or outside the Osaic network. The position involves coaching advisors through practice benchmarking, developing marketing campaigns, and maintaining data tracking for succession and acquisition workflows.