We are looking for the right advisors to join our team. The ideal candidate would have an existing book of business, an entrepreneurial spirit, and the desire to make business decisions on their own terms. We provide a positive, collaborative atmosphere as well as the support, technology, and resources you need to grow your business. Opportunity exists to operate as either an Investment Advisory Representative, a Registered Representative, or both.
Opportunities We Offer
- Grow your business on your terms with the support and services you require.
- No proprietary investment products, no cross selling, no general agents, and the flexibility and freedom to select the absolute best solution for your client.
- Opportunity to collaborate with successful advisors and share strategies to that drive additional revenue to your practice.
- Attractive compensation, bonus structure and splits
Education, Experience, and Skills Requirements
- Bachelor’s degree preferred
- Minimum of 5 years financial services experience
- Licenses Required: Series 7, 65 and Life and Health
Oaktree Advisors is fee based, Registered Investment Advisor located in Bethlehem, PA. As a hybrid RIA, we also maintain a broker dealer relationship with Purshe Kaplan Sterling Investments, member FINRA / SIPC. The team of advisors at Oaktree works with high net worth individuals as well as small to medium size businesses. Our services include financial planning, investment management and retirement plan services.
Confidential inquiries should be made to: firstname.lastname@example.org