Financial Representative
Build a practice with mentorship and support while helping families and business owners organize strategies around income, protection, retirement, and legacy.
Careers at Oak Meadow
Build something meaningful.
Do work that matters. Help families and business owners find clarity, protect what they have built, and move toward the future with confidence.
Start a conversationWhat guides us
Bring your ambition. Keep your humanity.
01
Lead with service
Start with the person, not the product. Listen well and make every conversation useful.
Our value →02Make it clear
Turn complicated financial ideas into guidance people can understand and act on.
Our value →03Grow on purpose
Build your knowledge, strengthen your craft, and create momentum together.
Our value →04Own the outcome
Follow through, communicate honestly, and take pride in doing the details well.
Our value →Representative careers
More ways to build a practice of your own.
Newly licensed, mid-career, or already serving clients—there may be a path here. Representative roles share an education-first process, professional development, and a high standard of care.
Associate Financial Representative
Work alongside an experienced representative on case preparation, client reviews, and follow-through while developing your own relationships.
Senior Financial Representative
Bring your experience and grow with advanced case support, professional coordination, and room to specialize in the markets you know.
Representative Team Lead
Recruit, train, and coach representatives while continuing to serve clients and build your own practice.
Representative roles may be commission and incentive based. Licensing requirements vary by state. Opportunities are considered without regard to protected status.
Explore opportunitiesA conversation is a good place to begin