Jobs at Charter Oak Financial

Build and grow an independent financial advisory practice through client relationship management, business development, customized financial guidance, and community engagement. Advisors receive support in marketing, operations, training, strategy, succession planning, and practice growth. The role requires financial advising or wealth management experience, an active Life and Health license, established client relationships, strong communication skills, fiduciary commitment, and interest in obtaining securities licensing. Compensation is entirely commission-based.

Join Charter Oak Financial as an independent Financial Advisor to grow and run your practice with firm support. Responsibilities include client relationship management, business development, pursuing securities licensing, adhering to fiduciary standards, and leveraging firm resources for scaling, succession, and team leadership. Compensation is commission-based with provided benefits.

Build and run an independent financial advisory practice: manage and grow client relationships, provide fiduciary, client-focused financial advice, pursue required life and health licensing and securities licensing, develop business through client acquisition and retention, and leverage firm resources for marketing, operations, and succession planning.

Build and grow a client-focused advisory practice: manage client relationships, develop business, maintain insurance licenses, pursue securities licensing, and deliver fiduciary financial advice while leveraging firm support and resources. Commission-based role with benefits.