Jobs at Charter Oak Financial

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.

Join an independent financial advisory network to build and scale a client-focused practice. Responsibilities include managing client relationships, business development, obtaining necessary licenses, and operating on a commission-based compensation model with firm-provided marketing, operations, and training support.

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.

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.