Teams 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.