Financial Advisor

About the role

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

What Sets Charter Oak Apart

- Independence without isolation – Run your practice your way, backed by a strong support system - Built for growth – Access to advanced resources across marketing, operations, training, and strategy - Flexible path forward – Lead a team, join an established group, or architect your own model - Elevated peer environment – Surround yourself with high-performing, growth-minded advisors - Long-term focus – Support for sustainable scale, succession, and enterprise-value creation

Requirements

- Proven experience as a Financial Advisor or Wealth Advisor - Active Life and Health - Aspirations of becoming securities licensed - Established client relationships and business development ability - Excellent relationship management and communication skills - Commitment to fiduciary standards and client-focused advice

Pay

This role is 100% commission based, expected earnings range $55,000-$130,000 annually

Schedule

Includes health insurance, 401(k), disability, life insurance