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Working with Charter Oak

We’re a collective of subject-matter experts and passionate professionals who thrive in the space where working smart meets having fun. Inspired by our guiding principles, we emphasize culture and collaboration as we challenge the norms of our industry to redefine what’s possible for our clients and for our own careers.

A D V I S O R Y   S E R V I C E S   C O O R D I N A T O R 

As an Advisory Services Coordinator, you will be tasked with providing exceptional operational and servicing support to the advisors and clients of a fast-paced financial planning practice in Southern Connecticut. A successful advisory support coordinator will perform all duties with a focus on delivering an exceptional end-user experience, relying on both technical proficiency and relationship-building skills to be effective in this role.


  • Assist clients with insurance applications and investment transfers
  • Follow up on all insurance applications and investment transfers
  • Provide operational support to all advisors in the practice
  • Build relationships with new and existing clients, with a focus on superior customer experience
  • Other duties as assigned

Measurement Criteria

  • Improved application processing time
  • Demonstrated impact on efficiency across the practice


  • Strong interpersonal and communication skills
  • Strong organizational skills
  • Demonstrated ability to solve problems independently
  • Ability to effectively deliver multiple priorities with vague or defined timelines
  • The ideal candidate will have wire-house or similar experience
  • College degree or equivalent industry experience. B.A./B.S. degree in a business discipline preferred
  • Life, accident, health or FINRA licenses are a plus


Charter Oak Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.