To Apply
Please send your cover letter and resume to


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.


We’re seeking connected, motivated, ethical and entrepreneurial individuals of all experience levels (including no prior experience and career-changers), to start or expand their financial services practice with us. Through it all, we’re right alongside you as you set the stage for your success.

About the Career

In this role, you’ll help clients reach their financial goals while you enjoy the freedom, flexibility and growth opportunity of running your own business.

Responsibilities include:
  • Developing a market through personal or professional affinities, networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analysis
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Professional Development and Opportunity:
Starting a successful practice shouldn’t be a build-it-from-scratch initiative. Our Practice Blueprint provides integrated, supportive navigation through the skill sets and resources necessary to best serve your clients.
  • Holistic training program for all levels
  • 1:1 practice-development coaching
  • Branding and marketing support
  • Case design support
  • Unlimited income potential
  • Leadership recognition

About the Culture

Our mission, vision and guiding principles say it all. Click here to learn more about who we are and what we stand for.

About the Right Candidate

Regardless of past experience, our ideal candidate possesses four key traits:

  • Cultural Fit
    We are creative, inclusive and collaborative. How well would you work in this type of environment?
  • Unique Ability
    This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s unique market, or their unique skill in meeting with people and wanting to help them. What unique ability would you bring to your business?
  • Drive
    How hard are you willing to work to become successful?
  • Integrity
    Demonstrated honesty and desire to do the right thing—always.


    Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.
    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.