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.
REDEFINE WHAT YOU THOUGHT WAS POSSIBLE FOR YOUR CAREER.
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.
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
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:
We are creative, inclusive and collaborative. How well would you work in this type of environment?
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?
How hard are you willing to work to become successful?
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.