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About Charter Oak

Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, we span offices across Connecticut, Massachusetts and New York, with nearly 400 advisors serving the individuals, families, businesses and large institutions we’re privileged to call clients.
We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.

T R A I N I N G    C O O R D I N A T O R

The role of the Training Coordinator is to support effective and meaningful delivery of the firm’s training program through curriculum communication, maintenance, evaluation, and facilitation.

The Training Coordinator will act as a resource to the Director of Training + Development, Chief Integration Officer, and Head of Field Management.

Primary Responsibilities

  • Host multiple weekly training sessions and support the facilitators by acting as a virtual production assistant
  • Create and update training material for presentations library
  • Assist with scheduling training opportunities for the Chief Learning + Experience Officer as well as the Head of Field Management
  • Communicate with team leads and identify the training requirements for departments and individuals within the organization
  • Oversee and host the delivery of content and programming
  • Facilitate advisor administrative onboarding for inexperienced + experienced advisors
  • Serve as the “face” of multiple firm facing training sessions
  • Assist with recruiting by presenting the training program to candidates as requested
  • Maintain records and run reports for distribution to the management team

Secondary Responsibilities

  • Maintain recordings for the training + development library
  • Collect, maintain + distribute accountability numbers for advisors
  • Drive adoption of Advisor360° with advisors and sales managers
  • Perform other duties as assigned or required

Measurement Criteria

  • Successful onboarding of advisors as measured by management team
  • Smooth delivery of training sessions
  • Ability to anticipate the next need and solve issues in a proficient and timely manner
  • A six-month review to assess job performance


  • Bachelor’s degree preferred
  • Polished presentation skills, both virtual and in-person
  • Proficient computer, phone, and verbal communication skills
  • Proficient in the Microsoft Suite with excellent skills in PowerPoint and Outlook
  • Proficiency in Zoom, Teams, and other virtual-communication tools
  • Comfortable delivering concierge-level business development support
  • Goal, impact and result-oriented
  • Growth mentality with ability to adapt and lead in a complex environment
  • Support multiple locations both virtually and onsite with some travel required
  • Life and health-licensed preferred; if no license, the right candidate will be expected to obtain it within the first year of employment
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.