Charter Oak Financial

Financial Advisor

Entry-level financial advisor role with client development, relationship management, and fiduciary-focused guidance.

Proven experience as a Financial Advisor or Wealth Advisor; active Life and Health licenses; aspiring securities licensure; established client base and business development; strong relationship and communication skills; fiduciary, client-focused approach.

Experience as Financial Advisor or Wealth Advisor; active Life and Health; pursuing securities license; established client relationships; strong relationship management and fiduciary focus.

Entry level financial advisor with Life and Health licenses; client development and fiduciary-focused advisory; commission-based earnings.

Title	Location	Date
Financial Advisor Full Time · $55K-$130K · 0+ YOE Melville, New York, United States · Hybrid	Melville, New York, United States Hybrid	Apr 7, 2026
Financial Advisor Full Time · $55K-$130K · 0+ YOE Latham, New York, United States · Hybrid	Latham, New York, United States Hybrid	Apr 7, 2026
Financial Advisor Full Time · $55K-$130K · 0+ YOE Hamden, Connecticut, United States · Hybrid	Hamden, Connecticut, United States Hybrid	Apr 7, 2026
Financial Advisor Full Time · $55K-$130K · 0+ YOE Holyoke, Massachusetts, United States · Hybrid	Holyoke, Massachusetts, United States Hybrid	Apr 7, 2026

Name	Charter Oak Financial
Headquarters	US
Industries	Financial ServicesInsurance
Activities	Financial planningWealth managementLife insurance salesRetirement planningInvestment advising
Type	Private
Employees	200
Parent Company	MassMutual
Tagline	Financial agency providing insurance and wealth management planning services.
Founded	1,851
Website	charteroakfinancial.com

Charter Oak Financial

About Charter Oak Financial