Commission-Based Financial Advisor – Scale Your Practice

Charter-Oak-Financial; Holyoke (MA); On-site; USD 55,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k)

Disability insurance

Life insurance

Job summary

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors.

Qualifications

• Proven experience as a Financial Advisor or Wealth Advisor.
• Active Life and Health insurance.
• Aspiration to become securities licensed.
• Established client relationships and business development ability.
• Excellent relationship management and communication skills.
• Commitment to fiduciary standards and client-focused advice.

Responsibilities

• Develop and manage client portfolios in alignment with fiduciary duties.
• Grow client base through referrals, networking, and service excellence.
• Provide comprehensive financial guidance and ongoing advisory support.

Skills

Financial Advisor experience

Wealth Advisor experience

Client relationships

Communication skills

Fiduciary standards

Education

Aspiration to obtain securities license

Job description

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors.