Financial Advisor

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 is looking for motivated Financial Advisors in Holyoke, Massachusetts. This role offers the opportunity to build meaningful relationships while growing your practice on your own terms.

With access to a supportive network and advanced resources, you’ll manage client relationships and develop tailored financial strategies. Expected earnings range between $55,000 and $130,000 annually, with benefits including health insurance and a 401(k).

Qualifications

• Proven experience as a Financial Advisor or Wealth Advisor.
• Active Life and Health license.
• Aspirations to become securities licensed.

Responsibilities

• Build and manage relationships with clients.
• Develop and implement financial strategies for clients.
• Ensure fiduciary standards and client-focused advice.

Skills

Communication skills

Client relationship management

Business development

Tools

Financial planning software

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.

Build What’s Next—On Your Terms We’re growing our network with advisors who value independence over control and are motivated by challenge, opportunity, and the ability to shape their own path.

Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

What Sets Charter Oak Apart

• Independence without isolation – Run your practice your way, backed by a strong support system
• Built for growth – Access to advanced resources across marketing, operations, training, and strategy
• Flexible path forward – Lead a team, join an established group, or architect your own model
• Elevated peer environment – Surround yourself with high-performing, growth-minded advisors
• Long-term focus – Support for sustainable scale, succession, and enterprise-value creation

Requirements

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

This role is 100% commission based, expected earnings range $55,000-$130,000 annually

Includes health insurance, 401(k), disability, life insurance

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