Independent Financial Advisor: Grow Your Practice & Impact

Charter Oak Financial; Connecticut; 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 in Connecticut is seeking experienced Financial Advisors. This role allows for independence while providing robust support in scaling your practice. Candidates must have proven experience, active Life and Health licenses, and a commitment to fiduciary standards. The compensation is 100% commission-based, with expected earnings ranging from $55,000 to $130,000 annually, along with benefits like health insurance and 401(k).

Qualifications

• Proven experience as a Financial Advisor or Wealth Advisor.
• Active Life and Health licenses.
• 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.

Skills

Relationship management

Communication skills

Business development

Client focus

Job description

Charter Oak Financial in Connecticut is seeking experienced Financial Advisors. This role allows for independence while providing robust support in scaling your practice. Candidates must have proven experience, active Life and Health licenses, and a commitment to fiduciary standards. The compensation is 100% commission-based, with expected earnings ranging from $55,000 to $130,000 annually, along with benefits like health insurance and 401(k).