Independent Financial Advisor: Growth, Flexibility & Impact

MassMutual; Latham (NY); 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 seeking ambitious financial professionals to grow and scale client practices in New York. This role offers independence and a performance-driven environment with a clear path to building a meaningful advisory business.

It is a 100% commission-based position, with an expected earnings range of $55,000–$130,000 annually and benefits including health insurance, 401(k), disability, and life insurance.

Qualifications

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

Skills

Relationship management

Communication skills

Sales & business development

Fiduciary standards

Job description

Charter Oak Financial, a MassMutual firm, is seeking ambitious financial professionals to grow and scale client practices in New York. This role offers independence and a performance-driven environment with a clear path to building a meaningful advisory business.

It is a 100% commission-based position, with an expected earnings range of $55,000–$130,000 annually and benefits including health insurance, 401(k), disability, and life insurance.