Independent 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 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 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).