Financial Advisor

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 ApartIndependence without isolation – Run your practice your way, backed by a strong support systemBuilt for growth – Access to advanced resources across marketing, operations, training, and strategyFlexible path forward – Lead a team, join an established group, or architect your own modelElevated peer environment – Surround yourself with high-performing, growth-minded advisorsLong-term focus – Support for sustainable scale, succession, and enterprise-value creationRequirementsProven experience as a Financial Advisor or Wealth AdvisorActive Life and HealthAspirations of becoming securities licensedEstablished client relationships and business development abilityExcellent relationship management and communication skillsCommitment to fiduciary standards and client-focused adviceThis role is 100% commission based, expected earnings range $55,000-$130,000 annuallyIncludes health insurance, 401(k), disability, life insurance