Financial Advisor

Charter Oak Financial, a Mass Mutual 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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