Experienced Financial Advisor
3 days ago
At Charter Oak Capital Management, we're on a mission to empower individuals to achieve their financial goals. As a Financial Advisor, you'll play a vital role in shaping the financial futures of our clients.
What We Offer:
- Competitive compensation package, including a base salary and variable incentives
- Comprehensive benefits, including group health insurance, 401(k) with company match, and short- and long-term disability plans
- Flexible Savings Account (FSA) and daily lunch provided in-office
- Generous paid time off policy and 11 paid market holidays
Key Qualifications:
- Education: Bachelor's Degree in a related field
- Experience: Minimum of 3 years as a practicing Financial Advisor
- Certifications: CFP, CPA, CFA, or similar designation preferred
- Skills: Proficiency with industry-standard tools and digital platforms, strong analytical and problem-solving abilities, and excellent communication skills
- Emotional Intelligence: The ability to navigate emotions with maturity and insight
Why Charter Oak Capital Management?
We're a trusted fiduciary for high-net-worth and mass-affluent clients across New England and beyond. Our team is dedicated to providing exceptional service and innovative wealth management solutions. If you're a motivated and passionate individual who shares our commitment to excellence, we'd love to connect.
Ready to Take the Next Step?
Please submit your application via LinkedIn, attaching your resume and cover letter. We're committed to responding promptly and look forward to meeting potential candidates who share our vision of excellence.
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