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 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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