At Charter Oak Capital Management, we're not just a wealth management firm-we're a dedicated partner in financial success. With over 25 years of experience and $1.2 billion in assets under management, we pride ourselves on being a trusted fiduciary for high-net-worth and mass-affluent clients across New England and beyond. Based in the vibrant community of Portsmouth, NH, we're on the lookout for motivated individuals to join our dynamic Financial Advisory team!
Why Charter Oak?
As a Financial Advisor at Charter Oak, you'll be the primary point of contact for our valued clients. You'll manage relationships, craft personalized financial strategies and offer insightful investment advice. Collaborating with a talented team, you'll contribute to a culture of excellence that prioritizes client satisfaction and innovative wealth management solutions. Our firm fosters a warm, family-oriented atmosphere where every team member is valued and supported.
What We're Looking For
The ideal candidate will embody our fiduciary commitment, putting client service at the forefront. If you're a team player with a can-do attitude and a passion for connecting with clients-both new and existing-we want to hear from you!
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
What We Offer:
Competitive Compensation: Base salary plus variable incentives based on performance
Comprehensive Benefits:
Group health benefits
401(k) with company match
Short- and long-term disability plans
Flexible Savings Account (FSA)
Daily lunch provided in-office
Generous paid time off policy and 11 paid market holidays
Ready to Take the Next Step?
If you're eager to make a meaningful impact, we'd love to connect! 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.
Join us at Charter Oak Capital Management-where your future in finance begins in a supportive and welcoming environment!