Financial Services Professional

locationNorwalk - Connecticut (CT),

atCharter Oak Financial

Estimated salary $10 - $30 an hour

Job Description:



We’re seeking connected, motivated, ethical and entrepreneurial individuals of all experience levels (including no prior experience and career-changers), to start or expand their financial services practice with us. Through it all, we’re right alongside you as you set the stage for your success.

About the Career

In this role, you’ll help clients reach their financial goals while you enjoy the freedom, flexibility and growth opportunity of running your own business.

Responsibilities include:
Developing a market through personal or professional affinities, networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellowassociates

Professional Development and Opportunity:
Starting a successful practice shouldn’t be a build-it-from-scratch initiative. Our Practice Blueprint provides integrated, supportive navigation
through the skill sets and resources necessary to best serve your clients.

Holistic training program for all levels
1:1 practice-development coaching
Branding and marketing support
Case design support
Unlimited income potential
Leadership recognition

About the Culture

Our mission, vision and guiding principles say it all. Click to learn more about who we are and what we stand for.

About the Right Candidate

Regardless of past experience, our ideal candidate possesses four key traits:

Cultural Fit
We are creative, inclusive and collaborative. How well would you work in this type of environment?
Unique Ability
This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s unique market, or their unique skill in meeting with people and wanting to help them. What unique ability would you bring to your business?
How hard are you willing to work to become successful?
Demonstrated honesty and desire to do the right thing—always.
Norwalk, CT, USA

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