Financial Advisor / Wealth Management
Charter Oak Capital Management
Portsmouth, NH or Kennebunk, ME location

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.

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:

• Group health benefits, with options for dental and vision
• 401(k) with company match
• Short- and long-term disability plans
• Term Life Insurance/AD&D
• Daily lunch provided in-office
• Generous paid time off policy and 11 paid market holidays

Ready to Take the Next Step?
Please submit your resume and cover letter to recruiting@charteroakcm.com. We are committed to reviewing all applications promptly and look forward to connecting with candidates who share our vision of excellence.