Financial Services Professional

  • Job Reference: 260434098-2
  • Date Posted: 8 April 2021
  • Company: Charter Oak Financial
  • Location: Stamford, Connecticut
  • Salary: On Application
  • Sector: Banking & Financial Services, Education - Excluding Post Secondary, Education - Post Secondary, Graphic Design/CAD, Healthcare - Allied Health, Healthcare - Dental Care, Healthcare - Nursing, Healthcare - Physician, Interior Design/Decorating, Social Services/Counseling, Veterinary Services
  • Job Type: Permanent

Job Description

Charter Oak Financial - REDEFINE WHAT YOU THOUGHT WAS POSSIBLE FOR YOUR CAREER.Were 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, were right alongside you as you set the stage for your success.About the CareerIn this role, youll 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 referralsDeveloping and maintaining long-term relationships with clientsProviding financial solutions for clients through fact gathering and needs analysisExpanding personal knowledge and skills through ongoing professional development and joint work with fellowassociatesProfessional Development and Opportunity:Starting a successful practice shouldnt 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 levels1:1 practice-development coachingBranding and marketing supportCase design supportUnlimited income potentialLeadership recognitionAbout the CultureOur mission, vision and guiding principles say it all. Click to learn more about who we are and what we stand for.About the Right CandidateRegardless of past experience, our ideal candidate possesses four key traits:Cultural FitWe are creative, inclusive and collaborative. How well would you work in this type of environment?Unique AbilityThis is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someones unique market, or their unique skill in meeting with people and wanting to help them. What unique ability would you bring to your business?DriveHow hard are you willing to work to become successful?IntegrityDemonstrated honesty and desire to do the right thingalways.