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$21.5K

$72.9K

$214K

How much do chartered advisor in philanthropy jobs pay per year?

As of Jun 15, 2026, the average yearly pay for chartered advisor in philanthropy in the United States is $72,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What does a typical day look like for a Chartered Advisor In Philanthropy?

A typical day for a Chartered Advisor In Philanthropy involves meeting with clients to understand their charitable goals, collaborating with attorneys or tax professionals to design giving strategies, and researching philanthropic vehicles that maximize impact and tax benefits. Advisors also spend time preparing proposals, reviewing financial and legal documents, and staying updated on changing laws or regulations affecting charitable giving. The role often includes educational outreach or presentations to community groups and may require coordination with nonprofit organizations. This variety ensures each day brings new challenges and opportunities to make a meaningful difference for both clients and the causes they support.

How much does chartered advisor in philanthropy cap cost?

The Chartered Advisor in Philanthropy (CAP) designation typically costs between $2,500 and $4,000, covering tuition, study materials, and exam fees. Additional costs may include preparatory courses or membership fees for professional organizations, and candidates often need to meet specific experience requirements before enrollment.

What are the key skills and qualifications needed to thrive in the Chartered Advisor In Philanthropy position, and why are they important?

To thrive as a Chartered Advisor In Philanthropy, you need strong expertise in charitable planning, tax strategies, estate planning, and a relevant designation such as the CAP® certification. Familiarity with financial planning software, donor management systems, and compliance tools is common in the field. Exceptional interpersonal skills, discreet communication, and a consultative approach set candidates apart. These abilities are essential in building trust, facilitating complex philanthropic arrangements, and achieving impactful giving outcomes for clients.

How to become a chartered advisor in philanthropy?

To become a Chartered Advisor in Philanthropy, candidates typically need to have relevant professional experience in philanthropy or related fields, complete specialized coursework through recognized programs such as the American College of Financial Services, and pass certification exams. Maintaining ongoing education and adhering to ethical standards are also required to earn and retain the designation.

What is a Chartered Advisor in Philanthropy job?

A Chartered Advisor in Philanthropy (CAP) is a professional who specializes in philanthropic planning, helping individuals, families, and organizations create effective charitable giving strategies. They provide expertise in tax-efficient giving, estate planning, and nonprofit funding to align philanthropic goals with financial and legacy objectives. CAP advisors often work with high-net-worth donors, foundations, and nonprofits to maximize the impact of charitable contributions while ensuring financial sustainability.

What does a philanthropy advisor do?

A philanthropy advisor helps individuals, families, or organizations develop and implement charitable giving strategies. They assess clients' goals, recommend suitable causes or projects, and may assist with estate planning, grantmaking, and tax considerations to maximize the impact of donations.

How much do philanthropy advisors make?

Philanthropy advisors, such as Chartered Advisors in Philanthropy, typically earn between $70,000 and $150,000 annually, depending on experience, location, and client base. Senior advisors or those working with high-net-worth individuals may earn higher compensation, often supplemented by bonuses or commissions. Certification and specialized knowledge can also influence earning potential.
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Chartered Advisor In Philanthropy jobs near you
Infographic showing various Chartered Advisor In Philanthropy job openings in the United States as of June 2026, with employment types broken down into 13% As Needed, 25% Full Time, and 62% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $72,888 per year, or $35 per hour.
Fiduciary Advisor - Frisco TX - $100-$150K Base Salary Plus Bonus

Fiduciary Advisor - Frisco TX - $100-$150K Base Salary Plus Bonus

Trajan Wealth

Frisco, TX

$100 - $150K/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Dallas/Frisco market.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

  • In-house marketing agency (radio, TV, seminars, digital)
  • Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
  • Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
  • A proven, repeatable sales process
  • Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

  • Host and present retirement and financial planning seminars within the Dallas/Frisco TX market
  • Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
  • Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
  • Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

  • Serve as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally
  • Expand a client base through seminars, referrals, and strategic community engagement
  • Scale a local advisory practice as part of Trajan's national growth strategy
  • Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
  • Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
  • Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations
  • Help clients make informed decisions and remain confident in their financial future across all market environments

Collaborate with Internal Teams

  • You're supported by a platform built to help you win.
  • Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities
  • Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
  • Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

  • Clean BrokerCheck / U4 record
  • Bachelor's degree or equivalent experience
  • Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
  • TX Life and Annuity license
  • 5+ years of financial advisory or investment experience
  • Strong presentation skills
  • Experience working with retirement planning clients
  • Minimum 3 years of experience using a CRM system
  • Proficiency in Microsoft Office
  • Excellent written and verbal communication abilities
  • Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

  • W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus)
  • 401k with matching up to 13%
  • United Healthcare PPO Medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
  • Generous holidays and PTO
  • If you're good with clients, this will be your last U4 application.
  •  

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Apply