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Chartered Financial Advisor information

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$36K

$102.1K

$144K

How much do chartered financial advisor jobs pay per year?

As of Aug 30, 2026, the average yearly pay for chartered financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Chartered Financial Advisor?

A Chartered Financial Advisor is a professional who has earned a recognized chartered qualification in financial planning and advice, such as the Chartered Financial Consultant (ChFC) or Chartered Financial Planner. These advisors provide expert guidance on investments, retirement planning, tax strategies, estate planning, and other financial matters. Their chartered status demonstrates a high level of education, ethical standards, and experience in the financial services industry. Clients often rely on Chartered Financial Advisors for tailored financial strategies to meet their long-term goals.

What are the key skills and qualifications needed to thrive as a Chartered Financial Advisor?

To thrive as a Chartered Financial Advisor, you need in-depth financial knowledge, analytical skills, and the Chartered Financial Planner or equivalent certification, alongside a strong understanding of regulatory requirements. Familiarity with financial planning software, portfolio management systems, and compliance tools is typically required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly set top advisors apart. These abilities ensure accurate, client-focused advice that builds trust and adheres to industry standards.

What are some common challenges Chartered Financial Advisors face when managing client portfolios?

Chartered Financial Advisors often encounter challenges such as adapting to shifting market conditions, staying updated on regulatory changes, and addressing clients’ evolving financial goals. Balancing risk and return while aligning investment strategies with clients’ unique circumstances requires strong analytical and communication skills. Additionally, building trust and maintaining long-term relationships can be demanding, especially during periods of market volatility when clients may need extra reassurance and guidance.

What is the difference between Chartered Financial Advisor vs Financial Planner?

AspectChartered Financial AdvisorFinancial Planner
CredentialsChartered Financial Analyst (CFA), Certified Financial Planner (CFP), or similar certificationsCFP certification, state licenses, and relevant degrees
Work EnvironmentFinancial advisory firms, banks, or independent practicesIndependent or firm-based, providing comprehensive financial planning
Industry UsageUsed across banking, investment firms, and advisory servicesCommonly used in personal financial planning and wealth management

Both roles involve providing financial advice, but Chartered Financial Advisors often have advanced certifications like CFA and focus on investment management, while Financial Planners typically hold CFP credentials and offer broader financial planning services. The choice depends on your specific financial needs and the credentials of the advisor.

How much does a Chartered Financial Advisor make?

A Chartered Financial Advisor typically earns between $60,000 and $120,000 annually, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on performance and assets under management.
More about Chartered Financial Advisor jobs

What cities are hiring for Chartered Financial Advisor jobs?

Cities with the most Chartered Financial Advisor job openings:

What states have the most Chartered Financial Advisor jobs?

States with the most job openings for Chartered Financial Advisor jobs include:

What job categories do people searching Chartered Financial Advisor jobs look for?

The top searched job categories for Chartered Financial Advisor jobs are:

Chartered Financial Advisor jobs near you
Infographic showing various Chartered Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - Bellevue, WA

COUNTRY Financial

Bellevue, WA • On-site

Other

Re-posted 4 days ago

COUNTRY Financial rating

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

225th of 315 rated insurance

Job description

COUNTRY Trust Bank Financial Advisor

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.

COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they:

  • Diversify their income through multiple product lines beyond financial services.
  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Financial Insurance Agents to secure business.
  • Establish an office and build a staff.
  • Conduct financial solution seminars.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer Our financial advisors have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
  • There is no buy-in required.

Qualifications Successful COUNTRY Trust Bank Financial Advisors are:

  • Entrepreneurial and self-motivated.
  • Goal-driven with track records of business growth in the insurance and or financial services industry.
  • Strong communicators with excellent business acumen.
  • Committed to building and maintaining solid connections between their efforts and their rewards.
  • Focused on achieving professional success through securing clients' trust.
  • Passionate about making positive impacts in their communities.

Required Qualifications

  • Series 6/63 licenses
  • Passed SIE
  • Life/Health State Insurance License*
  • Property/Casualty State Insurance License*

Preferred Experience

  • Accredited Asset Management Specialist (AAMS)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Bachelor's Degree
  • 2+ years of experience in the insurance and or financial services industry
  • 5+ years of business ownership or managerial experience

About Us

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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