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Chartered Financial Advisor Jobs (NOW HIRING)

The Perillo Group

Financial Advisor

Asheville, NC · On-site

Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred * Proven work experience as a Financial Advisor or similar role * Strong analytical ...

W3Global Inc.

Financial Advisor

Bellevue, WA · Hybrid

$85K - $100K/yr

The Financial Advisor will work closely with clients to analyze their financial situations, create ... ® (Chartered Financial Analyst) are a plus * Proficiency with financial planning software and ...

Shore United Bank

Financial Advisor

Annapolis, MD · On-site

$65K/yr

Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst ® (CIMA), Certified Private Wealth Advisor ® (CPWA), Chartered Financial ...

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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 Jun 6, 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, and why are they important?

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 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.

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.
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 May 2026, with employment types broken down into 2% Full Time, and 98% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

The Perillo Group

Asheville, NC • On-site

Full-time

Posted 9 days ago

Job description

Job Description
Job Title: Financial Advisor
We are seeking a dedicated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them make informed decisions to secure their financial future.
Responsibilities:
  • Assess clients' financial situations by gathering information regarding their expenses, income, financial objectives, and risk tolerance
  • Develop personalized financial plans to help clients achieve their goals
  • Provide advice on investments, insurance, tax planning, retirement, and estate planning
  • Monitor clients' financial situations regularly and make recommendations based on performance and changes in the market
  • Stay updated on financial trends and regulations to ensure compliance and best practices

Requirements:
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred
  • Proven work experience as a Financial Advisor or similar role
  • Strong analytical, communication, and interpersonal skills
  • Ability to build and maintain client relationships
  • Proficient in financial planning software and tools

If you are passionate about helping individuals achieve their financial goals and possess the required qualifications and skills, we invite you to apply for this rewarding opportunity as a Financial Advisor.

Apply