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Chartered Financial Advisor Jobs (NOW HIRING)

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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$144K

How much do chartered financial advisor jobs pay per year?

As of Aug 10, 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.

How do you become a Chartered Financial Advisor?

To become a Chartered Financial Advisor, you typically need to earn relevant professional certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP), which require passing exams and gaining work experience. Additionally, completing a bachelor's degree and adhering to ongoing continuing education requirements are common steps in the process.

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 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, and holding certifications like the CFA can enhance earning potential.

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:
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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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Shore United Bank

Annapolis, MD • On-site

$65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Wye Financial Partners, a division of Shore United Bank, is seeking a full-time Financial Advisor who is passionate about helping individuals and businesses build confident financial futures. In this role, you'll serve as a key advisor, guiding clients through financial planning, investment strategies, and long-term wealth decisions that align with their personal and professional goals. As a Financial Advisor, you'll build strong client relationships by understanding financial needs, reviewing financial statements, and developing tailored plans that help maximize returns, reduce debt, and navigate changing regulations. You'll actively research and recommend investment opportunities, execute transactions, and collaborate with clients, prospects, and internal partners to achieve shared objectives. This position also plays an important role in driving growth by meeting revenue production goals aligned with the division's annual operating plan. This is a licensed position, requiring FINRA Series 7 and 66 (or equivalent) and VA L&H to execute investment transactions.
Wye Financial Partners is a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest independent broker/dealer in the country and has been a partner of ours for over a decade.
Essential Functions Include:
  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Securing stocks and bonds and establishing progressive savings accounts
  • Moving money from accounts per industry and federal regulations
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry
  • Identifying and pursuing potential clients to maintain a strong client base
  • Develops and maintains a high level of knowledge of investment disciplines
  • Develops and maintains new client files with the support of the administrative team
  • Adheres to all Compliance Rules and Regulations set forth by NASD, Broker-Dealer and Bank Compliance Departments
  • Attends various community functions to promote services provided
  • Achieves goals assigned as part of the Department's annual operating plan:
    • Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis
    • Solicits new business from present and prospective customers
    • Promotes an environment and culture to support and improve sales and referral activities to meet overall defined goals
    • Responds to referrals within a reasonable timeframe not to exceed two (2) business days
  • Coordinates specific work tasks with other personnel within the division as well as with other branches/departments to ensure the smooth and efficient flow of information
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
  • Communicates with management and staff personnel to integrate goals and activities
  • Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
  • Maintains appropriate records and provides assigned reports

Location:This position can work from one of three locations:
  • Westgate Circle - 200 Westgate Circle, Suite 200, Annapolis, MD 21401
  • Waldorf - 3035 Leonardtown Road, Waldorf, MD 20601
  • Governor's Avenue Branch - 800 S Governors Ave, Dover, DE 19904

Position Type/Expected Hours of Work:
  • Full-time.
  • Exempt.
  • Days of Work: Monday-Friday

Required Education and Experience:
  • High school diploma/GED equivalent required.
  • A BS or BA degree in Finance or related field preferred.
  • Active status required: Series 7 Licensing; Series 63 and 65 (or 66) Licensing; Insurance Licensing in Life, Health, and Variable Annuities.
  • Minimum experience within a wealth management role: 1-5 years (Financial Advisor I) or 5-10 years (Financial Advisor II)
  • Must have the ability to travel to meet with various clients and attend community events as needed.
  • Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred
  • Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred

Compensation:
  • The pay range for this position is:
    • Financial Advisor I (1-5 years experience) - $60K base plus production commission
    • Financial Advisor II (5-10 years experience) - $65K base plus production commission
  • Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Company Benefits:
  • Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
  • Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
  • Paid parental leave
  • 401k savings plan with up to a 4% company match
  • Employee Stock Purchase Plan
  • Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
  • Opportunity for growth and advancement
  • Paid training program and continuous training sessions throughout the year on various topics
  • Generous paid time off and paid sick time
  • Community involvement opportunities

Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

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