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Chartered Financial Advisor Jobs in California (NOW HIRING)

GoldBook Financial

Financial Advisor

Los Angeles, CA · On-site

$51K - $320K/yr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation ... Our advisors have the opportunity to develop lasting client relationships, build a valuable book of ...

New

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$51K - $320K/yr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation ... Our advisors have the opportunity to develop lasting client relationships, build a valuable book of ...

New

RK Partners

Financial Advisor-Seattle, WA

Irvine, CA

$140K/yr

The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial ...

RK Partners

Financial Advisor-Seattle, WA

Irvine, CA

$140K/yr

The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER ® professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of ...

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All JobsChartered Financial Advisor JobsChartered Financial Advisor Jobs in California

Chartered Financial Advisor information

See California salary details

$35.5K

$100.8K

$142.1K

How much do chartered financial advisor jobs pay per year?

As of Aug 26, 2026, the average yearly pay for chartered financial advisor in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 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.

What are popular job titles related to Chartered Financial Advisor jobs in California?

For Chartered Financial Advisor jobs in California, the most frequently searched job titles are:

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

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

What cities in California are hiring for Chartered Financial Advisor jobs?

Cities in California with the most Chartered Financial Advisor job openings:

Chartered Financial Advisor jobs near you
Infographic showing various Chartered Financial Advisor job openings in California as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 91% In-person, 6% Hybrid, and 3% Remote job distribution, with an average salary of $100,797 per year, or $48.5 per hour.

Financial Advisor

Los Angeles, CA • On-site

GoldBook Financial
Finance and Insurance • 11 - 50 employees
Learn more about GoldBook Financialexternal

$51K - $320K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted yesterday

New

Job description

About GoldBook Financial

GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way – with the support of a local firm and the scale of MassMutual behind you.

We believe the strongest advisor-client relationships are built on trust, personalized guidance, and a commitment to serving clients across every stage of their financial lives. We take a holistic approach in helping individuals, families, and business owners protect what matters most and pursue their long-term financial goals.

The Opportunity

As a Financial Advisor at GoldBook Financial, you will have the opportunity to build and manage your own practice while delivering comprehensive financial strategies tailored to each client's unique goals and circumstances.

This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.

You will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning.

Job Responsibilities

  • Develop comprehensive financial strategies based on clients' goals, risk tolerance, financial circumstances, and time horizons.
  • Cultivate lasting relationships with individuals, families, and business owners while growing your book of business through networking, referrals, professional connections, and other business-development strategies.
  • Conduct ongoing client reviews and proactively adjust strategies as clients' financial needs and life circumstances evolve.
  • Collaborate with experienced advisors and internal specialists to provide clients with a truly holistic financial planning experience.
  • Leverage technology, marketing support, and training to strengthen and grow your practice.
  • Uphold the highest standards of professionalism, ethics, and regulatory compliance while continually strengthening your financial expertise, business-development skills, and client-service capabilities.

Desired Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Minimum of 1-2 years of successful experience in financial advisory or wealth management services.
  • Active Life, Accident & Health insurance licenses.
  • Active FINRA registrations, including Series 7 and Series 66 (or Series 63 and 65), preferred.
  • Proven track record of meeting production goals and maintaining long-term client relationships.
  • Exceptional communication and presentation skills with the ability to explain complex concepts simply.

Nice-to-Haves

  • Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation.
  • Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar.
  • An existing transferable book of business or a strong local professional network.
  • Advanced degree, such as an MBA or a Master’s in Finance.

Why GoldBook?

At GoldBook Financial, you're not simply stepping into a job — you're building a career and a business.

Our advisors have the opportunity to develop lasting client relationships, build a valuable book of business, and create a practice designed around their long-term goals.

If you're a financial professional or you're looking to build a career in financial services and are excited by the opportunity for greater ownership, entrepreneurial growth, and long-term success, we'd love to connect.

Total Compensation

First year advisors’ to experienced advisors’ variable performance-based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range)

Benefits

  • 401(k)
  • 401(k) matching - up to 10% company match
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

https://goldbookfinancial.com/