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Chartered Financial Advisor Jobs in California (NOW HIRING)

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 · On-site

$140K - $155K/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 21, 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-Seattle, WA

RK Partners

Irvine, CA

$140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Financial Advisor
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation. 

Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

  • Marketing & Business Development- We generate the leads so that our Advisors don't have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
  • Financial Planning- Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life.
  • Investment Management- Our trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
  • Operations and Client Services- We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list!
  • Unparalleled Professional Development- Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

  • 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 planning experience.
  • Ability to assess a prospective client's needs and their financial goals.
  • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
  • Effective communication skills. Ability to deliver comprehensive financial plans to clients.
  • Previous experience teaching classes or presenting is a plus.

Additional Details:

  • Salaried position + Benefits.
  • Starting base salary: $140,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
  • Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.

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