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Chartered Financial Advisor Jobs (NOW HIRING)

GoldBook Financial

Financial Advisor

Paradise Valley, AZ · On-site

$50K - $150K/yr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Active Life, Accident, and Health Insurance licenses. * Proficiency with advanced financial planning software ...

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Chartered Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do chartered financial advisor jobs pay per year?

As of Jun 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.

Is a CFP better than a CPA?

A Chartered Financial Advisor (CFA) and a Certified Public Accountant (CPA) serve different roles; a CFA specializes in investment management and financial planning, while a CPA focuses on accounting, auditing, and tax services. The choice depends on whether the job involves financial advising and planning or accounting and compliance tasks, and both require distinct certifications and skill sets.

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.

How much does a chartered financial advisor make?

A Chartered Financial Advisor typically earns between $60,000 and $150,000 annually, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on performance and assets under management.

How much does a financial advisor make?

The average salary for a Chartered Financial Advisor in California is approximately $80,000 to $120,000 annually, depending on experience, client base, and firm size. Many advisors also earn commissions or bonuses based on performance and assets under management, and certifications like the CFP can enhance earning potential.

Can financial advisors make $500,000 a year?

Chartered Financial Advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Earnings often depend on commissions, fees, and the size of assets under management, with top performers in the industry reaching or exceeding this level.

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 June 2026, with employment types broken down into 100% Full Time. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - Eugene, OR

Country Financial

Eugene, OR • On-site

Full-time

Posted 18 days ago

Key responsibilities

  • Grow business with existing and prospective clients using a consultative approach.

  • Educate clients and prospects about financial services and insurance products.

  • Collaborate with COUNTRY Financial Insurance Agents to secure business.

COUNTRY Financial rating

8.0

Company rating: 8.0 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

143rd of 277 rated insurance

Job description

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.
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

The Career
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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