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Chartered Financial Advisor Jobs (NOW HIRING)

RHS Financial

Be Seen First

Junior Financial Advisor

San Francisco, CA · Remote

$70K - $100K/yr

Chartered Financial Analyst (CFA) designation is desirable * Experience with CRM, portfolio management, or planning software like eMoney Advisor and Advyzon * Entrepreneurial mindset and ownership ...

Regions Financial Corporation

Financial Advisor

Tampa, FL · On-site

$43K - $150K/yr

At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ... Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist

RK Partners

Financial Advisor-Seattle, WA

Chicago, IL

$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

Seattle, WA

$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

Chicago, IL · On-site

$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 ...

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 ...

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All JobsChartered Financial Advisor Jobs

Chartered Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do chartered financial advisor jobs pay per year?

As of Jul 22, 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 much do Chartered financial advisors make?

Chartered Financial Advisors typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and client base. Many also earn commissions or bonuses based on performance and assets under management, which can significantly increase total compensation.

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 the specific financial services needed, and both require distinct certifications and expertise. Neither is inherently better, but each is suited to different client needs and career paths.

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.

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.

Is $200,000 enough to work with a financial advisor?

A Chartered Financial Advisor typically recommends investment strategies based on clients' assets; with $200,000, you can generally access personalized financial planning and investment management services. The amount may influence the level of service and fee structure, but many advisors work with clients across a range of asset levels, often charging a percentage of assets under management or flat fees. Having a substantial portfolio like $200,000 can provide more comprehensive financial planning options and access to advanced investment strategies.
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 July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

HawaiiUSA Federal Credit Union

Mililani, HI • On-site

$33K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

As a Financial Advisor you will play a pivotal role in guiding members through complex financial decisions to help them achieve their long-term financial goals. You will analyze, alongside a Sr. Financial Advisor, clients' financial situations, including investments, retirement plans, and estate planning, to develop tailored strategies that align with their objectives and risk tolerance. Your expertise in financial markets and investment advisory will enable you to recommend products such as mutual funds, annuities, and life insurance that optimize clients' portfolios and are in their best interest.

Building and maintaining strong client relationships will be essential, as you provide ongoing advice and adjust plans in response to market changes and life events. Ultimately, your role is to empower members with knowledge and strategies that secure their financial future and enhance their overall financial well-being.

Qualifications & Experience

  • Licenses are required.
    • FINRA SIE (requirement waived for candidates with prior FINRA registration)
    • FINRA Series 63 and 65 or 66 license(s)
    • FINRA Series 7
    • Hawaii Life and Health Insurance licenses
  • High School Diploma or equivalent.

Preferred Qualifications & Experience

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • 3 years of financial services industry experience.
  • 3 years of experience in financial advisory or investment management.
  • Strong knowledge of investment products including mutual funds, annuities, and retirement plans.
  • Familiarity with estate planning and tax regulations.
  • Proven track record of building and maintaining a client portfolio.
  • Relevant certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
  • Proficiency in financial analysis tools and software.

Responsibilities

  • Supporting a Sr. Financial Advisor and their member-clients' needs, entering trades, updating records, scheduling reviews and appointments with existing clients, and following up on submitted paperwork.
  • Educate clients on financial concepts and market trends to facilitate informed decision-making.
  • Conduct comprehensive financial assessments to understand clients' current financial status and future goals.
  • Develop personalized investment strategies incorporating mutual funds, annuities, and other financial products.
  • Advise clients on retirement planning, estate planning, and risk management to ensure holistic financial security.
  • Monitor financial markets and adjust client portfolios proactively to optimize returns and manage risks.
  • Maintain detailed records of client interactions, financial plans, and compliance with regulatory requirements.
  • Collaborate with other financial professionals to provide integrated advisory services when necessary.

Skills

  • Demonstrated excellent oral and written communication skills.
  • Accountable for organization, time management, and member meeting management.
  • Able to work both independently and cohesively with others and fosters a team environment.
  • Able to make critical decisions independently.
  • Microsoft applications (Outlook, Word, Excel, Power Point).

Minimum Physical Requirements & Working Conditions

  • Frequent travel between branches
  • Frequent prolonged meetings with members
  • Valid driver's license and commute in personal vehicle as required.
  • We'll make reasonable accommodations for qualified applicants and employees with disabilities.

Benefits & Pay

The expected starting pay for our licensed Financial Advisor is $33,280/ yr. plus applicable eligible commissions. Transition assistance pay may be available for eligible employees.

We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time and our pay it forward program. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more.

Make a difference one life at a time!

About Company

HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life’s experiences and creating fulfilling work opportunities, not just jobs.