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How much do chartered financial consultant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for chartered financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a Chartered Financial Consultant?

A Chartered Financial Consultant (ChFC) is a financial professional who provides comprehensive financial planning services, including investments, insurance, tax strategies, estate planning, and retirement planning. They hold the ChFC designation, which requires extensive training, experience, and adherence to ethical standards. ChFCs work with individuals, families, and businesses to develop customized financial plans that help clients achieve their financial goals.

What skills and qualifications are needed to be a Chartered Financial Consultant?

To thrive as a Chartered Financial Consultant, you need in-depth knowledge of financial planning, investment strategies, retirement planning, and risk management, typically supported by a ChFC designation or similar credentials. Proficiency with financial analysis software, CRM systems, and portfolio management tools is commonly required. Exceptional interpersonal skills, ethical judgment, and strong communication abilities set top performers apart in this field. These competencies are vital for building trust with clients, developing customized plans, and ensuring long-term financial security for those you serve.

What does a Chartered Financial Consultant do?

A Chartered Financial Consultant's typical day involves meeting with clients to assess their financial goals, researching investment opportunities, preparing customized financial plans, and monitoring client portfolios. Much of the work also includes following up on client accounts, updating financial strategies in response to changing regulations or market conditions, and collaborating with accountants, attorneys, or other specialists when complex issues arise. Most professionals in this role split their time between client-facing meetings and independent research or analysis. While the role can be client-driven and dynamic, strong organizational skills help manage multiple client relationships simultaneously.

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What states have the most Chartered Financial Consultant jobs?

States with the most job openings for Chartered Financial Consultant jobs include:

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Chartered Financial Consultant jobs near you
Infographic showing various Chartered Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Advisor- Waterloo, IA

Lincoln Savings Bank

Ankeny, IA • On-site

Full-time

Re-posted 13 days ago

Job description

Job Duties and Responsibilities:

Aid customers in financial investment and asset management.


Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.


Meet with clients to understand their future investment plans and document them.


Develop personal relationships with clients.


Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.


Discuss potential opportunities and risks related to a particular investment with clients.


Recommends strategies that the clients can use in achieving their financial goals and objectives.


Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.


Answer all investment related plans of the clients verbally and provide them with written documents for future reference.


This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.




Necessary Skills and Attributes:


Bachelor’s degree in Accounting, Finance, Business Administration or related field


Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred

Strong customer service and communication (written and verbal) skills


Ability to listen, understand and give advice


Ability to work individually and with a team


Series 7, 63, 65/66 or ability to get them within first 90 days


Life & Health Insurance license or ability to get it within first 90 days



Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

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