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Personal Financial Counselor - Travis AFB, CA

CA · On-site

$45K - $60K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor- ARNG San Diego CA Grade ...

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Chartered Financial Consultant information

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$103.9K

$174K

How much do chartered financial consultant jobs pay per year?

As of Jul 25, 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 job?

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.

Which is harder, ChFC or CFP?

The Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations are both advanced financial planning credentials, but the CFP is generally considered more rigorous due to its comprehensive exam covering a wide range of financial planning topics. The CFP also requires a higher level of experience and ethical standards, making it typically more challenging to obtain than the ChFC.

How many financial advisors make $500,000 a year?

Chartered Financial Consultants and other financial advisors can earn $500,000 or more annually, primarily through high-net-worth client portfolios, commissions, and bonuses. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications like the CFP or CFA. Such earnings are more common among top-tier advisors in large firms or private practices.

What are the key skills and qualifications needed to thrive in the Chartered Financial Consultant position, and why are they important?

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 (ChFC) provides financial planning and advisory services, helping clients develop strategies for retirement, investments, estate planning, and risk management. They analyze clients' financial situations, recommend suitable products, and often hold certifications that demonstrate expertise in financial planning and wealth management.

What does a typical workday look like for a Chartered Financial Consultant?

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.

How much does a chartered financial advisor make?

A Chartered Financial Consultant (ChFC) typically earns between $70,000 and $150,000 annually, depending on experience, location, and client base. Compensation often includes base salary, commissions, and bonuses, with experienced advisors or those managing larger portfolios earning higher incomes.
More about Chartered Financial Consultant jobs
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What job categories do people searching Chartered Financial Consultant jobs look for? The top searched job categories for Chartered Financial Consultant jobs are:
Chartered Financial Consultant jobs near you
Infographic showing various Chartered Financial Consultant job openings in the United States as of July 2026, with employment types broken down into 13% Locum Tenens, 79% Full Time, 7% Part Time, and 1% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.
Financial Advisor- Waterloo, IA

Financial Advisor- Waterloo, IA

Lincoln Savings Bank

Ankeny, IA • On-site

Full-time

Posted 21 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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