Certified Financial Planner, Chartered Financial consultant ( ChFC ) or Chartered Financial Analyst (CFA) preferred * Strong customer service and communication (written and verbal) skills * Ability ...
Certified Financial Planner, Chartered Financial consultant ( ChFC ) or Chartered Financial Analyst (CFA) preferred * Strong customer service and communication (written and verbal) skills * Ability ...
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
Certified Financial Planner, Chartered Financial consultant ( ChFC ) or Chartered Financial Analyst (CFA) preferred * Strong customer service and communication (written and verbal) skills * Ability ...
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
Certified Financial Planner, Chartered Financial consultant ( ChFC ) or Chartered Financial Analyst (CFA) preferred * Strong customer service and communication (written and verbal) skills * Ability ...
Supervisory Financial Analyst
Washington, DC · On-site
$125K/yr
BA in Finance or related discipline, professional certifications as a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) or equivalent professional training.
Supervisory Financial Analyst
Washington, DC · On-site
$125K/yr
BA in Finance or related discipline, professional certifications as a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) or equivalent professional training.
Chartered Financial Analyst (CFA). * Certified Public Accountant (CPA). * Certified Financial Planner (CFP). * Chartered Financial Consultant (ChFC). Additional Information *These licenses are not ...
Chartered Financial Analyst (CFA). * Certified Public Accountant (CPA). * Certified Financial Planner (CFP). * Chartered Financial Consultant (ChFC). Additional Information *These licenses are not ...
Financial Counselor, PFC
Colorado Springs, CO · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Financial Counselor, PFC - Peterson/Schriever SFB, CO.
Financial Counselor, PFC
Colorado Springs, CO · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Financial Counselor, PFC - Peterson/Schriever SFB, CO.
Financial Advisor
Scottsdale, AZ · On-site
$51K - $320K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
Scottsdale, AZ · On-site
$51K - $320K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
Scottsdale, AZ · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Quick apply
Financial Advisor
Scottsdale, AZ · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
We have resources for the Chartered Financial Analyst (CFA), advanced financial engineering, the Energy Risk Professional (ERP), and Certified Financial Planner (CFP). My client, Bionic Turtle - - is ...
We have resources for the Chartered Financial Analyst (CFA), advanced financial engineering, the Energy Risk Professional (ERP), and Certified Financial Planner (CFP). My client, Bionic Turtle - - is ...
Financial Advisor
La Jolla, CA · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Quick apply
Financial Advisor
La Jolla, CA · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
San Diego, CA · On-site
$51K - $320K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
San Diego, CA · On-site
$51K - $320K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
Los Angeles, CA · On-site
$51K - $320K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
Los Angeles, CA · On-site
$51K - $320K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Financial Advisor
Los Angeles, CA · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
Quick apply
Financial Advisor
Los Angeles, CA · On-site
$50K - $150K/yr
Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...
We have resources for the Chartered Financial Analyst (CFA), advanced financial engineering, the Energy Risk Professional (ERP), and Certified Financial Planner (CFP). My client, Bionic Turtle - - is ...
We have resources for the Chartered Financial Analyst (CFA), advanced financial engineering, the Energy Risk Professional (ERP), and Certified Financial Planner (CFP). My client, Bionic Turtle - - is ...
Financial Advisor - Wisconsin
Milwaukee, WI · On-site
$100K/yr
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * WI Life ...
Financial Advisor - Wisconsin
Milwaukee, WI · On-site
$100K/yr
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * WI Life ...
Financial Advisor - Wisconsin
Milwaukee, WI · On-site
$100K/yr
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * WI Life ...
Financial Advisor - Wisconsin
Milwaukee, WI · On-site
$100K/yr
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * WI Life ...
Personal Financial Counselor; Tyndall AFB, FL
Panama City, FL · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Tyndall AFB, FL Grade 24 ...
Personal Financial Counselor; Tyndall AFB, FL
Panama City, FL · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Tyndall AFB, FL Grade 24 ...
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
... Chartered Financial consultant
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
... Chartered Financial consultant
Personal Financial Counselor, Assignment Ready Counselor
Newport, RI · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Personal Financial Counselor, Assignment Ready Counselor
Newport, RI · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Personal Financial Counselor, Assignment Ready Counselor
Atlantic City, NJ · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Personal Financial Counselor, Assignment Ready Counselor
Atlantic City, NJ · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Personal Financial Counselor, Assignment Ready Counselor
Middletown, RI · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Personal Financial Counselor, Assignment Ready Counselor
Middletown, RI · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready ...
Chartered Financial Financial information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do chartered financial financial jobs pay per year?
As of Sep 14, 2026, the average yearly pay for chartered financial financial in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.
What are popular job titles related to Chartered Financial Financial jobs?
For Chartered Financial Financial jobs, the most frequently searched job titles are:
Financial Advisor- Waterloo, IA
Ankeny, IA • On-site
RXinsider LTD.
• Marketing • 11 - 50 employees11 - 50 employees
Other
Posted 12 days ago
Job description
Job Duties and Responsibilities:
#J-18808-LjbffrAid 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.
About RXinsider
Sourced by ZipRecruiter
Industry
Marketing
Company size
11 - 50 Employees
Headquarters location
West Warwick, RI, US
Year founded
1999