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Chartered Financial Planner Jobs (NOW HIRING)

Mercer Advisors

Wealth Advisor (Radnor, PA)

Radnor, PA · Hybrid

Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS ...

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$50.5K

$96.7K

$139.5K

How much do chartered financial planner jobs pay per year?

As of Sep 13, 2026, the average yearly pay for chartered financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Planner vs Financial Advisor?

AspectChartered Financial PlannerFinancial Advisor
CredentialsChartered status, CFP certification, advanced qualificationsVaries; may include CFP, diploma, or none
Work EnvironmentIndependent or firm-based, comprehensive financial planningBank, firm, or independent, focused on specific products or services
Industry UsageProfessional designation for comprehensive planningGeneral term for financial advice providers

The main difference is that a Chartered Financial Planner holds advanced certifications and provides comprehensive financial planning, while a Financial Advisor may have varying qualifications and offer more specific or product-focused advice. Chartered Financial Planners are recognized for their expertise and ethical standards, often serving clients with complex financial needs.

How much do chartered financial planners get paid?

Chartered financial planners typically earn between £40,000 and £80,000 annually, with experienced professionals and those working in senior roles earning higher salaries. Compensation can vary based on location, years of experience, client base, and additional certifications or specializations.

How to get a job as a Chartered Financial Planner?

To become a Chartered Financial Planner, you typically need to have relevant financial advisory experience, complete professional qualifications such as the Level 4 Diploma in Financial Planning, and obtain Chartered status through a recognized professional body like the Chartered Insurance Institute. Demonstrating strong communication skills, ethical standards, and ongoing professional development are also important for securing employment in this role.
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What states have the most Chartered Financial Planner jobs?

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

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For Chartered Financial Planner jobs, the most frequently searched job titles are:

Chartered Financial Planner jobs near you
Infographic showing various Chartered Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)

Menlo Park, CA • Hybrid

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

Full-time

Re-posted 27 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

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