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Chfc Jobs (NOW HIRING)

RK Partners

Financial Advisor - Licensed

Chicago, IL

$50K - $125K/yr

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

RK Partners

Financial Advisor - Licensed

Chicago, IL · On-site

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

RK Partners

Financial Advisor - Licensed

Albany, NY

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

RK Partners

Financial Advisor - Licensed

Chicago, IL

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

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Chfc information

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$5

$14

How much do chfc jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for chfc in the United States is $14.42, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $14.42 per hour, depending on experience, location, and employer.

What skills and qualifications are needed to thrive as a ChFC?

To thrive as a Chartered Financial Consultant (ChFC), you need a comprehensive understanding of financial planning, investment strategies, insurance, tax planning, and estate planning, typically supported by earning the ChFC designation and relevant financial licenses. Familiarity with financial planning software, CRM systems, and compliance tools is essential for managing client portfolios and adhering to industry regulations. Exceptional interpersonal skills, analytical thinking, and ethical judgment help build trust and deliver tailored solutions for diverse client needs. These skills are crucial for providing high-quality, compliant financial advice that supports clients' long-term goals and fosters lasting professional relationships.

What is the difference between Chfc vs Financial Advisor?

AspectChfcFinancial Advisor
CertificationsRequires the Chfc designation, including coursework and experienceMay hold various certifications like CFP, CFA, or no specific credential
Work EnvironmentTypically works in financial planning firms, banks, or insurance companiesWorks in financial planning, investment firms, banks, or independently
Industry UsagePrimarily in financial planning and insurance sectorsBroader, including investment advising, estate planning, and wealth management

The main difference between a Chfc and a Financial Advisor is that the Chfc is a specific certification focused on comprehensive financial planning, while a Financial Advisor is a broader role that may or may not hold specific credentials. The Chfc designation emphasizes expertise in financial planning, insurance, and estate strategies, making it ideal for professionals specializing in holistic financial advice. Conversely, Financial Advisors can have various backgrounds and certifications, offering a wider range of services in the financial industry.

What can you do with a Chartered Financial Consultant?

A Chartered Financial Consultant (ChFC) is qualified to provide comprehensive financial planning, investment advice, retirement planning, estate planning, and risk management services. They often work as financial advisors, helping clients develop personalized strategies to meet their financial goals using various financial tools and products.

What are common challenges faced by ChFCs when managing diverse client portfolios?

Chartered Financial Consultants often encounter the challenge of balancing the diverse financial goals, risk tolerances, and investment timelines of multiple clients. Keeping up with evolving regulations, market trends, and tax laws adds complexity to developing tailored financial plans. Additionally, ChFCs must communicate effectively with clients to manage expectations and build trust, while collaborating with other professionals such as accountants and estate planners to deliver comprehensive solutions. Successfully navigating these challenges requires strong analytical, interpersonal, and organizational skills.

What is a ChFC?

A ChFC, or Chartered Financial Consultant, is a professional designation for financial advisors awarded by The American College of Financial Services. This credential demonstrates advanced knowledge in financial planning, including insurance, income taxation, retirement planning, investments, and estate planning. ChFCs must complete a rigorous series of courses and exams, adhere to ethical standards, and meet continuing education requirements. Many ChFCs work with individuals, families, or businesses to help them achieve their financial goals.
More about Chfc jobs
What states have the most Chfc jobs? States with the most job openings for Chfc jobs include:
What job categories do people searching Chfc jobs look for? The top searched job categories for Chfc jobs are:
Chfc jobs near you
Infographic showing various Chfc job openings in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 71% Physical, 5% Hybrid, and 24% Remote job distribution, with an average salary of $30,000 per year, or $14.4 per hour.

Estate & Retirement Financial Advisor-Exclusive Qualified Pre-Set Appt,200-350K+

United Placement Group

Reading, PA • On-site

Full-time

Posted 13 days ago

Job description

Unleash Your Potential as a Financial Advisor - Join Our Elite, Exclusive Team! 150-350K+

Now Hiring: High-Performing Financial Advisors Who Don't Prospect !

Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads?
If you're ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you.

We set the appointments - you focus on sharing your expertise, closing deals, and earning exceptional income.
If you hold your  Series 65,  Series 7/66 combination,  ChFC, or  CFP, this is your next-level opportunity.

We provide what most firms promise but rarely deliver:  fully qualified, pre-set appointments  with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings.

You must be licensed and reside in the state you're applying for (current state we are looking for) . Travel within your state is required.

Why You'll Love This Role

  • 8-10 qualified appointments weekly -Qualified, pre-scheduled and ready to meet
  • Uncapped territory with potential to expand
  • Comprehensive support from a dedicated appointment setter and case manager
  • Proven annuity and retirement focus sales training with client-first product options
  • Work/life balance with unlimited earning potential
  • Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time

What You Bring

  • Active Health & Life insurance license
  • Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
  • Clean U4 record (if applicable)
  • Strong track record of in-person, sales success
  • Ability to travel for client meetings
  • Commitment to helping retirees build secure, confident financial futures

What Sets Us Apart

  • Thriving referral pipeline from estate planning partners
  • A complete administrative and appointment setting team so you focus on selling
  • Access to industry-leading carriers and customizable product strategies
  • Consistent flow of new, qualified clients - not prospects to chase
  • Independence and control, without the grind of prospecting

Compensation and Rewards

  • unlimited commission potential and incentives for top performance
  • Flexible schedule and independence with ongoing support
  • Exclusive support team dedicated to your success

Take the Next Step

If you like prospecting, then move on, this is not for you.

But if you're done prospecting and ready to work qualified appointments - set for you every week - apply today.

If you're a licensed, motivated financial professional who thrives on in home face-to-face relationship building - and you're ready to travel your state to meet ready-to-act clients - this is your moment.

APPLY NOW  to claim your state's opening and join a high-performance advisor network that delivers real opportunity and results.

Apply