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Chfc Jobs (NOW HIRING)

Northwestern Mutual - Chicagoland

Sales Advisor

Chicago, IL · On-site

$62K - $83K/yr

Ryan Kramer CLF, ChFC, CLU, Managing Partner: * Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015. * Prior ...

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RK Partners

Financial Advisor - Licensed

Chicago, IL · On-site

$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 ...

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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 ...

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How much do chfc jobs pay per hour?

As of Jul 2, 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 are the key skills and qualifications needed to thrive as a Chartered Financial Consultant (ChFC), and why are they important?

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.

Which is harder, ChFC or CFP?

The ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) are both professional financial planning designations, but the CFP is generally considered more challenging due to its broader scope, higher exam pass rates, and stricter experience requirements. The CFP exam covers a wider range of topics and is often viewed as more rigorous in terms of content and preparation. Both require passing exams, completing coursework, and gaining relevant experience, but the CFP is typically regarded as the more difficult credential to obtain.

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 ChFC?

A ChFC (Chartered Financial Consultant) credential qualifies individuals to provide comprehensive financial planning, investment advice, estate planning, and insurance services. Professionals with this designation often work in financial advisory firms, banks, or insurance companies, utilizing their expertise to help clients achieve financial goals. The certification requires ongoing education and knowledge of financial tools and regulations.

What are some common challenges faced by Chartered Financial Consultants (ChFC) 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.

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

High-earning financial advisors, including those with the Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designations, can earn $500,000 or more annually, but such earnings are typically achieved by top performers with extensive client bases, experience, and specialized skills. Most financial advisors earn between $60,000 and $150,000 per year, with only a small percentage reaching the higher income levels through commissions, fees, and assets under management.

How much do ChFC employees make in the US?

ChFC (Chartered Financial Consultant) professionals in the US typically earn an average salary ranging from $60,000 to $120,000 annually, depending on experience, location, and employer. Many also earn commissions or bonuses based on sales and client management, and certification can enhance earning potential.

What is a ChFC (Chartered Financial Consultant)?

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
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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 June 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $30,000 per year, or $14.4 per hour.

Lead Financial Planning Associate

Paraclete Wealth Partners

Williamsburg, VA • On-site

Other

Posted 13 days ago

Job description


About the Company



We specialize in retirement income planning, tax-efficient distribution strategies, Roth conversion planning, and helping families create predictable retirement outcomes. We believe great planning is proactive, disciplined, and implementation-focused.



About the Role



We are not looking for an administrative assistant, paperwork processor, or traditional paraplanner. We are looking for a Planning Quarterback—the person responsible for ensuring every retirement, tax, and Roth conversion strategy is accurately maintained, updated, and executed. This person will become the primary bridge between the Lead Advisor, clients, CPAs, and our planning team. Their role is to keep financial plans current as life changes and ensure recommendations are implemented correctly.



Responsibilities



  • Attend client meetings and capture detailed planning notes
  • Complete and maintain client fact finders
  • Prepare planning packets before meetings
  • Coordinate with our planning team to update retirement roadmaps
  • Track and manage annual Roth conversion opportunities
  • Review tax returns and tax projections
  • Coordinate with CPAs and clients regarding planning updates
  • Maintain retirement distribution strategies as circumstances change
  • Track implementation of planning recommendations
  • Serve as the central planning liaison for assigned client relationships
  • Build, maintain, and improve planning spreadsheets and workflows



Qualifications



We welcome candidates from financial planning, accounting, tax, engineering, analytics, military leadership, operations, or similar highly analytical professions. CFP®, CPA, EA, ChFC, or other financial designations are welcome but not required. We care more about capability, ownership, analytical thinking, and execution.



Required Skills



  • Highly analytical and detail-oriented
  • Strong Excel and spreadsheet skills
  • Naturally organized and process-driven
  • Comfortable reviewing tax returns and financial statements
  • Strong written communication skills
  • Enjoys solving financial planning problems
  • Able to manage multiple complex cases simultaneously
  • Thrives in a fast-paced, high-accountability environment



Preferred Skills



CFP®, CPA, EA, ChFC, or other financial designations are welcome but not required.



Pay range and compensation package



Location: Williamsburg, VA (In-Person Preferred)



Equal Opportunity Statement



We are committed to diversity and inclusivity.


Apply