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Chfc Jobs in California (NOW HIRING)

MSCCN

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 ...

RK Partners

Financial Advisor - Licensed

Newport Beach, CA · 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 ...

Magellan Health Services

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, March ARB, CA Grade 24 ...

Magellan Health Services

$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 ...

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How much do chfc jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for chfc in California is $14.23, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $14.23 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.
What are popular job titles related to Chfc jobs in California? For Chfc jobs in California, the most frequently searched job titles are:
What job categories do people searching Chfc jobs in California look for? The top searched job categories for Chfc jobs in California are:
Chfc jobs near you
Infographic showing various Chfc job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $29,607 per year, or $14.2 per hour.
Wealth Advisor (Santa Barbara, CA)

Wealth Advisor (Santa Barbara, CA)

Mercer Advisors

Santa Barbara, CA • Hybrid

Other

Posted 9 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 Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

  • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
  • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
  • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
  • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
  • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
  • Managing client communications and follow-up with clients' other advisors
  • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
  • Attending company workshops or lectures and speak to groups of potential clients when called upon
  • Implementing company policies and procedure
  • Other duties as needed

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:

  • Five to twenty-five years of job-related experience

Certifications:

  • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
  • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills:

  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
  • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
  • Continually seeks to enhance job knowledge, learn quickly and efficiently
  • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
  • Technical and analytical training and experience in financial planning
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

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