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Chfc Jobs in Florida (NOW HIRING)

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Chfc information

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$10

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How much do chfc jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for chfc in Florida is $10.78, according to ZipRecruiter salary data. Most workers in this role earn between $10.77 and $10.77 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.
What are popular job titles related to Chfc jobs in Florida? For Chfc jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Chfc jobs in Florida look for? The top searched job categories for Chfc jobs in Florida are:
Chfc jobs near you
Infographic showing various Chfc job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $22,418 per year, or $10.8 per hour.

Entry Level - Financial Advisor - FL, Boca Raton (2311)

Equitable

Boca Raton, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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