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Chfc Jobs in Ohio (NOW HIRING)

Nationwide

Financial Services Analyst

Grandview Heights, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of ...

Equitable

Financial Professional - OH, Columbus (5202)

Columbus, OH · On-site +1

$250 - $1.0K/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day ...

Nationwide

Annuity Experience Consultant

Columbus, OH · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. Experience: Typically, eight years of relevant experience in a related industry. Knowledge, Abilities and Skills:

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How much do chfc jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for chfc in Ohio is $13.71, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $13.70 per hour, depending on experience, location, and employer.

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 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 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 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 are popular job titles related to Chfc jobs in Ohio?

For Chfc jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Chfc jobs in Ohio look for?

The top searched job categories for Chfc jobs in Ohio are:

Chfc jobs near you
Infographic showing various Chfc job openings in Ohio as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 64% Physical, 5% Hybrid, and 31% Remote job distribution, with an average salary of $28,520 per year, or $13.7 per hour.

Senior Financial Advisor

Meeder Investment Management

Dublin, OH • On-site

Full-time

Re-posted 5 days ago

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Senior Financial Advisor

The Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder’s core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
Primary Responsibilities:
  • Grow our business strategically by cultivating of new wealth management client business.
  • Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management’s history of serving clients over 45 years.
  • Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
  • Consistently and accurately manage information within the CRM software platform.
  • Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
  • Share expertise to effectively grow and enhance other team members business development capabilities.
  • Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.
Critical Success Factors:
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Strong understanding and belief in all solutions available to clients.
  • Strong knowledge of the investment business and strong understanding of financial planning concepts.
  • Excellent communication (both written and verbal), interpersonal, and computer skills.
  • Ability to connect with potential clients and build relationships on an individual basis.
  • Excellent oral and written communication skills.
  • Team player who works collaboratively with others.
Skills Required:
  • 5+ years of financial advisory experience.
  • Bachelor’s degree in finance, economics or a related field.
  • FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
  • CFP, CHFC designation preferred (completed or in progress).

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