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Chfc Jobs in Texas (NOW HIRING)

Financial Advisor - Licensed

Houston, TX ยท On-site

$50K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Financial Advisor - Licensed

Houston, TX ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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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Showing results 1-20

Chfc information

See Texas salary details

$4

$13

How much do chfc jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for chfc in Texas is $13.44, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $13.41 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.
Infographic showing various Chfc job openings in Texas as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 71% Physical, 5% Hybrid, and 24% Remote job distribution, with an average salary of $27,949 per year, or $13.4 per hour.

Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment

United Placement Group

Killeen, TX โ€ข On-site

Full-time

Medical, Life, Retirement

Posted 6 days ago


Job description

Estate & Retirement Financial Advisor
Pre-Set Appointments No Prospecting $100K-$300K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork?
This opportunity is built for experienced Advisors who want to spend their time closing-not prospecting.
We provide the clients, the appointments, and the back-end support. You focus on advising and earning.
What You Get
  • Pre-set, qualified appointments (10-12/week) - no cold calling
  • No marketing costs - we handle lead generation
  • Full back-office support - case design, applications, follow-up handled for you
  • Streamlined process - minimal paperwork headaches
  • Protected territory - limited advisors per state
  • Access to top carriers + annuity and retirement solutions
Income Potential
  • Commission-based
  • Typical earnings: $100K-$200K
  • Top producers: $300K+
  • Consistent lead flow = consistent opportunity to produce
What You'll Do
  • Meet with pre-qualified prospects interested in retirement and estate planning
  • Recommend annuity and income strategies based on client needs
  • Close business and maintain client relationships
  • Work alongside a dedicated case manager and appointment setter
Requirements
  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, etc.)
  • Proven sales experience (consultative approach)
  • Clean U4 (if applicable)
  • Willing to travel within your state

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production-not prospecting-apply now.
Limited openings available by state.