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Chfc Jobs in Texas (NOW HIRING)

Jobtailor

Investment Advisor

Dallas, TX · On-site

$75 - $120/hr

CFP, ChFC, CLU Core Competencies Demonstrates expertise in financial consulting, investment and insurance products, and regulatory compliance, while effectively building relationships and ...

RK Partners

Financial Advisor - Licensed

Houston, TX · 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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Chfc information

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$4

$13

How much do chfc jobs pay per hour?

As of Sep 4, 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 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 Texas?

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

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

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

Chfc jobs near you
Infographic showing various Chfc job openings in Texas as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 78% Physical, 4% Hybrid, and 18% Remote job distribution, with an average salary of $27,949 per year, or $13.4 per hour.

Investment Advisor

Jobtailor

Dallas, TX • On-site

$75 - $120/hr

Other

Posted 16 days ago

Key responsibilities

  • Provide financial consulting services to help clients identify their financial goals and recommend appropriate investment and insurance products.

  • Promote and grow NFIS products and services through client interactions and market activities.

  • Manage smaller, less complex investment accounts and refer clients with advanced needs to specialized financial advisors.

Job description

  • Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
  • Act as a catalyst for the promotion and growth of NFIS products and services.
  • Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
  • Manage smaller dollar volume account size and less complex investment needs.
  • Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
  • Works on assignment that are moderately difficult and under supervision.
Requirements
  • FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required.
  • Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
  • Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
  • Effective interpersonal, verbal, and written communications skills
  • Effective planning, organizational, time management and problem-solving skills
  • Effective skill building relationships through rapport, trust, diplomacy, and tack
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
  • Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
  • Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
  • Experience in business development to include market strategy, product demonstration and promoting products and services
  • Experience consulting with customers to assess their financial status and identify investment needs
  • Effective knowledge of investment and insurance products
  • Effective knowledge, to interpret industry related laws and government regulations
  • Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software
  • Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.
  • Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience.
  • Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures.
  • Desire to pursue designations e.g. CFP, ChFC, CLU
Core Competencies

Demonstrates expertise in financial consulting, investment and insurance products, and regulatory compliance, while effectively building relationships and communicating with clients to achieve their financial goals.

Highest-signal resume keywords
  • FINRA Series 7
  • NASAA Series 63/65 or 66
  • Life & Health Insurance License
  • Financial Analysis Software Proficiency
  • Business Development Experience
ATS Optimization Keywords Hard Skills
  • Investment Knowledge
  • Insurance Product Knowledge
  • Financial Consulting
  • Market Strategy Development
  • Financial Data Analysis
  • Regulatory Interpretation
  • Decision-Making
  • Problem-Solving
  • Time Management
  • Organizational Skills
Soft Skills
  • Interpersonal Skills
  • Verbal Communication
  • Written Communication
  • Relationship Building
  • Negotiation Skills
Certifications & Qualifications
  • FINRA Series 7
  • NASAA Series 63/65 or 66
  • Life & Health Insurance License
  • CFP
  • ChFC
  • CLU
Industry Keywords
  • Financial Goals
  • Investment Needs
  • Navy Federal Investment Services
  • Financial Markets
  • Economic Principles
  • Banking Practices
  • Financial Reporting
  • Client Consultation
  • Product Demonstration
  • Regulatory Compliance
Tools & Technologies
  • PC Proficiency
  • Spreadsheet Applications
  • Database Applications
  • Word Processing Applications
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