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Chfc Jobs in Texas (NOW HIRING)

Wellby

Personal Financial Advisor

Webster, TX

  • Life

  • Retirement

Professional industry designations are preferred including CFP, ChFC, CLU, etc. * Knowledge of a wide array of brokerage/banking products and services. * Proficient in fee-based Investment Advisory ...

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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.

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 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.

Customer Service Representative - State Farm Agent Team Member

Ruben Cardenas Jr - State Farm Agent

Boerne, TX • On-site

$35K - $40K/yr

Full-time

Retirement, PTO

Re-posted 8 hours ago

Job description

Benefits:
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Signing bonus

ABOUT OUR AGENCY:
I am a second-generation State Farm Agent with 35 years of experience in the insurance industry, following in the footsteps of my father, who has been an agent for 52 years. I hold a finance degree from the University of Texas at Pan American and have continued my education with certifications from The American College, including ChFC, CASL, and RICP.
Our agency is a family-oriented team where collaboration, growth, and support are key values. We currently have two full-time licensed team members in the office and one part-time remote employee. We believe in rewarding hard work, offering a bonus plan based on individual production, and after one year, team members are eligible for a 3% matching Simple IRA plan. If you're looking for a welcoming, experienced, and supportive team, we'd love to have you join us!
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Ruben Cardenas Jr - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. 
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. 
RESPONSIBILITIES:
  • Answer customer inquiries and provide policy information.
  • Assist customers with policy changes and updates.
  • Process insurance claims and follow up with customers.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Previous customer service experience preferred.
  • Bilingual Spanish preferred.
  • Property/Casualty or Life/Health insurance license.