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Chfc Jobs (NOW HIRING)

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

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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$5

$14

How much do chfc jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for chfc in the United States is $14.42, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $14.42 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.
More about Chfc jobs
What states have the most Chfc jobs? States with the most job openings for Chfc jobs include:
Infographic showing various Chfc job openings in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 71% Physical, 5% Hybrid, and 24% Remote job distribution, with an average salary of $30,000 per year, or $14.4 per hour.

Financial Advisor - Licensed

RK Partners

Newport Beach, CA

$50K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago


Job description

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.

Responsibilities

  • Prospecting for clients through referrals, personal observation and networking
  • Developing and maintaining long-term relationships with clients
  • Fact gathering and needs analyses to arrive at client-centric financial solutions
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

  • Strong interpersonal skills and customer service focus
  • Experience working with vlients virtually
  • Market development/networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • BA, BS, and/or graduate degree or equivalent work experience required


Benefits

Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.

In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
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