Wealth Planning Strategist
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Wealth Planning Strategist
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Wealth Planning Strategist
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Wealth Planning Strategist
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Wealth Planning Strategist
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Quick apply
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Wayne, PA · On-site
$110K - $142K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/yr
Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...
Senior Financial Engineer
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 -----Intercontinental ...
Senior Financial Engineer
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 -----Intercontinental ...
Senior AI Product Manager, AVP - State Street Investment Management
Boston, MA · On-site
$80 - $140/hr
CFA Level II completion (or equivalent certification). Salary Range $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
Senior AI Product Manager, AVP - State Street Investment Management
Boston, MA · On-site
$80 - $140/hr
CFA Level II completion (or equivalent certification). Salary Range $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ...
Senior Financial Engineer
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 - Intercontinental ...
Senior Financial Engineer
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub, Copilot, Cursor, or Claude * Exposure to cloud platforms and services #LI-CP1 - Intercontinental ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
Acquisition Cost Estimator - Level II
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
Acquisition Cost Estimator - Level II
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
Financial Systems Analyst - Level II
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
Financial Systems Analyst - Level II
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
Chartered Financial Analyst (CFA) Level I Candidate. For the Investment and Financial Services Specialist, under requirement two, equivalent combination of education and experience may be considered.
Chartered Financial Analyst (CFA) Level I Candidate. For the Investment and Financial Services Specialist, under requirement two, equivalent combination of education and experience may be considered.
Inquisitive: seeks deeper explanations of how systems work, not the surface-level description of ... Professional certifications such as CFA or CPA. * Competitive salary * Comprehensive Medical ...
Inquisitive: seeks deeper explanations of how systems work, not the surface-level description of ... Professional certifications such as CFA or CPA. * Competitive salary * Comprehensive Medical ...
CFA Level 2 information
See salary details
$39K - $47.6K
5% of jobs
$47.6K - $56.2K
1% of jobs
$56.2K - $64.8K
2% of jobs
$64.8K - $73.4K
7% of jobs
$78.2K is the 25th percentile. Wages below this are outliers.
$73.4K - $82K
16% of jobs
The median wage is $89.3K / yr.
$82K - $90.5K
21% of jobs
$90.5K - $99.1K
17% of jobs
$103K is the 75th percentile. Wages above this are outliers.
$99.1K - $107.7K
11% of jobs
$107.7K - $116.3K
5% of jobs
$116.3K - $124.9K
10% of jobs
$124.9K - $133.5K
4% of jobs
$39K
$91.6K
$133.5K
How much do cfa level 2 jobs pay per year?
As of Aug 9, 2026, the average yearly pay for cfa level 2 in the United States is $91,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,500.00 per year, depending on experience, location, and employer.
What are common responsibilities for professionals at the CFA Level 2 stage within financial firms?
Professionals at the CFA Level 2 stage often support senior analysts or portfolio managers by conducting in-depth financial analysis, building valuation models, and performing sector or company research. They may be tasked with compiling research reports, gathering market intelligence, and contributing to investment strategy discussions. Collaboration with other analysts, attending meetings with management teams, and assisting in client presentations are also typical duties. This hands-on experience is valuable both for professional development and for progressing toward more senior investment roles.
What are the key skills and qualifications needed to thrive in the CFA Level 2 position, and why are they important?
To thrive as a CFA Level 2 candidate or charterholder, you need advanced knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing the CFA Level I exam and progressing through the CFA Level II curriculum. Strong command of Excel, financial modeling tools, and Bloomberg Terminal is commonly expected in this role. Outstanding analytical thinking, attention to detail, and clear communication are essential soft skills for interpreting data and presenting investment recommendations. These abilities are crucial for success because they enable informed, accurate decision-making and effective collaboration in high-stakes financial environments.
What jobs can you get with CFA Level 2?
CFA Level 2 candidates are qualified for roles such as financial analyst, investment analyst, research associate, and portfolio analyst. These positions typically involve financial modeling, valuation, and analysis of investment opportunities, often requiring strong analytical skills and familiarity with financial tools and data. Progressing to CFA Level 3 can open opportunities for senior roles like portfolio manager or research director.
What is a CFA Level 2?
A CFA Level 2 job typically refers to roles in finance and investment where candidates have passed the Level 2 exam of the Chartered Financial Analyst (CFA) program. These roles may include investment analysts, equity researchers, portfolio analysts, or financial consultants. While passing Level 2 enhances job prospects, most employers value relevant experience alongside CFA progress. Candidates often work in asset management, investment banking, or financial planning. Completing Level 2 demonstrates strong financial analysis and valuation skills.
Will CFA Level 2 help me get a job?
CFA Level 2 demonstrates advanced knowledge of investment analysis and financial concepts, which can enhance your qualifications for roles in asset management, research, and financial analysis. While it improves your credentials, securing a job also depends on experience, networking, and the specific employer requirements.
More about CFA Level 2 jobs
What cities are hiring for Cfa Level 2 jobs? Cities with the most Cfa Level 2 job openings:
What are the most commonly searched types of Cfa Level 2 jobs? The most popular types of Cfa Level 2 jobs are:
What states have the most Cfa Level 2 jobs? States with the most job openings for Cfa Level 2 jobs include:
What job categories do people searching Cfa Level 2 jobs look for? The top searched job categories for Cfa Level 2 jobs are:
$116K - $150K/yr
Full-time
Re-posted 12 days ago
Job description
Overview
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.
Highlights
- Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
- Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
- Strong culture of independent thought and quality of life
- Competitive base salary, profit and performance-based bonuses, excellent benefits
Requirements
- CFP or other advanced designation such as CPA, CFA level 2 or JD
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017