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Cfa Chartered Financial Analyst Jobs (NOW HIRING)

Mercer Advisors

Wealth Advisor (Radnor, PA)

Radnor, PA · Hybrid

Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...

BWX Technologies

Senior Analyst, Corporate FP&A

Charlotte, NC · On-site

$84K - $104K/yr

Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...

BWXT

Senior Analyst, Corporate FP&A

Charlotte, NC · Hybrid

$83K - $104K/yr

Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...

BWXT

Senior Analyst, Corporate FP&A

Washington, DC · Hybrid

$96K - $120K/yr

Professional certifications such as CFA (Chartered Financial Analyst) or CMA (Certified Management Accountant). * Familiarity with regulatory and compliance issues in the nuclear sector. * Experience ...

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All JobsCfa Chartered Financial Analyst Jobs

Cfa Chartered Financial Analyst information

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$38.5K

$88.1K

$118K

How much do cfa chartered financial analyst jobs pay per year?

As of Jul 26, 2026, the average yearly pay for cfa chartered financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

How much does a CFA analyst make?

A CFA charterholder working as a financial analyst typically earns between $60,000 and $150,000 annually, depending on experience, location, and employer. Senior analysts and those in major financial hubs tend to earn higher salaries, often supplemented with bonuses and incentives. The CFA designation is highly valued and can lead to increased earning potential in finance roles.

Is a CFA harder than a CPA?

The CFA charter is generally considered more challenging in terms of exam difficulty, requiring extensive knowledge of investment analysis, ethics, and portfolio management, with exams spanning three levels over several years. The CPA focuses on accounting, auditing, and tax, often with a broader scope but typically completed in one or two exams. Both require significant study and professional commitment, but the CFA is often regarded as more demanding due to its depth in finance topics and rigorous exam structure.

What is a CFA Chartered Financial Analyst job?

A CFA Chartered Financial Analyst is a finance professional with expertise in investment management, financial analysis, and portfolio strategy. CFAs often work in roles such as portfolio managers, investment analysts, and risk managers. Earning the CFA charter requires passing three rigorous exams and gaining relevant work experience. The designation is highly respected in the finance industry and signifies deep knowledge of financial markets, ethics, and investment principles.

What jobs can you get with a CFA charter?

A CFA charter qualifies individuals for roles such as financial analyst, portfolio manager, research analyst, risk manager, and investment banker. These positions typically require strong analytical skills, knowledge of financial markets, and proficiency with tools like Excel and financial modeling. The CFA designation is highly regarded in asset management, investment research, and corporate finance environments.

Is CFA good for financial analysts?

The CFA designation is highly regarded for financial analysts, as it demonstrates expertise in investment analysis, portfolio management, and ethical standards. Earning the CFA charter can enhance career prospects, credibility, and earning potential in finance roles, especially those involving asset management and research. It also requires passing three rigorous exams and gaining relevant work experience.

What are the key skills and qualifications needed to thrive in the Cfa Chartered Financial Analyst position, and why are they important?

To thrive as a CFA Chartered Financial Analyst, you need in-depth knowledge of financial analysis, investment management, portfolio construction, and a CFA charter, often combined with a degree in finance or a related field. Expertise in financial modeling, Bloomberg Terminal, Excel, and data analysis software is essential along with the prestigious CFA certification. Strong analytical thinking, attention to detail, and effective communication skills set top candidates apart. These skills and qualifications are crucial for making sound investment decisions and delivering strategic insights to clients or stakeholders.

What are typical career advancement opportunities for CFA Chartered Financial Analysts?

CFA Chartered Financial Analysts often begin their careers in positions like investment analyst, equity research analyst, or portfolio assistant and can advance to senior roles such as portfolio manager, investment strategist, or even chief investment officer (CIO). Pursuing continued professional development and demonstrating consistent results can open pathways to leadership or specialized positions, including risk management or asset allocation. Many organizations support career growth through mentorship, continuing education, and internal mobility programs. Gaining diverse experience across asset classes and markets can further enhance advancement prospects in this competitive field.

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Cfa Chartered Financial Analyst jobs near you
Infographic showing various Cfa Chartered Financial Analyst job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Vice President, Senior Investment Officer

U.S. Fiduciary Services, Inc.

Lisle, IL • On-site

$124K - $166K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

GENERAL PURPOSE

The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm’s client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This role combines the disciplined management of existing client portfolios with a proactive business development mandate—identifying new opportunities, deepening relationships with current clients, and converting prospects into long-term partners. In addition to client-facing responsibilities, the Senior Investment Officer provides critical investment oversight and operational leadership, including compliance reporting, committee participation, trade execution, and mentorship of junior investment staff, ensuring the firm’s assets under management grow while maintaining the highest standards of fiduciary responsibility.
This role requires the candidate to be CFA – Chartered Financial Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Manage existing client assets.
  • Meet with clients no less than annually to confirm investment objectives.
  • Achieve consistent performance to satisfy clients’ needs.
  • Grow current assets under management.
  • Retain current client base
  • Prepare and deliver presentations to both AWTM amp; QRP clients and prospects. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development.
2. Source and develop new clients
  • Bring in new clients
  • Build team as business grows to accommodate.
  • Identify and pursue prospective clients through networking, referrals, industry events, and targeted outreach.
  • Develop and maintain a pipeline of qualified prospects, tracking progress and follow-up activities consistently.
  • Conduct introductory meetings and discovery sessions with prospects to understand their investment needs and present tailored solutions.
  • Collaborate with AWTM and QRP teams to cross-sell services and convert prospects into long-term clients.
  • Assess business growth regularly and recommend team expansion when client volume and AUM levels warrant additional staffing.
3. Compliance reporting.
  • Complete or review all investment reviews for assigned accounts accurately and in a timely manner.
  • Complete filing 13-F report quarterly and NPX annual filing.
  • Complete Investment Policy Statements for all managed accounts and updates as necessary.
  • Compile internal trade restriction list and route to employees quarterly.
  • Prepare or review Public ESOP Company Review weekly and distribute to group internally.
4. Chair of the Investment Committee.
  • Participate in various other Company committees as requested/needed.
  • Offer insight on market performance based on research and experience.
5. Execute trades with brokers and dealers.
  • Perform trades accurately and timely, resulting in zero dollars lost due to trading errors.
6. Manage/mentor Portfolio Manager
EDUCATION/EXPERIENCE
  • Bachelor’s degree in finance or related field.
  • 10+ years’ experience in portfolio management.
  • CFA – Chartered Financial Analyst
SKILLS/ ABILITIES
  • Superior knowledge of job required systems and programs.
  • Able to multi-task.
  • Able to communicate clearly and consistently, both verbal and written.
  • Able to effectively and quickly teach tasks to others.
  • Familiar with trust accounting systems (Fitek Global Wealth), and Bloomberg as well as Microsoft Office/Outlook
BENEFITS
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Vision insurance
  • Employee Stock Ownership Plan

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