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Cfa Chartered Financial Analyst Jobs in Texas (NOW HIRING)

Trajan Wealth

Financial Advisor - Austin Metro

Austin, TX · On-site

$100K/yr

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * TX Life ...

Trajan Wealth

Financial Advisor - Dallas Metro

Dallas, TX · On-site

$100K/yr

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). * TX Life ...

Varsity Tutors

CFA - Level 1 Tutor

Plano, TX · Remote

$18 - $40/hr

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

Varsity Tutors

CFA - Level 1 Tutor

Houston, TX · Remote

$18 - $40/hr

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

Varsity Tutors

CFA - Level 1 Tutor

Pearland, TX · Remote

$18 - $40/hr

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

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Cfa Chartered Financial Analyst information

See Texas salary details

$35.9K

$82.1K

$109.9K

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

As of Aug 29, 2026, the average yearly pay for cfa chartered financial analyst in Texas is $82,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,200.00 and $102,900.00 per year, depending on experience, location, and employer.

What is a CFA Chartered Financial Analyst?

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 are the key skills and qualifications needed to thrive as a CFA Chartered Financial Analyst?

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.

Is CFA Chartered Financial Analyst still in demand?

The CFA Chartered Financial Analyst designation remains highly in demand in the finance industry, especially in asset management, investment banking, and research roles. Employers value the credential for its rigorous curriculum, analytical skills, and ethical standards, making CFAs competitive candidates in the job market.

What are popular job titles related to Cfa Chartered Financial Analyst jobs in Texas?

For Cfa Chartered Financial Analyst jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Cfa Chartered Financial Analyst jobs in Texas look for?

The top searched job categories for Cfa Chartered Financial Analyst jobs in Texas are:

What cities in Texas are hiring for Cfa Chartered Financial Analyst jobs?

Cities in Texas with the most Cfa Chartered Financial Analyst job openings:

Cfa Chartered Financial Analyst jobs near you
Infographic showing various Cfa Chartered Financial Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $82,089 per year, or $39.5 per hour.

Senior Wealth Advisor (Houston, TX)

Mercer Advisors

Houston, TX • Hybrid

Full-time

Re-posted 17 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

 Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 15+ years of job-related experience

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station.  

 #LI-Hybrid

What Mercer Advisors employees say

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