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Cfa Charterholder Jobs (NOW HIRING)

CFA Charterholder or CFA candidate preferred. * This role required a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

Sr, Accountant

Irvine, CA · On-site

$70K - $120K/yr

CFA Charterholder or CFA candidate preferred. * This role required a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

Senior Analyst - Equity Analysis

Richmond, VA · On-site

$87K - $115K/yr

CFA charterholder or progress toward the CFA designation. * Experience with investment research platforms, portfolio analytics, or financial market data systems. * Advanced proficiency in Excel and ...

New

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof preferred Northwest is an ...

... CFA Charterholder Certification from the CFA Institute or pursuit thereof Financial Risk Manager Financial Risk Manager (FRM) Certification from GARP or pursuit thereof preferred Northwest is an ...

CA · On-site

$70K - $120K/yr

CFA Charterholder or CFA candidate preferred. * This role required a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

Sr, Accountant

Santa Ana, CA · On-site

$70K - $120K/yr

CFA Charterholder or CFA candidate preferred. * This role required a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

Sr, Accountant

Anaheim, CA · On-site

$70K - $120K/yr

CFA Charterholder or CFA candidate preferred. * This role required a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot: * Aggressive compensation package based on experience and ...

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Cfa Charterholder information

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$50K

$100.6K

$151K

How much do cfa charterholder jobs pay per year?

As of Sep 6, 2026, the average yearly pay for cfa charterholder in the United States is $100,600.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What is a CFA charterholder?

CFA Charterholders are professionals who have earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in investment management and financial analysis. To become a CFA Charterholder, individuals must pass three rigorous exams covering topics like ethics, portfolio management, and financial analysis, and also have at least four years of qualified work experience. CFA Charterholders are known for their expertise in investment analysis, commitment to ethical standards, and dedication to ongoing education. Many work in roles such as portfolio management, research analysis, and asset management.

What skills and qualifications are needed to be a CFA charterholder?

To thrive as a CFA Charterholder, you need deep expertise in investment analysis, portfolio management, and a thorough understanding of financial markets, typically demonstrated by completing the rigorous CFA Program and meeting professional experience requirements. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is commonly required. Strong analytical thinking, ethical judgment, and effective communication are vital soft skills that distinguish successful professionals in this field. These competencies are crucial for making sound investment decisions, upholding industry standards, and building trust with clients and stakeholders.

What career advancement opportunities are available to CFA charterholders?

CFA Charterholders often find that the designation opens doors to a variety of career advancement opportunities in investment banking, portfolio management, equity research, and risk analysis. Many charterholders progress from analyst positions to senior roles such as portfolio manager, chief investment officer, or even executive leadership within financial institutions. The CFA credential is widely respected and can also support lateral moves into specialized areas like ESG investing or fintech. Networking within the CFA community and ongoing professional development are key to maximizing these growth opportunities.

What is the difference between Cfa Charterholder vs Financial Analyst?

CriteriaCfa CharterholderFinancial Analyst
Required CredentialsChartered Financial Analyst (CFA) designationTypically a bachelor's degree; some roles prefer CFA or other certifications
Work EnvironmentInvestment firms, asset management, researchCorporate finance, investment banking, asset management
Industry UsageHigh in asset management, hedge funds, researchBroadly used across finance sectors

The Cfa Charterholder holds a prestigious certification focused on investment analysis and portfolio management, often working in asset management or research. Financial Analysts perform financial data analysis and support investment decisions but may not hold the CFA designation. While both roles operate in finance, the CFA Charterholder typically has advanced credentials and a more specialized focus on investment strategies.

More about Cfa Charterholder jobs

What states have the most Cfa Charterholder jobs?

States with the most job openings for Cfa Charterholder jobs include:

What job categories do people searching Cfa Charterholder jobs look for?

The top searched job categories for Cfa Charterholder jobs are:

Infographic showing various Cfa Charterholder job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 7% Part Time, 6% Temporary, and 1% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $100,600 per year, or $48.4 per hour.

$83K - $104K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 2 days ago


loanDepot rating

7.9

Company rating: 7.9 out of 10

Based on 19 frontline employees who took The Breakroom Quiz


Job description

Position Summary:

Responsible for independently performing and overseeing complex accounting functions to ensure the accuracy, integrity, and timeliness of financial information. Applies advanced accounting knowledge and professional judgment to prepare financial statements, analyze accounts, and resolve complex accounting issues. Serves as a key technical resource within the accounting team, supports management with meaningful financial insights, and provides guidance to junior staff.

 Responsibilities:

  • Prepare and review complex internal and external financial statements, ensuring accuracy and compliance with GAAP and applicable regulatory requirements.
  • Analyze general ledger activity, balance sheet accounts, and accounts payable/receivable, independently researching and resolving complex variances, accounting issues, and reporting matters through the application of accounting standards, regulatory guidance, and company policies.
  • Perform and oversee account reconciliations, ensuring completeness, accuracy, and appropriate supporting documentation in accordance with accounting best practices.
  • Develop and maintain advanced financial analyses and spreadsheet models to support management reporting, business decision-making, and responses to complex financial inquiries from internal stakeholders.
  • Assist with audits, regulatory examinations, and information requests by preparing schedules, supporting documentation, and detailed explanations as needed.
  • Identify opportunities to improve accounting processes, internal controls, and reporting efficiency while supporting the implementation of approved enhancements.
  • Provide technical guidance, mentoring, and work review for junior accounting staff and, where applicable, manage, coach, and develop team members while ensuring accountability and timely completion of key objectives.
  • Support complex accounting environments involving joint ventures, intercompany settlements, partner reporting, multi-entity consolidations, and other special projects as assigned.
  • Leverage experience with ASC 842 lease accounting, CoStar or similar lease administration tools, Kyriba or comparable treasury management platforms, and compensation data systems.

 Requirements

  • Bachelor’s Degree in Accounting or related discipline is preferred, and/or a minimum of four (4) + years’ related work experience.
  • Experience in the Mortgage industry preferred.
  • Big 4 accounting experience is preferred.
  • Licensed CPA or CPA candidate preferred.
  • CFA Charterholder or CFA candidate preferred.
  • This role required a hybrid schedule based out of  Irvine, CA.

 Why work for #teamloanDepot: 

 

  • Aggressive compensation package based on experience and skill set.
  • Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
  • Work with other passionate, purposeful, and customer-centric people.
  • Extensive internal growth and professional development opportunities including tuition reimbursement.
  • Comprehensive benefits package including Medical/Dental/Vision.
  • Wellness program to support both mental and physical health.
  • Generous paid time off for both exempt and non-exempt positions.

About loanDepot:

loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.

Base salary is one piece of our total rewards package and is structured within a range so you can progress as you grow in the role. The anticipated annual base salary range is $83,000 to $104,000  Actual compensation will depend on your skills, experience, qualifications, and the work location tied to our geographic pay structure. 

We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 


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