ZipRecruiter

Log In

1

Cfa Consulting Jobs (NOW HIRING)

Weekday AI

Financial Advisor - CFA or CFP

... Consultant. * Proficiency in budgeting, cash flow evaluation, debt management, retirement planning ... CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.

next page

Showing results 1-20

All JobsCfa Consulting Jobs

Cfa Consulting information

See salary details

$18K

$73.3K

$177.5K

How much do cfa consulting jobs pay per year?

As of Jun 22, 2026, the average yearly pay for cfa consulting in the United States is $73,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,500.00 and $101,000.00 per year, depending on experience, location, and employer.

What is CFA consulting?

CFA consulting refers to advisory services provided by professionals who hold the Chartered Financial Analyst (CFA) designation. These consultants use their expertise in investment analysis, portfolio management, and financial planning to help clients—such as corporations, investment firms, or individuals—make informed financial decisions. CFA consultants are known for their rigorous training, ethical standards, and in-depth knowledge of financial markets. They may offer services like risk assessment, asset allocation, and strategic investment advice tailored to client needs.

How do CFA consultants typically collaborate with client teams and other stakeholders during a project?

CFA consultants often work closely with client teams, financial analysts, and executives to understand their unique challenges and objectives. Collaboration usually involves regular meetings, data sharing, and workshops to ensure alignment on project goals and deliverables. Consultants may also coordinate with legal, operations, and IT departments to gather information and implement recommended strategies. Clear communication and strong interpersonal skills are essential for building trust and ensuring successful outcomes.

Is CFA useful in consulting?

The CFA designation can be valuable in consulting, especially in roles related to finance, investment analysis, or strategic financial planning. It demonstrates strong analytical skills and financial knowledge, which are highly relevant in consulting projects involving financial assessments or client advisory services.

What is the salary of a CFA consultant?

The salary of a CFA consultant typically ranges from $70,000 to $150,000 annually, depending on experience, location, and the size of the firm. Senior consultants or those with advanced certifications and specialized skills can earn higher compensation, often including bonuses and benefits.

What is the difference between Cfa Consulting vs Cfa Analyst?

AspectCfa ConsultingCfa Analyst
CertificationsTypically requires CFA charter, relevant finance certificationsOften requires CFA level or similar finance credentials
Work EnvironmentConsulting firms, client sites, project-based workFinancial institutions, investment firms, research teams
Industry UsageUsed across consulting, finance, and investment sectorsPrimarily in asset management, investment analysis

While both roles require CFA credentials and involve finance expertise, Cfa Consulting focuses on providing strategic advice to clients across industries, often in a project-based setting. Cfa Analysts typically work within financial firms analyzing investments and managing portfolios. The roles differ mainly in scope and work environment, but both require strong finance knowledge and CFA certification.

Do JP Morgan hire CFA?

CFA charterholders are often considered valuable candidates for roles at JP Morgan, especially in investment management, research, and advisory positions. The firm values CFA designation as it demonstrates expertise in finance, ethics, and investment analysis, which can enhance job prospects within the company. However, hiring decisions also depend on experience, skills, and specific job requirements.

What jobs make $1,000,000 a year?

In the field of CFA consulting or finance, roles such as senior hedge fund managers, private equity partners, and top investment bankers can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications, and strong performance in high-stakes environments.

What are the key skills and qualifications needed to thrive as a CFA Consultant, and why are they important?

To thrive as a CFA Consultant, you need strong analytical skills, financial modeling expertise, and a Chartered Financial Analyst (CFA) certification, often supported by a relevant degree. Familiarity with financial analysis tools like Bloomberg Terminal, Excel, and specialized financial software is typically required. Effective communication, problem-solving abilities, and client relationship management are standout soft skills in this field. These competencies are vital for delivering insightful, data-driven advice and building trust with clients in complex financial environments.
More about Cfa Consulting jobs
What states have the most Cfa Consulting jobs? States with the most job openings for Cfa Consulting jobs include:
What job categories do people searching Cfa Consulting jobs look for? The top searched job categories for Cfa Consulting jobs are:
Cfa Consulting jobs near you
Infographic showing various Cfa Consulting job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $73,301 per year, or $35.2 per hour.
Family Wealth Consultant

Family Wealth Consultant

Highland Consulting Associates, Inc.

Westlake, OH • On-site

Full-time

Posted 22 days ago

Job description

Salary:

We are looking for a passionate and talented Consultant to join our Family Wealth team and make a tangible difference in the success of our clients.


This Consultant role combines client service excellence, investment consulting expertise to deliver comprehensive solutions focused on our private investors and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, exceptional communication skills, and the ability to translate complex investment concepts into clear, actionable recommendations that help clients achieve their objectives.


Success in this role is measured not only by investment outcomes, but by the utility you help clients realize in using their assets. You help families feel confident in their decisions, clear about their direction, and secure in their ability to use their wealth in ways that support their lives, values, and legacy.


Key Responsibilities

  • Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
  • Build deep, long-term relationships by understanding clients goals, values, and legacy objectives
  • Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
  • Prepare personalized client deliverables, investment policy statements that reflect individual goals and values.
  • Support organic growth through exceptional service, and selective business development activities.


Required

  • Bachelors degree in Finance, Economics, Business Administration, or related field preferred
  • >4 years of experience in investment consulting, wealth management, or financial services
  • Excellent written and verbal communication skills able to explain complex concepts clearly
  • Self-motivated with ability to manage multiple priorities and meet deadlines
  • CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred