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Cfa Consulting Jobs (NOW HIRING)

CFA Institute is hiring a Director, Learning Content to help shape how investment professionals ... Work closely with external authors, reviewers, practitioners and consultants, setting clear ...

Consulting Analyst

Windsor, CT · Hybrid

$71K - $104K/yr

The Consulting Analyst works closely with Investment Consultants and contributes directly to a ... CFA or CFP designation, or current progress toward certification, preferred * Proficiency in ...

... external consulting experience at a large firm Who holds experience in working within or supporting clients within the Communications, Media and Technology Industry CPA, CFA, CA, MBA, CMA ...

... external consulting experience at a large firm Who holds experience in working within or supporting clients within the Communications, Media and Technology Industry CPA, CFA, CA, MBA, CMA ...

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

Associate Consultant

Towson, MD · Hybrid

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

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Cfa Consulting information

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$18K

$73.3K

$177.5K

How much do cfa consulting jobs pay per year?

As of Jul 24, 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 asset management, as it demonstrates strong financial knowledge and analytical skills. However, its usefulness depends on the specific consulting area, with other skills like problem-solving, communication, and industry experience also being important.

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.

Can a CFA become a consultant?

A CFA charterholder can become a consultant, especially in finance, investment, or asset management firms, where analytical skills and financial expertise are valued. Many consultants in these fields hold CFA credentials to enhance their credibility and technical knowledge. Transitioning often involves gaining relevant experience and developing consulting skills such as client management and strategic advising.

Is 37 too late for CFA?

CFA Consulting professionals can pursue the CFA designation at any age, and starting at 37 is not too late. Many candidates begin in their late 30s or later, and the CFA program emphasizes knowledge and dedication over age. Success depends on commitment, study time, and experience in finance or related fields.

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 chief investment officers 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 investment management or financial strategy.

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:
Infographic showing various Cfa Consulting job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 7% Part Time, 8% Temporary, and 1% Contract. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $73,301 per year, or $35.2 per hour.
Director, Learning Content

Director, Learning Content

CFA Institute

Charlottesville, VA • On-site

Full-time

Medical, Retirement

Posted yesterday


Job description

Location: London, UK or New York (preferred), with Charlottesville, VA or select US East Coast locations (GA, FL, NC) also considered.

Have you built deep investment expertise and found yourself drawn to how others learn and develop those skills? Are you motivated by turning real-world investment practice into learning that genuinely prepares people to perform? Would you like the opportunity to shape skills-based investment education at global scale?

CFA Institute is hiring a Director, Learning Content to help shape how investment professionals learn, apply and demonstrate real-world skills. This is a Director-level individual contributor role within the Learning Content function, working across our global education portfolio and helping develop learning that reflects how investment work is actually done.

The role offers the opportunity to work across areas such as the CFA Program, certificates, private markets and sustainability-related content. Sustainability exposure is valuable, but this is not a sustainability-only role. The emphasis is on investment credibility, content judgement, stakeholder collaboration and the ability to translate complex professional practice into rigorous, learner-centric content at scale.

What You'll Do

  • Lead the design, development, review and maintenance of high-quality, learner-centric content across CFA Institute education products.

  • Translate complex, real-world investment practice into clear learning content, study tools and assessment-supporting materials that build practical skills.

  • Collaborate closely with learning design, assessment/exam teams, product management, marketing and subject matter experts to shape effective learning journeys.

  • Work closely with external authors, reviewers, practitioners and consultants, setting clear standards and providing constructive feedback.

  • Contribute to curriculum alignment with learning outcomes, practice analysis, advisory input and market-relevant professional standards.

  • Support content across different portfolio areas, including sustainability, private markets, CFA Program and other education offerings as priorities evolve.

  • Ensure content is accurate, rigorous, accessible for a global audience and delivered to agreed timelines.

What We're Looking For

  • Credible experience in investment management, financial services, finance education or a closely related field, with the ability to develop and apply deep subject matter expertise.

  • Experience developing, contributing to or reviewing professional, university-level, client-facing or internal learning/training/content materials in finance or related disciplines.

  • A clear and authentic motivation to work in learning content and education, with interest in how adults learn and how complex investment practice can be translated into effective learning experiences.

  • A track record of producing accurate, high-quality and market-relevant content, with comfort working through review cycles, feedback and iterative improvement.

  • Strong stakeholder management skills, with the ability to build trust and collaborate effectively with internal teams, external contributors and senior industry professionals.

  • Proven ability to operate independently in a global, cross-functional environment, balancing multiple priorities and delivering to agreed timelines.

  • Excellent written and verbal communication skills, with confidence explaining complex concepts clearly to diverse audiences.

  • CFA charterholder strongly preferred. Candidates without the charter will also be considered where they bring equivalent industry credibility and learning content experience. Other relevant professional qualifications are also valued.

Nice to have

  • Exposure to sustainability, private markets, AI, data tools or other emerging areas relevant to investment education.

  • Experience with learning design, assessment, curriculum development or professional credentialing environments.

  • Familiarity with tools or data services used in financial services, such as Excel, R, Python, SQL, FactSet or Bloomberg.

Why Join Us

  • Shape the future of global investment education through a large-scale, skills-based transformation.

  • Work at unmatched scale and impact, reaching hundreds of thousands of learners worldwide.

  • Gain exposure across the full CFA Institute education portfolio, not limited to a single programme or topic area.

  • Join a high-performing, globally respected team with strong external practitioner engagement.

  • Collaborate with internal and external experts who care deeply about professional standards and learning quality.

  • Contribute to a mission-driven organisation making sustained investment in education, learning innovation and professional standards.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:

Expected salary range:

  • US - Metro Locations (NY): $155,000 - $195,000 per year

  • US - National Locations (VA, NC, GA, FL): $125,000 - $165,000 per year

  • UK - London: 90,000 - 110,000 per year.

Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits


About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.


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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.


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