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Cfa Consulting Jobs (NOW HIRING)

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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 Jun 1, 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 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.

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.

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.

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.

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 May 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.
FinTech Treasury Manager (Contract) - Hybrid, San Jose (San Jose)

FinTech Treasury Manager (Contract) - Hybrid, San Jose (San Jose)

Amerit Consulting

San Jose, CA • Hybrid

$100/hr

Part-time

Posted 3 days ago


Job description

A fast-growing staffing and consulting firm is seeking a highly motivated Treasury Manager for a hybrid role in San Jose, CA. This individual will manage the company's investment portfolios and support the growth of global payment products. Candidates should have 7+ years of experience in corporate finance or capital markets and possess strong analytical skills. A Bachelor’s degree in a relevant field is required, with an MBA or CFA being highly desirable. The pay rate is $100/hr, with a contract duration of 3-4 months and a high possibility of extension.
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Amerit Consulting logo

About Amerit Consulting

Sourced by ZipRecruiter

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

San Diego, CA, US

Year founded

2002

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