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Cfa Consulting Jobs (NOW HIRING)

Morgan Stanley

Consulting Group Analyst

Laguna Niguel, CA · On-site

$83K - $92K/yr

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor ... CFA) designation Knowledge/Skills Knowledge of financial services products, including but not ...

Morgan Stanley

Consulting Group Analyst

Laguna Niguel, CA · On-site

$83K - $92K/yr

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor ... CFA) designation Knowledge/Skills • Knowledge of financial services products, including but not ...

Great Gray

Senior Investment Analyst (CFA required)

Aliso Viejo, CA · On-site +1

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support responses to investment-related inquiries from advisors, consultants, and institutional ... CFA designation * Experience with defined contribution investment structures, including target-date ...

CFA Institute

Director, Restructuring

Troy, NY · On-site

$200 - $225/hr

  • Medical

  • Life

  • Retirement

  • PTO

... a global consulting firm with over 10,000 entrepreneurial, action and results-oriented ... Analyst (CFA) preferred. * Advanced Microsoft Excel, PowerPoint and Word skills are a must.

CFA Institute

Director, Product Solutions

Manhattan, NY · On-site

$275 - $325/hr

  • Medical

  • Retirement

  • PTO

CFA or MBA preferred. * 12+ years of experience at a top‑tier financial services, investment management, consulting or private equity firm in a product development and strategy capacity.

CFA Institute

Director, Market Risk Audit

Charlotte, NC · On-site

$120 - $160/hr

Minimum of 10+ years of experience in banking, financial services, or consulting, preferably within ... Professional certifications (e.g., FRM, CFA, CPA, CIA) are advantageous. #J-18808-Ljbffr

Great Gray

Senior Investment Analyst (CFA required)

Boston, MA · On-site +1

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support responses to investment-related inquiries from advisors, consultants, and institutional ... CFA designation * Experience with defined contribution investment structures, including target-date ...

Great Gray

Senior Investment Analyst (CFA required)

Boston, MA · On-site

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support responses to investment-related inquiries from advisors, consultants, and institutional ... CFA designation * Experience with defined contribution investment structures, including target-date ...

Great Gray

Senior Investment Analyst (CFA required)

Wilmington, DE · On-site +1

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support responses to investment-related inquiries from advisors, consultants, and institutional ... CFA designation * Experience with defined contribution investment structures, including target-date ...

PHMC

IBHS-ABA Clinical Director (BCBA)

Philadelphia, PA · On-site

$81K - $110K/yr

Provide supervisory and clinical consultative guidance to CFA program leadership for clients receiving services as needed. * Participate in the performance management process, including delivery of ...

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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 Aug 15, 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.

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 I get into consulting with CFA?

The CFA designation is highly regarded in finance and can enhance your qualifications for consulting roles, especially in investment, financial advisory, or corporate strategy consulting. While it is not a requirement, combining the CFA with relevant experience and skills such as financial analysis and problem-solving can improve your chances of entering consulting positions.

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 August 2026, with employment types broken down into 1% Internship, 85% Full Time, 8% Part Time, and 6% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $73,301 per year, or $35.2 per hour.

Senior Advisor, Financial Services | Forensic and Litigation Consulting

FTI Consulting, Inc.

Atlanta, GA • On-site

Full-time

Re-posted 12 days ago

Job description

Who We Are


FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.
At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you.
Are you ready to make your impact?

About the Role

We are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. The ideal candidate will have deep industry expertise, strong analytical capabilities, and prior experience serving as an expert witness or in litigation support.

Key Responsibilities

  • Review and analyze complex financial documents, transactions, and industry practices

  • Prepare detailed expert reports, opinions, and rebuttals for legal proceedings Provide deposition and courtroom testimony as required

  • Collaborate with legal teams to develop case strategy and technical arguments Interpret financial regulations, compliance standards, and industry norm

  • Assess damages, risk exposure, and fiduciary responsibilities

  • Stay current with evolving financial laws, regulations, and market practices

Basic Qualifications

  • Minimum 10-15 years of experience in financial services (e.g., banking, compliance, or risk management)

  • Demonstrated expertise in one or more areas

    • Banking operations and lending

    • Financial regulations and compliance

    • Electronic payments, banking, and financial technology, including processing, security, and fraud prevention

  • Prior experience serving as an expert witness or supporting litigation strongly preferred

  • Strong written and verbal communication skills, including report writing and testimony

  • Ability to explain complex financial concepts clearly to non-experts Preferred Qualifications

  • Advanced degree in Finance, Economics, Business, or related field

  • Professional certifications such as CFA, CPA, FRM, or similar

  • Experience with regulatory bodies or enforcement actions

  • Familiarity with litigation procedures and expert witness standards

FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.


Compensation
Minimum Pay: 162,000.00
Maximum Pay: 507,000.00
Compensation Disclosure: The compensation range reflects potential base salary for the role. Actualcompensation is determined based on a wide array of relevant factors including market considerations, businessneeds, and an individual's location, skills, level of experience, and qualifications.

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