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Cfa Consulting Jobs (NOW HIRING)

Bolton Partners Inc

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 ...

Bolton Health Actuarial

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 ...

Willis Towers Watson

$90 - $105/hr

Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will ... Progress toward the CFA designation is preferred but not required. Candidates will be encouraged ...

Bolton Partners Inc

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 ...

Morgan Stanley

Consulting Group Analyst

Laguna Niguel, CA · On-site

$83.20 - $92.30/hr

The Consulting Group Analyst is also responsible for matters concerning technical policy and ... CFA) designation. Knowledge and Skills * Knowledge of financial services products, including ...

InforCapital

$180 - $240/hr

... CFA preferred**Location & Compensation**On-site in San Francisco, CA. Compensation not disclosed in the posting.Apply for this Position #J-18808-Ljbffr

CFA Institute

Senior Associate, Restructuring

Atlanta, GA · On-site

$160 - $175/hr

Working as a partner to our clients by building consultative relationships, you will develop an in ... CFA), or demonstrated progress toward such certifications preferred. * Understanding of the ...

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Cfa Consulting information

See salary details

$18K

$73.3K

$177.5K

How much do cfa consulting jobs pay per year?

As of Sep 5, 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 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.

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, having a CFA can demonstrate expertise in financial analysis and ethics, making you a more competitive candidate for consulting positions that involve financial decision-making. Additional skills such as problem-solving, communication, and relevant industry experience are also important.
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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, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $73,301 per year, or $35.2 per hour.

Finance & Enterprise Performance Consultant

Ra

Philadelphia, PA • On-site

Full-time

Re-posted 17 days ago

Job description

Company Description

About Client:

They help in transforming the leading organizations and communities around the world. Organizations infrastructure and culture is amazing. Best place!!

Job Description

Job Title:  Finance & Enterprise Performance Consultant

Job Location: New York City, Philadelphia, Boston, and Florham Park NJ

Job Level: Senior Level

Job Description:

This is what you will do..

You will be applying leading practice finance and accounting transaction processing analysis in finance areas 

You will be managing transitions of multiple processes from sending organization to target organization 

We are looking for someone...

Who holds experience in implementing finance operations or business process transformation in Record to Report, Procure to Pay, or Order to Cash

Who holds experience 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 certification is preferred

Who holds experience in software implementation project

Who has knowledge of regulatory compliance including Sarbanes-Oxley, IFRS, Basel II 

Who holds experience in revenue recognition and Financial Planning & Analysis 

Qualifications

2 to 4 years of experience

CPA, CFA, CA, MBA, CMA certification is preferred

Additional Information

All your information will be kept confidential according to EEO guidelines.

Apply