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Cfa Level 2 Jobs (NOW HIRING)

Waldron Private Wealth

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Waldron Private Wealth

Wealth Planning Strategist

Wayne, PA · On-site

$110K - $142K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Waldron Private Wealth

Wealth Planning Strategist

Wayne, PA · On-site

$110K - $142K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Waldron Private Wealth

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

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$91.6K

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How much do cfa level 2 jobs pay per year?

As of Jun 8, 2026, the average yearly pay for cfa level 2 in the United States is $91,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,500.00 per year, depending on experience, location, and employer.

What are common responsibilities for professionals at the CFA Level 2 stage within financial firms?

Professionals at the CFA Level 2 stage often support senior analysts or portfolio managers by conducting in-depth financial analysis, building valuation models, and performing sector or company research. They may be tasked with compiling research reports, gathering market intelligence, and contributing to investment strategy discussions. Collaboration with other analysts, attending meetings with management teams, and assisting in client presentations are also typical duties. This hands-on experience is valuable both for professional development and for progressing toward more senior investment roles.

What are the key skills and qualifications needed to thrive in the Cfa Level 2 position, and why are they important?

To thrive as a CFA Level 2 candidate or charterholder, you need advanced knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing the CFA Level I exam and progressing through the CFA Level II curriculum. Strong command of Excel, financial modeling tools, and Bloomberg Terminal is commonly expected in this role. Outstanding analytical thinking, attention to detail, and clear communication are essential soft skills for interpreting data and presenting investment recommendations. These abilities are crucial for success because they enable informed, accurate decision-making and effective collaboration in high-stakes financial environments.

What is a CFA Level 2 job?

A CFA Level 2 job typically refers to roles in finance and investment where candidates have passed the Level 2 exam of the Chartered Financial Analyst (CFA) program. These roles may include investment analysts, equity researchers, portfolio analysts, or financial consultants. While passing Level 2 enhances job prospects, most employers value relevant experience alongside CFA progress. Candidates often work in asset management, investment banking, or financial planning. Completing Level 2 demonstrates strong financial analysis and valuation skills.

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What cities are hiring for Cfa Level 2 jobs? Cities with the most Cfa Level 2 job openings:
What are the most commonly searched types of Cfa Level 2 jobs? The most popular types of Cfa Level 2 jobs are:
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Cfa Level 2 jobs near you
Infographic showing various Cfa Level 2 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 $91,602 per year, or $44 per hour.

Senior Financial Analyst (CFA Level 3 Required)

Lifted, an Upwork Company™

New York, NY • On-site, Remote

$93K - $116K/yr

Full-time

Posted yesterday

Job description

Company Description

An enterprise client in the AI/LLM space is seeking highly qualified finance professionals to support a short-term project focused on reviewing and structuring complex financial information. This initiative contributes to improving the accuracy and reliability of financial data used in advanced AI systems.

You’ll work on tasks involving financial analysis, interpretation, and validation across a range of finance-related content.

    Job Description

    The client is looking for experienced finance experts with strong analytical capabilities and deep domain knowledge. This opportunity is ideal for professionals with backgrounds in:

    • Risk Management
    • Corporate Finance
    • Valuations
    • Investment Analysis
    • Financial Research or Data Quality Assurance

    What You’ll Do:

    • Review and interpret complex financial statements, models, and investment-related content
    • Analyze and validate structured and unstructured financial data
    • Ensure accuracy, consistency, and quality of financial information
    • Apply domain expertise to support AI model evaluation and improvement
    • Deliver work within defined timelines during the engagement period
    Qualifications

    Requirements:

    • CFA Level 3 cleared (mandatory)
    • Strong expertise in finance domains such as Risk, Corporate Finance, or Valuations
    • Experience working with financial statements, models, or investment materials
    • High attention to detail and strong analytical thinking
    • Excellent written and verbal communication skills
    • Ability to commit to a short-term project (~2 weeks)

    Nice to Haves:

    • Experience in financial data validation, QA, or research
    • Familiarity with AI/LLM-related projects or data annotation
    • Experience working with both structured and unstructured datasets

    Additional Information
    • Short-term, project-based engagement (~2 weeks)
    • Remote work opportunity
    • Work with a global team across multiple regions
    • No guaranteed long-term engagement beyond the project duration