Wealth Planning Strategist
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$116K - $150K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
$111K - $143K/yr
CFP or other advanced designation such as CPA, CFA level 2 or JD
Bridgeville, PA · 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 ...
Bridgeville, PA · 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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Bridgeville, PA · 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 ...
Quick apply
Bridgeville, PA · 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 ...
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 ...
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 ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services -----Intercontinental Exchange, Inc. is ...
Atlanta, GA · On-site
$100K - $138K/yr
Passed the CFA Level II or higher * Experience in AI-assisted development tools such as GitHub Copilot and Cursor. * Exposure to cloud platforms and services -----Intercontinental Exchange, Inc. is ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
... * 1-2 years ofexperience working at a corporate bank or other financial institution ... CFA Level Ia plus. * Japaneselanguage skills (business level) required. Benefits Good benefits ...
At least 2 years of experience managing a team. * Experience in the ultra high net‑worth space. * Passed CFP, CFA (Level III), or another advanced credential. #J-18808-Ljbffr
At least 2 years of experience managing a team. * Experience in the ultra high net‑worth space. * Passed CFP, CFA (Level III), or another advanced credential. #J-18808-Ljbffr
Springfield, VA · On-site
$180K - $200K/yr
Description Location: Springfield, VA (Hybrid: 3 days on-site/2 days remote) What we offer ... The ideal candidate will bring deep government contracting expertise, CFA-level financial knowledge ...
Springfield, VA · On-site
$180K - $200K/yr
Description Location: Springfield, VA (Hybrid: 3 days on-site/2 days remote) What we offer ... The ideal candidate will bring deep government contracting expertise, CFA-level financial knowledge ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and ...
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
San Francisco, CA · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
San Francisco, CA · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
... 2 years of experience working at a corporate bank or other financial institution. \n * Some ... CFA Level I a plus. \n * Japanese language skills (business level) required. \n \n \n \n Benefits ...
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
Aberdeen Proving Ground, MD · On-site
$93K - $165K/yr
Acquisition Cost Estimator - Level II Department: IEW&S Employment Type: Full Time Location ... Professional certifications such as CFA or CPA. ACI Offers a Robust Benefits Package Which Includes:
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
Aberdeen Proving Ground, MD · On-site
$76K - $140K/yr
Financial Systems Analyst - Level II Department: IEW&S Employment Type: Full Time Location ... CFA Certification * CPA Certification * Analytical and critical thinking skills * Attention to ...
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Quick apply
New York, NY · Remote
$105/hr
CFA Level I/II candidate. * Exposure to public equities or asset management. * Experience with data analysis tools ( Python , SQL ). Application Process (Takes 20-30 mins to complete) * Upload resume
Springfield, VA · Hybrid
$180K - $200K/yr
Springfield, VA (Hybrid: 3 days on-site/2 days remote) About JFL Consulting: With more than 20 ... The ideal candidate will bring deep government contracting expertise, CFA-level financial knowledge ...
Springfield, VA · Hybrid
$180K - $200K/yr
Springfield, VA (Hybrid: 3 days on-site/2 days remote) About JFL Consulting: With more than 20 ... The ideal candidate will bring deep government contracting expertise, CFA-level financial knowledge ...
$39K - $47.6K
5% of jobs
$47.6K - $56.2K
1% of jobs
$56.2K - $64.8K
2% of jobs
$64.8K - $73.4K
7% of jobs
$78.2K is the 25th percentile. Wages below this are outliers.
$73.4K - $82K
16% of jobs
The median wage is $89.3K / yr.
$82K - $90.5K
21% of jobs
$90.5K - $99.1K
17% of jobs
$103K is the 75th percentile. Wages above this are outliers.
$99.1K - $107.7K
11% of jobs
$107.7K - $116.3K
5% of jobs
$116.3K - $124.9K
10% of jobs
$124.9K - $133.5K
4% of jobs
$39K
$91.6K
$133.5K
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.
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.
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.

$116K - $150K/yr
Other
Posted 8 days ago
Overview
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.
Highlights
Requirements
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Recruiting and staffing services
11 - 50 Employees
Long Beach, NY, US
2017