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Cfa Level 2 Jobs (NOW HIRING)

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 ...

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

$133.5K

How much do cfa level 2 jobs pay per year?

As of Jul 27, 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 jobs can I get with CFA level 2?

With CFA Level 2, candidates are qualified for roles such as financial analyst, investment analyst, or research associate in asset management, investment banking, or corporate finance. These positions typically involve financial modeling, valuation, and analysis, often requiring strong quantitative skills and familiarity with financial tools and data analysis software.

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 jobs make $1,000,000 a year?

High-level roles such as investment bankers, hedge fund managers, and senior executives in finance or technology can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced skills, and often involve managing large teams or portfolios.

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.

What jobs pay $500,000 a year in the US?

High-paying roles such as investment bankers, senior hedge fund managers, and top executives in finance and technology can earn $500,000 or more annually. These positions often require advanced degrees, extensive experience, and strong analytical or leadership skills, with compensation frequently including bonuses and stock options.

How much salary can I expect after CFA level 2?

CFA Level 2 candidates who secure roles in investment analysis, portfolio management, or financial research typically see salaries ranging from $70,000 to $120,000 annually, depending on the industry, location, and years of experience. Advancing to CFA Level 3 or gaining relevant work experience can further increase earning potential.
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Cfa Level 2 jobs near you
Infographic showing various Cfa Level 2 job openings in the United States as of July 2026, with employment types broken down into 17% Locum Tenens, 70% Full Time, 6% Part Time, 6% Temporary, and 1% Summer. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $91,602 per year, or $44 per hour.
Wealth Planning Strategist

Wealth Planning Strategist

Leah Yosef International, Inc.

Philadelphia, PA

$116K - $150K/yr

Other

Posted 29 days ago

Job description

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

  • Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
  • Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
  • Strong culture of independent thought and quality of life
  • Competitive base salary, profit and performance-based bonuses, excellent benefits

Requirements

  • CFP or other advanced designation such as CPA, CFA level 2 or JD
Leah Yosef International logo

About Leah Yosef International

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.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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