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Cfa Level 2 Jobs (NOW HIRING)

Turing

Portfolio Management Expert

Seattle, WA · Remote

$100 - $200/hr

CFA (Level I/II/III), CAIA, or MBA in Finance. * Perks of Freelancing with Turing. * Work on the cutting edge of AI and finance. * Fully remote and flexible work environment. * Competitive hourly ...

Turing

Investment Banking Expert

Seattle, WA · Remote

$100 - $200/hr

CFA (Level I/II/III) or MBA in Finance. * Perks of Freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible work environment. * Competitive hourly ...

Turing

Private Equity Expert

Manhattan, NY · Remote

$100 - $200/hr

CFA (Level I/II/III), CPA, or MBA in Finance. * Perks of Freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible work environment. * Competitive hourly ...

Turing

Growth Equity Analyst

San Francisco, CA · Remote

$100 - $200/hr

CFA (Level I/II/III), MBA in Finance, or experience in high-growth operating roles. * Perks of Freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible work ...

Augustine Consulting, Inc.

Inquisitive: seeks deeper explanations of how systems work, not the surface-level description of ... Professional certifications such as CFA or CPA. * Competitive salary * Comprehensive Medical ...

Augustine Consulting, Inc.

Inquisitive: seeks deeper explanations of how systems work, not the surface-level description of ... Professional certifications such as CFA or CPA. * Competitive salary * Comprehensive Medical ...

Turing

Financial Consulting Expert

Chicago, IL · Remote

$100 - $200/hr

CFA (Level I/II/III), CA/CPA, ABV, or MBA in Finance. * Perks of Freelancing with Turing: * Work on the cutting edge of AI and finance. * Fully remote and flexible work environment. * Competitive ...

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Cfa Level 2 information

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How much do cfa level 2 jobs pay per year?

As of Sep 7, 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 is a CFA Level 2?

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 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 jobs can you 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 financial services. These positions typically involve financial modeling, valuation, and analysis, often requiring strong quantitative skills and familiarity with financial tools. Advancement to senior roles generally requires passing the Level 3 exam or gaining additional experience.

Will CFA Level 2 help me get a job?

CFA Level 2 demonstrates advanced knowledge of investment analysis and portfolio management, which can enhance your qualifications for roles in asset management, research, and financial analysis. While it improves your credentials, securing a job also depends on experience, networking, and the specific employer requirements.
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Cfa Level 2 jobs near you
Infographic showing various Cfa Level 2 job openings in the United States as of August 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.

International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Arlington, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.

The Day-to-Day:

  • Be the voice of Fisher Investments to prospective Canadian clients
  • Review prospects' personal financial situation and provide solutions
  • Help qualified Canadian private investors become clients of Fisher Investments
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • 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 24 months portfolio management experience within the last 5 years
  • Bachelor's degree
  • Multi-year track record of success
  • Success persuading and educating prospects

Compensation:

  • This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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