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Cfa Level 3 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

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

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 ...

Mercor

Investment Research Analyst

San Francisco, CA · Remote

$105/hr

Qualifications Must-Have * 1-3 years of experience in investment banking, equity research, or buy ... Preferred * CFA Level I/II candidate. * Exposure to public equities or asset management.

CFA Institute

Director, Exam Development

New York, NY · On-site +1

High level of ability to work in a collaborative environment and familiarity with agile methods ... three-minute application. To stay up to date on current news and events, follow CFA Institute ...

Mercor

Investment Research Analyst

New York, NY · Remote

$105/hr

Qualifications Must-Have * 1-3 years of experience in investment banking, equity research, or buy ... Preferred * CFA Level I/II candidate. * Exposure to public equities or asset management.

Decentralized Masters

Membership Director

Miami, FL · Remote

Check us out here: -au/news-and-trends/meet-the-masterminds-how-a-cfa-level-iii-and- mathematical/466816 What is cool is that our offer attracts smart, interesting, wealthy and open-minded people so ...

Decentralized Masters

Membership Director

New York, NY · Remote

Check us out here: -au/news-and-trends/meet-the-masterminds-how-a-cfa-level-iii-and- mathematical/466816 What is cool is that our offer attracts smart, interesting, wealthy and open-minded people so ...

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All JobsCfa Level 3 Jobs

Cfa Level 3 information

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$23K

$61.4K

$102.5K

How much do cfa level 3 jobs pay per year?

As of Jul 7, 2026, the average yearly pay for cfa level 3 in the United States is $61,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Level 3 candidate, and why are they important?

To excel as a CFA Level 3 candidate, you need advanced investment analysis, portfolio management expertise, and a comprehensive understanding of ethics, supported by progression through CFA Levels 1 and 2. Familiarity with financial modeling tools, Bloomberg terminals, and robust knowledge of global financial reporting standards is typical. Exceptional analytical thinking, attention to detail, and strong written communication are crucial soft skills for synthesizing complex financial information and constructing client-focused solutions. These abilities are vital to succeed in the final, application-focused stage of the CFA program and to perform effectively in high-stakes finance roles.

What is the difference between Cfa Level 3 vs Financial Analyst?

AspectCfa Level 3Financial Analyst
CertificationsChartered Financial Analyst (CFA) Level 3Typically no specific certification required, but CFA Level 1 or 2 may be held
Work EnvironmentInvestment management, portfolio management, asset allocationCorporate finance, investment analysis, budgeting, reporting
Industry UsageAsset management firms, hedge funds, private equityBanks, corporations, consulting firms

The main difference is that Cfa Level 3 is an advanced certification focusing on portfolio management and wealth planning, while a Financial Analyst is a job role that may or may not require CFA credentials. Cfa Level 3 candidates often pursue roles in asset management, whereas Financial Analysts work across various finance sectors. The certification enhances credibility for portfolio management, but the role of a Financial Analyst is more operational and data-driven.

What is CFA Level 3?

CFA Level 3 is the final exam in the Chartered Financial Analyst (CFA) Program, which is globally recognized for investment management professionals. This level focuses on portfolio management and wealth planning, testing candidates' ability to apply their knowledge in practical and complex scenarios. Passing Level 3, along with meeting work experience and ethical requirements, is necessary to become a CFA charterholder. The exam consists of both constructed response (essay) questions and item set questions, emphasizing real-world application and professional standards.

What are some common responsibilities for professionals who have passed CFA Level 3 within investment firms?

Professionals who have passed CFA Level 3 are often involved in high-level portfolio management, investment strategy development, and client relationship management within investment firms. They may be responsible for conducting in-depth research, presenting investment recommendations to senior management or clients, and ensuring portfolios align with clients’ goals and risk profiles. Collaboration with analysts, traders, and compliance teams is common, and many also participate in meetings to discuss asset allocation and market outlooks. Successfully completing CFA Level 3 signals readiness for leadership roles such as portfolio manager or senior analyst.
More about Cfa Level 3 jobs
What cities are hiring for Cfa Level 3 jobs? Cities with the most Cfa Level 3 job openings:
What states have the most Cfa Level 3 jobs? States with the most job openings for Cfa Level 3 jobs include:
What job categories do people searching Cfa Level 3 jobs look for? The top searched job categories for Cfa Level 3 jobs are:
Cfa Level 3 jobs near you
Infographic showing various Cfa Level 3 job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $61,351 per year, or $29.5 per hour.
UHNW Investment Strategy Director -- Portfolio Oversight (Brockton)

UHNW Investment Strategy Director -- Portfolio Oversight (Brockton)

Waldron Private Wealth

Brockton, MA • On-site

Full-time

Posted 3 days ago

Job description

Waldron Private Wealth in Brockton, MA is seeking a Sr. Director of Investments to manage client engagement and oversee investment strategies. You will lead a team dedicated to high net-worth clients and ensure their satisfaction through tailored investment solutions.

Ideal candidates will have at least 8 years of wealth management experience and strong team management skills. If you hold an advanced credential such as CFP or CFA (Level III), we encourage you to apply.

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