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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

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 ...

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 ...

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 ...

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

Austin, TX · 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 ...

Roth

Equity Research Associate

Austin, TX · On-site

Experience building three-statement financial models (income statement, balance sheet, and cash flow statement). * Flexibility to work long hours and early mornings. Qualifications: * CFA Level 1 or ...

Meeder Investment Management

Credit Analyst

Dublin, OH · On-site

Bachelor's degree in Finance, Economics, or related field, required. * 2-3 years of experience in investment analysis or completion of CFA level 1. * Proficiency in, Bloomberg, Morning Star and other ...

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All JobsCfa Level 3 Jobs

Cfa Level 3 information

See salary details

$23K

$61.4K

$102.5K

How much do cfa level 3 jobs pay per year?

As of Aug 12, 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 skills and qualifications are needed to succeed as a CFA Level 3 candidate?

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 the common responsibilities of professionals who have passed CFA Level 3?

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 August 2026, with employment types broken down into 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 80% Physical, 11% Hybrid, and 9% Remote job distribution, with an average salary of $61,351 per year, or $29.5 per hour.

Wealth Planning Strategist

Waldron Private Wealth

Bridgeville, PA • On-site

$115K - $149K/yr

Full-time

Re-posted 25 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation.
In this role you will:
  • Accountable for and manage the internal activities and execution of all aspects of the Waldron financial planning process for clients with combined annual revenue of $2MM to $8MM who are assigned to their team.
  • Perform assigned client-related duties including, reviewing and analyzing reports and presentations which encompass all aspects of a client's financial picture, including investment duties. Advanced topic deliverable creation may be required by this role.
  • Run internal GAP process for assigned prospective clients to prepare the closing team to demonstrate Waldron's unique value add including, but not limited to, oversight of all related deliverables.
  • Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.
  • Proactively identify client and prospect needs without direct assignment by Leadership.
  • Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.)
  • Direct and aid in the daily operations of the team, monitoring performance, ensuring efficiency, and providing guidance and support to ensure success.
  • Develop more skills and responsibilities to play the Service Advisor role on more complex client relationships and potentially develop more skills and responsibilities to lead client relationships.
  • Coordinate and collaborate with all Firm departments to develop a holistic plan for client engagements. Provide top level concierge service to existing clients.
  • May attend and participate in client meetings; review all meeting notes and make necessary updates in applicable systems.
Experience/Education Requirements:
  • Bachelor's Degree in finance or related field required. Masters Degree in finance or related field preferred.
  • Minimum of three (3) total years of wealth management and investment related experience required. Six (6) years preferred.
  • Three (3) years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible assets, depending on assigned client pod) client families required.
  • 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, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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