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Cfa Level 3 Jobs in Texas (NOW HIRING)

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 ...

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Cfa Level 3 information

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$21.4K

$57.2K

$95.5K

How much do cfa level 3 jobs pay per year?

As of Aug 12, 2026, the average yearly pay for cfa level 3 in Texas is $57,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $64,300.00 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.
What are popular job titles related to Cfa Level 3 jobs in Texas? For Cfa Level 3 jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Cfa Level 3 jobs in Texas look for? The top searched job categories for Cfa Level 3 jobs in Texas are:
What cities in Texas are hiring for Cfa Level 3 jobs? Cities in Texas with the most Cfa Level 3 job openings:
Cfa Level 3 jobs near you
Infographic showing various Cfa Level 3 job openings in Texas as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 80% Physical, 11% Hybrid, and 9% Remote job distribution, with an average salary of $57,158 per year, or $27.5 per hour.

Equity Research Associate

Roth

Austin, TX • On-site

Full-time

Re-posted 28 days ago

Job description

Roth Capital Partners, LLC is looking to add an Equity Research Associate to our Energy team. Roth is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.
The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities. Through training and on the job experience, the Research Associate learns the techniques and develops the skills necessary to research and analyze investment securities and to prepare and present investment recommendations. This position will work out of our Austin, Texas Office.
Responsibilities include (but are not limited to):
  • Search, collect, consolidate and interpret company and industry data.
  • Develop and maintain financial models, market monitoring systems, and databases.
  • Prepare research reports, notes and briefs.
  • Communicate and handle information requests.
  • Meet with management teams of issuers, conduct onsite visits, and attend industry conferences.
  • Provide administrative support as required.
  • Other responsibilities as assigned

Skills and Attributes:
  • Resourceful in problem solving and creative in finding solutions.
  • Self-motivated, organized, strong attention to detail, and willing to work within a flexible schedule.
  • Takes ownership in one's work and has a growth mindset.
  • Excellent analytical skills and understanding of relevant financial and accounting techniques.
  • Ability to express ideas effectively and fluently. Comfortable with client interaction.
  • Ability to write clearly and concisely.
  • Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail.
  • Knowledge of spreadsheets, presentation software and research databases. Strong proficiency in MS Office, Excel, PowerPoint, and software applications. Bloomberg experience is considered an asset.
  • 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 higher, preferred.
  • 2 years of experience in the finance industry.
  • Securities Industry Essentials (SIE), Series 86 and 87 Licenses.
  • Bachelor's Degree is required.

Compensation Range: 70,000 - 90,000 + annual discretionary bonus

Apply