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Cfa Level One Jobs in Atlanta, GA (NOW HIRING)

Fulcro Insurance

Financial Advisor

Atlanta, GA · On-site

Company Overview Our client is one of the leading Financial Analysis and Insurance firms in Puerto ... This role is essential in delivering high-level wealth management services with a fiduciary ...

SIS LLC

Senior Consultant Finance

Duluth, GA · On-site

$107K/yr

We recognize this role is one of the most popular in the channel and you have many options. We ... level management and directors, to elicit business and functional requirements always giving them ...

Wheels Up

Director, Corporate FP&A

Chamblee, GA · On-site

As one of the largest companies in the industry and a strategic partner of Delta Air Lines - we are ... Support executive and Board-level materials related to corporate financial performance and ...

Wheels Up

Director, Corporate FP&A

Chamblee, GA · On-site

As one of the largest companies in the industry and a strategic partner of Delta Air Lines - we are ... Support executive and Board-level materials related to corporate financial performance and ...

Invesco

Principal Fund Treasury

Atlanta, GA · Hybrid

$66K - $90K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Prepare and review board level reporting, offering clear explanations and insights. * Serve as an ...

Aon Corporation

PSP Product Leader

Atlanta, GA · Hybrid

If you're interested in joining one of the top Professional Services operations in the world, this ... Maintenance of senior level underwriting relationships; oversight of all product line marketing and ...

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All JobsCfa Level One JobsCfa Level One Jobs in Atlanta, GA

Cfa Level One information

See Atlanta, GA salary details

$37.5K

$88.1K

$128.4K

How much do cfa level one jobs pay per year?

As of Aug 18, 2026, the average yearly pay for cfa level one in Atlanta, GA is $88,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $100,500.00 per year, depending on experience, location, and employer.

What is CFA Level One?

CFA Level One is the first of three exams offered by the CFA Institute as part of the Chartered Financial Analyst (CFA) credential. This exam tests candidates on foundational knowledge in topics such as ethics, financial reporting, economics, and quantitative methods. Passing Level One is the initial step toward becoming a CFA charterholder, a highly regarded designation in the investment and finance industries. The exam is typically taken by individuals aiming for careers in investment management, equity research, or financial analysis.

What are the key skills and qualifications needed to thrive as a CFA Level One candidate?

To succeed as a CFA Level One candidate, you need a strong grasp of finance, accounting, quantitative methods, and ethical standards, along with a bachelor's degree or equivalent education. Familiarity with financial calculators, spreadsheets, and the CFA Institute's study materials is essential for exam preparation. Attention to detail, analytical thinking, and disciplined time management are standout soft skills for mastering the curriculum. These abilities are crucial to achieving success on the rigorous exam and building a foundation for a career in finance or investment management.

What are some common challenges faced by candidates in a CFA Level One analyst position, and how can they be overcome?

CFA Level One Analysts often face the challenge of balancing rigorous exam preparation with their job responsibilities, as the role requires both strong analytical skills and continuous learning. The breadth of content covered by the CFA curriculum can be overwhelming, so effective time management and disciplined study routines are crucial. Additionally, new analysts may find it challenging to apply theoretical knowledge to real-world financial scenarios, which can be addressed by seeking mentorship and engaging in practical projects within the team. Collaboration with colleagues and leveraging available resources can help bridge the gap between academic learning and on-the-job application.

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

AspectCfa Level OneFinancial Analyst
CertificationsRequires passing the CFA Level One examNo specific certification required, but often holds CFA, CPA, or related credentials
Work EnvironmentPrimarily focused on investment analysis, research, and portfolio management supportAnalyzes financial data, prepares reports, and supports investment decisions
Industry UsageUsed in asset management, investment banking, and financial servicesCommon across banking, corporate finance, and investment firms

The CFA Level One is a certification exam that validates foundational knowledge in investment tools and ethics, often pursued by aspiring investment professionals. A Financial Analyst, on the other hand, is a job role that may or may not require CFA certification but involves analyzing financial data to support investment or business decisions. While both are related to finance, CFA Level One is a credential, whereas a Financial Analyst is a position held within various financial sectors.

Can CFA Level One get you a job?

CFA Level One certification demonstrates foundational knowledge in investment tools and ethics, which can enhance job prospects in finance roles such as analyst or research assistant. However, it is typically considered an entry point, and additional experience or advanced levels are often required for more senior or specialized positions.

What jobs can I apply for with CFA Level One?

With CFA Level One, candidates can apply for entry-level roles such as financial analyst, research associate, or investment banking analyst. These positions often involve financial modeling, data analysis, and supporting investment decision-making processes, and they serve as a foundation for advancing to higher CFA levels or more senior roles.

What are popular job titles related to Cfa Level One jobs in Atlanta, GA?

For Cfa Level One jobs in Atlanta, GA, the most frequently searched job titles are:

What job categories do people searching Cfa Level One jobs in Atlanta, GA look for?

The top searched job categories for Cfa Level One jobs in Atlanta, GA are:

Cfa Level One jobs near you
Infographic showing various Cfa Level One job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $88,090 per year, or $42.4 per hour.

Financial Advisor

Fulcro Insurance

Atlanta, GA • On-site

Full-time

Re-posted 6 days ago

Job description

Company Overview
Our client is one of the leading Financial Analysis and Insurance firms in Puerto Rico. They are currently seeking a highly experienced and strategically minded Financial Advisor to join their team of professionals.
Job Summary:
We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives. This role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client's best interests. The candidate will serve as the local face of the firm, promoting a culture based on trust, regulatory compliance, and service excellence.
Key Responsibilities:
  • Advise clients on investment products and strategies, including stocks, bonds, mutual funds, ETFs, and other financial instruments.
  • Analyze clients' financial profiles, needs, and goals to develop personalized investment plans.
  • Stay up to date with market trends, regulatory changes, and new investment opportunities.
  • Ensure compliance with applicable regulatory standards (SEC, FINRA, fiduciary laws) and internal policies.
  • Manage long-term client relationships, fostering trust and loyalty.
  • Collaborate with internal teams (advisors, trust officers, compliance, etc.) to deliver integrated financial solutions.
  • Prepare and present regular reports on portfolio performance and strategic recommendations.
  • Actively participate in business development activities, identifying growth opportunities and acquiring new clients (individuals, families, trusts, institutions).
  • Promote and ensure the delivery of personalized, high-quality wealth management services aligned with clients' best interests.
  • Communicate effectively with internal stakeholders to ensure consistent execution of strategy and operational excellence.
Education:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus.
  • Active Series 7 and Series 66 licenses (required).
  • Minimum of 5 years of proven experience in investment advising, wealth management, or similar roles within the financial sector.
  • Previous experience working with high-net-worth clients is highly desirable.
  • Strong knowledge of financial markets, investment products, and regulatory environments.
  • Excellent verbal and written communication skills in Spanish and English, with Spanish as the first language.
  • Strong client orientation, strategic thinking, and results-driven mindset.
  • Proficiency in financial technology tools and investment/wealth management platforms.
  • Ability to work independently and collaboratively within a multidisciplinary team.

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