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Cfa Level Jobs in Florida (NOW HIRING)

Fisher Investments

Financial Counselor

Clearwater, FL · On-site

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster ...

Fisher Investments

Financial Consultant

Tampa, FL · On-site

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster ...

Fisher Investments

Financial Consultant

Clearwater, FL · On-site

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster ...

Fisher Investments

Financial Counselor

Tampa, FL · On-site

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster ...

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Showing results 21-40

All JobsCfa Level JobsCfa Level Jobs in Florida

Cfa Level information

See Florida salary details

$29.1K

$68.5K

$99.8K

How much do cfa level jobs pay per year?

As of Aug 13, 2026, the average yearly pay for cfa level in Florida is $68,453.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $78,100.00 per year, depending on experience, location, and employer.

Can I get a job with just a CFA?

A CFA charter demonstrates strong knowledge in investment management and finance, which can enhance job prospects in roles such as financial analyst or portfolio manager. However, most employers also require relevant work experience, technical skills, and sometimes additional certifications or education for employment. Having a CFA alone may not be sufficient to secure a job without related experience or skills.

What is a CFA Level average salary?

The average salary for a CFA Level candidate varies depending on experience, location, and industry, but typically ranges from $60,000 to $120,000 annually for entry to mid-level roles in finance. Achieving the CFA charter can lead to higher salaries and advanced positions such as portfolio managers or financial analysts. Strong analytical skills and knowledge of financial modeling are important for success in these roles.

What types of career paths and advancement opportunities are common for professionals who have completed one or more CFA Levels?

Completing one or more CFA Levels opens doors to various roles such as financial analyst, portfolio manager, investment banker, or research analyst across investment firms, banks, and asset management companies. Many employers view CFA progress as a strong indicator of commitment and technical expertise, often resulting in greater responsibility and leadership opportunities over time. As you advance through the CFA program and gain practical experience, promotions to senior analyst or portfolio manager roles become more accessible, and some professionals may eventually move into investment strategy or executive positions. Continuous learning and networking within the financial industry also play a crucial role in career growth.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, research analyst, risk manager, or investment strategist. These positions typically require strong analytical skills, knowledge of financial modeling, and proficiency with tools like Excel and Bloomberg terminals.

What are the key skills and qualifications needed to thrive in the CFA Level position?

To thrive as a CFA Level professional, you need a solid grounding in financial analysis, investment principles, and portfolio management, typically demonstrated by progress through the CFA (Chartered Financial Analyst) program. Familiarity with financial modeling software, Bloomberg terminals, and advanced Excel skills is essential, along with completion of CFA Level I, II, or III exams as relevant. Strong attention to detail, analytical thinking, and effective communication are key soft skills that set candidates apart. These capabilities are vital for interpreting complex financial data, supporting sound investment decisions, and collaborating within finance teams.

What is a CFA Level?

A CFA Level job typically refers to roles in finance and investment that recognize progress through the Chartered Financial Analyst (CFA) program. Employers may seek candidates who have completed or are pursuing CFA Level 1, 2, or 3 for positions such as financial analyst, investment analyst, or portfolio manager. While completing a CFA level can boost job prospects, it does not guarantee a specific role but enhances credibility in investment management, equity research, and risk analysis.

What are popular job titles related to Cfa Level jobs in Florida?

For Cfa Level jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Cfa Level jobs in Florida look for?

The top searched job categories for Cfa Level jobs in Florida are:

Cfa Level jobs near you
Infographic showing various Cfa Level job openings in Florida 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 $68,453 per year, or $32.9 per hour.

International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Clearwater, FL

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 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 Tampa, FL.

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

What Fisher Investments employees say

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