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Cfa Manager Jobs in Mequon, WI (NOW HIRING)

Varsity Tutors

CFA - Level 1 Tutor

Milwaukee, WI · Remote

$18 - $40/hr

... management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification.

Baird

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

Varsity Tutors

Corporate Finance Tutor

Milwaukee, WI · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

You have an educational background, holding a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * You bring wealth management expertise, with 10-15+ years of ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · On-site

$160K - $215K/yr

You have an educational background, holding a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * You bring wealth management expertise, with 10-15+ years of ...

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All JobsCfa JobsCfa Manager JobsCfa Manager Jobs in Mequon, WI

Cfa Manager information

See Mequon, WI salary details

$20.4K

$54.5K

$91K

How much do cfa manager jobs pay per year?

As of Aug 5, 2026, the average yearly pay for cfa manager in Mequon, WI is $54,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $61,300.00 per year, depending on experience, location, and employer.

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

To thrive as a CFA Manager, you need advanced financial analysis skills, a deep understanding of investment management, and typically a Chartered Financial Analyst (CFA) certification. Familiarity with financial modeling software, portfolio management systems, and data analysis tools like Bloomberg or FactSet is crucial. Strong leadership, decision-making, and communication skills help you guide teams and effectively convey complex financial information to stakeholders. These skills ensure sound investment decisions, regulatory compliance, and successful client and team management in a competitive financial environment.

What is a CFA manager?

A CFA manager is a professional who holds the Chartered Financial Analyst (CFA) designation and manages investment portfolios, financial analysis, or asset management teams. They typically analyze financial data, develop investment strategies, and make recommendations to clients or organizations, often requiring strong analytical skills and knowledge of financial markets. CFA managers may work in asset management firms, banks, or investment firms and often pursue ongoing certification maintenance and industry training.

What is the difference between Cfa Manager vs Cfa Analyst?

AspectCfa ManagerCfa Analyst
CredentialsChartered Financial Analyst (CFA) certification, management experienceCFA certification, entry to mid-level financial analysis skills
Work EnvironmentTeam leadership, strategic planning, client interactionData analysis, financial modeling, research
Employer & IndustryAsset management firms, investment banks, financial servicesInvestment firms, asset management, research departments

The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.

How does a CFA Manager typically collaborate with other departments within a financial organization?

A CFA Manager works closely with teams such as investment analysts, portfolio managers, compliance officers, and client relationship managers. Collaboration often involves sharing financial insights, contributing to investment strategies, and ensuring regulatory standards are met. Regular cross-departmental meetings and project coordination are common, which helps to align organizational goals and deliver comprehensive financial solutions to clients. Building strong communication channels is key to success in this role.
What cities near Mequon, WI are hiring for Cfa Manager jobs? Cities near Mequon, WI with the most Cfa Manager job openings:
Cfa Manager jobs near you
Infographic showing various Cfa Manager job openings in Mequon, WI as of July 2026, with employment types broken down into 83% Full Time, 9% Part Time, 6% Temporary, 1% Contract, and 1% Summer. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $54,471 per year, or $26.2 per hour.

CFA - Level 1 Tutor

Varsity Tutors

Milwaukee, WI • Remote

$18 - $40/hr

Part-time

Re-posted 4 days ago

Varsity Tutors rating

5.7

Company rating: 5.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

14th of 23 rated private schools and tutoring

Job description

About the Job
The Varsity Tutors Live Learning Platform has thousands of students looking for online CFA - Level 1 tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students' academic success and understanding. All from the comfort of your home.
Why Join Our Platform?
  • Earn incrementally higher pay for each session with the same student, reaching up to $40/hour.
  • Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice.
  • Set your own hours and tutor as much as you'd like.
  • Tutor remotely using our purpose-built Live Learning Platform. No commuting required.
  • Get matched with students best-suited to your teaching style and expertise.
  • Our AI-powered Tutor Copilot enhances your sessions with real-time instructional support, lesson generation, and engagement features, helping you save prep time and focus on impactful teaching.
  • We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments.

What We Look For In a CFA - Level 1 Tutor
  • Advanced Test Mastery: Deep knowledge of CFA Level 1 examination content covering ethical and professional standards, quantitative methods, economics, financial statement analysis, corporate issuers, equity investments, fixed income, derivatives, alternative investments, and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification.
  • Strategic Test-Taking & Problem-Solving: Skilled at teaching financial statement analysis, quantitative problem solving, and ethics application for CFA Level 1 examination. Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of Professional Conduct to scenarios. Emphasizes the CFA exam weighting and targeting high-weight topics for score optimization.
  • Curriculum Awareness & Adaptive Instruction: Familiar with CFA Level 1 content and common challenges such as the breadth of ten topic areas, ethics scenario complexity, and quantitative calculation requirements. Adapts instruction using CFA Institute study materials, practice examinations, and topic-focused review to support finance professionals preparing for CFA Level 1 with structured study plans targeting the minimum passing score.
  • Effective Teaching Methods: Ability to identify concepts students commonly struggle with, explain material using multiple approaches, and adapt instruction to meet individual learning needs and styles.
  • Strong communication skills and a friendly, engaging teaching style.
  • Ability to adapt to different learning styles and student needs.

Ways To Connect With Students
  • 1-on-1 Online Tutoring - Provide personalized instruction to individual students.
  • Instant Tutoring - Accept on-demand tutoring requests whenever you're available.

About Varsity Tutors And 1-on-1 Online Tutoring
Our mission is to transform the way people learn by leveraging advanced technology, AI, and the latest in learning science to create personalized learning experiences. Through 1-on-1 Online Tutoring, students receive customized instruction that helps them achieve their learning goals. Our platform is designed to match students with the right tutors, fostering better outcomes and a passion for learning.
Please note: Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New Hampshire, North Dakota, Vermont, West Virginia or Puerto Rico.

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