ZipRecruiter

Log In

1

Cfa Manager Jobs in Seattle, WA (NOW HIRING)

CFA Institute

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191.50 - $277.20/hr

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 ...

Bank of America

Portfolio Manager III

Seattle, WA · On-site

$135.60 - $275/hr

Professional credentials such as CPA, CFP, or CFA. * Graduate degree (MBA, JD) preferred. Skills * Advisory client investments * Management, customer and client focus * Investment management

Turing

Portfolio Management Expert

Seattle, WA · Remote

$100 - $200/hr

Turing is looking for Portfolio Management experts to work with our researchers to improve the ... CFA (Level I/II/III), CAIA, or MBA in Finance. * Perks of Freelancing with Turing. * Work on the ...

New

Baird

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191K - $277K/yr

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 ...

Robert W Baird & Co

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191K - $277K/yr

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 ...

Robert W Baird & Co

Sr Portfolio Manager- Trust

Seattle, WA · Hybrid

$191K - $277K/yr

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 ...

next page

Showing results 1-20

All JobsCfa JobsCfa Manager JobsCfa Manager Jobs in Seattle, WA

Cfa Manager information

See Seattle, WA salary details

$26.2K

$69.9K

$116.7K

How much do cfa manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for cfa manager in Seattle, WA is $69,858.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $78,600.00 per year, depending on experience, location, and employer.

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 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 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.

What are the most commonly searched types of Cfa jobs in Seattle, WA?

The most popular types of Cfa jobs in Seattle, WA are:

What are popular job titles related to Cfa Manager jobs in Seattle, WA?

For Cfa Manager jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Cfa Manager jobs in Seattle, WA look for?

The top searched job categories for Cfa Manager jobs in Seattle, WA are:

Cfa Manager jobs near you
Infographic showing various Cfa Manager job openings in Seattle, WA as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $69,818 per year, or $33.6 per hour.

Wealth Advisor, Schwab Wealth Advisory

CFA Institute

Bellevue, WA • On-site

$70 - $110/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on Schwab’s approach to investing. You will have a direct impact on clients’ lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to utilize a broad range of products (e.g., stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team and deepen relationships with various partners, including industry-leading advisors. If you seek to develop with a firm that challenges you to deepen your wealth management expertise while helping clients and doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

  • Bachelor’s degree
  • Active FINRA Series 7 license (may be obtained with a 120-day condition of employment for certified and current CFP or CFA designation holders, verified before hire)
  • Active FINRA Series 66 license (may be obtained within the first 120 days)
  • Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
  • Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

  • CFP or CFA designation
  • Superior relationship management and client retention skills
  • Polished interpersonal, communication, and presentation skills, with attention to detail

Additional Compensation: In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you’ll have the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of in-person collaboration.

We offer a competitive benefits package that supports your whole well-being—today and in the future:

  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions)
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
#J-18808-Ljbffr

Apply