Portfolio Manager III
Scottsdale, AZ · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Scottsdale, AZ · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Scottsdale, AZ · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Scottsdale, AZ · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Scottsdale, AZ · On-site
$150 - $230/hr
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Portfolio Manager III
Scottsdale, AZ · On-site
$150 - $230/hr
Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...
Assistant Vice President, Portfolio Manager- Lender Finance Location: CA - Los Angeles, La Playa ... Progress toward or completion of CFA Compensation: Salary range for new hires is generally $115,435 ...
Assistant Vice President, Portfolio Manager- Lender Finance Location: CA - Los Angeles, La Playa ... Progress toward or completion of CFA Compensation: Salary range for new hires is generally $115,435 ...
Associate Portfolio Manager
Scottsdale, AZ · On-site
$51K - $95K/yr
Ensure all activities meet compliance standards for both managed and courtesy accounts Portfolio ... Interest in pursuing CFP, CFA, CPA, or MBA strongly preferred Skills & Competencies * Strong ...
Associate Portfolio Manager
Scottsdale, AZ · On-site
$51K - $95K/yr
Ensure all activities meet compliance standards for both managed and courtesy accounts Portfolio ... Interest in pursuing CFP, CFA, CPA, or MBA strongly preferred Skills & Competencies * Strong ...
Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team ... FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred. Job ...
Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team ... FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred. Job ...
CFA - Level 1 Tutor
Glendale, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Glendale, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Tucson, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Tucson, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Tempe, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Tempe, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Chandler, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Chandler, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Phoenix, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Phoenix, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Mesa, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Mesa, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Gilbert, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Gilbert, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Scottsdale, AZ · Remote
$18 - $40/hr
... 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 ...
CFA - Level 1 Tutor
Scottsdale, AZ · Remote
$18 - $40/hr
... 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 ...
PWM Portfolio Investment Analyst
Scottsdale, AZ · On-site
$75K - $89K/yr
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing ... CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of ...
PWM Portfolio Investment Analyst
Scottsdale, AZ · On-site
$75K - $89K/yr
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing ... CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of ...
PWM Portfolio Investment Analyst
Scottsdale, AZ · On-site
$75K - $89K/yr
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing ... CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of ...
PWM Portfolio Investment Analyst
Scottsdale, AZ · On-site
$75K - $89K/yr
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing ... CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of ...
Regional Director, Wealth and Asset Management Solutions
Phoenix, AZ · On-site
$160 - $230/hr
Fully understand Schwab Wealth Advisory, and how Wealth Advisors engage clients for portfolio ... CFA and/or CIMA desirable but not required. * CFP ® designation or MBA desirable but not required.
New
Regional Director, Wealth and Asset Management Solutions
Phoenix, AZ · On-site
$160 - $230/hr
Fully understand Schwab Wealth Advisory, and how Wealth Advisors engage clients for portfolio ... CFA and/or CIMA desirable but not required. * CFP ® designation or MBA desirable but not required.
New
Progress toward the CFA designation or an interest in pursuing the CFA designation preferred ... Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ...
Progress toward the CFA designation or an interest in pursuing the CFA designation preferred ... Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ...
Progress toward the CFA designation or an interest in pursuing the CFA designation preferred ... Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ...
Progress toward the CFA designation or an interest in pursuing the CFA designation preferred ... Exposure to financial planning, CRM, reporting, investment research, trading, or portfolio ...
Execution Management & Trading Connectivity Manager
Phoenix, AZ · Hybrid
$110K - $130K/yr
Collaborate exceptionally well across Trading, Portfolio Management, Engineering, Operations ... CFA or similar industry certification preferred. * Experience with EMS, OMS, FIX connectivity, Best ...
Execution Management & Trading Connectivity Manager
Phoenix, AZ · Hybrid
$110K - $130K/yr
Collaborate exceptionally well across Trading, Portfolio Management, Engineering, Operations ... CFA or similar industry certification preferred. * Experience with EMS, OMS, FIX connectivity, Best ...
Cfa Portfolio Manager information
See Arizona salary details
$34.5K - $47.2K
9% of jobs
$47.2K - $60K
15% of jobs
$61.3K is the 25th percentile. Wages below this are outliers.
$60K - $72.7K
15% of jobs
The median wage is $82.7K / yr.
$72.7K - $85.5K
15% of jobs
$85.5K - $98.2K
10% of jobs
$98.2K - $111K
9% of jobs
$115.4K is the 75th percentile. Wages above this are outliers.
$111K - $123.7K
11% of jobs
$123.7K - $136.5K
10% of jobs
$136.5K - $149.2K
5% of jobs
$149.2K - $162K
2% of jobs
$162K - $174.7K
1% of jobs
$34.5K
$93.6K
$174.7K
How much do cfa portfolio manager jobs pay per year?
As of Aug 27, 2026, the average yearly pay for cfa portfolio manager in Arizona is $93,616.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $121,100.00 per year, depending on experience, location, and employer.
What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment banks, research firms, corporate finance |
The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.
Is CFA good for portfolio management?
The CFA designation is highly regarded in portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio strategies. Many employers prefer or require CFA charterholders for senior investment roles, and the certification demonstrates a strong commitment to industry standards and expertise. However, practical experience and other skills like risk management and financial modeling are also important for success in the field.
Is a CFA portfolio manager a high position?
A CFA portfolio manager is considered a high-level position within the finance industry, responsible for overseeing investment portfolios and making strategic decisions. It typically requires advanced certifications like the CFA designation, significant experience, and strong analytical skills, reflecting a senior role in asset management or investment firms.
What is a CFA portfolio manager?
A CFA portfolio manager is a professional responsible for managing investment portfolios, making decisions on asset allocation, security selection, and risk management based on financial analysis and market research. They often hold the Chartered Financial Analyst (CFA) designation and use tools like financial modeling and research to meet clients' investment goals. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.
What are popular job titles related to Cfa Portfolio Manager jobs in Arizona?
For Cfa Portfolio Manager jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Cfa Portfolio Manager jobs in Arizona look for?
The top searched job categories for Cfa Portfolio Manager jobs in Arizona are:
What cities in Arizona are hiring for Cfa Portfolio Manager jobs?
Cities in Arizona with the most Cfa Portfolio Manager job openings:
Bank Of America rating
8.2
Based on 531 frontline employees who took The Breakroom Quiz
52nd of 172 rated banks
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
- Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
- Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
- Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
- Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Required Qualifications:
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating and leadership
- Superior client service and relationship management skills
Desired Qualifications:
- Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Graduate Degree such as MBA or JD
- Holds appropriate credentials such as CPA, CFP and/or CFA designation
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
- Advisory
- Client Investments Management
- Customer and Client Focus
- Investment Management
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US