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Cfa Portfolio Manager Jobs in Addison, TX (NOW HIRING)

Lee Financial

Private Market Analyst

Dallas, TX · On-site

Work closely with the investment team across all aspects of portfolio management, contributing to ... CFA (or CFA candidate) a plus • Minimum of 5 years of experience in private market asset due ...

Summit Property Management

Asset Manager

Dallas, TX · On-site

Own the full lifecycle performance of a designated multifamily portfolio, including budget ... certification (e.g., CFA, CPM) a plus. * Minimum of 5+ years of progressive experience in ...

Summit Property Management

Asset Manager

Dallas, TX · On-site

Own the full lifecycle performance of a designated multifamily portfolio, including budget ... certification (e.g., CFA, CPM) a plus. * Minimum of 5+ years of progressive experience in ...

New

Summit Property Management

Asset Manager

Dallas, TX · On-site

$150 - $210/hr

Own the full lifecycle performance of a designated multifamily portfolio, including budget ... certification (e.g., CFA, CPM) a plus. * Minimum of 5+ years of progressive experience in ...

New

CIBC

Senior Relationship Manager

Dallas, TX · Hybrid

$200K - $275K/yr

Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * Wealth management expertise: Bring 10-15+ years of experience in portfolio management, wealth management ...

CIBC US

Senior Relationship Manager

Dallas, TX · Hybrid

$200K - $275K/yr

Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * Wealth management expertise: Bring 10-15+ years of experience in portfolio management, wealth management ...

CIBC

Senior Relationship Manager

Dallas, TX · On-site

$200K - $275K/yr

Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. * Wealth management expertise: Bring 10-15+ years of experience in portfolio management, wealth management ...

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All JobsCfa Portfolio JobsCfa Portfolio Manager JobsCfa Portfolio Manager Jobs in Addison, TX

Cfa Portfolio Manager information

See Addison, TX salary details

$35.8K

$97.2K

$181.5K

How much do cfa portfolio manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for cfa portfolio manager in Addison, TX is $97,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $125,800.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment 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 job categories do people searching Cfa Portfolio Manager jobs in Addison, TX look for?

The top searched job categories for Cfa Portfolio Manager jobs in Addison, TX are:

What cities near Addison, TX are hiring for Cfa Portfolio Manager jobs?

Cities near Addison, TX with the most Cfa Portfolio Manager job openings:

Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in Addison, TX as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $97,249 per year, or $46.8 per hour.

International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments Careers

Plano, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

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 Plano, TX.

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

Apply