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Cfa Remote Jobs in Florida (NOW HIRING)

Eden Capital Careers

Head of Distribution

Opa Locka, FL · On-site +1

$300K/yr

Miami, Florida (preferred) Remote considered with travel Employment Type: Full-time Compensation ... CFA, CAIA, or CFP designation. Additional Requirements * Miami, FL location is preferred but not ...

Phsorg

Open to remote applicants in the United States, except for the following states: California ... MBA, CFA, or CAIA are highly valued. * Experience: Minimum of 7 years of experience in ...

Acclarity

Manager, Controller

Fort Lauderdale, FL · Remote

This is a remote role with flexibility on base location, though occasional travel to client sites ... CIA, CFA) a plus. * 8+ years of progressive accounting experience, including 3+ years as a ...

Fay Financial

Senior Financial Reporting Analyst

Tampa, FL · On-site +1

$90K - $95K/yr

... such as CPA or CFA is preferred) * 5+ years of experience in financial reporting or analysis ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...

Cherry Bekaert

Deal Advisory Senior Manager

Orlando, FL · On-site +1

$105K - $247K/yr

... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ... Advanced Degree or relevant professional certification such as CPA or CFA preferred * Strong GAAP ...

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$14.3K

$61.2K

$141.4K

How much do cfa remote jobs pay per year?

As of Jun 15, 2026, the average yearly pay for cfa remote in Florida is $61,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $24,694.00 and $87,625.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?

To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.

Is CFA tougher than CA?

The CFA (Chartered Financial Analyst) program is generally considered more challenging than the CA (Chartered Accountant) in terms of exam difficulty, breadth of topics, and time commitment. CFA focuses on investment management, financial analysis, and ethics, requiring passing three levels over several years, while CA emphasizes accounting, auditing, and taxation with a different exam structure. Both are rigorous professional designations but differ in content and industry focus.

Can CFAs work remotely?

Chartered Financial Analysts (CFAs) can often work remotely, especially in roles such as financial analysis, portfolio management, or research that rely on digital tools and data analysis. Remote work availability depends on the employer, job responsibilities, and industry standards, with many firms offering flexible or fully remote options for qualified CFAs.

What is a CFA Remote job?

A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.

How to make 2000 a week working from home?

A CFA professional working remotely can potentially earn $2,000 or more per week by taking on high-value consulting, financial analysis, or investment management projects, often requiring advanced skills, certifications, and a strong client network. Building a reputation and leveraging online platforms or freelance marketplaces can help secure such opportunities. Consistent high-quality work and specialized expertise are key to reaching this income level remotely.

What are some common challenges faced by remote CFAs and how can they be addressed?

Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.

Is CFA still worth it in 2026?

The CFA designation remains highly valued in finance and investment roles, including remote positions, as it demonstrates expertise in financial analysis, ethics, and portfolio management. Its relevance continues due to industry recognition and the increasing importance of quantitative skills, though job prospects also depend on experience and additional skills like data analysis or financial modeling. Staying current with industry trends and technology is essential for maximizing its value in 2026.
What are the most commonly searched types of Cfa jobs in Florida? The most popular types of Cfa jobs in Florida are:
What are popular job titles related to Cfa Remote jobs in Florida? For Cfa Remote jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Cfa Remote jobs in Florida look for? The top searched job categories for Cfa Remote jobs in Florida are:
What cities in Florida are hiring for Cfa Remote jobs? Cities in Florida with the most Cfa Remote job openings:
Cfa Remote jobs near you
Infographic showing various Cfa Remote job openings in Florida as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $61,245 per year, or $29.4 per hour.

Fixed Income Portfolio Manager

Concurrent Investment Advisors

Tampa, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description
We are seeking an experienced Fixed Income Portfolio Manager to lead the design, implementation, and oversight of taxable and municipal fixed income strategies across our centralized investment platform.
This role is responsible for discretionary portfolio management, SMA sleeve design, structured note program oversight, and integration of income solutions within multi-asset and unified managed account (UMA) frameworks.
This is a strategy ownership role, not a pure trading position. The ideal candidate will have experience defining mandates, managing discretionary portfolios, and overseeing execution to ensure institutional grade implementation across custodians and platforms.

Responsibilities
Portfolio Management & Strategy
  • Manage discretionary taxable and municipal bond portfolios across income and total return mandates
  • Construct duration, credit, and sector positioning strategies aligned with macro and tactical views
  • Implement yield curve positioning, laddering, barbell structures, and tax-aware frameworks
  • Support liability-aware and cash flow–oriented portfolio construction
SMA Design & Platform Integration
  • Design and manage fixed income SMA sleeves for UMA and model portfolio implementation
  • Develop scalable sleeve strategies (taxable, municipal, short duration, core, credit, etc.)
  • Oversee customization frameworks including state-specific municipal exposure and client restrictions
  • Monitor performance, risk, and mandate adherence
Structured Note Oversight
  • Oversee the firm’s structured note platform and approved product framework
  • Evaluate structured note structures including buffered notes, income notes, autocallables, dual-directional notes, and market-linked CDs
  • Analyze payoff structures, embedded derivatives, issuer credit risk, liquidity, and tax treatment
  • Define concentration guardrails and suitability parameters
  • Integrate structured notes appropriately within income and multi-asset portfolios
  • Partner with trading desks and structured note platforms to oversee pricing and execution
  • Support advisor education and compliance alignment
Municipal & Credit Expertise
  • Build and manage national and state-specific municipal portfolios
  • Evaluate general obligation vs. revenue bond exposure
  • Conduct municipal and corporate credit surveillance
  • Optimize tax-equivalent yield and after-tax outcomes
Execution & Risk Oversight
  • Oversee bond and structured note execution across trading platforms
  • Manage dealer relationships and ensure competitive pricing
  • Monitor duration, credit quality, sector exposure, and liquidity risk
  • Conduct stress testing across rate and spread scenarios
  • Maintain structured note exposure and concentration reporting
Strategic Contribution
  • Integrate fixed income capabilities into OCIO and multi-asset frameworks
  • Support advisor case consultations and portfolio construction discussions
  • Contribute to capital markets commentary and investment committee dialogue
  • Help expand proprietary income and structured product capabilities

Qualifications
  • 7–15+ years of fixed income portfolio management experience
  • Direct experience managing both taxable and municipal bond portfolios
  • Experience designing and managing SMA fixed income strategies
  • Structured note evaluation and implementation experience 
  • Experience managing with discretion, not solely executing trades
  • Background within an asset manager, RIA platform, OCIO environment, bank, or insurance platform
Technical Competencies
  • Duration and yield curve positioning
  • Credit analysis and spread evaluation
  • Municipal credit underwriting
  • Structured note payoff and derivative analysis
  • Tax-aware portfolio construction
  • SMA sleeve implementation
Preferred Tools & Credentials
  • Bloomberg, Yield Book, BondEdge, or comparable analytics platforms
  • Structured note platforms such as HALO or SIMON
  • Experience with OMS/trading systems and UMA sleeve accounting
Licenses
  • Series 7 and 66; OR Series 65; OR a qualifying designation to be registered as an IAR
  • CFA preferred
  • Municipal licenses (52/53) a plus
Location / Schedule
  • This position will be remote
  • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
  • Occasional evening/weekend hours may be requested
Job Type 
  • Full-time, Exempt
  • $150,000-$250,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Benefits
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance