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Cfa Remote Jobs in Tennessee (NOW HIRING)

Renew Capital

$72K - $90K/yr

CFA or other recognized investment or financial modeling credentials preferred. WHY THIS ROLE ... This is a remote role; however, candidates must be based in Cote d'Ivoire. About Renew Capital: We ...

Staff Financial Group

FP&A Manager - REMOTE

Chattanooga, TN · Remote

$110K - $125K/yr

Remote Why: Expanding operations and strategic growth require advanced financial support across executive and field leadership. Office Environment: Fully remote, with preference for candidates in the ...

Mckesson

Financial Analyst - Remote US

Nashville, TN · On-site +1

This position will be remote with one-day per month onsite at our Corporate HQ in Nashville; candidates should be located in close proximity to the greater Nashville, TN metro area. Relocation ...

NxT Level

FP&A Manager

Nashville, TN · Remote

They've also been featured as one of the best startup employers in the United States supported a fully-remote culture. The team is currently looking for a FP&A Manager to join their team as they grow.

Qualifacts

FP&A Systems Manager

Nashville, TN · On-site +1

Remote candidates will not be considered. Responsibilities for the FP&A Systems Manager Own Adaptive Planning as a Finance Product * Perform Adaptive Planning administration, which includes access ...

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Cfa Remote information

What are the key skills and qualifications needed to thrive in the CFA remote position?

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.

What is a CFA remote?

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.

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.

What are the most commonly searched types of Cfa jobs in Tennessee? The most popular types of Cfa jobs in Tennessee are:
What are popular job titles related to Cfa Remote jobs in Tennessee? For Cfa Remote jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Cfa Remote jobs in Tennessee look for? The top searched job categories for Cfa Remote jobs in Tennessee are:
What cities in Tennessee are hiring for Cfa Remote jobs? Cities in Tennessee with the most Cfa Remote job openings:
Cfa Remote jobs near you
Infographic showing various Cfa Remote job openings in Tennessee as of July 2026, with employment types broken down into 2% Locum Tenens, 82% Full Time, 8% Part Time, 6% Temporary, and 2% Contract. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution.

RIA External Consultant

Jackson National Life Insurance Company

Nashville, TN • On-site, Remote

Full-time

Re-posted 26 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The RIA External Consultant is responsible for keeping advisers informed of Jackson's rapidly changing product and service/platform enhancements. The territory includes ME, NH, VT, CT, MA and RI. This role can work remotely in the territory or in the Franklin, TN office.
Essential Responsibilities
  • Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales.
  • Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings.
  • Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
  • Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up.
  • Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity.
  • Utilizes CRM system to communicate effectively with internal partners.
  • Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations to current and prospective advisers.
  • Thorough knowledge of sales and marketing principles and practices. Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson's RIA Platform capabilities
  • Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs.
  • Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business.
  • Strong aptitude for technology, including software applications, e-mail, and database management from remote locations.
  • Excellent prospecting skills.
  • Meet activity requirements.
  • Ability to travel up to 25% of the time.

Qualifications
  • Bachelor's Degree required.
  • 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. 5+ years of experience preferred.
  • Prior annuity or investment external wholesaling experience preferred.
  • FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
  • Additional registrations as necessary due to changes in regulatory requirements .
  • Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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