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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 ...

Initio Capital

Cloud Platform Analyst

Nashville, TN · Remote

This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics. WHAT YOU MAY WORK ON

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 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 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 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.

Can a CFA work remotely?

Yes, many Chartered Financial Analysts (CFAs) can work remotely, especially in roles such as financial analysis, portfolio management, or advisory services. Remote work often requires strong communication skills, proficiency with financial tools, and relevant certifications, and it has become increasingly common in the finance industry.

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 August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 100% Remote job distribution.

Advanced Planning Director

Nashville, TN • On-site, Remote

Jackson National Life Insurance Company
1 - 5K employees
Learn more about Jackson National Life Insurance Companyexternal

$150K - $171K/yr

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Advanced Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the sales force and a business partner to their advisors, by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members.
Essential Responsibilities
  • Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person.
  • Conducts Advanced Strategies presentations on advanced sales concepts.
  • Generates specific case illustrations for wholesalers and representatives in their territory.
  • Develops and manage a business plan to enhance sales in assigned territory.
  • Develops Advanced Strategies presentations, marketing materials, and white papers.
  • Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
  • Responds to, follows up on, and makes outbound calls to support sales.
  • Conducts research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
  • Conducts continuing education programs.
  • Provides training to Sales Desk employees, external wholesalers and other associates.
  • Provides training and assistance to less experienced Advanced Strategies consultants.
  • Sets the example for Advanced Strategies conduct, commitment, and performance.

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

Knowledge, Skills and Abilities
  • Expertise in annuities, mutual funds, and other investment related sales strategies.
  • Expertise in advanced case design including but not limited to estate planning, taxation, retirement plans and charitable giving.
  • Strong verbal and written communication skills.
  • Strong presentation skills with demonstrated experience in public speaking.
  • Solid relationship building and interpersonal skills.
  • Demonstrated sales skills.
  • Strong research and analytical skills.
  • Ability to work autonomously in a collegial environment.
  • Up 75%+ travel required.
  • If located outside a commutable distance from our Franklin, TN office, an associate may work fully remote. Those within a commutable distance would work a hybrid schedule when not traveling within their territory.

Qualifications
  • Bachelor's Degree required.
  • Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required.
  • 8+ years experience in financial services sales or consultation required.
  • FINRA SIE, FINRA Series 6 or 7 and 63 required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.

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.
Base Pay:
$150,000.00 - $171,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

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