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Cfa Jobs in Alabama (NOW HIRING)

CFA, MBA, CPA, or technical designation preferred * FINRA licensing required. Series 7, 63, 86 & 87 * 5+ years of related investment research experience required * Proven track record of fostering ...

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. • Proficient in use of CRM system (i.e., Salesforce). • Strong ...

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Proficient in use of CRM system (i.e., Salesforce)

Showing results 21-40

Cfa information

See Alabama salary details

$33.5K

$91.1K

$169.9K

How much do cfa jobs pay per year?

As of Aug 17, 2026, the average yearly pay for cfa in Alabama is $91,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,400.00 and $117,800.00 per year, depending on experience, location, and employer.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

What are the key skills and qualifications needed to thrive as a CFA, and why are they important?

To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong quantitative skills and knowledge of financial tools and regulations.

What are the most commonly searched types of Cfa jobs in Alabama?

The most popular types of Cfa jobs in Alabama are:

What cities in Alabama are hiring for Cfa jobs?

Cities in Alabama with the most Cfa job openings:

Infographic showing various Cfa job openings in Alabama as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $91,054 per year, or $43.8 per hour.

Wealth Management Private Banker

United Community Bank

Huntsville, AL • On-site

Full-time

Re-posted 14 days ago


Job description

Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.


  • Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
  • Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
  • Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
  • Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
  • Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
  • Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
  • Compliance: Ensure adherence to all compliance training and regulatory requirements.

  • 5+ years in private banking and/or wealth management.
  • Strong understanding of wealth management and planning concepts.
  • Expertise in consumer and commercial credit structuring and lending practices.
  • Proven track record in business development and client acquisition.
  • Bachelor's Degree.

Preferred Professional Designations:

  • CFP, CFA, CPA, and/or JD.
  • Life and Health Insurance.

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

 Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


USD $0.00 - USD $0.00 /Yr.