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Cfa Jobs in Alabama (NOW HIRING)

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$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 ...

Busey

$20 - $25/hr

Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service. * Minimum of 6 hours of annual continuing education in courses related to ...

Busey

$25 - $29/hr

Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly recommended to be started by the end of first year of service. * Minimum of 6 hours of annual continuing education in courses ...

Deloitte

Tax Manager - Federal / Corporate Tax

Birmingham, AL · On-site

$104K - $136K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree such as Masters of Tax, JD, and/or LLM * Solid understanding with accounting for income taxes in ...

Alteryx

$103K - $134K/yr

BA/BS in Finance, Economics, Accounting, or a related field; an MBA or professional certification (CFA/CPA) is a plus. Compensation Alteryx is committed to fair, equitable, and transparent ...

Deloitte

Tax Manager - Real Estate

Huntsville, AL · On-site

$109K - $143K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Previous Big 4 or large CPA firm experience The wage range ...

Deloitte

Tax Manager - Real Estate

Birmingham, AL · On-site

$104K - $136K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Previous Big 4 or large CPA firm experience The wage range ...

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$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.
More about Cfa jobs

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The most popular types of Cfa jobs in Alabama are:

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For Cfa jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Cfa jobs in Alabama look for?

The top searched job categories for Cfa jobs in Alabama are:

What cities in Alabama are hiring for Cfa jobs?

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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.

Senior Financial Planner

Stifel

Birmingham, AL • On-site

$71K - $95K/yr

Full-time

Re-posted 21 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

What You'll Be Doing
A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.
What We're Looking For
• Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures.
• Develop and implement comprehensive strategies responsive to clients' needs and goals.
• Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning.
• Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients' motivations and needs.
• Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning.
• Work closely with 1919's financial professionals as well as outside professionals to deliver integrated services to our clients.
• Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
• Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals.
• Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
• Stay updated on industry trends, regulations, and best practices to provide timely, informed advice.
What You'll Bring
• Extensive experience in financial planning, estate planning, and tax matters.
• Proficiency in financial modeling and analysis.
• Strong analytical skills with the ability to evaluate investment opportunities.
• Excellent communication and interpersonal skills.
• High level of integrity and professionalism.
Education & Experience
• Minimum Required: Bachelor's degree in Finance or Business, or related field.
• Minimum Required: 5+ years of related experience working with high-net-worth individuals and families.
• Preferred: Advanced degree (MBA, JD, MS in Finance, etc.).
Licenses & Credentials
• Minimum Required: Series 65 license (or waiver).
• Preferred: 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).
• Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting.
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About Stifel
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
1919 Investment Counsel is an Equal Opportunity Employer.

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