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Cfa Jobs in Michigan (NOW HIRING)

Waldron Private Wealth

Wealth Planner

Plymouth, MI · On-site

$51K - $70K/yr

CFP ® , ChFC, PFS, CFA, CIC, Series 65, or Series 66). * Progression towards the CFP ® or other approved designation preferred. Powered by JazzHR ywVUs521HX

Jimmy Jazz

First Assist Surgical Tech

Kalkaska, MI · On-site

$65 - $90/hr

Certification as a Certified Surgical Technologist and Certified First Assistant (CST/CFA). * Previous surgery experience preferred. * BLS required. Summary Are you interested in a career where you ...

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Venteon

Financial Planning Analyst

Auburn Hills, MI · On-site

Bachelor's degree in Accounting, Finance, Economics, or a related field. * MBA or other Master's degree and relevant certification (e.g., CFA, CPA) is a plus. * Minimum 3 years of relevant experience.

Venteon

FP&A Analyst

Auburn Hills, MI · On-site

Bachelor s degree in Accounting, Finance, Economics, or a related field. * MBA or other Master s degree and relevant certification (e.g., CFA, CPA) is a plus. * Minimum 3 years of relevant experience.

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Troy, MI · On-site

$110K - $350K/yr

Industry related designations (or working towards) such as CFP, CFA, or CPA preferred. * Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Grand Blanc, MI · On-site

$110K - $350K/yr

Industry related designations (or working towards) such as CFP, CFA, or CPA preferred. * Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.

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Cfa information

See Michigan salary details

$32.2K

$87.6K

$163.4K

How much do cfa jobs pay per year?

As of Sep 4, 2026, the average yearly pay for cfa in Michigan is $87,559.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,100.00 and $113,300.00 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 analytical skills and knowledge of financial tools and regulations.
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What are the most commonly searched types of Cfa jobs in Michigan?

The most popular types of Cfa jobs in Michigan are:

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

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What cities in Michigan are hiring for Cfa jobs?

Cities in Michigan with the most Cfa job openings:

Cfa jobs near you
Infographic showing various Cfa job openings in Michigan as of August 2026, with employment types broken down into 83% Full Time, 9% Part Time, 5% Temporary, 2% Contract, and 1% Nights. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $87,559 per year, or $42.1 per hour.

Wealth Planner

Waldron Private Wealth

Plymouth, MI • On-site

$51K - $70K/yr

Full-time

Posted 15 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation.
In this role, you will:
  1. Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals.
  2. Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.
  3. Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.
  4. Provide value add investment & wealth planning ideas for client or prospect meeting preparation.
  5. Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
  6. Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary.
  7. Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.
  8. Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary.
Education and Experience Requirements:
  1. Bachelor's Degree in finance or related field required.
  2. Minimum of one (1) year of experience in financial services industry preferred.
  3. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
  4. Progression towards the CFP® or other approved designation preferred.

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