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Cfa Jobs in Oregon (NOW HIRING)

Advisors Asset Management

CFA, CFP, CIMA, CAIA, MBA a plus With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial ...

Deloitte

SAP Treasury Senior Consultant

Portland, OR

... CFA) * 4+ years of experience in corporate treasury or treasury management system vendor environments, including SAP integration with trading platforms, including FXall or 360T, and market data feeds ...

Armada

Finance Manager

OR · On-site +1

$121K - $154K/yr

Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA or CPA/CFA preferred. * Experience supporting Engineering, Product, R&D, or other technical/business functions ...

Trueline

CFO

Bend, OR

$220K - $250K/yr

Bachelor's degree in Accounting, Finance, Economics, or a related field. * CPA, MBA, CFA, or similar advanced credential strongly preferred. * 10+ years of progressive financial leadership experience ...

NetBrain

Director FP&A

OR · On-site +1

$180K - $210K/yr

Advanced degree or professional certification (e.g., CPA, CFA) is highly preferred. * 12+ years of experience in financial planning and analysis, with at least 3-5 years in a managerial or director ...

Trueline

CFO

Bend, OR · On-site

$220K - $250K/yr

Bachelor's degree in Accounting, Finance, Economics, or a related field. * CPA, MBA, CFA, or similar advanced credential strongly preferred. * 10+ years of progressive financial leadership experience ...

Trueline

CFO

Bend, OR · On-site

$220K - $250K/yr

Bachelor's degree in Accounting, Finance, Economics, or a related field. * CPA, MBA, CFA, or similar advanced credential strongly preferred. * 10+ years of progressive financial leadership experience ...

Cordance

OR · On-site

$108K - $148K/yr

Experience supporting debt covenant reporting and lender relationships. * CPA, CFA, MBA, or equivalent advanced financial credential. * Experience with business intelligence and data visualization ...

VanderHouwen

Sr. Financial Analyst

Corvallis, OR · Hybrid

$85K - $95K/yr

Bachelors degree in Accounting, Finance, or a related field is required; CPA, CMA, or CFA certification is preferred. * 3+ years experience in financial planning and analysis including budgeting ...

New

Mid Oregon Credit Union

SVP Finance - CFO

Bend, OR · Hybrid

... , CPA, CFA). STARTING SALARY: Depending on Experience BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Personal, Paid Volunteer Hours ...

Sezzle

Director of Regulatory Reporting

OR · On-site +1

$149K - $197K/yr

Strong communication skills with the ability to translate complex regulatory reporting requirements into clear guidance for cross-functional partners. * CPA, CFA, or other relevant professional ...

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All JobsCfa JobsCfa Jobs in Oregon

Cfa information

See Oregon salary details

$39.1K

$106.2K

$198.2K

How much do cfa jobs pay per year?

As of Aug 15, 2026, the average yearly pay for cfa in Oregon is $106,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,300.00 and $137,400.00 per year, depending on experience, location, and employer.

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 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 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 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 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 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.
More about Cfa jobs

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

The most popular types of Cfa jobs in Oregon are:

What are popular job titles related to Cfa jobs in Oregon?

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

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

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

What cities in Oregon are hiring for Cfa jobs?

Cities in Oregon with the most Cfa job openings:

Cfa jobs near you
Infographic showing various Cfa job openings in Oregon 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 $106,213 per year, or $51.1 per hour.

Regional Vice President

Advisors Asset Management

On-site

Full-time

Re-posted 25 days ago

Job description

Regional Vice President
Alternative Investments Products
The Advisors Asset Management (AAM) Alternative Investments Regional Vice President is responsible for leading the sales and marketing strategy for AAM’s alternative investment products within the assigned region. This role supports a rapidly expanding suite of alternative solutions spanning multiple private market asset classes and investment structures, including both private placements and evergreen vehicles.
The Regional Vice President will proactively develop and manage relationships across key U.S. wealth channels, including RIAs, financial advisors, and intermediary partners. In addition, this individual will collaborate closely with AAM’s external wholesaling teams in the region to execute coordinated alternative investment sales initiatives, deepen existing relationships, and drive new business growth.
Southeast Territory Available: North Carolina, South Carolina, Florida, and Georgia
ESSENTIAL RESPONSIBILITIES:
  • Develop and execute a regional sales strategy for alternative investments, aligned with national goals
  • Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private bank channels of wealth
  • Convey deep technical knowledge of Private Markets as well as AAM’s investment strategies and growing suite of alternative investment strategies
  • Organize and execute roadshows and field engagement events
  • Partner with AAM wholesale team to increase sales and advisor adoption
  • Attend various conferences and networking opportunities to expand the AAM Alternative Investments brand in the marketplace
QUALIFICATIONS:
  • Self-motivated leader with proven sales skills and extensive market knowledge
  • Experience in external sales or wholesaling preferred
  • Proven track record of raising assets in Alternative Investments
  • Ability to travel and engage with advisors and clients
  • Ability to anticipate problems and overcome obstacles
  • Willingness to experiment and lead through business expansion and growth
  • Strong communications skills: oral, written and presentations
  • Ability to communicate between management, internal and external sales partners
  • Ability to collaborate across the firm
EDUCATION and/or EXPERIENCE:
  • Required Education: Bachelor's Degree or equivalent experience
  • 10+ years of financial services industry and minimum of 3 years alternative investments sales experience
  • Existing RIA Relationships
  • Required Certifications: FINRA Series 7, 66
  • CFA, CFP, CIMA, CAIA, MBA a plus
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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