Equity Research Analyst
Milwaukee, WI · On-site
... Analyst (CFA) designation • Must be willing to work in Milwaukee location #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for ...
Equity Research Analyst
Milwaukee, WI · On-site
... Analyst (CFA) designation • Must be willing to work in Milwaukee location #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for ...
Application Specialist - Milwaukee, WI
Medical
Dental
Vision
Retirement
CFA, displacement, and mini piling * Diaphragm walls * Kelly drilling * Dynamic compaction * Ground improvement (e.g., stone columns) * Advise customers on: * Proper equipment operation * Job layouts ...
Application Specialist - Milwaukee, WI
Medical
Dental
Vision
Retirement
CFA, displacement, and mini piling * Diaphragm walls * Kelly drilling * Dynamic compaction * Ground improvement (e.g., stone columns) * Advise customers on: * Proper equipment operation * Job layouts ...
Financial Analyst
Medical
Life
Retirement
MBA or CFA designation is a plus. * Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. * Technical Skills: * Proficiency in ...
Quick apply
Financial Analyst
Medical
Life
Retirement
MBA or CFA designation is a plus. * Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. * Technical Skills: * Proficiency in ...
Financial Analyst
Milwaukee, WI · On-site
Medical
Life
Retirement
MBA or CFA designation is a plus. * Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. * Technical Skills: * Proficiency in ...
Financial Analyst
Milwaukee, WI · On-site
Medical
Life
Retirement
MBA or CFA designation is a plus. * Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. * Technical Skills: * Proficiency in ...
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1 Baird is committed to diversity and provides employment ...
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1 Baird is committed to diversity and provides employment ...
Sr Portfolio Manager- Trust
Milwaukee, WI · On-site
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1 Baird is committed to diversity and provides employment ...
Sr Portfolio Manager- Trust
Milwaukee, WI · On-site
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1 Baird is committed to diversity and provides employment ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). * Series 65 required, unless any of the above ...
CFA, CFP, or progress toward designation preferred. * Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness. * Ability to manage ...
CFA, CFP, or progress toward designation preferred. * Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness. * Ability to manage ...
CFA, CFP, or progress toward designation preferred. * Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness. * Ability to manage ...
CFA, CFP, or progress toward designation preferred. * Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness. * Ability to manage ...
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
Quick apply
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
CFA designation strongly preferred (or meaningful progress toward completion) * SIE, Series 7, and Series 63 licenses (or ability to obtain within six months) * Working knowledge of fixed income ...
CFA designation strongly preferred (or meaningful progress toward completion) * SIE, Series 7, and Series 63 licenses (or ability to obtain within six months) * Working knowledge of fixed income ...
Active professional certification such as a CPA, CMA, FPAC, or CFA * Advanced degree in Accounting, Finance, or an MBA * Experience building dynamic financial dashboards using visualization tools (e ...
Quick apply
Active professional certification such as a CPA, CMA, FPAC, or CFA * Advanced degree in Accounting, Finance, or an MBA * Experience building dynamic financial dashboards using visualization tools (e ...
CFA designation strongly preferred (or meaningful progress toward completion) * SIE, Series 7, and Series 63 licenses (or ability to obtain within six months) * Working knowledge of fixed income ...
CFA designation strongly preferred (or meaningful progress toward completion) * SIE, Series 7, and Series 63 licenses (or ability to obtain within six months) * Working knowledge of fixed income ...
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
CFP, MBA, CFA, CPA, or JD designation preferred * Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and ...
Advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA or JD required for experienced Private Client Services Relationship Managers; financial planning experience is preferred in partnership with ...
Advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA or JD required for experienced Private Client Services Relationship Managers; financial planning experience is preferred in partnership with ...
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) * Entrepreneurial mindset with a focus on quality new client acquisition * Strong ...
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) * Entrepreneurial mindset with a focus on quality new client acquisition * Strong ...
Advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA or JD required for experienced Private Client Services Relationship Managers; financial planning experience is preferred in partnership with ...
Advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA or JD required for experienced Private Client Services Relationship Managers; financial planning experience is preferred in partnership with ...
Commercial Portfolio Manager VP
Milwaukee, WI · On-site
$88.06 - $150.96/hr
Retirement
PTO
CFA (Chartered Financial Analyst) designation Benefits * Retirement savings including both 401(k) and Pension plans. * Paid time off to volunteer in your community. * Opportunities to connect with ...
Commercial Portfolio Manager VP
Milwaukee, WI · On-site
$88.06 - $150.96/hr
Retirement
PTO
CFA (Chartered Financial Analyst) designation Benefits * Retirement savings including both 401(k) and Pension plans. * Paid time off to volunteer in your community. * Opportunities to connect with ...
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) * Entrepreneurial mindset with a focus on quality new client acquisition * Strong ...
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) * Entrepreneurial mindset with a focus on quality new client acquisition * Strong ...
Cfa information
See Wisconsin salary details
$37.3K - $51.2K
9% of jobs
$51.2K - $65K
15% of jobs
$66.4K is the 25th percentile. Wages below this are outliers.
$65K - $78.8K
15% of jobs
The median wage is $89.6K / yr.
$78.8K - $92.6K
15% of jobs
$92.6K - $106.4K
10% of jobs
$106.4K - $120.2K
9% of jobs
$125K is the 75th percentile. Wages above this are outliers.
$120.2K - $134K
11% of jobs
$134K - $147.8K
10% of jobs
$147.8K - $161.6K
5% of jobs
$161.6K - $175.4K
2% of jobs
$175.4K - $189.3K
1% of jobs
$37.3K
$101.4K
$189.3K
How much do cfa jobs pay per year?
As of Aug 16, 2026, the average yearly pay for cfa in Wisconsin is $101,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $131,200.00 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?
| Aspect | Cfa |
|---|---|
| Credentials | Requires passing three levels of exams, relevant work experience, and adherence to ethical standards |
| Work Environment | Financial analysis, investment management, portfolio management |
| Industry Usage | Widely 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
What are the most commonly searched types of Cfa jobs in Wisconsin?
The most popular types of Cfa jobs in Wisconsin are:
What are popular job titles related to Cfa jobs in Wisconsin?
For Cfa jobs in Wisconsin, the most frequently searched job titles are:
- Senior Financial Analyst Spanish
- Senior Financial Analyst
- Financial Analyst Government
- Hourly Financial Analyst
- Entry Level Budget Analyst
- Full Time Senior Financial Analyst Contract
- Senior Financial Analyst Fp&A
- Remote Work From Home Financial Analyst
- Work From Home Financial Analyst
- Financial Analyst Online
What job categories do people searching Cfa jobs in Wisconsin look for?
The top searched job categories for Cfa jobs in Wisconsin are:
What cities in Wisconsin are hiring for Cfa jobs?
Cities in Wisconsin with the most Cfa job openings:
Full-time
Posted 20 days ago
Job description
Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors where our clients seek timely, actionable insights. Our dedicated analyst teams provide comprehensive, award-winning coverage of over 725+ stocks. We are always looking for talented professionals to join our Equity Research team and have an Analyst level opportunity in our Milwaukee headquarters.
About the Role:
The Equity Research Analyst plays an integral role in the research process through providing comprehensive industry and company coverage for both institutional and individual clients. Our Analysts have the opportunity to work with nationally recognized Senior Analysts in a department that has an international reputation for excellence.
The Impact You'll Make:
• Partnering closely with the Senior Analyst responsible for that sector, work within a focused industry team of 2-3 associates to cover group of 15+ stocks, including small-, mid- and large-cap companies
• Provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research
• Collect industry data and provide a level of expertise in a sector that helps clients to decide where to invest
• Develop proprietary research, write reports, and communicate and distribute to clients
• Attend and participate in company-sponsored conferences
• Assist in the development of relationships with the senior management team (CEOs, CFOs) of covered companies
• Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
What You'll Bring to Baird:
• Bachelor's degree required with Finance/Accounting degree strongly preferred
• Candidates must have a proven academic record (GPA of 3.5/4.0 or greater preferred)
• 0-3 years of experience with a passion for our industry
• Ability to work within a team and on a self-directed basis
• Excellent analytical, communication, and presentation skills
• Advanced computer skills using Microsoft Word, Excel and PowerPoint
• Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation
• Must be willing to work in Milwaukee location
#LI-AK1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
About the Role:
The Equity Research Analyst plays an integral role in the research process through providing comprehensive industry and company coverage for both institutional and individual clients. Our Analysts have the opportunity to work with nationally recognized Senior Analysts in a department that has an international reputation for excellence.
The Impact You'll Make:
• Partnering closely with the Senior Analyst responsible for that sector, work within a focused industry team of 2-3 associates to cover group of 15+ stocks, including small-, mid- and large-cap companies
• Provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research
• Collect industry data and provide a level of expertise in a sector that helps clients to decide where to invest
• Develop proprietary research, write reports, and communicate and distribute to clients
• Attend and participate in company-sponsored conferences
• Assist in the development of relationships with the senior management team (CEOs, CFOs) of covered companies
• Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
What You'll Bring to Baird:
• Bachelor's degree required with Finance/Accounting degree strongly preferred
• Candidates must have a proven academic record (GPA of 3.5/4.0 or greater preferred)
• 0-3 years of experience with a passion for our industry
• Ability to work within a team and on a self-directed basis
• Excellent analytical, communication, and presentation skills
• Advanced computer skills using Microsoft Word, Excel and PowerPoint
• Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation
• Must be willing to work in Milwaukee location
#LI-AK1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.