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Cfa Jobs in Aloha, OR (NOW HIRING)

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 ...

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Showing results 21-40

All JobsCfa JobsCfa Jobs in Aloha, OR

Cfa information

See Aloha, OR salary details

$39K

$106K

$197.8K

How much do cfa jobs pay per year?

As of Aug 18, 2026, the average yearly pay for cfa in Aloha, OR is $105,952.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $137,100.00 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.
More about Cfa jobs

What cities near Aloha, OR are hiring for Cfa jobs?

Cities near Aloha, OR with the most Cfa job openings:

Cfa jobs near you
Infographic showing various Cfa job openings in Aloha, OR as of August 2026, with employment types broken down into 77% Full Time, 22% Part Time, and 1% Contract. Highlights an 77% Physical, 13% Hybrid, and 10% Remote job distribution, with an average salary of $105,952 per year, or $50.9 per hour.

Director, Wealth Management Coaching & Consulting - Northwest Region

Charles Schwab Inc.

Portland, OR • On-site

$179K - $224K/yr

Full-time

Posted 19 days ago

Job description

Your Opportunity
At Schwab, we believe everyone should have the opportunity to achieve financial freedom. For more than 40 years, we have championed investors by making investing more accessible, understandable, and affordable. As a trusted leader in financial services, we are committed to helping clients and employees create a better future.
The Director, Wealth Management Coaching & Consulting plays a critical role in elevating the effectiveness of Schwab's branch network by coaching, consulting, and developing employees to deliver Schwab's Modern Wealth Management experience. This leader partners closely with field leadership and branch teams to drive advisor and consultant growth, improve client outcomes, and accelerate market performance through targeted coaching and strategic consulting.
What You Will Do
  • Coach and develop branch employees to enhance client engagement and wealth management capabilities.
  • Improve efficiency and effectiveness across branch teams through targeted developmental strategies.
  • Enhance client interactions, relationship management, and engagement skills.
  • Coach employees on financial planning concepts, tools, and client dialogue.
  • Showcase appropriate wealth management strategies and solutions for a variety of client scenarios.
  • Promote consistent adoption of Schwab's practice management standards.
  • Leverage business and performance metrics to identify trends and build tactical action plans.
  • Consult with field leaders to implement strategies that improve growth, retention, and client outcomes.
  • Influence organizational change through partnership, collaboration, and leadership.
  • Align coaching initiatives with Schwab's strategic business objectives.

What you have
Required Qualifications
  • BA/BS required
  • FINRA Series 7 and 66 required
  • A minimum of 10-15 years in the financial services industry
  • 7+ years of sales leadership experience
  • Typical travel is about 50% of the time for coaching and meetings
  • Must reside in the region you cover, with potential to be located in a branch or corporate site based on capacity.
  • Comprehensive understanding of Wealth Management and effective client engagement skills.
  • Ability to formulate and teach efficient client engagement and sales processes.
  • Deep knowledge of brokerage, advised, and banking products and services.
  • Extensive knowledge of Financial Planning.
  • Exceptional customer focus, including the ability to think in terms of the customer experience and perspective.
  • Strong competency and demonstrated passion for coaching and employee development.
  • Demonstrated success executing and understanding initiatives aligned with the Company's strategic objectives to expand market share and achieve competitive advantage.
  • Keen business judgment and the ability to effectively make trade-offs in the business decision-making process and manage risk.
  • Data-curious approach to leveraging key metrics to identify trends and create tactical action plans to drive results in a sales environment.
  • Ability to inspire organizational change and growth.
  • Strong organizational, collaboration, and partnership skills.
  • Excellent verbal and written communication skills.
  • High degree of flexibility and comfort managing competing priorities.
  • Superior skills with Microsoft Excel and PowerPoint.

Preferred Focus Areas
  • Industry certifications (CIMA/CFP/CFA/CWS) preferred
  • Coaching financial services professionals to improve client engagement and business outcomes.
  • Experience applying financial planning concepts, tools, and dialogue in client-facing or advisor-development scenarios.
  • Use of metrics and reporting to identify trends, prioritize opportunities, and build tactical action plans.
  • Ability to influence experienced professionals and leaders without direct authority.
  • Comfort operating across competing priorities while maintaining strong partnership and communication.

This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the Northwest region (Portland, OR; Salt Lake City, UT).
In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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