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Cfa Jobs in Boca Raton, FL (NOW HIRING)

Wilmington Trust

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...

Taylor White

Treasury Manager

Wilton Manors, FL · On-site

$130/hr

Bachelor's degree in Accounting, Finance, or related field required * MBA, CFA, or CTP designation preferred * 5+ years of treasury experience required * Public accounting experience, including Big ...

Acclarity

Manager, Controller

Fort Lauderdale, FL · Remote

Bachelor's degree in Accounting or Finance required; graduate degree preferred. * CPA designation required; other credentials (e.g., CIA, CFA) a plus. * 8+ years of progressive accounting experience ...

Chick-fil-A Supply LLC

Warehouse Team Member

Weston, FL · On-site

$21.25/hr

For more information, visit cfa-supply.com. Schedule: Monday, Tuesday, Friday, Saturday from 7:00 AM - 5:30 PM until the work is done: * 4-Day Workweek (4 10 hour days) * The schedule will be ...

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Showing results 21-40

All JobsCfa JobsCfa Jobs in Boca Raton, FL

Cfa information

See Boca Raton, FL salary details

$35.1K

$95.3K

$177.9K

How much do cfa jobs pay per year?

As of Aug 14, 2026, the average yearly pay for cfa in Boca Raton, FL is $95,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $123,400.00 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.
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For Cfa jobs in Boca Raton, FL, the most frequently searched job titles are:

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Cfa jobs near you
Infographic showing various Cfa job openings in Boca Raton, FL 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 $95,331 per year, or $45.8 per hour.

Wealth Investment Associate

Wilmington Trust

Palm Beach, FL • On-site

$29.39 - $48.99/hr

Full-time

Posted 16 days ago

Job description

Overview:

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.

Primary Responsibilities:
  • Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
  • Develop Individual Policy Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations.
  • Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews.
  • Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
  • Serve as a support associate to assigned Investment Advisor(s) as required.
  • Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Education and Experience Required:

Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated strong verbal and written communication skills

Strong presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.39 - $48.99 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Palm Beach, Florida, United States of America

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