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Cfa Jobs in Boca Raton, FL (NOW HIRING)

Lakeview Loan Servicing

AVP, Treasury

Fort Lauderdale, FL · On-site

$120K - $140K/yr

Bachelor's degree required; MBA or CFA or CTP strongly preferred. * 7-12 years of progressive Treasury or related leadership experience, preferred. Lakeview is an Equal Employment Opportunity ...

AEG

Budget and Financial Analyst

Fort Lauderdale, FL · On-site

Sports or entertainment industry background preferred * CPA or CFA candidacy a plus (not required) WHAT WE'RE REALLY LOOKING FOR Beyond the credentials, we want someone who moves fast, thinks like an ...

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 ...

Bank of America

Portfolio Manager III

Boca Raton, FL · On-site

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

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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 Jun 10, 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 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 (Chartered Financial Analyst), 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 Boca Raton, FL? The most popular types of Cfa jobs in Boca Raton, FL are:
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What job categories do people searching Cfa jobs in Boca Raton, FL look for? The top searched job categories for Cfa jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Cfa jobs? Cities near Boca Raton, FL with the most Cfa job openings:
Cfa jobs near you
Infographic showing various Cfa job openings in Boca Raton, FL as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 72% In-person, 11% Hybrid, and 17% Remote job distribution, with an average salary of $95,331 per year, or $45.8 per hour.
Private Wealth Manager - AI Trainer - Remote

Private Wealth Manager - AI Trainer - Remote

micro1 AI

Coral Springs, FL

$80 - $110/hr

Part-time

Retirement

Posted 17 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
  4. Communicate complex financial concepts in a client-centric, easily understandable way.
  5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.


Required Skills and Qualifications:

  1. Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  6. Exceptional judgment and decision-making capability in high-impact client scenarios.
  7. CFP, CFA, or equivalent credential required.


Preferred Qualifications:

  1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  3. Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.


Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Apply