Senior Wealth Advisor
$125K - $175K/yr
CFP ® , CFA, or other professional designations preferred * Bachelor's degree in Finance, Business, Economics or related field preferred * Key attributes of the successful candidate include ...
$125K - $175K/yr
CFP ® , CFA, or other professional designations preferred * Bachelor's degree in Finance, Business, Economics or related field preferred * Key attributes of the successful candidate include ...
$125K - $175K/yr
CFP ® , CFA, or other professional designations preferred * Bachelor's degree in Finance, Business, Economics or related field preferred * Key attributes of the successful candidate include ...
Minneapolis, MN · On-site
Bachelor's or master's degree in Business or related field and CFA certification preferred * Minimum of ten years' experience in financial services industry with direct client responsibility * Must ...
Quick apply
Minneapolis, MN · On-site
Bachelor's or master's degree in Business or related field and CFA certification preferred * Minimum of ten years' experience in financial services industry with direct client responsibility * Must ...
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-endclose, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-endclose, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
$120K - $150K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Experience with enterprise financial systems and reporting tools preferred. * CPA, CFA, MBA, or similar credentials are a plus. Why Consider This Opportunity * High visibility with leadership and ...
Quick apply
$120K - $150K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Experience with enterprise financial systems and reporting tools preferred. * CPA, CFA, MBA, or similar credentials are a plus. Why Consider This Opportunity * High visibility with leadership and ...
S. Degree -emphasisinAccounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-endclose, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
S. Degree -emphasisinAccounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-endclose, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Eden Prairie, MN · On-site
$120 - $205/hr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · On-site
$120 - $205/hr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · On-site
$120 - $205/hr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · On-site
$120 - $205/hr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP, or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · On-site
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be ...
Quick apply
Eden Prairie, MN · On-site
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be ...
Minneapolis, MN · On-site
$55K - $95K/yr
Medical
Dental
Vision
Retirement
Exposure to financial statement preparation, audits, and reviews preferred Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification General knowledge of ...
Minneapolis, MN · On-site
$55K - $95K/yr
Medical
Dental
Vision
Retirement
Exposure to financial statement preparation, audits, and reviews preferred Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification General knowledge of ...
Minneapolis, MN · On-site
$55K - $95K/yr
Medical
Dental
Vision
Retirement
What you will need: • Bachelor's degree in Accounting, Finance, or related field required. • Exposure to financial statement preparation, audits, and reviews preferred • Working towards CFA, CP ...
Minneapolis, MN · On-site
$55K - $95K/yr
Medical
Dental
Vision
Retirement
What you will need: • Bachelor's degree in Accounting, Finance, or related field required. • Exposure to financial statement preparation, audits, and reviews preferred • Working towards CFA, CP ...
Eden Prairie, MN · On-site
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · On-site
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Bloomington, MN · On-site
$140 - $190/hr
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred. * Expertise in month‑end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Bloomington, MN · On-site
$140 - $190/hr
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred. * Expertise in month‑end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Eden Prairie, MN · Hybrid
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Eden Prairie, MN · Hybrid
$120K - $205K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CPFA, CMT, CFA, CFP or CPA * Ability to creatively solve problems and analyze client data * Ability to delegate, supervise, and review the work of less experienced staff * Ability to be flexible to ...
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Bloomington, MN · On-site
$125K - $170K/yr
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Bloomington, MN · On-site
$125K - $170K/yr
Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred * Expertise in month-end close, technical accounting, financial reporting, and audits. * Exposure to FP&A, budgeting, and ...
Hopkins, MN · On-site
$90K - $120K/yr
Medical
Dental
Vision
Life
Retirement
PTO
JD, CFP, CFA, or CPA certification--or meaningful progress toward one--is strongly preferred SKILLS & ATTRIBUTES * Handles confidential information with discretion and maintains high standards of ...
Quick apply
Hopkins, MN · On-site
$90K - $120K/yr
Medical
Dental
Vision
Life
Retirement
PTO
JD, CFP, CFA, or CPA certification--or meaningful progress toward one--is strongly preferred SKILLS & ATTRIBUTES * Handles confidential information with discretion and maintains high standards of ...
Wayzata, MN · On-site
$90K - $105K/yr
PREFERRED QUALIFICATIONS * MBA or CFA * Experience in financial services and/or insurance industry * Experience working with actuarial data or collaborating with actuarial teams * Experience in data ...
Wayzata, MN · On-site
$90K - $105K/yr
PREFERRED QUALIFICATIONS * MBA or CFA * Experience in financial services and/or insurance industry * Experience working with actuarial data or collaborating with actuarial teams * Experience in data ...
$80K - $125K/yr
Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In ...
$80K - $125K/yr
Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In ...
Chartered Financial Analyst (CFA) preferred * 10-20 Years of industry experience * Proven experience in a senior leadership role focused on strategic relationship management within the financial ...
Chartered Financial Analyst (CFA) preferred * 10-20 Years of industry experience * Proven experience in a senior leadership role focused on strategic relationship management within the financial ...
Minneapolis, MN · On-site
$170 - $225/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Minneapolis, MN · On-site
$170 - $225/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
$37.9K - $51.9K
9% of jobs
$51.9K - $65.9K
15% of jobs
$67.4K is the 25th percentile. Wages below this are outliers.
$65.9K - $79.9K
15% of jobs
The median wage is $90.9K / yr.
$79.9K - $93.9K
15% of jobs
$93.9K - $107.9K
10% of jobs
$107.9K - $121.9K
9% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$121.9K - $136K
11% of jobs
$136K - $150K
10% of jobs
$150K - $164K
5% of jobs
$164K - $178K
2% of jobs
$178K - $192K
1% of jobs
$37.9K
$102.9K
$192K
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.
| 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.
For Cfa jobs in Maple Grove, MN, the most frequently searched job titles are:
The top searched job categories for Cfa jobs in Maple Grove, MN are:
Cities near Maple Grove, MN with the most Cfa job openings:

$125K - $175K/yr
Full-time
Re-posted 12 days ago
Job Description
We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.
Responsibilities
Qualifications
Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Newport Beach, CA, US
2002