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Cfa Jobs in Portland, OR (NOW HIRING)

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Series 65, CFP or CFA required Skills And Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Depth of ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

UBS

Senior Wealth Strategy Associate

Portland, OR · On-site

Must actively pursue and obtain one of the below designations within two years: • Chartered Financial Analyst ® (CFA ® )certification • Certified Financial Planner ® (CFP ® )certification • ...

Deloitte

SAP Treasury Senior Consultant

Portland, OR · On-site

... 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 Portland, OR

Cfa information

See Portland, OR salary details

$39.2K

$106.6K

$198.9K

How much do cfa jobs pay per year?

As of Sep 3, 2026, the average yearly pay for cfa in Portland, OR is $106,551.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,500.00 and $137,900.00 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 are the most commonly searched types of Cfa jobs in Portland, OR?

The most popular types of Cfa jobs in Portland, OR are:

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For Cfa jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Cfa jobs in Portland, OR look for?

The top searched job categories for Cfa jobs in Portland, OR are:

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

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

Cfa jobs near you
Infographic showing various Cfa job openings in Portland, OR as of August 2026, with employment types broken down into 88% Full Time, 6% Part Time, 5% Temporary, and 1% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $106,551 per year, or $51.2 per hour.

Senior Wealth Advisor

Mariner

Tigard, OR • On-site

$150K - $200K/yr

Full-time

Re-posted 2 days ago

Job description

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team

Qualifications
  • Bachelor's degree required
  • 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills And Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management, and communication skills
  • Demonstrated talent development experience, as well as training and mentoring new staff
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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