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Cfa Jobs in Raleigh, NC (NOW HIRING)

DR Horton, Inc.

Sales Coordinator

Durham, NC · On-site

$18 - $25/hr

The noise level is generally moderate Preferred Qualifications * CPA/CFA or demonstrate candidacy is strongly preferre * Associate degree or equivalent from a two-year college or technical school a ...

DR Horton

Sales Coordinator

Durham, NC · On-site

$18 - $25/hr

The noise level is generally moderate Preferred Qualifications * CPA/CFA or demonstrate candidacy is strongly preferred * Associate degree or equivalent from a two-year college or technical school a ...

Deloitte

Financial Risk Senior Consultant

Raleigh, NC

$113K/yr

Advanced degree and/or certification (e.g., Quant MS, MBA, FRM, CFA, CRCM, CPA, PMP). * Expertise in one or more Financial Risk domains: * Credit Risk: Underwriting and portfolio credit risk across ...

Deloitte

SAP Treasury Senior Consultant

Raleigh, NC

... 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 ...

D.R. Horton, Inc

Sales Coordinator

Durham, NC

$18 - $25/hr

The noise level is generally moderate Preferred Qualifications * CPA/CFA or demonstrate candidacy is strongly preferred * Associate degree or equivalent from a two-year college or technical school a ...

NetApp

Director, Capital Markets & FX

Morrisville, NC · Hybrid

$201K - $266K/yr

CFA, CTP, CRM) are highly desirable * 10 years of experience in capital markets, including at least 5 years in a corporate Treasury role * Proven experience in building high-performing teams and ...

DR Horton, Inc.

Sales Coordinator

Durham, NC · On-site

$18 - $25/hr

The noise level is generally moderate Preferred Qualifications * CPA/CFA or demonstrate candidacy is strongly preferred * Associate degree or equivalent from a two-year college or technical school a ...

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All JobsCfa JobsCfa Jobs in Raleigh, NC

Cfa information

See Raleigh, NC salary details

$36K

$97.7K

$182.3K

How much do cfa jobs pay per year?

As of Jul 6, 2026, the average yearly pay for cfa in Raleigh, NC is $97,653.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $126,400.00 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.

Is CFA harder than an MBA?

The CFA program is generally considered more technically challenging due to its focus on in-depth financial analysis, ethics, and quantitative skills, and it requires passing three rigorous exams over several years. An MBA covers a broader range of business topics, including management, marketing, and leadership, often with a focus on practical application and networking, but typically involves coursework over one or two years. The difficulty depends on individual strengths and career goals, but the CFA is often viewed as more specialized and exam-intensive.

What kind of jobs does a CFA get?

A CFA (Chartered Financial Analyst) typically works in roles such as investment analyst, portfolio manager, financial advisor, or research analyst. These positions involve analyzing financial data, managing investment portfolios, and providing investment recommendations, often requiring strong analytical skills and proficiency with financial tools and models.

Is 37 too late for CFA?

The Chartered Financial Analyst (CFA) designation is open to candidates of any age, and many successful candidates pursue it later in their careers. Age is not a barrier; what matters most are the candidate's commitment, relevant experience, and ability to pass the three levels of the CFA exam. Professionals often complete the CFA program while working, and candidates in their late 30s or beyond frequently achieve certification.

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 salary?

A Chartered Financial Analyst (CFA) salary varies based on experience, location, and employer, but typically ranges from $60,000 to over $150,000 annually. Entry-level CFAs usually earn lower salaries, while those with several years of experience or in senior roles can earn significantly more, often supplemented by bonuses and incentives.

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 Raleigh, NC? The most popular types of Cfa jobs in Raleigh, NC are:
What are popular job titles related to Cfa jobs in Raleigh, NC? For Cfa jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Cfa jobs in Raleigh, NC look for? The top searched job categories for Cfa jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Cfa jobs? Cities near Raleigh, NC with the most Cfa job openings:
Cfa jobs near you
Infographic showing various Cfa job openings in Raleigh, NC as of June 2026, with employment types broken down into 82% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $97,653 per year, or $46.9 per hour.
Investment Specialist

Investment Specialist

State Employees' Credit Union

Raleigh, NC • On-site

Full-time

Posted 20 days ago

State Employees' Credit Union (North Carolina) rating

8.2

Company rating: 8.2 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to deliver investments to SECU's members. The Operations team serves as the leader for evaluation, selection, management and execution of all investment strategies and services.
Dimensions
This person will coordinate with the Relationship Management team to manage and service investment accounts. This person will be a subject matter expert (SME) on investment operations for SECU's FAS team. This person will explore new opportunities for the Investment Services Department, including new products and service opportunities. This person ensures that all security recommendations are appropriate for a member's risk profile and time horizon.
Duties
  • 10% - Projects, Proposals, Education, and Managing Business Relationships
    • Conduct research and meet with investment professionals to develop relationships and explore new product opportunities.
    • Create proposals for Board and Investment Committee review and approval covering new product recommendations and revenue stream opportunities.
    • Create, manage, and execute training programs for FAS Specialists and back office employees when new products and services are implemented.
    • Create and distribute reference and education materials to retail FAS specialists that help develop and sustain member relationships.
  • 30% - Trade Execution and Approval
    • Execute and approve equity, fixed income, and mutual fund trades received from FAS Specialists and members.
      • Stringent FINRA licensing required to execute and approve trades.
    • Produce and review monthly investment statistics and provide actionable insights to management to improve FAS retail success and member loyalty.
  • 45% - FAS Specialist/Member Interaction & Investment Account Management
    • Field phone calls, e-mails and instant messages from all FAS specialists across the retail network as well as from members that call in directly to Investment Services.
    • Supervise new and existing investment business.
    • Manage daily money activity and account billing.
    • Work with clearing custodian and other investment vendors to ensure quality service.
  • 15% - Compliance and Due Diligence
    • Work closely with Compliance team to develop policies and procedures for effective retail supervision.
    • Resolve trade errors and operational challenges promptly and efficiently.
    • Ensure compliance with all policies and procedures, as well as securities rules and regulations.
    • Assist with Vendor Due Diligence

Requirements
  • Must have a four-year bachelor's degree, preferably in a financial related field.
  • 2+ years of experience or an equivalent combination of education and experience.
  • Series 7/66 licenses required or must be obtained within three months of hire.
  • Series 24 preferred or expected to be obtained within six months of hire.
  • CFP designation preferred
    • If applicant does not already have the CFP, SECU can help you obtain, often reimbursing for the full cost of the program.
  • Envestnet and NetX360 experience a plus
  • Series 52 and 53 a plus
  • CFA a plus
  • Must have strong multi-tasking capability
  • Must have an ability to lead and supervise projects
  • Must have an ability to meet deadlines

Job Environment
On-Site with hybrid remote opportunities available.
Our Ideal Candidate
Seasoned and knowledgeable FINRA licensed Financial Professional who understands and believes in the credit union's long-standing philosophy of "people helping people" and who has a desire to work with a rapidly growing firm.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

What State Employees' Credit Union (North Carolina) employees say

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