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Cfa Jobs in Riverside, CA (NOW HIRING)

HUMAN OPTIONS INC

Senior Finance Director

Irvine, CA

Master's degree or CPA/CFA designation preferred. * Five (5) years of accounting experience. Program financial management experience a plus. * Three (3) years of leadership experience. * Experience ...

harrington

Senior Financial Analyst

Chino, CA

$87K - $108.30K/yr

Exposure to debt covenants, leverage ratios, and cash flow forecasting. * CPA, CFA, or CMA a plus. About You You are thoughtful, dependable, and credible under pressure. You value precision ...

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Cfa information

See Riverside, CA salary details

$38.6K

$104.8K

$195.6K

How much do cfa jobs pay per year?

As of May 31, 2026, the average yearly pay for cfa in Riverside, CA is $104,805.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $135,600.00 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 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 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 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 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.

More about Cfa jobs
What are popular job titles related to Cfa jobs in Riverside, CA? For Cfa jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Cfa jobs in Riverside, CA look for? The top searched job categories for Cfa jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Cfa jobs? Cities near Riverside, CA with the most Cfa job openings:
Cfa jobs near you
Infographic showing various Cfa job openings in Riverside, CA as of May 2026, with employment types broken down into 85% Full Time, 10% Part Time, 3% Temporary, and 2% Contract. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution, with an average salary of $104,805 per year, or $50.4 per hour.
Private Wealth Manager - AI Trainer - Remote

Private Wealth Manager - AI Trainer - Remote

micro1 AI

Corona, CA

$80 - $110/hr

Part-time

Retirement

Posted 7 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)


Job Type: Contractor


Location: Remote


Job Summary: As a Personal Financial Advisor (Private Wealth), 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