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Cfa Jobs in Riverside, CA (NOW HIRING)

PWM Private Wealth Advisor

Ontario, CA · On-site

$133.37 - $156.90/hr

Professional designation such as CFA or CFP preferred Benefits * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short‑term and long‑term disability

... Verify CFA vehicles are clean, check gas, and communicate any maintenance issues via repairs and maintenance Slack channel. Vehicles should be free of items that belong in storage. REQUIREMENTS

... Verify CFA vehicles are clean, check gas, and communicate any maintenance issues via repairs and maintenance Slack channel. Vehicles should be free of items that belong in storage. REQUIREMENTS

Sr. Manager, Corporate Finance

Irvine, CA · On-site

$150K - $175K/yr

CFA, MBA, and/or CPA a plus LIFE AT VIANT Investing in our employee's professional growth is important to us, but so is investing in their well-being. That's why Viant was voted one of the best ...

Senior Financial Analyst

Chino, CA

$87K - $108K/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 ...

Senior Financial Analyst

Chino, CA · On-site

$87K - $108K/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 ...

Director, Strategic Finance

Irvine, CA · On-site

$175K - $200K/yr

... CFA a plus LIFE AT VIANT Investing in our employee's professional growth is important to us, but so is investing in their well-being. That's why Viant was voted one of the best places to work and ...

Showing results 21-40

Cfa information

See Riverside, CA salary details

$38.6K

$104.8K

$195.6K

How much do cfa jobs pay per year?

As of Sep 3, 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 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.

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:

Infographic showing various Cfa job openings in Riverside, CA as of August 2026, with employment types broken down into 81% Full Time, 13% Part Time, 5% Temporary, and 1% Contract. Highlights an 79% Physical, 9% Hybrid, and 12% Remote job distribution, with an average salary of $104,805 per year, or $50.4 per hour.

PWM Private Wealth Advisor

Us Bank

Ontario, CA • On-site

$133.37 - $156.90/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

66th of 174 rated banks


Job description

Job Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships, using a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA drives growth through internal and external sales and development of new client relationships within PWM, supported by specialists with deeper expertise. As a U.S. Bank representative in the community, the PWA also acts as a conduit for Private Wealth Management’s strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain any NMLS registration requirements may result in rescission of the offer or termination of employment.

Basic Qualifications

  • Bachelor's degree or equivalent work experience
  • Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills / Experience

  • Established network with strong relationship management, networking, and business development skills
  • Demonstrated success in specific client segments or verticals with strategic partnerships
  • Experience profiling clients and formulating customized strategies
  • Holistic approach to managing client relationships and organizing a team of specialists
  • Strong communication skills and ability to simplify complex concepts for diverse audiences
  • Passion for problem‑solving and acting as a strategic advisor
  • Ability to make critical decisions independently and act as a business owner
  • Professional designation such as CFA or CFP preferred

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short‑term and long‑term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer‑funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay Range: $133,365.00 - $156,900.00

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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