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Cfa Jobs in Seattle, WA (NOW HIRING)

CFA Institute

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191.50 - $277.20/hr

CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain Compensation and Benefits: * $191,500 -$277,200 annual salary range * Bonus ...

Withum

Gift & Estate Valuation Associate

Seattle, WA · On-site

$65K - $90K/yr

Our professionals hold advanced designations including CPA/ABV, CVA, CFA, and ASA, and contribute regularly to national publications and industry conferences. We are currently seeking an experienced ...

Jobtailor

Manager, FP&A

Woodinville, WA · On-site

$130 - $190/hr

Exceptional written and verbal communication skills with ability to influence cross-functional and executive stakeholders * MBA, CPA, CFA, or other advanced finance credential (preferred)

Brighton Jones

Lead Advisor - Seattle

Seattle, WA · On-site

$120K - $300K/yr

CFP ® , CPA, CFA, or JD. Candidates who do not hold the CFP ® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * 6+ years in ...

PitchBook Data

Principal Product Manager

Seattle, WA · On-site

CFA, CAIA, or Financial industry experience is preferred * Ability to communicate complex ideas with clarity and conviction; crafts compelling narratives tailored to diverse audiences, from engineers ...

Brighton Jones

Lead Advisor - Seattle

Seattle, WA · On-site

$120K - $300K/yr

CFP ® , CPA, CFA, or JD. Candidates who do not hold the CFP ® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * 6+ years in ...

Brighton Jones

Lead Advisor - Seattle

Seattle, WA · On-site

$120K - $300K/yr

CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * 6+ years in financial and ...

Brighton Jones

Advisor - Seattle

Seattle, WA · On-site

CFP ® , CPA, CFA, or JD. Candidates who do not hold the CFP ® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * Baseline ...

Brighton Jones

Advisor - Seattle

Seattle, WA

CFP ® , CPA, CFA, or JD. Candidates who do not hold the CFP ® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * Baseline ...

Brighton Jones

Advisor - Seattle

Seattle, WA · On-site

CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment. * Baseline proficiency in ...

Bank of America

Portfolio Manager III

Seattle, WA · On-site

$135.60 - $275/hr

Professional credentials such as CPA, CFP, or CFA. * Graduate degree (MBA, JD) preferred. Skills * Advisory client investments * Management, customer and client focus * Investment management

SumBridge

GL Accountant

Sumner, WA · On-site

$75K - $85K/yr

Master's degree or relevant professional certifications (e.g., CFA, CPA) is preferred. * Minimum 3-5 years' accounting experience with progressively increased levels of responsibility. * Experience ...

Artemis Connection

Budget Manager

Seattle, WA · On-site

$70 - $85/hr

Ability to manage multiple stakeholders and deadlines Preferred * MBA or CPA/CFA a plus * Experience in global, high-growth organizations * Familiarity with ERP and budgeting systems (e.g., Anaplan ...

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All JobsCfa JobsCfa Jobs in Seattle, WA

Cfa information

See Seattle, WA salary details

$42.1K

$114.3K

$213.4K

How much do cfa jobs pay per year?

As of Aug 23, 2026, the average yearly pay for cfa in Seattle, WA is $114,322.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $147,900.00 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.
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Cfa jobs near you
Infographic showing various Cfa job openings in Seattle, WA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 81% Physical, 10% Hybrid, and 9% Remote job distribution, with an average salary of $114,322 per year, or $55 per hour.

Sr Portfolio Manager- Trust

CFA Institute

Seattle, WA • On-site

$191.50 - $277.20/hr

Other

Posted 17 days ago

Job description

About the Role:

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee. This position offers flexibility with 4 days/week in our Seattle, WA office and 1 day remote.

The Impact You'll Make:
  • Serves high net worth and institutional clients within Baird Trust Company
  • Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
  • Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
  • Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
  • Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
  • Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
  • Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
  • Keep informed of market trends and analyze the effect of these trends on client investment portfolios
  • Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
  • Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
  • Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
  • Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
  • Work ethically and with integrity, including maintaining client and firm confidentiality
  • Interpret and apply policies and identify and recommend changes as appropriate
What You'll Bring to Baird:
  • Four (4) year degree in Business, Economics, Accounting, or Finance
  • MBA (preferred)
  • 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
  • Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
  • Familiarity with fiduciary principles and prudent investment concepts
  • General understanding of the tax code
Licenses/Certifications:
  • CFA / CFP preferred
  • SIE, Series 7 required - or ability to obtain
  • Series 63, 65, or 66 required - or ability to obtain
Compensation and Benefits:
  • $191,500 -$277,200 annual salary range
  • Bonus potential up to 50% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
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