Minimum 10 years of experience in portfolio management * MBA and/or CFA designation required * Demonstrated experience with high-net-worth clients and global asset allocation * Strong analytical ...
Quick apply
Minimum 10 years of experience in portfolio management * MBA and/or CFA designation required * Demonstrated experience with high-net-worth clients and global asset allocation * Strong analytical ...
Gift & Estate Valuation Associate
$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 ...
Gift & Estate Valuation Associate
$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 ...
Treasury Analyst
Bellevue, WA · On-site
$70K - $105K/yr
Interest in CPA/CFA certification or currently pursing CPA/CFA. * Experience analyzing treasury areas and/or supporting accounting entries for debt transactions. * Experience with treasury principles ...
Treasury Analyst
Bellevue, WA · On-site
$70K - $105K/yr
Interest in CPA/CFA certification or currently pursing CPA/CFA. * Experience analyzing treasury areas and/or supporting accounting entries for debt transactions. * Experience with treasury principles ...
Financial Planning and Analysis Manager
Kirkland, WA · On-site
$120K - $154K/yr
Bachelor's in Finance, Accounting, or related field (MBA/CPA/CFA a plus) * 5+ years of FP&A or corporate finance experience * 2+ years of people leadership * Strong financial modeling and GAAP ...
Financial Planning and Analysis Manager
Kirkland, WA · On-site
$120K - $154K/yr
Bachelor's in Finance, Accounting, or related field (MBA/CPA/CFA a plus) * 5+ years of FP&A or corporate finance experience * 2+ years of people leadership * Strong financial modeling and GAAP ...
Lead Advisor - Seattle
$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 ...
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Lead Advisor - Seattle
$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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Private Client Advisor
$100K - $180K/yr
Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. * 5-10 years of experience in banking and wealth management, required. * Excellent relationship management, networking, and business ...
Private Client Advisor
$100K - $180K/yr
Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. * 5-10 years of experience in banking and wealth management, required. * Excellent relationship management, networking, and business ...
Private Client Advisor
Seattle, WA · On-site
$100K - $180K/yr
Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. * 5-10 years of experience in banking and wealth management, required. * Excellent relationship management, networking, and business ...
Private Client Advisor
Seattle, WA · On-site
$100K - $180K/yr
Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. * 5-10 years of experience in banking and wealth management, required. * Excellent relationship management, networking, and business ...
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 ...
Quick apply
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 ...
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 ...
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 ...
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
Quick apply
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
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 ...
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 ...
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 ...
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 ...
Budget Manager
$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 ...
Budget Manager
$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 ...
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 ...
Quick apply
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 ...
Senior Wealth Advisor
$125K - $175K/yr
CFP ® , CFA, or other professional designations preferred * Bachelor's degree in Finance, Business, Economics or related field preferred * Key attributes of the successful candidate include ...
Senior Wealth Advisor
$125K - $175K/yr
CFP ® , CFA, or other professional designations preferred * Bachelor's degree in Finance, Business, Economics or related field preferred * Key attributes of the successful candidate include ...
Sr Portfolio Manager- Trust
Seattle, WA · On-site
$191K - $277K/yr
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 ...
Sr Portfolio Manager- Trust
Seattle, WA · On-site
$191K - $277K/yr
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 ...
Cfa information
See Seattle, WA salary details
$42.1K - $57.7K
9% of jobs
$57.7K - $73.2K
15% of jobs
$74.9K is the 25th percentile. Wages below this are outliers.
$73.2K - $88.8K
15% of jobs
The median wage is $101K / yr.
$88.8K - $104.4K
15% of jobs
$104.4K - $120K
10% of jobs
$120K - $135.5K
9% of jobs
$141K is the 75th percentile. Wages above this are outliers.
$135.5K - $151.1K
11% of jobs
$151.1K - $166.7K
10% of jobs
$166.7K - $182.2K
5% of jobs
$182.2K - $197.8K
2% of jobs
$197.8K - $213.4K
1% of jobs
$42.1K
$114.3K
$213.4K
How much do cfa jobs pay per year?
As of Aug 1, 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 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?
| Aspect | Cfa |
|---|---|
| Credentials | Requires passing three levels of exams, relevant work experience, and adherence to ethical standards |
| Work Environment | Financial analysis, investment management, portfolio management |
| Industry Usage | Widely 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 Seattle, WA? The most popular types of Cfa jobs in Seattle, WA are:
What are popular job titles related to Cfa jobs in Seattle, WA? For Cfa jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Cfa jobs in Seattle, WA look for? The top searched job categories for Cfa jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Cfa jobs? Cities near Seattle, WA with the most Cfa job openings:
Job description
VP – SVP Portfolio Manager
Seattle, WA
On-site
A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager* to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi asset class portfolios on behalf of high-net-worth individuals and families.
The ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives.
The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firmwide research initiatives, collaborate with client administrators, and support select business development efforts.
Key Responsibilities:
• Direct management of client investment portfolios
• Implementation of asset allocation and investment policy
• Macroeconomic, sector, and security-level research
• Active participation in investment committee meetings
• Client communication, reporting, and relationship support
• Contribution to growth through referral engagement and new business opportunities
Qualifications:
• Minimum 10 years of experience in portfolio management
• MBA and/or CFA designation required
• Demonstrated experience with high-net-worth clients and global asset allocation
• Strong analytical, communication, and client service skills This is an excellent opportunity for a relationship-driven investment professional seeking to make a long term impact within a values-based, collaborative, client-centric organization.
*Level is contingent upon experience of selected candidate.
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