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Cfp Cfa Jobs in Indiana (NOW HIRING)

Waverly Advisors, LLC

Associate Wealth Advisor

Lafayette, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

CFA, CFP, or CPA. * Two to five years' experience in the financial services industry, preferably at an RIA. * Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide ...

Northwest

Senior Portfolio Manager

Fishers, IN · On-site

$120 - $180/hr

CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.At Northwest, we're here for what's next. Whether we're finding ...

Schroders

Portfolio Director

Edinburgh, IN · On-site

$120.08 - $186.79/hr

A professional qualification such as CFA, CFP, or equivalent is highly desirable Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track ...

Deloitte

Tax Manager - Private Wealth

Indianapolis, IN · On-site

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, MAcc, JD, or LLM * Prior Big 4 or large CPA firm experience * Strong verbal and written ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills ...

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Cfp Cfa information

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.

What are popular job titles related to Cfp Cfa jobs in Indiana?

For Cfp Cfa jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Cfp Cfa jobs in Indiana look for?

The top searched job categories for Cfp Cfa jobs in Indiana are:

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Cities in Indiana with the most Cfp Cfa job openings:

Cfp Cfa jobs near you

Key Private Bank Senior Relationship Manager

KeyBank

South Bend, IN • On-site

$116K - $216K/yr

Full-time

Posted 24 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
202 S Michigan Boulevard, South Bend Indiana
Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Essential Functions
  • Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
  • Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
  • Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
  • Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
  • Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in business related field or equivalent work experience (preferred)
  • Master's Degree in business related field (preferred)
  • OR equivalent experience (required)

Work Experience
  • 7 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications
  • FINRA License S7 () and
  • FINRA License S66 (preferred) or
  • FINRA License S63 () and
  • FINRA License S65 (preferred)
  • Certified Financial Planner (CFP) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)
  • Certified Public Accountant (CPA) (preferred)
  • Chartered Financial Analyst (CFA) (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)
  • Certified Wealth Strategist (CWS) (preferred)

Skills
  • Ability to build trust by taking a proactive client centric approach
  • Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
  • Demonstrated expert knowledge of financial products and banking regulations
  • Demonstrated strong client advisory skills
  • Demonstrated experience with and broad understanding of personal and commercial financial statements
  • Proven experience with and comprehensive understanding of consumer or commercial lending
  • Excellent verbal and written communication skills
  • Proficient in personal computer applications to drive results

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category
  • Hybrid (Sales)

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/28/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Hybrid

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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