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Cfp Cfa Jobs in Ohio (NOW HIRING)

MassMutual Pittsburgh

Financial Advisor

Youngstown, OH · On-site

$50 - $70/hr

CFP, CFA, or related professional designation * Experience with CRM systems * Strong network within the Pittsburgh community * Experience in a customer-facing role in insurance and investment ...

MassMutual Pittsburgh

Financial Advisor

Youngstown, OH · On-site

$70K - $150K/yr

CFP, CFA, or related professional designation * Experience with CRM systems * Strong network within the Pittsburgh community * Experience in a customer-facing role in insurance and investment ...

NEST Capital

Senior Financial Advisor

Troy, OH · On-site

$150 - $210/hr

Professional certifications, such as CFP or CIMA * Hold an active Series 7, Series 66 securities ... Additional professional certifications, such as CAIA, CPA, CFA * Experience working with high-net ...

NEST Capital

Financial Advisor

Canton, OH · On-site

$120 - $180/hr

Professional certifications, such as CFP or CIMA * Hold an active Series 7, Series 66 securities ... Additional professional certifications, such as CAIA, CPA, CFA * Experience working with high-net ...

Clearstead

Director Portfolio Management

Cleveland, OH · On-site

$90K - $150K/yr

Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred * 7+ years of investment and financial market experience within a financial services institution; experience within a private wealth ...

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Cfp Cfa information

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 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 are popular job titles related to Cfp Cfa jobs in Ohio?

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

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

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

What cities in Ohio are hiring for Cfp Cfa jobs?

Cities in Ohio with the most Cfp Cfa job openings:

Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Family Wealth Consultant

Highland Consulting Associates, Inc.

Cleveland, OH • On-site

$100 - $140/hr

Other

Re-posted 14 days ago

Job description

We are looking for a passionate and talented Consultant to join our Family Wealth team and make a tangible difference in the success of our clients.

This Consultant role combines client service excellence, investment consulting expertise to deliver comprehensive solutions focused on our private investors and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, exceptional communication skills, and the ability to translate complex investment concepts into clear, actionable recommendations that help clients achieve their objectives.

Success in this role is measured not only by investment outcomes, but by the utility you help clients realize in using their assets. You help families feel confident in their decisions, clear about their direction, and secure in their ability to use their wealth in ways that support their lives, values, and legacy.

Key Responsibilities
  • Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
  • Build deep, long-term relationships by understanding client’s goals, values, and legacy objectives
  • Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
  • Prepare personalized client deliverables, investment policy statements that reflect individual goals and values.
  • Support organic growth through exceptional service, and selective business development activities.
Required
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred
  • >4 years of experience in investment consulting, wealth management, or financial services
  • Excellent written and verbal communication skills able to explain complex concepts clearly
  • Self-motivated with ability to manage multiple priorities and meet deadlines
  • CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
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