Family Wealth Consultant
Cleveland, OH · On-site
CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Quick apply
Family Wealth Consultant
Cleveland, OH · On-site
CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Family Wealth Strategist I
Maumee, OH · On-site
$114K - $148K/yr
CFP, CFA, or equivalent professional designation * Minimum of 5 years of proven experience in the wealth management or financial services industry * Strong understanding of: * Investment principles
Family Wealth Strategist I
Maumee, OH · On-site
$114K - $148K/yr
CFP, CFA, or equivalent professional designation * Minimum of 5 years of proven experience in the wealth management or financial services industry * Strong understanding of: * Investment principles
Trust Officer
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
Trust Officer
Westerville, OH · On-site
Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) * Extensive ...
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
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 ...
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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 ...
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
... CFP, CFA, ChFC preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.
... CFP, CFA, ChFC preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.
... CFP, CFA, ChFC preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for ...
... CFP, CFA, ChFC preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for ...
CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
Quick apply
CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
Wealth Advisor II
Cincinnati, OH · On-site
$74K - $100K/yr
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor II
Cincinnati, OH · On-site
$74K - $100K/yr
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor III (Canton)
Canton, OH · On-site
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor III (Canton)
Canton, OH · On-site
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor II
Cincinnati, OH · On-site
$74K - $100K/yr
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor II
Cincinnati, OH · On-site
$74K - $100K/yr
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
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S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Wealth Advisor III (Canton)
Canton, OH · On-site
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
Wealth Advisor III (Canton)
Canton, OH · On-site
CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and ...
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Quick apply
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
$100 - $150/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
$100 - $150/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Associate Wealth Advisor
Cleveland, OH · On-site
Look to pursue one of the following designations once eligible: CPA, PFS, CFP, or CFA * An interest in and a desire to develop an understanding of investments and investment philosophy; * A desire to ...
Associate Wealth Advisor
Cleveland, OH · On-site
Look to pursue one of the following designations once eligible: CPA, PFS, CFP, or CFA * An interest in and a desire to develop an understanding of investments and investment philosophy; * A desire to ...
Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred) * OR equivalent experience (required) Work Experience * 10 years of experience advising ultra-high-net-worth families ...
Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred) * OR equivalent experience (required) Work Experience * 10 years of experience advising ultra-high-net-worth families ...
Director, Family Governance and Development Services
Cleveland, OH · On-site
$128K - $268K/yr
Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred) * OR equivalent experience (required) Work Experience * 10 years of experience advising ultra-high-net-worth families ...
Director, Family Governance and Development Services
Cleveland, OH · On-site
$128K - $268K/yr
Master's Degree or professional designation (e.g., JD, CPA, CFA, CFP) (preferred) * OR equivalent experience (required) Work Experience * 10 years of experience advising ultra-high-net-worth families ...
Cfp Cfa information
What is the difference between Cfp Cfa vs Financial Analyst?
| Aspect | Cfp Cfa |
|---|---|
| Required Certifications | Cfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications |
| Work Environment | Financial planning, investment management, and portfolio analysis |
| Employer & Industry Usage | Financial advisory firms, investment firms, banks, and wealth management companies |
| Common Search & Comparison | People 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 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:
Full-time
Posted 21 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
About Highland Consulting Associates
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Cleveland, OH, US
Year founded
1993