ZipRecruiter

Log In

1

Cfp Cfa Jobs in Ohio (NOW HIRING)

Northern Trust

Senior Portfolio Advisor, WM

Cleveland, OH · On-site

$132K - $132K/yr

Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA. * May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Manulife

Advanced Markets Consultant

Delaware, OH · On-site +1

M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or financial services with a focus on advanced markets, premium finance, estate planning, business planning, or ...

KeyCorp

Key Private Bank Relationship Manager

Westlake, OH · On-site

$125 - $150/hr

Certified Financial Planner (CFP) (preferred)* Certified Investment Management Analyst (CIMA) (preferred)* Certified Public Accountant (CPA) (preferred)* Chartered Financial Analyst (CFA) (preferred)

previous page

Showing results 41-60

All JobsCfp Cfa JobsCfp Cfa Jobs in Ohio

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.

Relationship Associate - Institutional Sales

Victory Capitel

Brooklyn, OH • On-site

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Key responsibilities

  • Assist Relationship Managers in preparing and delivering Monthly or Quarterly reports.

  • Help with data requests from clients and internal partners, and work with investment teams to gather strategy performance information.

  • Support the sales team in developing the institutional market presence and deliver competitive information as requested.

Job description

Relationship Associate - Institutional Sales
Brooklyn, OH
About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support.
This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.
You Will:
  • Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
  • Assist with data requests from clients and internal partners
  • Work with investment teams to secure narrative and statistics that further detail strategy performance and positioning
  • Assist in streamlining areas of data gathering and distribution
  • Work with sales team to further develop our presence in the institutional market
  • Deliver competitive information to the sales team as requested
  • Develop and enhance our social media presence through individual efforts

You Have:
  • Bachelor's degree in Business, Finance or related field
  • Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
  • 3+ years' experience in asset management industry or in a closely related financial field
  • Demonstrated familiarity with artificial intelligence (AI) tools and technologies
  • Strong organization skills/ Attention to detail
  • Ability to problem solve and spot issues proactively
  • Must work well independently and collaboratively

Preferred Qualifications:
  • 3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.
  • Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge

Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $100,000 - $110,000
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Apply