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Cfp Cfa Jobs in Griffith, IN (NOW HIRING)

FIRST MERCHANTS

Financial Advisor

Merrillville, IN · On-site

Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS. First Merchants offers the following: * Base Pay PLUS Bonuses * Medical, Dental ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS. First Merchants offers the following: * Base Pay PLUS Bonuses * Medical, Dental ...

First Merchant's Bank

Financial Advisor

Merrillville, IN · On-site

Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS. First Merchants offers the following: * Base Pay PLUS Bonuses * Medical, Dental ...

Capgroup

Private Wealth Advisor

Chicago, IL

CFP, CFA or MBA a plus * You have 5+ years of wealth management or related industry experience and a demonstrated interest in new business development * You have the ability to create and nurture a ...

Capital Group

Private Wealth Advisor

Chicago, IL · On-site

CFP, CFA or MBA a plus * You have 5+ years of wealth management or related industry experience and a demonstrated interest in new business development * You have the ability to create and nurture a ...

RK Partners

Financial Advisor - Licensed

Chicago, IL · On-site

CFP, ChFC, PFS, CFA, CIC. Responsibilities * Prospecting for clients through referrals, personal observation and networking * Developing and maintaining long-term relationships with clients * Fact ...

First Financial Bank

Wealth Advisor II

Chicago, IL · 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 ...

hightower

Senior Investment Consultant

Chicago, IL · On-site +1

$100K - $110K/yr

Bachelor's degree required; advanced degree or CFA/CFP preferred. * Ability to travel up to 25%. What We Offer * Coverage on the first day of employment for medical, dental, and vision insurance

New

William Blair

Manager, PWM Fixed Income

Chicago, IL

Advanced degree and/or Industry Designation (MBA, CFA, CFP, etc.) required. * 8+ years of relevant experience in investment consulting/analysis required. * Required SIE Exam, Series 7, 63 and 52, and ...

Calamos Recruiting

ETF Product Manager

Chicago, IL · On-site

$150K - $175K/yr

Progress toward CFA, CAIA or CFP designation, preferred. * Strong understanding of traditional and alternative investment strategies, ETFs, and capital markets. * Broad industry knowledge, with an ...

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All JobsCfp Cfa JobsCfp Cfa Jobs in Griffith, IN

Cfp Cfa information

See Griffith, IN salary details

$54.9K

$91.7K

$126.8K

How much do cfp cfa jobs pay per year?

As of Aug 30, 2026, the average yearly pay for cfp cfa in Griffith, IN is $91,673.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $103,000.00 per year, depending on experience, location, and employer.

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 job categories do people searching Cfp Cfa jobs in Griffith, IN look for?

The top searched job categories for Cfp Cfa jobs in Griffith, IN are:

What cities near Griffith, IN are hiring for Cfp Cfa jobs?

Cities near Griffith, IN with the most Cfp Cfa job openings:

Cfp Cfa jobs near you

Personal Financial Advisor - Remote

Chicago, IL

YO AI Labs
See more jobs at YO AI Labsexternal

Full-time

Retirement

Re-posted 4 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor - US ONLY

Location: Remote

Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

  • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
  • Communicate complex financial concepts in a client-centric, easily understandable way.
  • Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Required Skills and Qualifications:

  • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  • Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  • Exceptional judgment and decision-making capability in high-impact client scenarios.
  • 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, or Chase Private Banking.
  • Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.

Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.