Financial Analyst
The Woodlands, TX · On-site
... Chartered Financial Analyst or Certified Public Accountant preferred.
Financial Analyst
The Woodlands, TX · On-site
... Chartered Financial Analyst or Certified Public Accountant preferred.
Chartered Financial Analyst (CFA) * Certified Regulatory Compliance Manager (CRCM) * Project finance or credit‑related certifications Role Impact The Structured Finance Analyst plays a critical ...
Chartered Financial Analyst (CFA) * Certified Regulatory Compliance Manager (CRCM) * Project finance or credit‑related certifications Role Impact The Structured Finance Analyst plays a critical ...
Business Analyst
Richmond, VA · On-site
Looking for a business analyst with experience in capital market, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification and experience in Python or Oracle. Risk (market ...
Business Analyst
Richmond, VA · On-site
Looking for a business analyst with experience in capital market, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification and experience in Python or Oracle. Risk (market ...
Business Analyst
Belmont, NC · On-site
Looking for a business analyst with experience in capital market, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification and experience in Python or Oracle. Risk (market ...
Business Analyst
Belmont, NC · On-site
Looking for a business analyst with experience in capital market, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification and experience in Python or Oracle. Risk (market ...
Financial Analyst
New Orleans, LA · On-site
Chartered Financial Analyst (CFA) * Certified Regulatory Compliance Manager (CRCM) * Project finance or credit-related certifications Role Impact The Structured Finance Analyst plays a critical ...
Financial Analyst
New Orleans, LA · On-site
Chartered Financial Analyst (CFA) * Certified Regulatory Compliance Manager (CRCM) * Project finance or credit-related certifications Role Impact The Structured Finance Analyst plays a critical ...
Financial Analyst
$57K - $73K/yr
Professional certification (such as Certified Public Accountant or Chartered Financial Analyst) * 5-7 years of progressive experience in accounting or finance * Proven ability to streamline processes ...
Financial Analyst
$57K - $73K/yr
Professional certification (such as Certified Public Accountant or Chartered Financial Analyst) * 5-7 years of progressive experience in accounting or finance * Proven ability to streamline processes ...
Financial Analyst
East Chicago, IN · On-site
$57K - $73K/yr
Professional certification (such as Certified Public Accountant or Chartered Financial Analyst) * 5-7 years of progressive experience in accounting or finance * Proven ability to streamline processes ...
Financial Analyst
East Chicago, IN · On-site
$57K - $73K/yr
Professional certification (such as Certified Public Accountant or Chartered Financial Analyst) * 5-7 years of progressive experience in accounting or finance * Proven ability to streamline processes ...
Senior Financial Analyst
$84K - $105K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Senior Financial Analyst
$84K - $105K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Senior Financial Analyst
Mclean, VA · On-site
$86K - $107K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Senior Financial Analyst
Mclean, VA · On-site
$86K - $107K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred ...
Financial Advisor - Ankeny, IA
Ankeny, IA · On-site
Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred ...
Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred ...
Senior Financial Analyst
$86K - $107K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Senior Financial Analyst
$86K - $107K/yr
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...
Principal Financial Analyst
Mclean, VA · On-site
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...
Principal Financial Analyst
Mclean, VA · On-site
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Actively pursue continuing education and professional certifications such as Chartered Financial Analysis (CFA), National Association of Certified Valuators and Analysts (NACVA), American Society of ...
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...
Chartered Financial Analyst information
See salary details
$38.5K - $45.7K
2% of jobs
$45.7K - $53K
4% of jobs
$53K - $60.2K
5% of jobs
$60.2K - $67.4K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$67.4K - $74.6K
12% of jobs
$74.6K - $81.9K
11% of jobs
The median wage is $86.9K / yr.
$81.9K - $89.1K
11% of jobs
$89.1K - $96.3K
14% of jobs
$101.2K is the 75th percentile. Wages above this are outliers.
$96.3K - $103.5K
12% of jobs
$103.5K - $110.8K
1% of jobs
$110.8K - $118K
20% of jobs
$38.5K
$88.1K
$118K
How much do chartered financial analyst jobs pay per year?
As of Jul 5, 2026, the average yearly pay for chartered financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.
What is the difference between Chartered Financial Analyst vs Certified Financial Planner?
| Aspect | Chartered Financial Analyst (CFA) | Certified Financial Planner (CFP) |
|---|---|---|
| Credentials | CFA charter, requiring passing three exams and relevant work experience | CFP certification, requiring coursework, exam, and financial planning experience |
| Work Environment | Investment firms, asset management, research | Financial planning firms, wealth management, personal finance |
| Industry Usage | Primarily in investment analysis, portfolio management | Personal financial planning, retirement, estate planning |
The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.
What is a Chartered Financial Analyst (CFA)?
A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.
What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?
Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.
What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst, and why are they important?
To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.
More about Chartered Financial Analyst jobs
What cities are hiring for Chartered Financial Analyst jobs? Cities with the most Chartered Financial Analyst job openings:
What states have the most Chartered Financial Analyst jobs? States with the most job openings for Chartered Financial Analyst jobs include:
What job categories do people searching Chartered Financial Analyst jobs look for? The top searched job categories for Chartered Financial Analyst jobs are:
Woodforest National Bank rating
6.9
Based on 42 frontline employees who took The Breakroom Quiz
112th of 144 rated banks
Job description
Description:
As a Financial Analyst I - Merchant Acquiring is responsible for consolidating, summarizing, and analyzing financial data in order to create meaningful and accurate reports for internal and external consumption.
Key Responsibilities:
• Prepares in an accurate and timely manner reoccurring financial reports.
• Support the financial information needs of officers and other departments by compiling monthly, quarterly, and annual reports regarding branch performance and other financial metrics, including any ad hoc reporting requests.
• Supports the Commercial Division in reporting needs and financial understanding.
• Reconciles incoming and outgoing cash to available system reports in order to ensure quality of the division's financials and satisfy internal and external audit requirements.
• Compiles reports and PowerPoint slides for committee presentations.
• Provides support for the Executive and Senior Management team.
• Maximizes the use of automated technology to achieve highest level of quality and efficiency of reports.
• Prepare automated reports utilizing department software providing analysis for departments and Executive Management team.
• Perform other job related duties or special projects as assigned
Competencies Required:
• Self-starter who uses time effectively and efficiently meeting required deadlines.
• Excellent written and verbal communication skills.
• Good analytical skills with strong attention to detail and concern for data accuracy.
• Solid technology abilities, including advanced knowledge of Microsoft Excel and database applications.
• Ability to demonstrate basic understanding of accounting, bookkeeping, finance or financial reporting acquired through education or on-the-job training.
• Strong organizing skills and attention to detail.
• Ability to manage multiple responsibilities and projects with competing priorities and deadlines.
• Solid technology and internet skills, including strong Microsoft Office knowledge (Outlook, Word, Excel, and PowerPoint).
• Demonstrated ability to maintain high levels of confidentiality and professionalism.
Qualifications:
Minimum Qualifications/Experience:
• 2+ years banking or financial industry experience required.
• Solid technology abilities required, including advanced knowledge of Microsoft Excel and database applications.
• 2+ years financial analyst/reporting experience required.
Formal Education & Certification:
• Bachelor's Degree in Accounting, Finance or related field required.
• Chartered Financial Analyst or Certified Public Accountant preferred.
As a Financial Analyst I - Merchant Acquiring is responsible for consolidating, summarizing, and analyzing financial data in order to create meaningful and accurate reports for internal and external consumption.
Key Responsibilities:
• Prepares in an accurate and timely manner reoccurring financial reports.
• Support the financial information needs of officers and other departments by compiling monthly, quarterly, and annual reports regarding branch performance and other financial metrics, including any ad hoc reporting requests.
• Supports the Commercial Division in reporting needs and financial understanding.
• Reconciles incoming and outgoing cash to available system reports in order to ensure quality of the division's financials and satisfy internal and external audit requirements.
• Compiles reports and PowerPoint slides for committee presentations.
• Provides support for the Executive and Senior Management team.
• Maximizes the use of automated technology to achieve highest level of quality and efficiency of reports.
• Prepare automated reports utilizing department software providing analysis for departments and Executive Management team.
• Perform other job related duties or special projects as assigned
Competencies Required:
• Self-starter who uses time effectively and efficiently meeting required deadlines.
• Excellent written and verbal communication skills.
• Good analytical skills with strong attention to detail and concern for data accuracy.
• Solid technology abilities, including advanced knowledge of Microsoft Excel and database applications.
• Ability to demonstrate basic understanding of accounting, bookkeeping, finance or financial reporting acquired through education or on-the-job training.
• Strong organizing skills and attention to detail.
• Ability to manage multiple responsibilities and projects with competing priorities and deadlines.
• Solid technology and internet skills, including strong Microsoft Office knowledge (Outlook, Word, Excel, and PowerPoint).
• Demonstrated ability to maintain high levels of confidentiality and professionalism.
Qualifications:
Minimum Qualifications/Experience:
• 2+ years banking or financial industry experience required.
• Solid technology abilities required, including advanced knowledge of Microsoft Excel and database applications.
• 2+ years financial analyst/reporting experience required.
Formal Education & Certification:
• Bachelor's Degree in Accounting, Finance or related field required.
• Chartered Financial Analyst or Certified Public Accountant preferred.
What Woodforest National Bank employees say
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About Woodforest National Bank
Sourced by ZipRecruiter
Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1980