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Chartered Financial Analyst Jobs in California (NOW HIRING)

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...

GoldBook Financial

Financial Advisor

Los Angeles, CA · On-site

$50K - $150K/yr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...

Goldbook-Financial

Financial Advisor

Los Angeles, CA · On-site

$51 - $320/hr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...

Goldbook-Financial

Financial Advisor

San Diego, CA · On-site

$51 - $320/hr

Certified Financial Planner (CFP ® ) or Chartered Financial Analyst (CFA) designation. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An ...

San Manuel Casino

Investment Analyst

Highland, CA · On-site

Enrollment in a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) program is preferred. * No Driving Responsibilities: Role does not require a driver's license or ...

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All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in California

Chartered Financial Analyst information

See California salary details

$38K

$87K

$116.5K

How much do chartered financial analyst jobs pay per year?

As of Sep 2, 2026, the average yearly pay for chartered financial analyst in California is $86,957.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $109,100.00 per year, depending on experience, location, and employer.

What is a Chartered Financial Analyst?

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 the key skills and qualifications needed to thrive as a Chartered Financial Analyst?

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.

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 is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal 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.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly valued in the finance industry, with strong demand for professionals skilled in investment analysis, portfolio management, and financial research. CFA charterholders are often sought after for roles in asset management, investment banking, and corporate finance, especially as financial markets grow and evolve.

What can you do as a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) can analyze investment opportunities, manage portfolios, and provide financial advice across asset classes such as stocks, bonds, and derivatives. They often work in asset management, research, risk management, and financial analysis, utilizing skills in financial modeling and valuation. The CFA designation requires passing three levels of exams and gaining relevant work experience.

What are popular job titles related to Chartered Financial Analyst jobs in California?

For Chartered Financial Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Chartered Financial Analyst jobs in California look for?

The top searched job categories for Chartered Financial Analyst jobs in California are:

What cities in California are hiring for Chartered Financial Analyst jobs?

Cities in California with the most Chartered Financial Analyst job openings:

Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in California as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,957 per year, or $41.8 per hour.

Regional Vice President, Community (San Diego, CA)

Mercer Advisors

San Diego, CA • On-site

Full-time

Re-posted 11 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

 

Job Summary:

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

Essential Job Functions for this role include:

Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help

Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals

Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client

Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth 

Requirements:

Bachelor's degree preferred or equivalent experience.

5+ years of successful sales experience in financial services

Series 65 or Series 66 license required - unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).

CFP (Certified Financial Planning) designation preferred.

Experience using CRM systems (Salesforce preferred) and managing sales pipelines

Experience building relationships with and understanding the needs of potential clients

Self-motivated, highly coachable attitude with a growth-oriented mindset and drive

Deep understanding of financial services industry and investment management

Passion for helping clients achieve their financial goals

Proven time management and organizational skills in high-volume, high-energy environments

Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

Flexibility to travel

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time.

What Mercer Advisors employees say

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