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Chartered Financial Analyst Jobs in Florida (NOW HIRING)

prosperity

Investment Analyst

Miami, FL

Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus. * Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and ...

Prosperity

Investment Analyst

Miami, FL · On-site

Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus. * Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and ...

Prosperity Life Group

Investment Analyst

Miami, FL · On-site

$70 - $90/hr

Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus. * Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...

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Chartered Financial Analyst information

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$28.8K

$65.8K

$88.2K

How much do chartered financial analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for chartered financial analyst in Florida is $65,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $82,600.00 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 Florida?

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

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

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

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

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

Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in Florida as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $65,844 per year, or $31.7 per hour.

Sr Financial Analyst Proj Valuation

NextEra Energy

Juno Beach, FL • On-site

$85K - $106K/yr

Full-time

Posted 4 days ago

NextEra Energy rating

8.4

Company rating: 8.4 out of 10

Based on 55 frontline employees who took The Breakroom Quiz

20th of 53 rated energy and utility

Job description

Requisition ID:  96742 

NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!

Position Specific Description

Primary role is to perform of financial due diligence and prepare investment valuations of acquisitions and Greenfield projects in the energy industry; including assisting in the planning and coordination of these assignments. The Senior Financial Analyst Project Valuation is expected to assist managers/directors in the planning and coordinating of assignments and work with limited supervision to identify and analyze the impact of relevant investment, environmental and/or business issues facing NextEra Energy on the company's, financial structure, profitability, financial integrity and competitive position.  Competencies include advanced abilities to comprehend, analyze, frame and resolve complex analytical issues and distill them into simple to understand analysis for management decision making; communicate the key investment benefits and risks to senior management; and provide expertise and support to other NextEra departments requiring financial consulting services or financial training.  

 Ideal candidates will have MBA and/or CFA, superior analytical, financial modeling, and presentation skills, and a drive for excellence and continuous improvement. 

Job Overview

Employees in this role perform financial due diligence and prepare investment valuations of acquisitions and greenfield projects in the energy industry. Individuals are expected to work with limited supervision to identify and analyze the impact of relevant investment, environmental and/or business issues facing NextEra Energy on the company's financial structure, profitability, financial integrity and competitive position.  The successful candidate applies advanced abilities to comprehend, analyze, frame and resolve complex analytical issues and distill them into simple to understand analysis for management decision making, communicating the key investment benefits and risks to senior management, and providing expertise and support to other NextEra departments requiring financial consulting services or financial training.

Job Duties & Responsibilities

   Performs financial pro forma modeling and analysis work products
   Coordinates engagement with Development leaders and Subject Matter Experts (SME)
   Coordinates the gathering of SME assumptions
   Reviews SME assumptions and resolves open issues
   Prepares management presentations
   Presents to Risk Committee/CFO reviews, and senior management vetting meetings (based on ability)
   Assists in developing valuation standards and policies
   Performs other job-related duties as assigned
Required Qualifications

  Bachelor's - Accounting, Finance, Business Economics or related field
  Experience: 4+ years

Preferred Qualifications
  • CPA (Certified Public Accountant)
  • CFA (Chartered Financial Analyst)
  • Master's - Accounting, Finance or Business Administration

NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Click here to learn more.

Employee Group:  Exempt
Employee Type:  Full Time
Job Category:  Finance, Accounting & Business Analytics
Organization:  NextEra Energy Resources, LLC 
Relocation Provided:  Yes, if applicable

NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. 

NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to recruiting-coordinator.sharedmailbox@nexteraenergy.com, providing your name, telephone number and the best time for us to reach you. 

NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

NextEra Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our policy for more information.

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