Must actively pursue and obtain one of the below designations within two years: • Chartered Financial Analyst ® (CFA ® )certification • Certified Financial Planner ® (CFP ® )certification • ...
Must actively pursue and obtain one of the below designations within two years: • Chartered Financial Analyst ® (CFA ® )certification • Certified Financial Planner ® (CFP ® )certification • ...
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Wealth Management Advisor - Portland, OR
Portland, OR · Hybrid
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Wealth Management Advisor - Portland, OR
Portland, OR · Hybrid
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Master of Business Administration (MBA), Certified Public Accountant (CPA), Certified Treasury Professional (CTP), or Chartered Financial Analyst (CFA) * Kyriba certification in 1 or more modules
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 years of industry work experience, required. * 5 years of Experience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 years of industry work experience, required. * 5 years of Experience with trust software, preferred.
Trust Portfolio Manager
Medford, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Medford, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Trust Portfolio Manager
Portland, OR · On-site
$102K - $190K/yr
Master of Business Administration and/or Chartered Financial Analyst designation, preferred. * 5 yearsof industry work experience, required. * 5 years ofExperience with trust software, preferred.
Wealth Management Advisor - Portland, OR
Portland, OR · On-site
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Wealth Management Advisor - Portland, OR
Portland, OR · On-site
$100K - $110K/yr
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...
Tax Senior, Private Equity
Portland, OR · On-site
Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP ... You'll analyze complex issues, develop and implement solutions aligned with client objectives, and ...
Tax Senior, Private Equity
Portland, OR · On-site
Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP ... You'll analyze complex issues, develop and implement solutions aligned with client objectives, and ...
Tax Senior - Real Estate
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to demonstrate ... You'll use your accounting and tax experience to identify complex issues, perform detailed analyses ...
Tax Senior - Real Estate
Portland, OR · On-site
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to demonstrate ... You'll use your accounting and tax experience to identify complex issues, perform detailed analyses ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Supporting the development of proprietary technology, data analytics, and user-focused tools built ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Supporting the development of proprietary technology, data analytics, and user-focused tools built ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ... analyze issues and develop practical recommendations. You will manage engagement workflow, team ...
Tax Manager - Federal / Corporate Tax
Portland, OR · On-site
$117K - $154K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job ... analyze issues and develop practical recommendations. You will manage engagement workflow, team ...
... analysts. * Continuously learn and grow, with on-going career development support and opportunities ... CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition ...
... analysts. * Continuously learn and grow, with on-going career development support and opportunities ... CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition ...
... analysts. * Continuously learn and grow, with on-going career development support and opportunities ... CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition ...
... analysts. * Continuously learn and grow, with on-going career development support and opportunities ... CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
... or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills ... Analysis Written Communications This position is open for the entire market and the specific ...
Chartered Financial Analyst information
See Oregon salary details
$40.7K - $48.3K
2% of jobs
$48.3K - $56K
4% of jobs
$56K - $63.6K
5% of jobs
$63.6K - $71.3K
9% of jobs
$74.4K is the 25th percentile. Wages below this are outliers.
$71.3K - $78.9K
12% of jobs
$78.9K - $86.6K
11% of jobs
The median wage is $91.9K / yr.
$86.6K - $94.2K
11% of jobs
$94.2K - $101.8K
14% of jobs
$107K is the 75th percentile. Wages above this are outliers.
$101.8K - $109.5K
12% of jobs
$109.5K - $117.1K
1% of jobs
$117.1K - $124.8K
20% of jobs
$40.7K
$93.2K
$124.8K
How much do chartered financial analyst jobs pay per year?
As of Sep 7, 2026, the average yearly pay for chartered financial analyst in Oregon is $93,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $116,800.00 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?
| 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.
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 Oregon?
For Chartered Financial Analyst jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Chartered Financial Analyst jobs in Oregon look for?
The top searched job categories for Chartered Financial Analyst jobs in Oregon are:
What cities in Oregon are hiring for Chartered Financial Analyst jobs?
Cities in Oregon with the most Chartered Financial Analyst job openings:
Full-time
This job post has expired today. Applications are no longer accepted.
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior Wealthy Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your skills and experience
We're looking for a Relationship Manager whose primary function is to:
• Own, manage and serve as primary contact for key relationships
• Develop and deliver a consistent client review process
• Proactively reach out to clients to stay in front of key life events and identify opportunities
• Build detailed client profiles and contact management process
• Identify opportunities to expand services and deepen client relationships
• Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
• Chartered Financial Analyst® (CFA ® )certification
• Certified Financial Planner ® (CFP ® )certification
• Certified Investment Management Analyst ® (CIMA ® ) certification
• Certified Private Wealth Advisor ® (CPWA ® ) certification
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior Wealthy Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
Pacific Wealth Group is a leading UBS Private Wealth Management team in Oregon advising ultra-high net worth families, entrepreneurs, and business owners.
We are seeking a highly motivated professional. This position is ideal for candidates who combine strong analytical thinking with excellent communication and execution skills.
Wealth management is a multidisciplinary profession that draws on financial analysis, planning, judgment, and client service. This role offers the opportunity to develop across all of those dimensions in a highly collaborative, high expectations environment.
Your skills and experience
We're looking for a Relationship Manager whose primary function is to:
• Own, manage and serve as primary contact for key relationships
• Develop and deliver a consistent client review process
• Proactively reach out to clients to stay in front of key life events and identify opportunities
• Build detailed client profiles and contact management process
• Identify opportunities to expand services and deepen client relationships
• Recommend and implement client-focused solutions
Ideal candidates have industry experience and active SIE, Series 7 and 66 licenses.
Must actively pursue and obtain one of the below designations within two years:
• Chartered Financial Analyst® (CFA ® )certification
• Certified Financial Planner ® (CFP ® )certification
• Certified Investment Management Analyst ® (CIMA ® ) certification
• Certified Private Wealth Advisor ® (CPWA ® ) certification
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH