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Chartered Financial Analyst Jobs in Portland, OR

Varsity Tutors

CFA - Level 1 Tutor

Portland, OR · Remote

$18 - $40/hr

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

TIAA

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 ...

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All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in Portland, OR

Chartered Financial Analyst information

See Portland, OR salary details

$40.8K

$93.4K

$125.1K

How much do chartered financial analyst jobs pay per year?

As of Aug 26, 2026, the average yearly pay for chartered financial analyst in Portland, OR is $93,442.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $117,200.00 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 Portland, OR?

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

What job categories do people searching Chartered Financial Analyst jobs in Portland, OR look for?

The top searched job categories for Chartered Financial Analyst jobs in Portland, OR are:

Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $93,442 per year, or $44.9 per hour.

Financial Advisor - Vancouver, WA

Vancouver, WA • On-site

COUNTRY Financial
Insurance Services • 1 - 10 employees

7.5

Company rating: 7.5 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

224th of 311 rated insurance

People enjoy working here

Good employer

Paid breaks

Learn more about COUNTRY Financialexternal

Full-time

Re-posted 14 days ago

Job description

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
  • Diversify their income through multiple product lines beyond financial services.
  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Financial® Insurance Agents to secure business.
  • Establish an office and build a staff.
  • Conduct financial solution seminars.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer
Our financial advisors have uncapped earning potential and:
  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
  • There is no buy-in required.

Qualifications
Successful COUNTRY Trust Bank® Financial Advisors are:
  • Entrepreneurial and self-motivated.
  • Goal-driven with track records of business growth in the insurance and or financial services industry.
  • Strong communicators with excellent business acumen.
  • Committed to building and maintaining solid connections between their efforts and their rewards.
  • Focused on achieving professional success through securing clients' trust.
  • Passionate about making positive impacts in their communities.

Required Qualifications
  • Series 6/63 licenses
  • Passed SIE
  • Life/Health State Insurance License*
  • Property/Casualty State Insurance License*

Preferred Experience
  • Accredited Asset Management Specialist (AAMS)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Bachelor's Degree
  • 2+ years of experience in the insurance and or financial services industry
  • 5+ years of business ownership or managerial experience

About Us
COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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