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Chartered Financial Analyst Jobs in Raleigh, NC (NOW HIRING)

Deloitte

FP&A Advise Manager

Raleigh, NC · On-site

Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) * Experience with Anaplan, Oracle Enterprise Performance Management (EPM), SAP Analytics ...

Duke University

Investment Analyst, DUMAC

Durham, NC · On-site

$100K - $108K/yr

DUMAC also offers full financial support for analysts pursuing the Chartered Financial Analyst (CFA) designation. What Makes an Endowment Unique? * An infinite time horizon enables the investment ...

Duke University

Investment Analyst, DUMAC

Durham, NC · On-site

$100K - $108K/yr

DUMAC also offers full financial support for analysts pursuing the Chartered Financial Analyst (CFA) designation. What Makes an Endowment Unique? * An infinite time horizon enables the investment ...

Varsity Tutors

CFA - Level 1 Tutor

Chapel Hill, NC · Remote

$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 ...

Varsity Tutors

CFA - Level 1 Tutor

Raleigh, NC · Remote

$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 ...

Varsity Tutors

CFA - Level 1 Tutor

Durham, NC · Remote

$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 ...

Deloitte

Profitability & Costing Senior Manager

Raleigh, NC

$106K - $144K/yr

Certified Public Accountant, Chartered Financial Analyst, Charter Global Management Accountant, Certified Management Accountant or Project Management Professional certification The wage range for ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

Analyze clients' financial information to determine strategies for meeting their financial goals ... Inc., or Chartered Financial Consultant (ChFC) administered by the American College * FINRA ...

Deloitte

Oracle EPM (PBCS~PCMCS) Consultant

Raleigh, NC · On-site

$61.75 - $77.75/hr

Certified Public Accountant, Chartered Financial Analyst, or Project Management Professional certification The wage range for this role takes into account the wide range of factors that are ...

Deloitte

SAP Treasury Senior Consultant

Raleigh, NC · On-site

... CTP), or Chartered Financial Analyst (CFA) * 4+ years of experience in corporate treasury or treasury management system vendor environments, including SAP integration with trading platforms ...

HomeTrust Bank

Commercial Credit Analyst

Raleigh, NC · On-site

The Commercial Credit Analyst manages and clears ticklers for assigned pod and prepares monthly ... chartered, community-focused financial institution committed to providing value-added community ...

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Showing results 1-20

All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in Raleigh, NC

Chartered Financial Analyst information

See Raleigh, NC salary details

$37.4K

$85.6K

$114.7K

How much do chartered financial analyst jobs pay per year?

As of Jun 15, 2026, the average yearly pay for chartered financial analyst in Raleigh, NC is $85,646.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,400.00 per year, depending on experience, location, and employer.

Is CFA still worth it in 2026?

The Chartered Financial Analyst (CFA) designation remains highly regarded in the finance industry in 2026, often leading to better job opportunities and higher salaries for financial analysts and related roles. Its value depends on career goals, with the certification demonstrating expertise in investment management, ethics, and financial analysis, which are in demand across various financial sectors.

What is a CFA average salary?

The average salary for a Chartered Financial Analyst (CFA) is approximately $70,000 to $150,000 annually, depending on experience, location, and industry. CFAs with several years of experience or working in finance, investment management, or asset management tend to earn higher salaries. Earning the CFA designation often leads to increased earning potential and career advancement in finance roles.

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.

What jobs can a CFA get you?

A Chartered Financial Analyst (CFA) credential can qualify individuals for roles such as financial analyst, portfolio manager, investment analyst, risk manager, and research analyst. These positions typically involve analyzing financial data, managing investments, and making strategic financial decisions, often requiring strong analytical skills and knowledge of financial tools and markets.

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.

Who gets paid more, CFA or CFP?

Chartered Financial Analysts (CFAs) generally earn higher salaries than Certified Financial Planners (CFPs) due to their advanced investment analysis skills and broader responsibilities in asset management and portfolio management. CFA holders often work in roles with higher compensation potential, especially in investment firms, while CFPs focus more on financial planning and client advisory services with comparatively lower pay scales.

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.
What are popular job titles related to Chartered Financial Analyst jobs in Raleigh, NC? For Chartered Financial Analyst jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Chartered Financial Analyst jobs in Raleigh, NC look for? The top searched job categories for Chartered Financial Analyst jobs in Raleigh, NC are:
Chartered Financial Analyst jobs near you
Sr. Director Treasury, Head of Funding

Sr. Director Treasury, Head of Funding

First Citizens Bank

Raleigh, NC • On-site

Full-time

Posted 21 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

This position is responsible for managing a team of leaders and professionals to develop and maintain a diverse funding desk supporting FCB’s Treasury department to achieve balance sheet funding needs and contribute to liquidity risk management practices and asset liability management functions. The leader ensures coordination between the Treasury Funding teams and other stakeholders (e.g. investor relations, various deposit teams) across all Treasury and Finance functions, ensuring funding strategies, recommendations, and actions are undertaken in full alignment with overall balance sheet strategy and risk appetites. Oversight over all Treasury funding channels (e.g. debt capital markets, secured channels, brokered channels). Provides coaching and guidance to staff to ensure continued alignment with organizational culture.


Responsibilities
  • Business Strategy - Responsible for the efficient management of the funding portfolio from strategy to execution. Lead teams responsible for funding executions that align with company risk appetites and allocations. Manage counterparty relationships and any necessary collateral program requirements.
  • Business Support – Responsible for the development, revision, and implementation of compliant and effective funding strategies and sources. Advises on existing and new strategies to ensure positions are appropriate allocated and risks are properly measured and monitored.          
  • Reporting – Coordinates timely delivery of analysis and reporting to senior management and stakeholder teams. Represents Treasury practices during engagements with internal and external stakeholders, including regulatory exams/engagements.  
  • Managerial functions – establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to department policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing guidance and professional development. 
  • Relationship Development – Establishes and maintains strong, communicative relationships with Treasury team, debt capital markets partners, regulatory agencies, internal risk, and internal audit to facilitate Treasury initiatives and strategies.

Qualifications

Bachelor's Degree and 12 years of experience in Banking Treasury or Finance OR High School Diploma or GED and 16 years of experience in Banking Treasury or Finance

Preferred Education: Bachelor’s Degree and 15 years of experience, PhD or MS

Preferred Area of Study: Quantitative fields such as Finance, Mathematics, Economics

Preferred Area of Experience: Treasury Balance Sheet Management and Capital Markets in Large Financial Institution, Experience leading in a large, diverse organization 

License or Certification Type: Chartered Financial Analyst (CFA)

Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking skills and Strategic focus, Ability to handle confidential and proprietary information. Risk Identification, Risk Mitigation 

Qualifications:

Bachelor's Degree and 12 years of experience in Banking Treasury or Finance OR High School Diploma or GED and 16 years of experience in Banking Treasury or Finance

Preferred Education: Bachelor’s Degree and 15 years of experience, PhD or MS

Preferred Area of Study: Quantitative fields such as Finance, Mathematics, Economics

Preferred Area of Experience: Treasury Balance Sheet Management and Capital Markets in Large Financial Institution, Experience leading in a large, diverse organization 

License or Certification Type: Chartered Financial Analyst (CFA)

Required Skill(s): Bank Treasury; Investment Office; Liability Management, Strong problem-solving skills, Strong knowledge of financial systems, Critical thinking skills and Strategic focus, Ability to handle confidential and proprietary information. Risk Identification, Risk Mitigation 

Education:UNAVAILABLEEmployment Type: FULL_TIME

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