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Chartered Financial Analyst Jobs (NOW HIRING)

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 5 years experience in financial analysis, financial modeling, or a combination * At least 3 years of ...

Certified Management Accountant (CMA), Chartered Financial Analyst (CFA), Financial Modeling and Valuation Analyst (FMVA), Certified Information Systems Auditor (CISA) or Certified Information ...

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 5+ years of experience in financial analysis, financial modeling, or a combination * 3+ years of experience in ...

Financial Advisor

Bellevue, WA · Hybrid

$85K - $100K/yr

Bachelor's degree in Finance, Economics, or a related field; relevant certifications such as CFP ® (Certified Financial Planner) or CFA ® (Chartered Financial Analyst) are a plus * Proficiency with ...

Senior Financial Analyst

Mclean, VA · On-site

$86K - $107K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...

Senior Financial Analyst

Richmond, VA · On-site

$84K - $105K/yr

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * 3+ years' experience in financial analysis * 3+ years' experience with financial modeling * 2+ years ...

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Chartered Financial Analyst information

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$38.5K

$88.1K

$118K

How much do chartered financial analyst jobs pay per year?

As of Jul 6, 2026, the average yearly pay for chartered financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

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 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.

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.
More about Chartered Financial Analyst jobs
What cities are hiring for Chartered Financial Analyst jobs? Cities with the most Chartered Financial Analyst job openings:
What states have the most Chartered Financial Analyst jobs? States with the most job openings for Chartered Financial Analyst jobs include:
Infographic showing various Chartered Financial Analyst job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 36% Full Time, 56% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.
Principal Financial Analyst

Principal Financial Analyst

Capital One

Mclean, VA • On-site

Full-time

Posted 3 days ago


Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 142 frontline employees who took The Breakroom Quiz

71st of 144 rated banks


Job description

Principal Financial Analyst

As a Principal Financial Analyst on the EPX ("Enterprise Product & Experience") Finance team you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient.

Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests. In this role, you will be responsible for financial forecasting, executive reporting and presentation, relationship building, and mentoring junior associates. You will manage P&L performance and provide Technology, Product, and Design Leadership with financial insights to influence strategy and drive to business outcomes. You will support teams that are responsible for some of the most impactful work at Capital One.

Responsibilities:

  • Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan

  • Develop financial models and analyses to support growth of the business and strategic initiatives

  • Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures

  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

  • Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes

  • Prepare monthly, quarterly and annual Reporting and Analysis

  • Identify industry trends and insights pertaining to competitor's strategies and/or relative financial performance (e.g. peer benchmarking)

  • Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations

  • Work closely with the business leads to help identify areas and processes for driving efficiencies

  • Implement and work with Business Intelligence Tools and Dashboard reports

Basic Qualifications

  • Bachelor's Degree or military experience

  • At least 4 years experience in financial analysis, financial modeling, or a combination

Preferred Qualifications:

  • Master's Degree in Business Administration (MBA) or Master's Degree in Finance

  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

  • At least 5 years experience in financial analysis, financial modeling, or a combination

  • At least 3 years of experience in strategic analysis & planning

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $120,800 - $137,900 for Principal Financial Analyst


Richmond, VA: $109,900 - $125,400 for Principal Financial Analyst










Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).


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