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Entry Level Cfa Jobs in Washington (NOW HIRING)

Modera Wealth Management

Advisory Manager

Annapolis, MD · On-site +1

$145K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...

All JobsCfa JobsEntry Level Cfa JobsEntry Level Cfa Jobs in Washington

Entry Level Cfa information

See Washington salary details

$20.4K

$47.5K

$85.4K

How much do entry level cfa jobs pay per year?

As of Jun 14, 2026, the average yearly pay for entry level cfa in Washington is $47,503.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,357.00 and $52,072.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Entry Level Cfa position, and why are they important?

To thrive as an Entry Level CFA, you need a strong foundation in finance, accounting, and investment principles, typically supported by completion or progress in the CFA (Chartered Financial Analyst) program and a relevant bachelor's degree. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and various investment analysis software is highly beneficial. Strong analytical thinking, attention to detail, and effective communication skills help entry-level CFAs stand out in collaborative and client-facing contexts. These qualifications and attributes are vital for accurately assessing financial data, supporting investment research, and contributing to informed decision-making within financial institutions.

Is CFA still worth it in 2026?

The CFA designation remains highly valued in finance, especially for roles such as financial analysts and portfolio managers, as it demonstrates expertise in investment analysis and ethics. Its relevance continues due to the increasing complexity of financial markets and the emphasis on professional credentials, though job prospects also depend on experience, skills, and market conditions in 2026.

Can CFA level 1 get me a job?

Completing CFA Level 1 can improve your chances of securing entry-level finance roles such as analyst or intern positions, as it demonstrates foundational knowledge of investment principles and financial analysis. However, many employers also value relevant internships, skills, and educational background alongside certification progress. CFA Level 1 alone may not guarantee a job but can be a valuable credential in the finance industry.

What is an Entry Level CFA job?

An Entry Level CFA job typically involves supporting financial analysis, investment research, or portfolio management under the supervision of senior professionals. Individuals in this role may work in investment firms, banks, or financial consulting companies, assisting with financial modeling, data analysis, and market research. Employers often seek candidates pursuing or having completed Level I of the CFA program. Strong analytical skills and attention to detail are essential for success in this position.

What types of projects or assignments can an Entry Level CFA expect to work on in their first year?

As an Entry Level CFA, you can expect to support senior analysts with tasks such as gathering and analyzing financial data, building and maintaining financial models, preparing investment reports, and monitoring portfolio performance. You may also assist with industry research, client presentations, and participating in team meetings to discuss market trends and investment strategies. These responsibilities are designed to build your technical skills and industry knowledge while giving you hands-on exposure to real-world finance projects. Over time, you may take on more complex analytic assignments and interact directly with clients or stakeholders as you develop in your role.

What jobs can I get with a CFA level 1?

Entry-level finance roles such as financial analyst, research associate, or investment analyst often require or prefer CFA Level 1 certification. These positions involve financial modeling, data analysis, and supporting investment decisions, and they typically require strong analytical skills and proficiency with Excel and financial software.

Can I do CFA with no experience?

Entry Level CFA positions typically require some relevant educational background or internship experience, but they do not always require prior work experience. Candidates often focus on passing the CFA exams and developing financial analysis skills, which can be gained through coursework or self-study. Having a strong understanding of finance and proficiency with tools like Excel can improve job prospects even without prior experience.
What are the most commonly searched types of Cfa jobs in Washington? The most popular types of Cfa jobs in Washington are:
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What job categories do people searching Entry Level Cfa jobs in Washington look for? The top searched job categories for Entry Level Cfa jobs in Washington are:
Entry Level Cfa jobs near you
Infographic showing various Entry Level Cfa job openings in Washington as of June 2026, with employment types broken down into 26% Full Time, 64% Part Time, and 10% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $47,503 per year, or $22.8 per hour.
Advisory Manager

Advisory Manager

Modera Wealth Management

Annapolis, MD • On-site, Remote

$145K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, PA - New York, NY - Annapolis, MD - McLean, VA

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.

Responsibilities:

  • Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
  • Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
  • Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates
  • Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
  • Assist in communicating departmental goals and expectations, guide team members in their execution
  • Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
  • Monitor progress toward team and individual SMART goals, offering course correction and support as needed
  • Conduct annual performance reviews and contribute to ongoing evaluation of team members' development
  • Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
  • Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need
  • Support team culture, morale, and cross-office collaboration
  • Occasional travel may be required

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree
  • CFP or CFA certification
  • Minimum of 5-8 years of experience in a wealth management-related or financial services field
  • Prior leadership or supervisory experience preferred
  • Excellent communication, coaching, and conflict resolution skills
  • Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Interpersonal skills and a willingness to make decisions using sound and accurate judgement
  • Highly proficient in the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:

  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $100-145,000 annually
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

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