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Financial Analyst Cfa information

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$38.5K

$88.1K

$118K

How much do financial analyst cfa jobs pay per year?

As of Jul 4, 2026, the average yearly pay for financial analyst cfa 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 a Financial Analyst CFA?

A Financial Analyst CFA is a finance professional who has earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential awarded by the CFA Institute. These analysts specialize in investment analysis, portfolio management, and financial research. The CFA designation indicates a high level of expertise in financial markets, ethics, and quantitative methods, making these professionals valuable in roles such as equity research, asset management, and investment banking. Employers often seek CFAs for their rigorous training and commitment to ethical standards.

Is CFA still worth it in 2026?

The CFA designation remains highly valued for financial analysts, especially those specializing in investment management, portfolio analysis, and financial research. It demonstrates expertise in ethics, quantitative methods, and financial analysis, which can enhance career prospects and earning potential in the finance industry in 2026.

Is CFA needed for financial analysts?

The CFA designation is not mandatory for financial analysts but is highly valued and can enhance credibility, knowledge, and career advancement opportunities. Many employers prefer or require CFA charterholders for senior or specialized roles, especially in investment management and asset analysis. Relevant skills include financial modeling, quantitative analysis, and proficiency with tools like Excel and Bloomberg Terminal.

How much does a CFA analyst make?

A CFA analyst's salary typically ranges from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Professionals with CFA certification often earn higher salaries and may have additional responsibilities such as financial modeling and investment analysis.

Is 37 too late for CFA?

The CFA designation is open to candidates of any age, including those who are 37 or older. Many professionals pursue the CFA charter later in their careers to enhance their finance skills and credentials, and age does not typically hinder success in obtaining the certification or advancing in roles like financial analyst.

What is the difference between Financial Analyst Cfa vs Financial Analyst?

AspectFinancial Analyst CfaFinancial Analyst
CertificationsCFA designation often preferred or requiredMay hold CFA or other certifications, but not mandatory
Work EnvironmentInvestment firms, asset management, hedge fundsCorporations, banks, consulting firms
Industry UsagePrimarily in finance and investment sectorsBroader, including finance, corporate, and consulting

The main difference is that a Financial Analyst Cfa typically holds the CFA credential, focusing on investment analysis and portfolio management within finance firms. A Financial Analyst may have similar skills but does not necessarily hold the CFA designation and may work across various industries. The CFA credential enhances credibility in investment roles, making Financial Analyst Cfa positions more specialized in finance and asset management.

What are the key skills and qualifications needed to thrive as a Financial Analyst (CFA), and why are they important?

To thrive as a Financial Analyst with a CFA designation, you need strong quantitative analysis, financial modeling, and investment research skills, typically backed by a bachelor's degree in finance or a related field and the Chartered Financial Analyst (CFA) certification. Proficiency in Excel, Bloomberg Terminal, and financial analysis software is commonly required. Attention to detail, critical thinking, and effective communication are essential soft skills that help present complex financial information clearly. These skills and qualifications are crucial for making informed investment decisions, supporting business growth, and maintaining credibility in a competitive financial environment.

How does a Financial Analyst with a CFA designation typically collaborate with other departments within a company?

Financial Analysts holding a CFA designation often work closely with departments such as accounting, operations, and executive leadership to gather data, analyze financial performance, and support strategic decision-making. They may participate in cross-functional meetings to provide insight on budgeting, investment opportunities, and financial risk. This collaboration ensures that financial recommendations align with the company’s overall goals and operational realities, fostering a cohesive approach to business growth and efficiency.
More about Financial Analyst Cfa jobs
What states have the most Financial Analyst Cfa jobs? States with the most job openings for Financial Analyst Cfa jobs include:
What job categories do people searching Financial Analyst Cfa jobs look for? The top searched job categories for Financial Analyst Cfa jobs are:
Financial Analyst Cfa jobs near you
Infographic showing various Financial Analyst Cfa job openings in the United States as of June 2026, with employment types broken down into 57% Full Time, 7% Part Time, and 36% 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.

Financial Analyst

SYM Financial Corporation

Winona Lake, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Description:

SYM Financial Advisors is searching for a responsible, energetic and detail-oriented candidate to serve our clients as part of a team.

Who is SYM?

Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert, using our team’s deep knowledge and vast experiences to be an advocate for our clients and help them achieve their vision of financial success.


What does this job entail?

This is a position for candidates possessing a blend of financial and economics research abilities, as well as effective written and oral communication skills. SYM seeks an individual with strong analytical, quantitative, and organizational skills with a desire to work in an ethical, pragmatic, scientifically grounded wealth management firm which values uncommon client relationships. Multi-asset portfolio construction, monitoring, and communication duties will be the role’s primary emphasis.


Duties and Responsibilities

  • Adhere to SYM’s code of ethics as a fiduciary, as well as the applicable CFA Institute Research Objectivity Standards. Integrity and confidentiality are of paramount importance to the analyst’s career.
  • Contribute to excellent outcomes within SYM’s investment assets under management, currently valued at over $5.8 billion, under the direction and supervision of the Chief Investment Officer.
  • Assist with due diligence efforts in the investment selection process. Collaborate with the team to determine optimal weighting schemes once investments are selected. Contribute to sell disciplines and rebalancing decision making.
  • Elevate SYM’s investment communications.
  • This includes internally to the SYM team and externally to clients, prospects, and the public. The analyst should be comfortable preparing materials for others to present as well as personally delivering messages. These messages may range from timeless investment education; to translating economic headlines into their impact on various asset classes; to explaining SYM’s investment strategy to new hires and in marketing opportunities.
  • Written examples include quarterly presentations, model pitchbooks, educational white papers, and written RFP responses. Verbal examples include short videos for SYM’s social media presence, oral presentations to the SYM team, and verbal presentations to clients, prospects, and SYM community event attendees. Create easy-to-understand attributions for SYM’s flagship models.
  • Conduct occasional competitive intelligence assessments to gauge SYM’s place within the investment management landscape while identifying new opportunities.
  • Perform independent investment research regularly to explore different investment philosophies and strategies. If interesting or significant insights are gained, present your findings to the Investment Department.


Requirements:

Requirements:

  • A master’s degree from an accredited college or university. Suitable majors include finance, economics, business, statistics, mathematics, data science, and business analytics. Other degrees may be considered if accompanied by relevant investment industry experience and/or analytical capability.
  • Progress towards obtaining or desire to obtain the CFA designation
  • Must possess clear and impactful writing skills, public speaking skills, critical thinking skills, and deep analytical curiosity. Experience responding to requests for proposal (“RFP”) is a plus.
  • Must possess a basic understanding of the key principles and theories underpinning capital markets.
  • Ability to present quantitative data to a non-financial audience, to include proficiency in Microsoft Excel, Word, and PowerPoint. Familiarity with programming languages (Python/R/VBA) is a plus. Familiarity with Canva, Tableau, or other graphics packages is a plus. Interest in leveraging emerging tools (including AI-assisted approaches) to improve research efficiency.
  • Familiarity with financial data portals is a plus, including Morningstar, Bloomberg Terminal, Capital IQ, or Thomson One as well as public data sources. Familiarity with scholarly journal archives such as JSTOR and SSRN also a plus.
  • Financial services, consulting internship, or previous real-world investment management experience a plus, regardless of dollar amount. Experience with a prominent RIA, OCIO firm, Investment Consultancy, or other investment manager serving institutional clients and households is a plus.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.
  • Desire and ability to achieve excellence on a small collegial team.
  • Professional curiosity and desire to learn and develop at an industry-leading firm.

What's in it for you?

Pay / benefits are competitive based on industry standards.

  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental / Orthodontic, Life and LTD Insurance
  • 401(k); 6% Match
  • Tuition / Certification Assistance Program
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • A defined career framework to help you successfully manage your career goals