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Freelance Cfa Level 2 Jobs (NOW HIRING)

Wealth Planning Strategist

Wayne, PA · On-site

$110K - $142K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Wealth Planning Strategist

Wayne, PA · On-site

$110K - $142K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

Passed CFP ® , CFA (Level II), CPA, JD or another approved advanced credential required. * Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ...

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Freelance Cfa Level 2 information

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How much do freelance cfa level 2 jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for freelance cfa level 2 in the United States is $47.71, according to ZipRecruiter salary data. Most workers in this role earn between $24.28 and $61.78 per hour, depending on experience, location, and employer.

Will CFA Level 2 help me get a job?

The CFA Level 2 credential can improve job prospects for finance roles such as financial analyst or investment associate by demonstrating advanced knowledge of investment tools and financial analysis. It is often valued by employers in asset management, research, and portfolio management, and can enhance a candidate's competitiveness in the job market.

What jobs can I get with a CFA Level 2?

With a CFA Level 2, you can qualify for roles such as financial analyst, investment analyst, or research associate in asset management, investment banking, or financial advisory firms. These positions typically involve financial modeling, valuation, and analysis, often requiring strong Excel and analytical skills. Progression to senior roles usually requires passing the Level 3 exam or gaining additional experience.
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Infographic showing various Freelance Cfa Level 2 job openings in the United States as of August 2026, with employment types broken down into 42% Full Time, 50% Part Time, and 8% Contract. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $99,230 per year, or $47.7 per hour.

$116K - $150K/yr

Full-time

Re-posted 17 days ago


Job description

Overview

Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.

Highlights

  • Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
  • Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
  • Strong culture of independent thought and quality of life
  • Competitive base salary, profit and performance-based bonuses, excellent benefits

Requirements

  • CFP or other advanced designation such as CPA, CFA level 2 or JD

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017