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Remote Cfa Level 2 Jobs (NOW HIRING)

Weekday AI

Financial Advisor - CFA or CFP

Remote In this position, you will leverage your expertise to assist in training the next generation ... W-2 employees and middle-income families. * Record the progression of real advisor-client ...

Navien, Inc.

Product Support - Level II

$21 - $23/hr

Product Support - Level II Residential Water Heaters REMOTE Full-time WHAT WE ARE LOOKING FOR The ideal candidate for this position is familiar with Navien and/or the tankless industry. They have ...

Lockheed Martin

Industrial Engineer - Level 2

Fort Worth, TX · On-site +1

$67K - $88K/yr

We are looking to fill 2 openings with a skilled Industrial Engineer supporting the F-35 ... From onsite to remote, we offer flexible work schedules to comprehensive benefits investing in your ...

Transact Campus Inc

Level II Client Success Manager

Remote within the US. Our Level II CSM manages a portfolio of middle market healthcare food service accounts, which typically present a balance of operational and strategic needs. These clients often ...

Onyx Point, Inc.

Software Engineer Level 2

Hanover, MD · On-site +1

$78K - $250K/yr

... the level appropriate to the software development process being used on any particular project ... Flexible work arrangements, including remote work options * Flexible Spending Accounts (FSAs)

Infinx

Level 2 IT Support Technician

Deerfield Beach, FL · Remote

$65K - $82K/yr

Provide remote user support and coordinate resolutions for other office locations as required ... Level 2 IT Support Technician ready to contribute to our mission and be part of our diverse and ...

Lockheed Martin

Quality Engineer- Level 2

Marietta, GA · On-site +1

$68K - $87K/yr

From onsite to remote, we offer flexible work schedules to comprehensive benefits investing in your future and security, Learn more about Lockheed Martin's comprehensive benefits package here. Do you ...

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Remote Cfa Level 2 information

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

As of Jun 9, 2026, the average hourly pay for remote cfa level 2 in the United States is $27.67, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $33.17 per hour, depending on experience, location, and employer.

What is the difference between Remote Cfa Level 2 vs Remote Financial Analyst?

AspectRemote Cfa Level 2Remote Financial Analyst
CertificationsCFA Level 2 candidate or holderTypically requires a degree in finance or related field; CFA is a plus
Work EnvironmentRemote, often in investment firms or asset managementRemote, in various industries including banking, corporate finance, or investment firms
Industry UsagePrimarily in investment management and asset allocationBroader, including corporate finance, banking, and investment sectors

Remote Cfa Level 2 professionals focus on investment analysis and portfolio management, often requiring CFA credentials. Remote Financial Analysts have a broader role in analyzing financial data across industries, with or without CFA certification. Both roles are remote-friendly but differ in specialization and industry focus.

More about Remote Cfa Level 2 jobs
What are the most commonly searched types of Cfa Level 2 jobs? The most popular types of Cfa Level 2 jobs are:
What job categories do people searching Remote Cfa Level 2 jobs look for? The top searched job categories for Remote Cfa Level 2 jobs are:
Remote Cfa Level 2 jobs near you

Financial Advisor - CFA or CFP

Weekday AI

Remote

Contractor

Posted 4 days ago

Job description

This role is for one of our clients
Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote
In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your contributions will influence how models learn, reason, and operate by providing high-quality, real-world data. Previous experience in AI is not necessary - your specialized domain knowledge is what counts.
Requirements
Key Responsibilities:
  1. Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
  2. Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
  3. Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
  4. Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
  5. Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
  6. Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
  7. Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Required Skills and Qualifications:
  1. Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
  3. CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
  4. Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
  5. A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
  6. Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
  7. Ability to work autonomously and asynchronously in a remote work environment.

Preferred Qualifications:
  1. Previous roles that combine financial planning with ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Experience designing or enhancing standardized planning methodologies or digital advisory experiences.
  3. Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along with a strong interest in innovation within the financial advisory sector.

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