Family Wealth Consultant
Westlake, OH · On-site
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Quick apply
Family Wealth Consultant
Westlake, OH · On-site
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Family Wealth Consultant
Cleveland, OH · On-site
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Quick apply
Family Wealth Consultant
Cleveland, OH · On-site
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
Quick apply
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
Quick apply
Conduct regular client communication through calls, emails, and in-person/virtual meetings to ... CFA, CPA, CFP, or CEBS designation (or progress towards a designation) is preferred
National Account Strategic Underwriter
$103K - $177K/yr
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
National Account Strategic Underwriter
$103K - $177K/yr
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
National Account Strategic Underwriter
$103K - $177K/yr
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
National Account Strategic Underwriter
$103K - $177K/yr
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... ASA/FSA, CFA, or CEBS credentials preferred. * National Accounts experience strongly preferred.
Strategic Planning & Growth Enablement Leader Commercial Bank
Cleveland, OH · On-site
$97K - $134K/yr
Relevant professional certifications (e.g., CFA, PMP, or similar) are a plus Skills * Strategic ... Ability to participate in meetings, presentations, and collaborative sessions (virtual and in ...
Strategic Planning & Growth Enablement Leader Commercial Bank
Cleveland, OH · On-site
$97K - $134K/yr
Relevant professional certifications (e.g., CFA, PMP, or similar) are a plus Skills * Strategic ... Ability to participate in meetings, presentations, and collaborative sessions (virtual and in ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment
Virtual Cfa information
Can a Virtual CFA work remotely?
A Virtual CFA can work remotely, as the role often involves analyzing financial data, preparing reports, and communicating with clients or teams through digital tools. Many virtual CFA positions are designed to be performed from a home office, requiring strong communication skills and proficiency with financial software. However, specific employers may have different requirements regarding onsite presence or in-person meetings.
What is a Virtual CFA?
A Virtual CFA is a Chartered Financial Analyst who offers financial analysis, investment advice, and portfolio management services remotely, often via online platforms. They assist clients with investment strategies, financial planning, and risk management just like traditional CFAs, but provide their services virtually, making it more convenient and accessible, especially for clients in different locations. Virtual CFAs use digital tools for communication, analysis, and reporting, ensuring clients receive professional guidance without the need for in-person meetings.
What are the key skills and qualifications needed to thrive as a virtual CFA, and why are they important?
To thrive as a Virtual CFA (Chartered Financial Analyst), you need deep expertise in financial analysis, investment strategies, and portfolio management, typically validated by the CFA charter and a strong background in finance or economics. Proficiency with financial modeling tools, data analysis software like Excel, Bloomberg Terminal, and virtual communication platforms is essential. Strong analytical thinking, attention to detail, and excellent client communication skills help build trust and deliver insightful financial guidance remotely. These skills are crucial for making informed investment decisions and maintaining client relationships in a virtual environment.
How do virtual CFAs typically collaborate with clients and internal teams in a remote environment?
Virtual CFAs (Chartered Financial Analysts) often use secure digital platforms to communicate with clients, share financial reports, and provide investment advice. They collaborate closely with internal teams such as analysts, portfolio managers, and compliance officers through video calls, project management tools, and shared documents. Strong virtual communication skills are essential, as is the ability to manage multiple client relationships efficiently. Regular team meetings and transparent workflow processes help ensure everyone stays aligned while working remotely.
What is the difference between Virtual Cfa vs Financial Analyst?
| Aspect | Virtual Cfa | Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, CFA Level exams | Often CFA, CPA, or related certifications |
| Work Environment | Remote, online platforms | Office or remote, depending on employer |
| Industry Usage | Financial services, investment firms | Corporations, banks, investment firms |
| Job Focus | Investment analysis, portfolio management | Financial planning, reporting, analysis |
The Virtual Cfa primarily focuses on investment analysis and portfolio management, often working remotely with a CFA certification. Financial Analysts may perform similar analysis but can also handle broader financial planning and reporting tasks, often working in office environments. Both roles require strong financial credentials, but the Virtual Cfa emphasizes investment expertise in a remote setting.
What are the most commonly searched types of Cfa jobs in Ohio? The most popular types of Cfa jobs in Ohio are:
What are popular job titles related to Virtual Cfa jobs in Ohio? For Virtual Cfa jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Virtual Cfa jobs in Ohio look for? The top searched job categories for Virtual Cfa jobs in Ohio are:
Full-time
Re-posted 7 days ago
Job description
Salary:
We are looking for a passionate and talented Consultant to join our Family Wealth team and make a tangible difference in the success of our clients.
This Consultant role combines client service excellence, investment consulting expertise to deliver comprehensive solutions focused on our private investors and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, exceptional communication skills, and the ability to translate complex investment concepts into clear, actionable recommendations that help clients achieve their objectives.
Success in this role is measured not only by investment outcomes, but by the utility you help clients realize in using their assets. You help families feel confident in their decisions, clear about their direction, and secure in their ability to use their wealth in ways that support their lives, values, and legacy.
Key Responsibilities
- Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
- Build deep, long-term relationships by understanding clients goals, values, and legacy objectives
- Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
- Prepare personalized client deliverables, investment policy statements that reflect individual goals and values.
- Support organic growth through exceptional service, and selective business development activities.
Required
- Bachelors degree in Finance, Economics, Business Administration, or related field preferred
- >4 years of experience in investment consulting, wealth management, or financial services
- Excellent written and verbal communication skills able to explain complex concepts clearly
- Self-motivated with ability to manage multiple priorities and meet deadlines
- CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
About Highland Consulting Associates
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Cleveland, OH, US
Year founded
1993