Remote Job Summary: As a Personal Financial Advisor (Private Wealth), you'll apply your expertise ... CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at ...
Remote Job Summary: As a Personal Financial Advisor (Private Wealth), you'll apply your expertise ... CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at ...
... abilities CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
... abilities CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
... CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not eligible for ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
... CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not eligible for ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
CFA or FRM designation * Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
... CFA or FRM designation Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Market Risk Analytics Manager
Columbus, OH · On-site +1
... CFA or FRM designation Knowledge of US regulatory market and counterparty risk management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
... CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not eligible for ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
... CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not eligible for ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
CFA charter holders or MBA degree * Strong knowledge about the deposit, lending, and investment ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
CFA charter holders or MBA degree * Strong knowledge about the deposit, lending, and investment ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Lead - Financial Systems
Columbus, OH · Hybrid
$111.82K - $139.76K/yr
PMP, Scrum Master and/or Professional Finance Certifications (CPA, CFA, etc.) are strongly ... The opportunity to work in a hybrid environment with up to 3 days remote! Who We Are Since 1935 ...
Lead - Financial Systems
Columbus, OH · Hybrid
$111.82K - $139.76K/yr
PMP, Scrum Master and/or Professional Finance Certifications (CPA, CFA, etc.) are strongly ... The opportunity to work in a hybrid environment with up to 3 days remote! Who We Are Since 1935 ...
CIC Director of Asset Management
Columbus, OH · On-site +1
Louis, Columbus, or Detroit but also open to remote work. The Director of Asset Management will ... Advanced degree or certification ( e.g., JD, MBA, CPA, CFA, etc.) or equivalent experience;
CIC Director of Asset Management
Columbus, OH · On-site +1
Louis, Columbus, or Detroit but also open to remote work. The Director of Asset Management will ... Advanced degree or certification ( e.g., JD, MBA, CPA, CFA, etc.) or equivalent experience;
CIC Director of Asset Management
Columbus, OH · On-site +1
Louis, Columbus, or Detroit but also open to remote work. The Director of Asset Management will ... Advanced degree or certification ( e.g., JD, MBA, CPA, CFA, etc.) or equivalent experience;
CIC Director of Asset Management
Columbus, OH · On-site +1
Louis, Columbus, or Detroit but also open to remote work. The Director of Asset Management will ... Advanced degree or certification ( e.g., JD, MBA, CPA, CFA, etc.) or equivalent experience;
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred Minimum ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred Minimum ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Bachelor's degree required; advanced degree or relevant certifications (CFA, FRM) preferred ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. #LI-SS1 ... Master's Degree and/or CFA designation preferred. Experience: 8-12 years of experience in ...
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. #LI-SS1 ... Master's Degree and/or CFA designation preferred. Experience: 8-12 years of experience in ...
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role ... Graduate degree and/or CFA/CAIA designation preferred (but not required) Experience: 6 to 10 years ...
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role ... Graduate degree and/or CFA/CAIA designation preferred (but not required) Experience: 6 to 10 years ...
Senior Investment Analyst, Private Placements
Columbus, OH · On-site
$82.60K - $102.90K/yr
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role ... Advanced degree and/or CFA desirable. Experience: Up to 5 years of investment experience Knowledge ...
Senior Investment Analyst, Private Placements
Columbus, OH · On-site
$82.60K - $102.90K/yr
One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role ... Advanced degree and/or CFA desirable. Experience: Up to 5 years of investment experience Knowledge ...
Resolution and Recovery Planning Analyst Sr.
Columbus, OH · On-site +1
$70K - $140K/yr
... CFA, FRM). * An ability to effectively engage with assigned stakeholder groups to create a shared ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Resolution and Recovery Planning Analyst Sr.
Columbus, OH · On-site +1
$70K - $140K/yr
... CFA, FRM). * An ability to effectively engage with assigned stakeholder groups to create a shared ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Cfa Remote information
See Columbus, OH salary details
$29.6K is the 25th percentile. Wages below this are outliers.
$17.3K - $31.2K
28% of jobs
$31.2K - $45.1K
15% of jobs
The median wage is $54.8K / yr.
$45.1K - $59K
10% of jobs
$59K - $72.9K
8% of jobs
$72.9K - $86.8K
7% of jobs
$97.2K is the 75th percentile. Wages above this are outliers.
$86.8K - $100.7K
8% of jobs
$100.7K - $114.6K
7% of jobs
$114.6K - $128.5K
6% of jobs
$128.5K - $142.4K
4% of jobs
$142.4K - $156.3K
3% of jobs
$156.3K - $170.2K
2% of jobs
$17.3K
$73.7K
$170.2K
How much do cfa remote jobs pay per year?
As of May 28, 2026, the average yearly pay for cfa remote in Columbus, OH is $73,703.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,717.00 and $105,450.00 per year, depending on experience, location, and employer.
What is a CFA Remote job?
A CFA Remote job is a position that allows a Chartered Financial Analyst (CFA) to work from a location outside of a traditional office, typically from home or another remote setting. These roles often involve financial analysis, portfolio management, investment research, or risk assessment. Many remote CFA jobs are found in asset management, investment banking, financial consulting, and fintech industries. Technology and virtual collaboration tools enable CFAs to perform their responsibilities effectively without being physically present in an office.
What are the key skills and qualifications needed to thrive in the Cfa Remote position, and why are they important?
To excel as a CFA Remote professional, you'll need a strong command of financial analysis, investment management, and accounting principles, generally supported by the Chartered Financial Analyst (CFA) designation. Familiarity with financial modeling software, data analytics platforms, and tools like Excel or Bloomberg Terminal is often required. Outstanding communication, self-motivation, and time management are key soft skills for remote collaboration and productivity. These competencies ensure accurate analysis, effective client interaction, and reliable results in a virtual work environment.
What are some common challenges faced by remote CFAs and how can they be addressed?
Remote CFAs often face challenges related to maintaining clear communication and collaboration with distributed teams or clients, as well as managing their own schedules independently. Staying up-to-date with real-time market information and confidential client data also requires disciplined use of secure digital tools and platforms. To address these, remote CFAs benefit from establishing structured daily routines, leveraging technology for video meetings and data access, and fostering strong virtual relationships with colleagues and clients. Being proactive about regular updates and seeking feedback can further help ensure effective teamwork and professional development in a remote setting.
More about Cfa Remote jobs
What are the most commonly searched types of Cfa jobs in Columbus, OH? The most popular types of Cfa jobs in Columbus, OH are:
What are popular job titles related to Cfa Remote jobs in Columbus, OH? For Cfa Remote jobs in Columbus, OH, the most frequently searched job titles are:
What job categories do people searching Cfa Remote jobs in Columbus, OH look for? The top searched job categories for Cfa Remote jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for Cfa Remote jobs? Cities near Columbus, OH with the most Cfa Remote job openings:
$80 - $110/hr
Part-time
Retirement
Posted 4 days ago
Job description
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor
Location: Remote
Job Summary: As a Personal Financial Advisor (Private Wealth), you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Key Responsibilities:
- Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
- Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
- Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
- Communicate complex financial concepts in a client-centric, easily understandable way.
- Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
- Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
- Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.
Required Skills and Qualifications:
- Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
- Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
- Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
- Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
- Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
- Exceptional judgment and decision-making capability in high-impact client scenarios.
- CFP, CFA, or equivalent credential required.
Preferred Qualifications:
- Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
- Exposure to AI-assisted financial planning tools or processes (helpful but not required).
- Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.
Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.
About micro1
Sourced by ZipRecruiter
Industry
Software development
Company size
11 - 50 Employees
Headquarters location
Palo Alto, CA, US