CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
CFP, CFA, CMT or other professional designation or candidacy is a plus. * Strong working knowledge of Word, Excel and PowerPoint.
Certified Financial Planner (CFP) or progress toward CFP strongly preferred. Additional credentials such as CPA or Chartered Financial Analyst (CFA) are a plus. * Proficiency in advanced financial ...
Certified Financial Planner (CFP) or progress toward CFP strongly preferred. Additional credentials such as CPA or Chartered Financial Analyst (CFA) are a plus. * Proficiency in advanced financial ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
$100 - $150/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
$100 - $150/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Regional Sales Director
Columbus, OH · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Quick apply
Regional Sales Director
Columbus, OH · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
U.S. Private Bank - Private Banker - Vice President or Executive Director
Columbus, OH · On-site
$95 - $130/hr
Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred. * Proactive, takes initiative, and uses critical thinking to solve problems. * Dynamic and credible professional ...
U.S. Private Bank - Private Banker - Vice President or Executive Director
Columbus, OH · On-site
$95 - $130/hr
Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred. * Proactive, takes initiative, and uses critical thinking to solve problems. * Dynamic and credible professional ...
CFP (Certified Financial Planner) * CFA (Chartered Financial Analyst) * Advanced degree (JD, MBA, or related) is a plus but not required Experience 7-10+ years of experience in: * Trust ...
CFP (Certified Financial Planner) * CFA (Chartered Financial Analyst) * Advanced degree (JD, MBA, or related) is a plus but not required Experience 7-10+ years of experience in: * Trust ...
Regional Vice President - Wholesaler (Great Lakes Region)
Columbus, OH · On-site
$125K/yr
Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses required (7 & 63) * 5+ years of field sales experience within mutual funds and/or ETF sales required ...
Regional Vice President - Wholesaler (Great Lakes Region)
Columbus, OH · On-site
$125K/yr
Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses required (7 & 63) * 5+ years of field sales experience within mutual funds and/or ETF sales required ...
Key Private Bank Senior Relationship Manager
$116K - $216K/yr
Certified Financial Planner (CFP) (preferred) * Certified Investment Management Analyst (CIMA) (preferred) * Certified Public Accountant (CPA) (preferred) * Chartered Financial Analyst (CFA ...
Key Private Bank Senior Relationship Manager
$116K - $216K/yr
Certified Financial Planner (CFP) (preferred) * Certified Investment Management Analyst (CIMA) (preferred) * Certified Public Accountant (CPA) (preferred) * Chartered Financial Analyst (CFA ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or ...
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Key Private Bank Senior Relationship Manager
Columbus, OH · On-site
$116K - $216K/yr
Certified Financial Planner (CFP) (preferred) * Certified Investment Management Analyst (CIMA) (preferred) * Certified Public Accountant (CPA) (preferred) * Chartered Financial Analyst (CFA ...
Key Private Bank Senior Relationship Manager
Columbus, OH · On-site
$116K - $216K/yr
Certified Financial Planner (CFP) (preferred) * Certified Investment Management Analyst (CIMA) (preferred) * Certified Public Accountant (CPA) (preferred) * Chartered Financial Analyst (CFA ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Columbus, OH · On-site
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses required (7 & 63) * 5+ years of field sales experience within mutual funds and/or ETF sales required ...
Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses required (7 & 63) * 5+ years of field sales experience within mutual funds and/or ETF sales required ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
CFA, CFP, CMT or other professional designation or candidacy is a plus. * Strong understanding of capital markets with an emphasis on fixed income. * Familiarity with financial modeling, review, and ...
CFA, CFP, CMT or other professional designation or candidacy is a plus. * Strong understanding of capital markets with an emphasis on fixed income. * Familiarity with financial modeling, review, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
Associate Wealth Advisor
Columbus, OH · On-site
CFP or CFA required * Advanced knowledge of financial planning concepts and processes * Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite ...
Associate Wealth Advisor
Columbus, OH · On-site
CFP or CFA required * Advanced knowledge of financial planning concepts and processes * Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite ...
Cfp Cfa information
See salary details
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
How much do cfp cfa jobs pay per year?
As of Aug 19, 2026, the average yearly pay for cfp cfa in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.
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Full-time
Re-posted 25 days ago
Job description
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Investment Advisor in Public Funds
The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector.
Primary Responsibilities
Critical Success Factors
Skills Required
Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Investment Advisor in Public Funds
The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector.
Primary Responsibilities
- Expand the Public Funds Division
- Coordinate information flow between clients, staff, operations and investments.
- Analyze various investment options to identify and propose optimal investment solutions.
- Coordinate preparation of reports, presentations, proposals and other written communication.
- Regular networking through attendance at conferences and other municipal events.
- Educate clients and prospects on current market events and investment opportunities.
- Support and develop sales, marketing and service initiatives and activities.
Critical Success Factors
- Understanding of capital markets with an emphasis on fixed income.
- Familiarity with financial modeling, review and analysis.
- Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
- Independent and self-motivated with a proven track record of business development.
- Ability to think and act strategically.
- Excellent communication skills, both verbal and written.
- Effective presentation skills within both large and small audiences.
- Demonstrates unwavering personal and professional integrity.
- Desire to take initiative, improve processes and solve problems.
- Strong quantitative problem solving and analytical skills.
- Detail oriented with strong organizational skills.
- Effective relationship management skills.
- Enthusiastic, high-energy, positive attitude.
- Willingness to travel regularly.
Skills Required
- Bachelor's Degree in Finance, Economics or related field.
- Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
- CFP, CFA, CMT or other professional designation or candidacy is a plus.
- Strong working knowledge of Word, Excel and PowerPoint.
About Meeder Investment Management
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dublin, OH, US
Year founded
1974