51 cfa jobs at 32 companies in Arizona
2w
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AREA MANAGER II - CFA
Phoenix, Arizona, United States
FieldFull Time
5+ YOE5+ Mgmt5+ years site/project leadership in technical installation environments, bachelor\u0002s degree or equivalent, ability to manage budgets, hire and develop teams, strong communication and problem-solving, valid driver\u0002s license, up to 25% travel.
Automated Material Handling Systems (AMHS), PLC, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project
4w
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Coordinator: CFA Technical Operations
Tucson, Arizona, United States
$53k-$60k/yr OnsiteFull Time
Bachelor’s degree in Theater or related field (or equivalent combination of education/experience). Up to one year theatrical technology experience preferred. Must lift up to 50 lbs, perform technical theatre duties, and ensure venue safety.
1w
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Senior Analyst - Mutual Fund, Wealth Management
Saint Louis or Tempe
$144k/yr HybridFull Time
5+ YOEBachelor's degree in a relevant field, 5+ years of industry experience preferred, Series 7 and 66, and CFA or significant progress toward the CFA. Strong investment research and communication skills required.
ETFs, mutual funds, separately managed accounts (SMAs)
1mo
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Limited Term Adjuct Lecturer, Finance
Tucson, Arizona, United States
$15k/yr RemotePart Time
Master's in finance or related from an AACSB institution, CFA, and university-level finance teaching experience required.
2mo
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
2+ YOEBachelor's degree; 2+ years in real estate/construction advisory; CPA/CFE/CMA/CFA/CIA/PMP preferred.
Microsoft Excel, Microsoft Office, Data analysis tools
2mo
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PWM Investment Analyst
Scottsdale or Denver
$76k-$89k/yr OnsiteFull Time
0+ YOEBachelor's degree or equivalent; up to 3 years experience; strong communication; analytical; proficient with MS Office; CFP/CFA a plus.
Microsoft Office, Financial analysis software
3mo
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Product Manager Annuities and Life
Scottsdale, Arizona, United States
OnsiteFull Time
Bachelor’s degree in business/finance/economics; MBA/CFA/FRM a plus; strong Excel/PowerPoint; experience with product development and project management.
Microsoft Excel, PowerPoint, PowerBI, Tableau
2mo
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Director, Consultant Relations
Seattle or Los Angeles or San Francisco or Phoenix or Denver
$200k-$225k/yr HybridFull Time
10+ YOE10+ years working with institutional consultants, Series 7 and 63 required, strong investment due diligence and sales skills, willingness to travel ~50%, CFA/CAIA/MBA preferred.
1mo
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Institutional Investment Consulting Associate
Seattle or San Francisco or Southfield or Phoenix or St. Louis or Irvine or Los Angeles or Columbus or Denver or Chicago or Dallas or Minneapolis or Pittsburgh
$67k-$134k/yr HybridFull Time
2+ YOEBachelor's degree,2+ years investment experience,knowledge of performance/risk metrics,proficiency in Microsoft Excel/Word/PowerPoint,and pursuing or willing to obtain CFA/CAIA/CIMA/CIPM.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Senior Wealth Advisor
Scottsdale, Arizona, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years advising clients with proven client acquisition and asset growth; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication, organization, and sales skills.
3w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
7+ YOE7+ years wealth management experience with HNW clients, bachelor’s degree required; MBA/CFP/CFA/JD preferred; strong sales, financial planning, and investment strategy skills.
2d
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Associate Analyst I - Product Review
Tempe or St. Louis or United States
HybridFull Time
1+ YOEPreferred bachelor's or master's degree in finance, applied mathematics, accounting, or economics; CFA progress, securities exams, financial modeling, investment knowledge, and strong communication skills required or preferred.
Bloomberg, FactSet, Power BI
1mo
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
7+ YOEBachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
3mo
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Regulatory Reporting AVP - Capital & Regulatory Reporting
Tempe or Jersey City
$87k-$147k/yr HybridFull Time
4+ YOE4-6 years in regulatory/capital reporting in banking; Basel III/FR Y-9C; strong analytics; Axiom SL, Excel; Bachelor's in related field; CPA/CFA preferred.
Axiom SL, Excel, Tableau, Power BI
1w
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Senior Consultant, Business Valuation (ABV or CVA required)
Phoenix, Arizona, United States
$75k-$90k/yr HybridFull Time
Business valuation experience, valuation certification (ABV/CVA/ASA/CFA) or CPA, Bachelor’s degree, strong Excel/Word skills, report drafting, data analysis, and ability to travel as needed.
Microsoft Excel, Microsoft Word, QuickBooks, IDEA, ACL, Tableau, RMA, CapIQ, Able2Extract, DLOM
1mo
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Senior Financial Analyst
Georgia or Kansas or California or Mississippi or Nevada or South Dakota or Tennessee or Oklahoma or Connecticut or New York or Wyoming or Florida or Montana or Texas or Kentucky or Arkansas or West Virginia or Massachusetts or Louisiana or Alabama or Washington or Virginia or Utah or South Carolina or Pennsylvania or Oregon or North Carolina or New Mexico or New Jersey or Delaware or Missouri or Michigan or Maryland or Iowa or Indiana or Idaho or Nebraska or Wisconsin or New Hampshire or Arizona or Ohio or Minnesota or Colorado or Illinois
$115k-$120k/yr RemoteFull Time
5+ YOEBachelor's in Finance or Accounting, 5+ years finance/accounting experience, strong financial modeling and analysis skills, GAAP knowledge, Excel proficiency, SAP experience preferred, CPA/CFA a plus.
Microsoft Excel, SAP
1mo
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Director/Senior Director, Originations
United States or Atlanta or Dallas or Chicago or Phoenix
FieldFull Time
7+ YOE7+ years CRE debt origination experience, demonstrated production track record, ability to source and lead loan transactions, strong communication and commercial judgment; CFA/CAIA/MBA a meaningful plus.
CRM
1mo
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Phoenix, Arizona, United States
$140k-$190k/yr OnsiteFull Time
CFP or CFA and Bachelor's required, Series 7 and 66 required (may be obtained within 120 days), demonstrated complex client relationship and financial planning skills, strong time management and communication.
2mo
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Treasury Advisory Manager/ Senior Manager
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
1mo
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Executive Accounting and Finance Recruiter
Phoenix, Arizona, United States
$65k-$80k/yr HybridFull Time
2+ YOEBachelor's degree required; 24–36 months experience in audit/tax/public accounting or relevant talent solutions preferred; recruiting or business development experience and professional designations (CPA/CFA/MBA) are a plus.
Bullhorn
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