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248 cfa jobs at 145 companies in California

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FIELD SERVICE ENGINEER II - CFA
San Jose, California, United States
$29-$36/hr OnsiteFull Time
Murata Machinery USA
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
2+ YOE2+ years field service experience in semiconductor industry; associate degree or technical training; ability to travel; good communication.
MS Office, Excel, Windows, Electrical diagnostic instruments, Schematics, Blueprints
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Associate Director, Wealth Management
Los Angeles, California, United States
$135k-$175k/yr OnsiteFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
3+ YOE3-5+ years wealth management; strong organization and communication; CFA/ CFP/ CAIA a plus; CFA/ CFP/ CAIA and Fidelity experience a plus; bachelor’s degree required.
Salesforce, Fidelity Investments
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Wealth Advisor
San Diego, California, United States
$90k-$135k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
5+ YOEBachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
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Senior Analyst, Global Tech (I&G)
San Diego, California, United States
$136k-$191k/yr HybridFull Time
Voya Financial
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
7+ YOE7–10 years in equity or credit research with technology focus; strong financial modeling; MBA or CFA preferred.
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Citi Private Bank - Investment Counselor - San Francisco & Palo Alto
San Francisco or Palo Alto
$200k-$300k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
15+ YOE15+ years investment advisory experience; CFA, MBA a plus; US S7/S66 or equivalents; SIE prerequisite.
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Sr Investment Associate
San Francisco, California, United States
$85k-$145k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
1+ YOE1-3 years in financial services; knowledge of investment products; strong analytical and communication skills; CFA/CFP coursework.
EDs, PIMS, IMS, PAS, GDWM
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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
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Sr. Manager/Director FP&A
San Jose, California, United States
OnsiteFull Time
Lumilens
Lumilens: Designs photonic interconnects for AI supercomputing infrastructure.
10+ YOE10-15 years FP&A/strategic finance experience; CPA/CFA/MBA; startup/ambiguous environment; advanced financial modeling.
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Senior Vice President, ETF Product Management
New York City or Boston or Lake Mary or Los Angeles
$104k-$228k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor's degree or equivalent, 5+ years of direct ETF experience, and strong financial services expertise required; MBA or CFA preferred.
AI
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Principal, Private IG
New York City or El Segundo
OnsiteFull Time
Apollo Global Management
Apollo Global ManagementNYSE: APO: Global alternative asset manager providing investment and retirement solutions.
8+ YOE8+ years in private placements, leveraged finance, or structured credit; strong origination, structuring, and execution skills; CFA, MBA or ACCA helpful.
Financial modeling, Credit analysis, Microsoft Excel, PowerPoint, AI tooling
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US Equity Analyst- Value, Technology & Multi- Sector
San Francisco, California, United States
$150k-$200k/yr OnsiteFull Time
Victory Capital
Victory CapitalNASDAQ: VCTR: Provides investment management services through specialized mutual funds and ETFs.
Fundamental equity research with a value orientation; technology coverage; strong financial modeling; Bachelor's in finance/economics/accounting; MBA or CFA preferred.
Bloomberg, FactSet
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Financial Manager - Operational Finance
New York or Philadelphia or Orlando or Chicago or Houston or Los Angeles or Seattle
$120k-$220k/yr HybridFull Time
Turner Construction
Turner Construction: Manages and constructs large-scale commercial and infrastructure projects.
10+ YOE5+ Mgmt10+ years in project/construction finance; CPA/CFA/CMA or MBA preferred; GAAP knowledge; SAP; advanced Excel; strong leadership.
SAP, Microsoft Excel
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Wealth Analyst
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Provides wealth management and trust services to high-net-worth clients.
4+ YOEBachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred.
Microsoft Office, Financial software
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Financial Manager - Operational Finance (TRAVEL REQUIRED)
New York or Philadelphia or Orlando or Chicago or Houston or Los Angeles or Seattle
$140k-$220k/yr HybridFull Time
Turner Construction
Turner Construction: Provides construction management and general contracting for large-scale buildings.
10+ YOE3+ Mgmt10+ years in project/construction finance; CPA/CMA/CFA or MBA preferred; SAP/GAAP knowledge; strong leadership; travel 90-100%.
SAP, Microsoft Excel
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Senior Finance Manager - Lending and Bill Pay
Mountain View, California, United States
OnsiteFull Time
Intuit
IntuitNASDAQ: INTU: Provides financial software for accounting, tax, and personal finance.
12+ YOE4+ Mgmt12+ years FP&A/finance experience; experience with lending/fintech preferred; strong leadership; MBA/CFA/CPA preferred; BS/BA required.
Excel, Financial Modeling, ERP
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1mo
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Direct Indexing Investment Analyst, Specialist
Oakland, California, United States
$60k-$96k/yr HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree or equivalent training and experience; three years of related financial services or investment operations experience preferred. CFA completion or progress preferred.
portfolio management operational procedures, investment platforms
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AVP, Financial Consulting
San Diego, California, United States
$90k-$98k/yr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
7+ YOE1+ Mgmt7+ years asset/wealth distribution; FINRA Series 7/66 required; Series 24 preferred; Bachelor’s degree; CFA/CFP a plus.
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PWM Private Wealth Advisor
Rancho Cucamonga, California, United States
$150k-$176k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years in high net worth wealth management; bachelor's degree; CFA or CFP preferred; NMLS registration and background/credit checks required.
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Director/Senior Director, Deal Structuring & Valuation
Los Angeles, California, United States
$165k-$175k/yr OnsiteFull Time
Warner Music Group
Warner Music GroupNASDAQ: WMG: A global music entertainment producing and publishing music.
7+ YOE7-10+ years in finance or deal-focused roles in music/entertainment; advanced financial modeling and valuation; deal structuring; leadership; MBA/CFA preferred.
Financial modeling, Valuation, DCF, Precedent transactions, Comparable company analysis
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
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