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50 cfa jobs at 32 companies in Delray Beach, FL

2mo
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Investment Counseslor Team Lead, Southeast Region, Managing Director
Atlanta or West Palm Beach
$250k-$500k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
15+ YOE15+ years investment and managerial experience; CFA/MBA or equivalent; S7/S66/S3 licenses; strong client advisory and business leadership.
CFA, S7, S66, SIE, Capital Markets, Portfolio Management
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2mo
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Director, Structured Finance (US Structured Receivable Program)
Miami or Minneapolis or London
HybridFull Time
VersaBank
VersaBankTSX: VBNK: Branchless digital bank providing business-to-business lending and deposit solutions.
5+ YOE5+ years in structured finance; CFA, MBA preferred; strong credit underwriting and structuring; advanced financial modeling; client relationship and risk management.
Excel, Power BI, Credit modeling
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1w
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AVP of Client Success
United States or Chicago or Milwaukee or New York City or West Palm Beach
$100k-$130k/yr RemoteFull Time
Tidal Financial Group
Tidal Financial Group: Provides a platform for launching and managing exchange-traded funds.
7+ YOERequires 7–10+ years in client success, relationship management, or similar financial-services leadership; institutional client growth, ETF expertise, communication, project management, and a bachelor's degree in finance, business, or related field.
ETFs, MBA, JD, CFA, CAIA
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3mo
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PWM Private Wealth Advisor
Fort Lauderdale, Florida, United States
$144k-$169k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEBachelor's degree or equivalent; 10+ years in high-net-worth wealth management; strong relationship, business development, analytical, and communication skills; CFA or CFP preferred.
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2w
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Director, Treasury and Risk
Miami, Florida, United States
OnsiteFull Time
Independent Living Systems
Independent Living Systems: Provides healthcare management and nutritional support for vulnerable populations.
5+ YOEBachelor's in finance or related,5+ years treasury or risk/financial leadership,knowledge of treasury operations,risk frameworks,and healthcare compliance;Master's and CTP/FRM/CFA preferred.
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1mo
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Global Fund Finance – Blackstone Credit, Assistant Vice President
Miami, Florida, United States
$130k-$200k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Manages alternative investment funds including private equity and credit.
7+ YOE7+ years fund, public accounting, or administrator experience; BS in Accounting/Finance; CPA or CFA preferred; credit product knowledge; advanced Excel; strong communication and analytical skills.
Microsoft Excel
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3mo
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Senior Wealth Advisor
Miami-Fort Lauderdale Area, Florida, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; financial planning experience and bachelor's degree in finance/business/economics preferred.
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Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOE2+ years in alternative investments, market risk, or portfolio analytics; strong quantitative skills; proficiency with Python/R/Excel VBA and risk platforms; CFA/FRM progress preferred.
Python, R, Microsoft Excel VBA, GS Marquee/Plottool, MSCI RiskMetrics, Bloomberg PORT, Barra, Axioma
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Global Fund Finance – Blackstone Credit, Assistant Vice President
Miami, Florida, United States
$130k-$200k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Manages alternative investment funds for institutional and individual investors.
7+ YOE7+ years public accounting, fund, or administrator experience; BS in Accounting/Finance; CPA or CFA preferred; advanced Excel; experience with credit products preferred; strong communication and analytical skills.
Microsoft Excel
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2mo
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AVP, Corporate Development (Miami, FL, US, 33132)
Miami, Florida, United States
OnsiteFull Time
Royal Caribbean Group
Royal Caribbean GroupNew York Stock Exchange: RCL: Operates a global fleet of cruise ships.
12+ YOE10-15 years in Corporate Development, Investment Banking, Transaction Advisory, or Private Equity; MBA and CFA preferred; cruise/travel experience a plus; strong financial modeling and contracts experience.
Financial Modeling, Valuation, Due Diligence, Contract Management, Mergers & Acquisitions
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2w
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Wealth Investment Associate
Palm Beach, Florida, United States
$29-$49/hr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year investment-related experience, strong communication, presentation, and analytical skills; proficiency with office software; working toward CFA/CFP preferred.
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1mo
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Global Fund Finance – Blackstone Credit, Assistant Vice President
Miami, Florida, United States
$130k-$200k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Global alternative asset management firm focused on private investing.
7+ YOE7+ years public accounting/fund/administrator experience, BS in Accounting or Finance, CPA or CFA preferred, credit products experience preferred, advanced Excel and strong analytical/communication skills.
Microsoft Excel
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4w
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Senior Portfolio Advisor II
Palm Beach, Florida, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10+ years investment experience, deep portfolio management and investment strategy knowledge, strong communication and decision-making, CFA preferred, ability to lead teams, U.S. work authorization required.
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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
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
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1mo
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Managing Director - CIO
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
10+ YOEBachelor's or master's in business (CFA preferred), 10+ years in financial services with direct client responsibility, proven business development, investment consulting and high-net-worth planning experience, strong communication and organization.
TimeTracker
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3w
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Vice President, Private Wealth Sales (Bilignual - Spanish/English)
Miami, Florida, United States
FieldFull Time
Hamilton Lane
Hamilton LaneNASDAQ: HLNE: Provides private market investment management and advisory services.
7+ YOE7+ years financial services sales with private markets experience, Series 6/7 and 63, bachelor\u0002s degree in finance/business/management/communication, fluent Spanish and English; CFA/CAIA a plus.
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3mo
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Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
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1mo
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Key Account Executive - Industrials
Chicago or Washington or Oklahoma City or San Francisco or Philadelphia or Houston or Denver or Atlanta or Nashville or Miami or San Diego or Phoenix or Orlando or Los Angeles or Dallas or Des Moines or Minneapolis or Tampa or Austin or New York City or Baltimore or Charlotte or Kansas City or Boston
$147k-$261k/yr OnsiteFull Time
RSM
RSM: Provides audit, tax and consulting services to middle-market businesses.
7+ YOE7+ years account management or enterprise sales experience in professional services; bachelor’s preferred; CPA/CFA a plus; mastery of account planning, cross-sell, relationship management; advanced M365 and CRM analytics skills.
Microsoft M365, CRM analytics, business intelligence tools
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1mo
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Global Fund Finance, Assistant Vice President - Blackstone Multi-Asset
Miami, Florida, United States
$130k-$200k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Global alternative asset management firm.
6+ YOEBS in Accounting/Finance,6+ years public or private accounting experience,CPA/CFA preferred,strong Excel and accounting systems skills,experience with PE/hedge fund investing,excellent analytical and communication skills.
Microsoft Excel
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1mo
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Global Fund Finance, Assistant Vice President - Blackstone Multi-Asset
Miami, Florida, United States
$130k-$200k/yr OnsiteFull Time
Blackstone
BlackstoneNYSE: BX: Global investment firm managing alternative asset portfolios.
6+ YOEBS in Accounting/Finance,6+ years public or private accounting experience,CPA/CFA preferred,PE/hedge fund experience preferred,strong Excel and accounting systems skills,excellent analytical and communication abilities.
Microsoft Excel
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