7 cfa jobs at 6 companies in Jacksonville, FL
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Senior Associate, Private Equity/FoF Accounting
Dallas or Jacksonville
HybridFull Time
2+ YOEBachelor's in Accounting/Finance/Economics, 2+ years fund accounting experience (private equity preferred), Bloomberg and advanced Excel proficiency, strong organizational and communication skills; CPA/CFA a plus.
Bloomberg, Microsoft Office, Microsoft Excel
2w
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Wealth Advisor
St. Augustine, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree in finance or related field, 3+ years wealth management experience, ability to obtain Series 7/65/66, strong financial planning and relationship skills; CFP/CFA preferred.
1mo
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Financial Planning & Analysis Analyst II
Jacksonville, Florida, United States
HybridFull Time
4+ YOEBachelor's in finance/accounting/economics required; 4+ years related experience with 2+ years in budgeting, profitability and data mining; proficiency with SQL, Power BI, Adaptive Planning, Excel; CFA/CPA preferred.
SQL, VBA, Crystal Reports, Power BI, Adaptive Planning, IBM TM1, SAS, SPSS, Python, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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
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.
3w
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Managing Director, Decision Modeling & Analytics
New York or Los Angeles or Washington or Troy or Houston or Chicago or Grand Rapids or Baltimore or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Jacksonville or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Omaha
$280k-$350k/yr OnsiteFull Time
15+ YOEBachelor's in finance/accounting/economics required; MBA preferred. 15+ years in financial modeling/decision analytics at large consulting or comparable firms; CFA/CPA/valuation credentials preferred; strong financial modeling, communication, and leadership skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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 HybridFull Time
5+ YOEMinimum 5 years as an IAR, Series 65 or Series 66+7 (or willing to obtain within 90 days), 2+ years registered as IAR, bachelor’s preferred, CFP/CFA/CPA acceptable, strong communication and analytical skills.
1mo
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Senior Wealth Strategist
Jacksonville, Florida, United States
$131k-$228k/yr OnsiteFull Time
10+ YOE10+ years sales and relationship management experience; Series 7 and 63 required; CFP/CFTA/CFA/CIMA preferred; strong fiduciary, estate and tax planning knowledge; proven business development and network-building skills; U.S. work authorization required.