14 cfa jobs at 11 companies in Portland, OR
2mo
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FIELD SERVICE ENGINEER I (OR) - CFA
Hillsboro, Oregon, United States
FieldFull Time
0+ YOEAssociates preferred; 0-2 years technical field service experience in semiconductor or equivalent. Must read schematics, troubleshoot electromechanical systems, use PC applications, hold valid driver's license, and be willing to travel (domestic & international).
Microsoft Office, Microsoft Excel, Windows
1w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
1mo
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Print Hardware Finance Automation Expert
Vancouver or Spring
$93k-$144k/yr OnsiteFull Time
7+ YOE7+ years finance experience, strong costing and financial modeling, advanced Excel and automation skills, degree in business/economics/finance or equivalent experience; CPA/CFA preferred.
Power BI, EBP, Power Automate, Microsoft Excel, SQL, SAC_P, Anaplan, SAP
5d
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FInancial Advisor
Vancouver or Portland
$120k-$165k/yr OnsiteFull Time
7+ YOERequires 7–10+ years of client-facing advisory experience, strong relationship and communication skills, and a professional network in the Portland/Vancouver metro area. CFP certification preferred.
CFP, CFA
2mo
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Portfolio Manager
Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
$160k-$200k/yr HybridFull Time
5+ YOECFA designation preferred, Bachelor’s in finance preferred, 5+ years investment management/advisory experience, client-facing skills, experience with Bloomberg, Morningstar, Tamarac, and Microsoft Office/CRM.
Bloomberg, Morningstar, Tamarac, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
1mo
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International Investment Counselor (US Based) - Canadian Clients
Camas, Washington, United States
$90k-$140k/yr OnsiteFull Time
4+ YOECFA (any level) and Series 65 (Series 65 assistance available), 4+ years portfolio management/client relationship experience, bachelor’s degree required, consultative client-focused approach.
1mo
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Sr Manager Business Planning
Vancouver or Spring
$147k-$231k/yr OnsiteFull Time
10+ YOE10+ Mgmt10+ years in financial planning and management, strong financial modeling and forecasting skills, advanced Excel, analytical and communication skills, bachelor's in finance/accounting/economics preferred; CFA/CPA preferred.
Microsoft Excel
2mo
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Senior Investment Consultant - Fund Sponsor Consulting Group
Atlanta or Chicago or Denver or Portland or San Francisco or Summit
$150k-$200k/yr HybridFull Time
12+ YOEBachelor's degree required, 12+ years investment consulting experience preferred, CFA/CAIA preferred, strong client relationship, communication, project management, research, and business development skills, willingness to travel.
1mo
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International Private Client Adviser (US Based) - Canadian Clients
Camas, Washington, United States
$100k/yr OnsiteFull Time
2+ YOECFA Level 1 or above, 2+ years in financial services, 24 months portfolio management in last 5 years, bachelor\u0002s degree, sales experience and strong persuasion and communication skills.
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.
3w
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Sr. Manager FP&A - Mars Veterinary Health
Vancouver or Los Angeles or Tampa or New York City
$141k-$231k/yr OnsiteFull Time
8+ YOEBachelor's in finance/business required; 8+ years FP&A or strategic finance experience; experience leading enterprise planning, advanced modeling, executive communication, and stakeholder influence; MBA/CPA/CFA preferred.
2mo
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Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required.
eMoney, MoneyGuide Pro
2w
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Head of Investor Relations
Salem or Pittsburgh or Fremont
$191k-$297k/yr RemoteFull Time
10+ YOE10+ years in investor relations or equity research, public-company experience preferred, strong financial modeling, capital markets knowledge, exceptional communication; Bachelor's in Finance/Accounting/Economics required; MBA/CFA preferred.
2mo
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Investment Consultant - Fund Sponsor Consulting Group
Atlanta or Chicago or Denver or Portland or San Francisco or Summit
$100k-$150k/yr HybridFull Time
7+ YOEBachelor's degree required; 7+ years of investment consulting experience preferred; CFA/CAIA preferred or in progress; strong capital markets knowledge, client relationship management, asset allocation and manager research skills; willingness to travel.