West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
25 cfa jobs at 17 companies in West Palm Beach, FL
3mo
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Investment Counseslor Team Lead, Southeast Region, Managing Director
Atlanta or West Palm Beach
$250k-$500k/yr HybridFull Time
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
3mo
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PWM Private Wealth Advisor
Fort Lauderdale, Florida, United States
$144k-$169k/yr HybridFull Time
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.
2mo
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Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
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
3w
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Wealth Investment Associate
Palm Beach, Florida, United States
$29-$49/hr OnsiteFull Time
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.
1mo
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Senior Portfolio Advisor II
Palm Beach, Florida, United States
OnsiteFull Time
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.
1mo
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Managing Director - CIO
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
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
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.
1d
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MD, Head of US ETF Investments
West Palm Beach, Florida, United States
$191k-$297k/yr OnsiteFull Time
10+ YOERequires 10+ years of investment management experience, deep ETF and derivatives expertise, portfolio construction and risk management skills, leadership experience, and a post-secondary degree; CFA, CAIA, FRM, or FINRA registration preferred.
3w
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Vice President Finance (On-Site)
Dania Beach, Florida, United States
OnsiteFull Time
10+ YOEBachelor's in finance/accounting/business required; 10+ years finance leadership in CPG/CPG-adjacent industries; experience managing multimillion-dollar budgets, FP&A, financial modeling, team leadership; CPA/CFA preferred.
NetSuite, SAP, QuickBooks, Tableau
5d
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Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOERequires 2–4 years in alternative investments, market risk, or portfolio analytics; quantitative or finance background; strong analytical and communication skills. Python, R, Excel VBA, risk platforms, CFA, or FRM preferred.
Python, R, Microsoft Excel, GS Marquee, Plottool, MSCI RiskMetrics, Bloomberg PORT, Barra, Axioma, Excel VBA, AI solutions
1w
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Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOERequires 2–4 years in alternative investments, market risk, or portfolio analytics; strong quantitative, analytical, communication, and financial markets skills. Python, R, Excel VBA, risk platforms, CFA or FRM preferred.
Python, R, Microsoft Excel, GS Marquee, Plottool, MSCI RiskMetrics, Bloomberg PORT, Barra, Axioma
2mo
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Investment Counselor Team Lead, Southeast Region, Managing Director
Atlanta or West Palm Beach
$250k-$500k/yr HybridFull Time
15+ YOE15+ years experience with investment advisory and managerial responsibility; proven P&L and team leadership; strong capital markets and portfolio construction knowledge; CFA or advanced degree a plus; SIE and Series registrations required.
3w
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Vice President, Finance
West Palm Beach, Florida, United States
OnsiteFull Time
12+ YOE7+ MgmtBachelor's degree required; MBA/CPA/CFA preferred. 12+ years corporate finance experience with 7+ years leading finance teams; expertise in budgeting, forecasting, liquidity, financial modeling, and commercial real estate finance.
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
1mo
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Valuations Manager, Real Estate
San Ramon or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or New York City or Century City or Garden City or Nashville or St. Louis or Bellevue or Woodland Hills or Duluth or Irvine or Brunswick or Boca Raton or Los Angeles or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$115k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree preferred; minimum 5 years real estate valuation experience; relevant designations (MAI, ASA, CPA, CFA, CEIV, CVFI, ABV, CVA); experience managing engagements, reviewing valuation analyses, and mentoring staff.
2mo
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Senior Director, Head of FP&A - Orthopedics
New Brunswick or West Chester or Palm Beach Gardens or Raynham
$178k-$307k/yr HybridFull Time
15+ YOE15+ years progressive finance experience with senior FP&A leadership; public company and life sciences/medtech experience; bachelor’s in finance/accounting/economics required; MBA/CPA/CFA preferred; expertise in forecasting, modeling, and executive communication.
2mo
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Portfolio Compliance Analyst
Fort Lauderdale, Florida, United States
$71k-$84k/yr HybridFull Time
2+ YOE2+ years in investment compliance or restriction monitoring, 2+ years alternative investment experience preferred, Bachelor's in Finance/Accounting/Business required, CFA/FRM preferred, SEC knowledge, experience with Charles River or Aladdin, MS Office proficiency.
Charles River, Aladdin, Microsoft Office
2mo
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Senior Director, Head of FP&A - Orthopedics
New Brunswick or West Chester or Palm Beach Gardens or Raynham
$178k-$307k/yr HybridFull Time
15+ YOESenior finance leader with 15+ years FP&A experience in life sciences or manufacturing, public company reporting, capital allocation and forecasting; bachelor\u0002s required, MBA/CPA/CFA preferred; strong financial modeling and stakeholder communication skills.
1mo
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U.S. Private Bank - Private Bank Team Lead
Palm Beach, Florida, United States
OnsiteFull Time
10+ YOE5+ Mgmt10+ years in private banking/financial services, 5+ years leadership, Bachelor’s degree required, FINRA Series 7/66/9/10 and insurance licenses, CFA/CFP preferred, strong investment, credit and wealth planning expertise.
1mo
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Associate Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
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