Mid-Level

Chartered Financial Analyst (CFA)

CFAs handle investment analysis or portfolio work — applying the rigorous analytical framework the credential represents to securities, portfolios, or client work.

Career Level
Junior
Mid
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Director
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Work Personality
E
C
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Enterprisingleading, persuading
Conventionalorganizing, detail-oriented
Based on Holland Code framework
Job markets for Chartered Financial Analyst (CFA)s
Employment concentration · ~400 areas
Based on employment in related occupations
Mapped SOC categories:
BLS Occupational Employment Statistics
What it's like

What it's like to be a Chartered Financial Analyst (CFA)

Workdays depend on the role — sell-side analysts spend time on research and reports, buy-side analysts on portfolio recommendations, advisors on client conversations. The CFA framework runs throughout, and the credential implies a standard of work that colleagues and clients hold you to.

Collaboration involves other analysts, portfolio managers, traders, and clients or sales staff. What's harder than expected is the depth of work expected — the credential suggests rigor, and shortcuts that work in other analytical roles get noticed and questioned.

Those who thrive tend to be analytically rigorous, ethically grounded, and committed to continuous learning. If you find satisfaction in deep investment work, the role often fits well. People who don't enjoy the ongoing technical reading, or who can't hold the analytical depth under deadline pressure, usually find CFA work harder than the credential exam suggested — the actual work draws on the framework constantly.

IndependenceAbove avg
AchievementAbove avg
Working ConditionsModerate
RecognitionModerate
RelationshipsModerate
SupportModerate
O*NET Work Values survey
✦ Editorial — written by Truest from industry research and career patterns
Career Paths

Where this role sits in the broader career landscape — and where it can take you.

$239K$179K$119K$60K$0KLower paying386 metro areas, sorted by salary level
All experience levels1
This level's estimated range
INDUSTRIES PAYING ABOVE AVERAGE
1 BLS OEWS May 2024 covers all Chartered Financial Analyst (CFA)s (SOC 13-2051.00, 13-2052.00, 41-3031.00), not just this title · BEA RPP 2023
* Top salaries exceed this figure. BLS caps reported wages at ~$240K to protect individual privacy in high-earning roles.
Exploring the Chartered Financial Analyst (CFA) career path? Truest helps you figure out if it's the right fit — and plan your path forward.
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✦ Editorial — career progression and interview guidance based on industry patterns
The Broader Landscape

Roles like this one sit within a broader occupational category. The numbers below reflect that full landscape — helpful for context, but your specific experience will depend on level, specialty, and where you work.

$47K–$215K
Salary Range
10th – 90th percentile
1.1M
U.S. Employment
+6.2%
10yr Growth
87K
Annual Openings

How this category is changing

$77K$74K$72K$69K$66K201920202021202220232024$66K$77K
BLS OEWS May 2024 · BLS Employment Projections 2024–2034

Skills & Requirements

Active ListeningReading ComprehensionSpeakingWritingCritical ThinkingActive ListeningCritical ThinkingComplex Problem SolvingService OrientationMathematics
O*NET OnLine · Bureau of Labor Statistics
13-2051.0013-2052.0041-3031.00

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Federal data: BLS Occupational Employment & Wage Statistics (May 2024) · BLS Employment Projections · O*NET OnLine
Truest editorial: Fit check, role profile, things that vary, advancement analysis, lateral moves, interview questions.