Job Board

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The CFA Institute Job Board is open to students, interns, and professionals across all career stages. Search for local and global job opportunities, apply to jobs, set up job alerts, manage your job seeker profile, explore company profiles, and access resources designed for employers.

South Florida Job Listings

CFA Society South Florida supports your job search by listing job opportunities in our local and regional market.

Employment listings supplied directly to CFA Society South Florida are listed for up to three months or until we are informed that the position is no longer available. CFA Society South Florida is not responsible for accuracy of information supplied. Contact the designated individuals for more information.

NOTE: If you are currently unemployed, both CFA Institute and CFA Society South Florida offer reduced member dues. Please review Retired Status​.

​Contact admin@cfasouth​florida.org to post listings with us!

There is no charge to list a job.

Why Hire a CFA Charterholder?​

South Florida Job Opportunities 

Castle Wealth Management, Boynton Beach

Portfolio Manager

Company Description: Castle Wealth Management (CWM) is a Registered Investment Advisory firm founded in 1997, providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member Christina Worley, a seasoned professional holding CPA/PFS, CFP®, and CFA designations. The team focuses on personalized service and current, in-depth financial expertise to address each client’s unique needs and circumstances.

Role Description: This is a full-time, on-site Portfolio Manager role based in Boynton Beach, FL. The Portfolio Manager will construct, monitor, and rebalance client portfolios in alignment with each client’s investment policy, risk tolerance, and long-term objectives. Responsibilities include conducting fundamental and quantitative investment research, analyzing securities and asset classes, and implementing trades across client accounts. The role involves ongoing portfolio performance review, risk monitoring, and preparation of portfolio reports and materials for client meetings. The Portfolio Manager will collaborate with advisors and planners on integrated wealth management solutions, contribute to investment committee discussions, and maintain compliance with firm policies and regulatory requirements.
Qualifications:
  • 5+ years of portfolio management experience
  • CFA charter holder preferred
  • FINRA Series 65 (or equivalent) required
  • Strong analytical, communication and presentation skills
  • Experience in client-facing reviews and relationship building
  • High attention to detail and a client-first mindset
  • Familiarity with Advyzon Quantum Rebalancing and Charles Schwab Institutional platforms a plus

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Statewide Job Opportunities 

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