Top 208 Experienced Financial Advisors Jobs in Atlanta, GA

Experienced Associate, Portfolio Valuations
Lincoln International —Atlanta, GA
- $150,000 - $200,000 a year
- Hybrid work
- Microsoft Word
- Management
- CPA
- Health insurance
- Dental insurance
Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA
Thrivent —Roswell, GA
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Vice President of Finance and Operations
Center for the Visually Impaired —Atlanta, GA
- Full-time
- Management
- CPA
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor
Principal Financial Network —Atlanta, GA
- $75,000 - $250,000 a year
- Full-time
- Mid-level
- Math
- Accounting
- Health savings account
- Health insurance
Quick Apply
Insurance Sales - Bilingual (English/Spanish)
State Farm Insurance - Stephen Cole Agency —Atlanta, GA
- $45,000 - $70,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- Office
- 401(k) matching
- Life insurance
Quick Apply
Senior Applications Analyst (Oracle Cloud ERP)
Delta Dental —Alpharetta, GA
- $81,305 - $176,043 a year
- Full-time
- Hybrid work
- Background check
- Computer Science
- Research
- Paid holidays
- Health insurance
Jr Mortgage Consultant
Newrez —Atlanta, GA
- $15,080 - $60,000 a year
- Background check
- Computer literacy
- Computer skills
- Paid parental leave
- Health savings account
Quick Apply
11d
Senior Advisor, Financial Services | Forensic and Litigation Consulting
FTI Consulting —Atlanta, GA
- $162,000 - $507,000 a year
- Full-time
- Hybrid work
- CPA
- Finance
- Analysis skills
Experienced Associate, Transaction Opinions & Board Advisory
Lincoln International —Atlanta, GA
- $150,000 - $200,000 a year
- Hybrid work
- Microsoft Word
- Management
- CPA
- Health insurance
- Dental insurance
Quick Apply
Commercial Account Manager
Hewlett Packard Enterprise —Atlanta, GA
- $204,500 - $456,500 a year
- Full-time
- 8 years
- Bachelor's degree
- Travel
Finance Solutions – FP&A Consultant – Manager
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $99,000 - $232,000 a year
- 6 years
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Finance Transformation Consultant - Finance Operations, Senior Manager
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $124,000 - $280,000 a year
- Oracle
- CPA
- Finance
- Paid holidays
- Health insurance
Commercial Lending Sr. Manager - US REMOTE
NTT Ltd —Atlanta, GA
- $132,098 - $244,625 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Up to 50% travel
- Health savings account
- AD&D insurance
Experienced Analyst, Transaction Opinions & Board Advisory
Lincoln International —Atlanta, GA
- $95,000 - $105,000 a year
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
14d
Principal Product Advisor, Revenue Management
Workday —Atlanta, GA
- $150,500 - $267,400 a year
- Full-time
- Office
- Fair chance
- Senior level
- Flexible schedule
Advisor Development Leader
Savant —Atlanta, GA
- $115,000 - $155,000 a year
- Full-time
- Marketing
- Office
- Finance
- Health savings account
- AD&D insurance
Principal Product Advisor, Spend Management
Workday —Atlanta, GA
- $150,500 - $267,400 a year
- Full-time
- Office
- Fair chance
- Senior level
- Flexible schedule
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist
Federal Reserve Bank of Atlanta —Atlanta, GA
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Paid holidays
- Health insurance
Principal Product Advisor, Financials
Workday —Atlanta, GA
- $150,500 - $267,400 a year
- Full-time
- Office
- Fair chance
- Senior level
- Flexible schedule
Senior Account Manager
The Forge Companies —Alpharetta, GA
- 8 hour shift
- 5 years
- Analysis skills
- Organizational skills

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Experienced Associate, Portfolio Valuations

Lincoln International -
Atlanta, GA

Apply Now

Job Details

$150,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Retirement plan

Qualifications

Spreadsheets
Bachelor's degree

Full Job Description

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.

Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities:

Lincoln International is seeking a Associates to join our rapidly growing Valuations & Opinions Group. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading valuations practice.

The Associate position at Lincoln International involves interacting closely with the firm's senior bankers and clients' senior executives. Our Associates are heavily involved in every aspect of a valuation and ultimately, master the ability to execute a valuation from start-to-finish. In addition, Associates are expected to contribute to Analysts' development and support new business development efforts.

The Associate position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in valuations. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

Key Responsibilities include:

Preparing, completing, and reviewing financial models and sophisticated valuation analyses
Writing and reviewing valuation reports and presentations
Coordinating recurring valuation projects with team members including providing oversight to analysts
Interacting with clients and preparing deliverables
Maintaining proprietary valuation databases
Tracking the capital markets and analyzing any changes within the markets
Preparing marketing materials for meetings with potential clients
Supporting the senior members of the Valuations & Opinions Group

Qualifications:

The Associate position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career.

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Proficiency at financial modeling with advanced Microsoft Excel skills
Strong writing skills and experience with PowerPoint and Microsoft Word
Effective organizational skills and the aptitude to manage people and work products
Strong communication skills and experience interacting with teammates and clients
Three to five years of professional experience in valuations
Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
Active CPA and/or minimum of CFA Level I is preferred, but not required

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary range for this role is $150,000 to $200,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Georgia, Texas, Illinois, New York or California. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.

This job may also be eligible for discretionary bonus pay.**

We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln's Company Page, or through Lincoln's Internal Jobs Board if you are a current employee.

Click here to view Lincoln International's Candidate Privacy Notices.

Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Financial Conduct Authority. No entity affiliated with Lincoln International, LP provides banking or securities brokerage services, nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions. Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.

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Refine Your Search

Experienced Financial Advisors jobs in Atlanta, GA

Experienced Associate, Portfolio Valuations

Financial Advisor - Peachtree Corners / Roswell / Johns Creek / Alpharetta, GA

Vice President of Finance and Operations

Financial Advisor

Insurance Sales - Bilingual (English/Spanish)

Senior Applications Analyst (Oracle Cloud ERP)

Jr Mortgage Consultant

Senior Advisor, Financial Services | Forensic and Litigation Consulting

Experienced Associate, Transaction Opinions & Board Advisory

Commercial Account Manager

Finance Solutions – FP&A Consultant – Manager

Finance Transformation Consultant - Finance Operations, Senior Manager

Commercial Lending Sr. Manager - US REMOTE

Experienced Analyst, Transaction Opinions & Board Advisory

Principal Product Advisor, Revenue Management

Advisor Development Leader

Principal Product Advisor, Spend Management

Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist

Principal Product Advisor, Financials

Senior Account Manager

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