Top 118 quantitative finance Jobs in atlanta ga

Wealth Management Advisor
TandemGrowth Financial Advisors, LLC —Alpharetta, GA
- From $100,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Financial Services - Manager - Tax Technology Engineer - EDGE
EY —Atlanta, GA
- $112,900 - $235,300 a year
- Azure
- CPA
- Computer Science
- Paid holidays
- Health insurance
7d
Senior Financial Analyst
Porsche Cars North America —Atlanta, GA
- $85,000 - $110,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
9d
Strategic Finance Analyst
Hermeus —Atlanta, GA
- $110,000 - $145,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Databases
Quick Apply
Postdoctoral Fellow - Finance (Multiple Openings)
Georgia Tech —Atlanta, GA
- Online Application
- Background check
- Computer Science
- Finance
Analyst, Project Finance
SolAmerica Energy —Atlanta, GA
- Full-time
- Remote
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
GTM & Strategic Finance Associate
OfficeSpace Software —Atlanta, GA
- Remote
- Mid-level
- SQL
- Analysis skills
Analyst, FP&A Sales Incentive
Invesco —Atlanta, GA
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Salesforce
- Employee stock purchase plan
- Health insurance
Associate Director Healthcare Economics - SE Region - 0724
CINQCARE —Atlanta, GA
- $150,000 - $170,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- 5 years
- Public speaking
- Mileage reimbursement
- Commuter assistance
Quick Apply
Credit Analyst
eCapital —Atlanta, GA
- $65,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
14d
Senior Financial Investigator
Contact Government Services, LLC —Atlanta, GA
- $74,156.16 - $107,114.45 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Credit Officer
Low Income Investment Fund —Atlanta, GA
- $164,000 - $205,000 a year
- Full-time
- Finance
- Bachelor's degree
- Travel
Quick Apply
Senior Underwriter, Risk Management
Liberty Mutual —Atlanta, GA
- $69,000 - $231,000 a year
- Full-time
- Analysis skills
- Mentoring
- Experience equivalent to degree accepted
Associate Portfolio Manager - Parametric
Morgan Stanley —Alpharetta, GA
- $78,000 - $140,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
MIM - Analyst - Debt Production
MetLife —Atlanta, GA
- $100,000 - $110,000 a year
- Email
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Disability insurance
Credit Analyst
Wheels, Inc. —Alpharetta, GA
- $55,100 - $77,100 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
Assistant Controller
Asset Living —Atlanta, GA
- CPA
- Office
- Finance
Quick Apply
9d
Associate, Credit
Peachtree Hotel Corporate LLC —Atlanta, GA
- Mid-level
- Office
- 3 years
Quick Apply
Quantitative Asset Specialist
Truist Bank —Atlanta, GA
- Full-time
- English
- Office
- Finance
- AD&D insurance
- Paid holidays
10d
Associate, Alternative Credit, Asset Management
Ares Management —Atlanta, GA
- $120,000 - $145,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
- Commuter assistance
- Health savings account

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quantitative finance jobs near atlanta ga

Wealth Management Advisor

TandemGrowth Financial Advisors, LLC
Alpharetta, GA

Apply Now

Job Details

Full-time
From $100,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning
Business development management
Financial planning software
Customer relationship building
CFP
Multitasking
Financial client presentations
Sales presentations
Business development
Bachelor's degree
Prospecting
Business development within finance
Client acquisition
Financial services
Account management
Financial data analysis tools
Communication skills

Full Job Description

TandemGrowth Financial Advisors, LLC is an independent, fee-only financial planning firm founded in 2003 and located in Alpharetta, GA.

We are seeking an experienced Wealth Advisor to serve as the primary relationship manager for a select group of clients while helping drive the continued growth of the firm.

This role blends comprehensive financial planning, strong relationship management, and active business development.

Job Responsibilities

Planning and Relationship Management

Serve as the lead advisor for a defined group of clients
Develop a deep understanding of each client’s financial and family situation using a “human first” approach
Prepare, review, and present comprehensive, goals-based financial plans
Prepare for and conduct periodic review meetings with clients
Manage existing client relationships and respond thoughtfully to planning inquiries and service requests
Work closely with other TandemGrowth Wealth Advisors in preparing for and conducting client consultations
Coordinate proactively with client’s attorneys, accountant, and other professionals on estate, tax, risk management, and planning matters
Partner with clients to explore tradeoffs and discuss decisions around retirement, cash flow, taxes, debt, philanthropic goals, education planning, insurance, estate planning, and investments
Present and discuss the TandemGrowth investment philosophy and explain investment results in a way clients can easily understand
Establish each client’s need, ability, and tolerance for risk and develop appropriate asset allocation and cash flow strategies
Address client investment concerns within the context of a goals-based financial planning framework
Become proficient in all technology tools used in the firm’s wealth management process

Firm Development

Be an active participant in growing and improving the firm
Work to grow client relationships and firm assets under management
Develop leads and referrals from current clients, centers of influence, and community involvement
Conduct introductory calls and meetings with prospective clients
Conduct discovery meetings with new clients
Develop relationships with and serve clients’ adult children through the firm’s “Next Gen” service model

Requirements

Bachelor’s Degree from an accredited college or university
Minimum of 5 years of experience as a financial advisor with demonstrated ability to develop and manage client relationships and generate new business opportunities
CFP® designation required
Ability to successfully pass criminal background and credit check required
Familiarity with MoneyGuidePro, Orion, FP Alpha, Hidden Levers, and YCharts is a plus

Required Skills and Experience

Deep understanding of comprehensive financial planning principles
Strong written and verbal communication skills
Confident and effective in leading client presentations and conversations
Able to accurately enter both qualitative and quantitative data into planning software and understand the assumptions behind the analysis
Self-motivated with strong initiative and a high level of personal accountability
Strong listening skills and the ability to think critically through complex situations
Committed to putting clients first, maintaining professionalism, and upholding fiduciary standards
Able to manage multiple priorities and work independently while meeting deadlines

Pay: From $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Apply Now

Refine Your Search

quantitative finance jobs in atlanta ga

Wealth Management Advisor

Financial Services - Manager - Tax Technology Engineer - EDGE

Senior Financial Analyst

Strategic Finance Analyst

Postdoctoral Fellow - Finance (Multiple Openings)

Analyst, Project Finance

GTM & Strategic Finance Associate

Analyst, FP&A Sales Incentive

Associate Director Healthcare Economics - SE Region - 0724

Credit Analyst

Senior Financial Investigator

Credit Officer

Senior Underwriter, Risk Management

Associate Portfolio Manager - Parametric

MIM - Analyst - Debt Production

Credit Analyst

Assistant Controller

Associate, Credit

Quantitative Asset Specialist

Associate, Alternative Credit, Asset Management

I want to receive the latest job alert for quantitative finance in atlanta ga

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