1374 Quantitative Analyst jobs in San Francisco,CA

The salary range for this position is $77,000.00-$117,000.00 per year

An opportunity to earn additional incentive earnings.

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

Access to training and tools to accelerate your potential and maximize your career growth

Schedule: Monday - Friday

Hours: 40

Bachelor's degree required.

2–4 years of relevant experience.

The candidate must have strong working knowledge in all areas of the personal financial planning process, including client discovery, goal setting, resource assessment, gap analysis, scenario analysis, recommendations, presentation, monitoring, and review

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

A CPA is preferred

CFP preferred (or CFP in progress).

CPA preferred; candidates with deep personal tax knowledge and experience will also be strongly considered.