Financial Assistant (Public) jobs in Odessa, TX
Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Assistant (Public) jobs
- Voya Financial
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Lubbock, TX
FULL_TIME
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Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Lubbock area to work plan sponsor relationships in the education market.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
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Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
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Securities registrations Series 6 and Series 63 (7 & 66 preferred)
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Life & Health Insurance Licenses
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Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
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Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
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Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
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Territory management and business development
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Relationship building
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Fund knowledge and product/pricing knowledge
At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success including:
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Full access to the Voya brand
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Access to existing client base
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Wide array of financial products
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Technology and systems to enable you to efficiently manage your clients financial information and plans
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Turnkey marketing services
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Competitive base salary plus commissions
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Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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- 2 Days Ago
- Global Financial Impact
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Midland, TX
FULL_TIME
- Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an ...
- 24 Days Ago
- IDEA Public Schools
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Midland, TX
OTHER
- Description Assistant Director of Assessment Role Mission : The Assistant Director of Assessment, under the supervision, guidance and direction of the Managing Director of Assessment, supports and exe...
- 17 Days Ago
- IDEA Public Schools
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Odessa, TX
FULL_TIME
- Role Mission: The Cafeteria Assistant Manager assists the Cafeteria Manager in leading the CNP team at the campus level on our mission in becoming one of the healthiest school districts in the nation....
- Just Posted
- IDEA Public Schools
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Odessa, TX
OTHER
- Description This job posting is not for any specific role that is currently open. Instead, applying to this posting allows IDEA to gather your information in order to assess your fit and move quickly ...
- 1 Day Ago
- IDEA Public Schools
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Odessa, TX
FULL_TIME
- Role Mission: The Assistant Principal of Operations (APO) manages campus operations for each IDEA site (two schools) and is responsible for achieving operational excellence across non-instructional ar...
- 1 Month Ago
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0 Financial Assistant (Public) jobs found in Odessa, TX area
- FORCE PRESSURE CONTROL LLC
-
Midland, TX
- FORCE PRESSURE CONTROL LLC is an EEO employer - M/F/Vets/Disabled OFS Administrative Associate Force Pressure Control is...
- 4/24/2024 12:00:00 AM
- PermiaCare
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Odessa, TX
- Job Number: 174 Location: Odessa Supervises: N FLSA: Non-Exempt Division: MH Salary: $20.65 per hour. Sign on bonus may ...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
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Midland, TX
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/24/2024 12:00:00 AM
- City of Odessa
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Odessa, TX
- Department: Odessa Police Department Reports to: Lieutenant Summary: Under basic supervision, supervises Odessa Police D...
- 4/23/2024 12:00:00 AM
- Department Of The Treasury
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Midland, TX
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
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Midland, TX
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
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Midland, TX
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
- Lithia Motors, Inc.
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Odessa, TX
- Dealership: L0026 All American Chevrolet of Odessa All American Chevrolet of Odessa We are dedicated to delivering hones...
- 4/22/2024 12:00:00 AM
About Odessa, Texas
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