Financial Associate (Public) jobs in Connecticut
Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Public) jobs
Financial Advisor Associate
- Ameriprise Financial Services, LLC.
-
Westport, CT
FULL_TIME
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 1 Month Ago
Deputy Chief Financial Officer
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: Administration-UnaffiliatedDate Posted: 4/15/2024Location: City HallDate Available: To be determinedClosing Date: 05/15/2024ADMINISTRATIVE JOB OPENING Bridgeport Public Schools Human Re...
- Just Posted
Chief Financial Officer
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: AdministrationDate Posted: 4/10/2024Location: City HallDate Available: Immediately after filledClosing Date: 05/10/2024ADMINISTRATIVE JOB OPENING Bridgeport Public Schools Dr. Janene Ha...
- 3 Days Ago
Manager, Budget and Financial Reporting
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: Support StaffDate Posted: 3/20/2024Location: City HallDate Available: To be determinedClosing Date: Open until filledBRIDGEPORT PUBLIC SCHOOLS Human Resources Department 45 Lyon Terrace...
- 21 Days Ago
Manager-Grants Financial Operations
- Bridgeport Public Schools
-
Bridgeport, CT
FULL_TIME
- JobID: 2781 Position Type: Support Staff Date Posted: 4/19/2022 Location: City Hall Date Available: To Be Determined Closing Date: Open until Filled BRIDGEPORT PUBLIC SCHOOLS 45 Lyon Terrace Bridgepor...
- 23 Days Ago
Financial Capability Specialist
- Hartford Public Library
-
Hartford, CT
FULL_TIME
- The Financial Capability Specialist is dedicated to helping low to moderate income families develop skills in personal finance, build assets and become financially stable. Job responsibilities will in...
- 27 Days Ago
Financial Associate (Public) jobs at Popular Companies
Accounting/Finance Associate
- Experis
-
Stanford, CA
- Job Position: Project PO and Cloud Credit Associate Duration: 22-Apr-2024 - 31-Jul-2024 (Contract with Possibility of ex...
- 4/18/2024 12:00:00 AM
Finance Associate
- Atlantic Group
-
Boston, MA
- A distinguished investment management firm with approximately $2b in AUM is seeking a Finance Associate to join their gr...
- 4/18/2024 12:00:00 AM
Associate Finance Director
- Kellanova
-
Naperville, IL
- If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
- 4/17/2024 12:00:00 AM
Finance Associate
- Hsg Tech Inc
-
Addison, IL
- Job Description Job Description Seeking a bi-lingual (English, Mandarin) Finance Associate to join our team. The positio...
- 4/17/2024 12:00:00 AM
Finance Associate
- Global Empowerment Mission
-
Miami, FL
- Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
- 4/16/2024 12:00:00 AM
Finance Associate
- LHH
-
- Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
- 4/15/2024 12:00:00 AM
Finance Associate - Finance Business Partnership
- ZS
-
Evanston, IL
- : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
- 4/14/2024 12:00:00 AM
Finance Associate
- Excel Sports Management
-
New York, NY
- Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
- 4/14/2024 12:00:00 AM
About Connecticut
Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$90,513 to $118,393
Most Popular Cities in Connecticut for Financial Associate (Public) Jobs
What does a Financial Associate (Public) do?
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019