Financial Associate (Public) jobs in Montana

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)

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Sales Associate
  • Spieldenner Financial Group
  • Butte, MT FULL_TIME
  • Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! 

    The Day-To-Day: 

    Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.

    • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
    • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
    • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

    Requirements: 

    Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset 

    Passion for people is a MUST

    What We Do:

    • We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
    • We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.
    • We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

     

    If you feel this might be the home you have been looking for. Click APPLY! 

    *Equal opportunity, not equal outcome.

     

    No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

  • 17 Days Ago

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Associate Director of Financial Aid
  • Montana State University Billings
  • Billings, MT FULL_TIME
  • The Associate Director of Financial Aid is a full time, year-round position. This position provides high-level and technical leadership and direction to support financial aid applicants and the awardi...
  • 20 Days Ago

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Associate Financial Advisor
  • Edward Jones
  • Kalispell, MT FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 1 Month Ago

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Financial Advisor
  • 11 Financial
  • Billings, MT FULL_TIME
  • Are you an advisor with an established book of business but aren't happy at your current firm? Then we should talk!Why Us?Compensation: Production payouts of 70% (nearly double the industry average)Ha...
  • 3 Days Ago

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Surgical Neurophysiologist - Per Diem
  • SpecialtyCare Associate Referral Program
  • Billings, MT PER_DIEM
  • Passionate, driven people dedicated to making a difference in healthcare. SpecialtyCare continues to grow and we’d like you to grow with us. We are the industry leader in intraoperative neuromonitorin...
  • 1 Month Ago

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Financial Administrative Assistant
  • McKenna Financial
  • Bozeman, MT PART_TIME,FULL_TIME
  • We are looking to add a new member to our team with a positive mindset, strong problem solving skills and desire to learn. We would like someone who is self-motivated, dependable and a people-oriented...
  • 12 Days Ago

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Finance Associate
  • Global Empowerment Mission
  • Doral, FL
  • Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
  • 3/29/2024 12:00:00 AM

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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...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Virginia Housing Development Authority
  • Richmond, VA
  • Overview: Join Virginia Housing and help make a difference as a Finance Associate. Virginia Housing is one of the nation...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Mission Staffing
  • New York, NY
  • Finance Associate opening for a $80B AUM Real Estate Investment Manager. Looking for 3 to 7 total years of experience! C...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • ING Group
  • New York, NY
  • Finance | Policies & Procedures | Associate | New York Finance, Associate, New York About ING: Ranked #8 on LinkedIn Top...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Eurest USA
  • Culver City, CA
  • Job Summary As the leading food service and support services company, Compass Group USA is known for our great people, g...
  • 3/26/2024 12:00:00 AM

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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 ...
  • 3/25/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Chicago, IL
  • Are you ready to take your career to new heights in the world of Finance? As Associate Finance Director, you will suppor...
  • 3/25/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$76,907 to $100,598

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