Financial Associate (Public) jobs in New York
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
- Voya Financial
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Melville, NY
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 Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market.
This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling 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 Advisor role, candidates must possess the following qualifications:
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations Series 6 and Series 63 (7 & 66 preferred)
- Life & Health Insurance Licenses
- 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:
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- 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:
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients financial information and plans
- Turnkey marketing services
- Transition assistance, if applicable
- Competitive base salary commissions
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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- Just Posted
- Financial Edge
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New York, NY
OTHER
- About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skill...
- 1 Month Ago
- Financial Services, Department of
-
Albany, NY
FULL_TIME
- Preferred Qualifications Strong written, analytical and oral communication skills.Experience delivering and facilitating training.Ethics and FOIL experience preferred but not required. Appointment met...
- 9 Days Ago
- Financial Services, Department of
-
New York, NY
FULL_TIME
- Preferred Qualifications Subject matter expertise and/or experience in one or more of the following are not required, but are preferred: Association of Certified Anti-Money Laundering Specialists: Cer...
- Just Posted
- Public Consulting Group
-
Albany, NY
OTHER
- Overview Healthcare Financial Analyst (BEDG Bureau of Enterprise Data Governance in Albany, NY) Overview: Staffing Solutions Organization LLC (SSO), a wholly owned subsidiary of Public Consulting Grou...
- 6 Days Ago
- Financial Edge
-
New York, NY
OTHER
- About Financial Edge Do you have a passion for finance? Do you enjoy explaining financial concepts and helping individuals? Then read on. Financial Edge specializes in developing the technical skills ...
- 1 Month Ago
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- Nonotuck Resource Associates Inc
-
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-
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- Coral Triangle Initiative
-
Fayetteville, AR
- ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
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- Nonotuck Resource Associates Inc
-
Northampton, MA
- Assistant Finance Manager Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based...
- 4/22/2024 12:00:00 AM
- DataXoom
-
Manchester, NH
- Are you looking for an opportunity to join a dynamic team in a friendly and supportive work environment? DataXoom is see...
- 4/22/2024 12:00:00 AM
- LHH
-
- Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
- 4/21/2024 12:00:00 AM