Financial Associate (Public) jobs in Oklahoma

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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Associate Financial Advisor
  • Ameriprise Financial - Oklahoma
  • Tulsa, OK FULL_TIME
  • Prime Wealth Management, a private wealth advisory practice of Ameriprise Financial Services located in Tulsa, OK, is seeking licensed Associate Financial Advisor to join our innovative and dynamic team. We focus on fostering a great team environment and culture that emulates the work and relationships we build and have with our clients. 

    At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

    Job Purpose:

    Working alongside an experience advisor, helping them service their clients. Top-level client service is key in this role.

     

    Responsibilities:

     

    • Case analysis
    • Prepping financial planning recommendations
    • Running hypothetical illustrations
    • Investment research
    • Create investment recommendations
    • Prepping visual aids to be used in client meetings
    • Completing trades and transactions
    • Conduct client meetings and reviews
    • Prospect for new clients via events, seminars and natural market

     

    Qualifications:

    • Bachelors degree or higher
    • Clients/assets to bring over and take on additional clients
    • Fully licensed (Series 7, 66, and Life/Health license)
    • 3 years of being a financial advisor or financial services experience
    • Pleasant, professional and friendly manner with excellent interpersonal skills
    • Strong team player
    • Highly organized, accurate, and attention to detail
    • Proven analytical and independent problem-solving skills
    • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
    • Excellent written and verbal communication skills
    • Ability to handle multiple responsibilities
    • Strong personal and business ethics and integrity
    • Desire to grow and learn within the practice

    Salary:

    • Competitive compensation and benefits

    How to Apply:

    Please submit the following for consideration:

    • Cover letter
    • Resume

     

    We are an Equal Opportunity Employer

     

  • 12 Days Ago

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Chief Financial Officer (CFO) Sand Springs Public Schools
  • Sand Springs Public Schools
  • Sand Springs, OK FULL_TIME
  • Sand Springs Public Schools Position: Chief Financial Officer Position Type: Administrative/Director Location: Sand Springs Public Schools, Administrative Offices Status: Full-time, Exempt Work Days: ...
  • Just Posted

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Chief Financial Officer
  • Tulsa Public Schools
  • Tulsa, OK OTHER
  • Full Job Description: Chief Financial Officer Salary Grade: XG-05 Tulsa Public Schools' existing salary schedules provide career increment adjustments based on education/experience and/or years of cre...
  • 21 Days Ago

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2022-2023 Financial Secretary
  • Oklahoma City Public Schools
  • Oklahoma City, OK FULL_TIME
  • JobID: 7805 Position Type: Secretary/Clerical (School Sites)/Financial Clerk frmly Financial Secretary Date Posted: 4/12/2022 Location: Taft Middle School Reports To: Builking Administrator FSLA Statu...
  • 9 Days Ago

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Associate Advisor
  • Kestra Financial
  • Oklahoma, OK FULL_TIME
  • Oklahoma Financial Center, Inc. is seeking an Associate Advisor that will support the firm’s Financial Advisory Team. This role will focus on drafting financial plans and developing analyses that can ...
  • 1 Day Ago

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Elementary Financial Secretary- Clegern Elementary
  • Edmond Public Schools
  • Oklahoma, OK FULL_TIME
  • Temporary/Duration of Need Contract 195 days per year 7.5 hours per day Grade 40: $12.79-14.77 an hour Begins 4-26-22 Edmond Public Schools Edmond, Oklahoma JOB DESCRIPTION Title: Elementary Financial...
  • 19 Days Ago

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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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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
  • 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
  • Spencer Ogden
  • Our Client: As part of its carbon management business in 2021 to help advance the energy transition and curb rising glob...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Tandym Group
  • New York, NY
  • A financial services company in NYC is currently seeking a Finance Associate to join their Finance team. Responsibilitie...
  • 3/27/2024 12:00:00 AM

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Finance Associate
  • talisman advisory partners
  • Job Summary This position involves developing, implementing, and presenting financial analyses for evaluating capital in...
  • 3/26/2024 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

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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

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$77,783 to $101,744

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