Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Hollingsworth Financial has an immediate opening for an Associate Financial Representative. The main focus of this role is to execute the administrative operations of the firm to give our founder more time to meet with clients. The Associate Financial Representative specializes in maintaining an efficient and organized office that allows the founder to focus energy on building client relationships. This associate will be a vital team member and will play a major role in accomplishing the practice's goals.
Position Responsibilities
Specific responsibilities include but will not be limited to:
Insurance & Investment Support:
Administrative Duties:
Qualifications: