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
-
Melville, NY
FULL_TIME
-
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).
21990615_3/16
- 22 Days Ago
- Financial Edge
-
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...
- 2 Months Ago
- Ameriprise Financial Services, LLC
-
Hauppauge, NY
FULL_TIME
- A private wealth advisory practice of Ameriprise Financial, has an opportunity for a licensed and individual to join their organization as an Associate Financial Advisor. This position offers the oppo...
- 6 Days Ago
- ING Financial Services LLC
-
New York, NY
FULL_TIME
- Wholesale Banking | Finance / Financial Accounting Team | Associate | New York About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain’s 100 Best Places to Work Ragan’s Top Places t...
- 10 Days Ago
- ING Financial Services LLC
-
New York, NY
FULL_TIME
- Sectors | Financial Institutions | Associate | New York City About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain’s 100 Best Places to Work Ragan’s Top Places to Work in 2023 ING...
- 15 Days Ago
- ING Financial Services LLC
-
New York, NY
FULL_TIME
- CSD | FM Settlements/Repo | Manager/Associate | NYC/Hybrid About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain’s 100 Best Places to Work Ragan’s Top Places to Work in 2023 In Am...
- 15 Days Ago
Financial Associate (Public) jobs at Popular Companies
- Wintrust Financial
-
Delafield, WI
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 6/12/2024 12:00:00 AM
- Graphic Packaging International
-
West Monroe, LA
- Job functions include,but are not limited to the following. Performs a wide range of accounting, accounts payable & acco...
- 6/11/2024 12:00:00 AM
- Franciscan Ministries
-
Lindenhurst, IL
- Overview: The Village at Victory Lakes Lindenhurst, IL / Finance Assistant Rate starts at $18.00 (based on experience) D...
- 6/10/2024 12:00:00 AM
- Claire Myers Consulting
-
Redwood City, CA
- Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They h...
- 6/10/2024 12:00:00 AM
- RR Donnelley
-
Chicago, IL
- Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
- 6/9/2024 12:00:00 AM
- Aurora Contractors
-
Ronkonkoma, NY
- Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
- 6/9/2024 12:00:00 AM
- Evolution Credit Partners
-
Boston, MA
- Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies i...
- 6/8/2024 12:00:00 AM
- Musicow
-
Beverly Hills, CA
- At Musicow US, we are a diverse group of music enthusiasts, tech innovators, savvy investors, and dedicated team players...
- 6/8/2024 12:00:00 AM