Financial Associate (Public) jobs in Wyoming
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
Associate Director - Institutional Wealth Management (West)
- Principal Financial Group
-
Cheyenne, WY
FULL_TIME
-
What You'll Do
This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities.
Other responsibilities will include:- Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share.
- May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams.
- Highest level of integrity and presentation skills.
- We are open to hiring above the Associate Director level for the right skills and experience.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are- Bachelor's degree or equivalent experience required, plus 2 related industry experience required with a strong preference to RIA experience.
- FINRA Series 7 & 63 Licenses required with the ability to meet firm standards for registration within applicable jurisdictions.
- You’ll be required to become a non-registered fingerprint person of PFD and PSI.
- Strong oral and written communication skills required.
- Ability to represent the company in a professional manner.
- Ability to collaborate effectively across different business lines.
- Proven track record of establishing and maintaining relationships.
- Ability to multi-task and work under pressure.
- Travel required 50-75%. As a required part of the role, candidate must be able to provide personal transportation to business related events.
- This position may be subject to SEC restrictions on personal political contributions.
- Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation.
This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$63750 - $100000 / year
Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No
Additional Information
Locations
This is a remote position that is required to live within territory: CA, OR, WA, ID, WY, AZ.
Job Level
We’ll consider talent at the next level with the right experiences and skills.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
5/21/2024
Most Recently Posted Date
5/21/2024 - 1 Day Ago
Associate Financial Representative
- Modern Woodmen of America
-
Gillette, WY
FULL_TIME
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking w...
- 3 Days Ago
Financial Consultant
- Kemboi Financial Agency
-
Upton, WY
FULL_TIME
- Company Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric ap...
- 6 Days Ago
Business Manager- Wyoming Public Media
- Wyoming Public Media
-
Laramie, WY
FULL_TIME
- JOB PURPOSE:Manage, direct, and supervise the business and fiscal operations of Wyoming Public Media (WPM) in accordance with public broadcast standards, university procedures, and government regulati...
- 16 Days Ago
WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE
- Equis Financial
-
Laramie, WY
FULL_TIME
- Compensation Range - Commission OnlyThis is a true WORK FROM HOME position for the sales professional. Whether you are an experienced sales representative or a newbie to sales. We provide training for...
- Just Posted
Sales Representative (Work From Home)
- Equis Financial
-
Laramie, WY
FULL_TIME
- Compensation Range - Commission OnlyThis is a true WORK FROM HOME position for the sales professional. Whether you are an experienced sales representative or a newbie to sales. We provide training for...
- Just Posted
Financial Associate (Public) jobs at Popular Companies
Financial Associate
- Wintrust Financial
-
Delafield, WI
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- 6/2/2024 12:00:00 AM
Finance Associate
- Marsden
-
- Top 3 Finance group | New York | 2019-2021 *legal role In a legal market where Finance roles have been few and far betwe...
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Finance Assistant
- Nonotuck Resource Associates Inc
-
Northampton, MA
- Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
- 6/1/2024 12:00:00 AM
Finance Associate
- Saicon
-
El Segundo, CA
- Description The Opportunity: currently seeking a Contractor for the US Sales Finance team in El Segundo, CA. This role i...
- 6/1/2024 12:00:00 AM
Finance Associate
- 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...
- 5/31/2024 12:00:00 AM
Finance Associate
- Aurora Contractors
-
Ronkonkoma, NY
- Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
- 5/30/2024 12:00:00 AM
Associate - Finance
- RR Donnelley
-
Chicago, IL
- Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
- 5/30/2024 12:00:00 AM
Finance Associate - Finance Business Partnership
- ZS
-
Evanston, IL
- : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
- 5/29/2024 12:00:00 AM
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$81,144 to $106,133
Most Popular Cities in Wyoming for Financial Associate (Public) Jobs
What does a Financial Associate (Public) do?
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