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)
**This position is located in Norfolk, NE. Relocation or reliable commuting required**
At Insight Financial Planning we provide investment, retirement, tax, and protection planning. We enjoy working with individuals to help them develop a plan for THEIR goals and dreams and the best way to accomplish that is by getting to know the clients. Our office works as a TEAM for our clients so that they always have someone that is willing and capable to help them.
If you enjoy getting to know and helping people, then this position is for you. Become a critical member of our growing team by supporting an advisor(s) in providing clients with exceptional service.
Pay
$16.00 to $26.00 per hour
Benefits
Schedule
Full-Time – 40 hours per week. Monday through Friday, 8 am to 5 pm with one hour lunch.
Responsibilities
Position Requirements
Travel
Some travel may be expected.
Background Checks
Per securities industry regulations, before employment may begin fingerprinting and background checks will be completed. Our broker/dealer will oversee these pre-employment checks.
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0 Financial Associate (Corporate) jobs found in Sioux City, IA area