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)
Associate Financial Representative
Northwestern Mutual- Logan Office - 45 E 200 N, Suite 106 Logan, UT 84321
Reports to: Andrew Carley and Gavin Tremea
Office Hours: Mon-Fri 8:00 AM – 5:00 PM with a 1-hour lunch (flexible schedule offered within M-F)
Salary Range: $45,000 per year
Job Description
The Assistant Financial Representative will play a crucial role in supporting the financial advising team in various aspects of client management including client onboarding, task management, underwriting processes, and ongoing client relations. This role requires exceptional attention to detail, strong organizational skills, and a commitment to delivering exceptional client service.
Key Responsibilities:
Client Onboarding
Task Management:
Underwriting Process:
Client Relations:
Administrative Support:
Qualifications:
Job Type: Full-time
Pay: $45,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Application Question(s):
Work Location: In person
0 Financial Associate (Corporate) jobs found in Ogden, UT area