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)
We are currently seeking a licensed Associate to join our support staff. Please note, only candidates who currently hold their FINRA Series 6 or FINRA Series 7 will be considered. Candidate must provide overall administrative and operational client service support to assist the business activities of our firm’s book of business. We specialize in individual high net worth families as well as retirement plans and executive benefits. Candidate must have knowledge and understanding of contact management system and client support experience. Candidate must also have the ability to work effectively, as well as independently, in a team environment with strong and effective communication and organizational skills.
Benefits
0 Financial Associate (Public) jobs found in Akron, OH area