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)
The Company:
For over 20 years, Financial Steward Associates (FSA) has utilized a team-based approach to address the financial needs of our clients by understanding their family dynamics and what their goals consist of. From building a nest egg to funding their child’s education, preparing for retirement, and using their assets to create a “play” check, our team is committed to supporting our clients in balancing of their finances and life.
As part of the FSA team, the Associate Advisor is responsible for helping fulfill our mission: Making a positive difference in the lives of our clients by helping them pursue financial peace of mind. FSA exists to help our clients develop a plan to help them reach their goals and give them peace of mind along the way. The Financial Planner/Advisor provides an integral service by advising clients on financial decisions.
The Position:
The purpose of the Associate Advisor is to work with the Lead Advisor to guide and advise clients on the many financial decisions facing them. The Advisor Team will support clients in forming and defining goals, creating a plan tailored to the client’s specific needs, and advising on investment options and financial matters, to help our clients meet their financial goals. As a Financial Planning firm, we provide advice and recommendations using a financial planning lens.
We work as a team toward a common goal: taking care of our clients and supporting them in their financial decisions. While we may advise clients individually and work independently to implement the client’s game plan, we all use similar philosophies and strategies.
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Job Type: Full-time
Pay: From $85,000.00 per year
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Work Location: In person
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