Financial Associate (Public) jobs in Michigan

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)

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Financial Planning Associate 2024
  • Waggoner Financial
  • Lansing, MI FULL_TIME
  • Financial Planning Associate

    • Communicate and build relationships with clients through phone calls and in-person conversations, as well as maintain and update their portfolios.
    • Generate various reports related to wealth management, investments, and insurance.
    • Assist in developing financial plans and recommendations based on analysis of clients' current financial standing and goals.
    • Gather relevant financial data for clients and prospects to help with important functions such as account opening, transfers, and journals. Assist with various day-to-day administrative and clerical tasks.
    • This role provides client relationship and general practice management support by preparing client deliverables, setting up new business, following up on all business activities, assisting in the financial planning process, and performing other tasks as needed.

    MINIMUM EDUCATION QUALIFICATIONS

    • Graduated from an accredited university or college.
    • Strong interest in wealth management, investments, and financial planning.
    • Inclined to pursue industry-specific designations and certificates.
    • Must possess or be willing to work towards financial securities licenses, i.e., Series 66 & Series 7.

    ESSENTIAL SKILLS NEEDED:

    • Detail-oriented with excellent organizational skills.
    • Possessing a strong, client-oriented work ethic.
    • Demonstrating dedication to teamwork and leadership.
    • Proficient in communication and writing skills.

    WHY CHOOSE WAGGONER FINANCIAL:

    • An entrepreneurial and dynamic advisory firm.
    • Privately owned.
    • Offers high growth potential with opportunities for upward advancement.
    • Provides excellent work-life/personal-life balance and workplace culture.
    • Includes great benefits and compensation.
    • Features a high-quality pilot program for starting your financial career

    Job Type: Full-time

    Pay: $50,000.00 - $90,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Health insurance
    • Life insurance
    • Paid time off

    Compensation package:

    • Bonus opportunities

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Lansing, MI 48912: Relocate before starting work (Required)

    Work Location: In person

  • 1 Month Ago

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Client Service Associate - The Wiser Financial Group
  • Kestra Financial Independent Advisor
  • Kalamazoo, MI FULL_TIME
  • Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to provi...
  • 1 Day Ago

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Financial Analyst
  • US Assistant Secretary for Public and Indian...
  • Detroit, MI FULL_TIME
  • Duties The following are the duties of this position at the GS-13. If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive trai...
  • 26 Days Ago

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Financial Services Coordinator
  • Grand Rapids Public Schools
  • Grand Rapids, MI FULL_TIME
  • Job Description To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with dis...
  • 1 Month Ago

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Financial Services Coordinator
  • Grand Rapids Public School District
  • Grand Rapids, MI FULL_TIME
  • To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to per...
  • 12 Days Ago

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Associate Marketing Specialist
  • Ally Financial
  • Detroit, MI FULL_TIME
  • The Associate Specialist will be responsible for leading the development and execution of marketing projects and requests in support of the Insurance business. Deliverables range from email campaigns ...
  • 8 Days Ago

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Finance Associate
  • Spencer Ogden
  • Our Client: As part of its carbon management business in 2021 to help advance the energy transition and curb rising glob...
  • 3/28/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Naperville, IL
  • If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • EPIC Public High Schools
  • Bronx, NY
  • South Bronx Community Charter High School is a high school borne out of the Young Men's Initiative in New York City, com...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Mission Staffing
  • New York, NY
  • Finance Associate opening for a $80B AUM Real Estate Investment Manager. Looking for 3 to 7 total years of experience! C...
  • 3/28/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Chicago, IL
  • Are you ready to take your career to new heights in the world of Finance? As Associate Finance Director, you will suppor...
  • 3/25/2024 12:00:00 AM

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Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 3/25/2024 12:00:00 AM

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Finance Associate
  • Atlantic Group
  • Boston, MA
  • Recent Finance Grads are encouraged to apply! Industry: Financial Services Pay: $22/hr Location: Boston, MA (Hybrid) In ...
  • 3/25/2024 12:00:00 AM

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Finance Associate
  • Stradley Ronon Stevens & Young, LLP
  • Cherry Hill, NJ
  • Stradley Ronon Stevens & Young, LLP is seeking a mid-level finance associate to join our Financial Services Practice Gro...
  • 3/25/2024 12:00:00 AM

Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$83,434 to $109,136

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