Financial Associate (Public) jobs in Springfield, MA

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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Wealth Management Associate
  • Grenier Financial Services
  • Springfield, MA FULL_TIME
  • Benefits:
    • 401(k)
    • 401(k) matching
    • Bonus based on performance
    • Competitive salary
    • Paid time off



    POSITION: The Wealth Management Associate is responsible for supporting a team of Financial Advisors. This position requires a self-motivated, dependable individual with exceptional organizational, problem-solving, and computer skills. Proficiency with Microsoft Office Suite is necessary.


    The Wealth Management Associate is responsible for high-quality customer service, portfolio analysis and communication.


    Primary Responsibilities:

    • Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
    • Effectively communicate with clients and Financial Advisors regarding initial and ongoing stages of the Financial Planning process
    • Help build the foundation of clients’ financial plans through organization, analysis, and entry of clients’ wealth and financial data into financial planning software
    • Maintain accurate and up-to-date client records and activities in the firm's CRM
    • Consistent and proactive communication to clients and colleagues in a timely manner for status updates and organizational efficiency
    • Assist with special projects including firm-wide client mailings, client event coordination, document scanning, and other ad-hoc projects

    Specific Qualifications:

    • Past financial services industry experience a plus
    • Morningstar Advisor Workstation and Right Capital Financial Planning Software experience a major plus
    • Proficiency in Microsoft Suite and Adobe
    • Previous CRM experience
    • Understands basics of different brokerage account types and client types
    • Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
    • Broad knowledge of different types of securities such as stocks, mutual funds and bonds and asset manager styles

    Essential Traits:

    • Team Oriented
    • Excellent follow-up skills
    • Excellent email management abilities
    • Detail-oriented with a high level of accuracy and organization
    • Customer service skills
    • Adaptability when priorities shift and able to work independently

    Job Type: Full-time


    Pay: $50,000.00 - $60,000.00 per year


    Benefits:

    • 401(k)
    • Three-week vacation to start
    • 1/2 day work schedule Fridays in the Summer
    • Paid Monthly Parking

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Work Location: In person - Springfield, MA
  • 20 Days Ago

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Financial Advisor
  • Grenier Financial Services
  • Springfield, MA FULL_TIME
  • If you have the experience and character to succeed as a Financial Advisor and work as part of a team, please apply. Grenier Financial Advisors has worked hard to create a culture of collaboration and...
  • 3 Days Ago

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Associate Director of Public Interest Technology (PIT) - Lecturer 100%
  • UMass Amherst
  • Amherst, MA FULL_TIME
  • About UMass Amherst UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The ...
  • 1 Month Ago

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Public Works Driver/Laborer
  • Town of Palmer, Ma. Public Works
  • Palmer, MA FULL_TIME
  • Job description Position Title: Hwy Dept. – Truck Driver/Laborer General Statement of Duties and Responsibilities: Routine manual work performing maintenance, repair and construction tasks in connecti...
  • 8 Days Ago

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Payroll/HR Analyst - West Springfield Public Schools
  • West Springfield Public Schools
  • West Springfield, MA FULL_TIME
  • West Springfield Public Schools Payroll/HR Analyst The School Payroll/HR Analyst is responsible for tracking, analyzing and preparing bi-weekly payroll and attendance reports for School Department emp...
  • 13 Days Ago

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Financial Analyst - Financial Services
  • Robert Half
  • Boca Raton, FL PER_DIEM
  • Robert Half may have an excellent fitting Financial Analyst role for applicants with outstanding communication skills and a background in finance. Interested in joining an exciting company and growing...
  • 18 Days Ago

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0 Financial Associate (Public) jobs found in Springfield, MA area

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Registry Office Specialist @ Mazda
  • Balise Motor Sales
  • Springfield, MA
  • Job Details Job Location Mazda West Springfield - Springfield, MA Position Type Full Time Job Description CVR/Registry S...
  • 3/28/2024 12:00:00 AM

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Registered Nurse - RN
  • Genesis Healthcare LLC
  • Holyoke, MA
  • Benefits * Nursing Student Loan Debt Repayment and Tuition Assistance * Variable compensation plans * Health, Dental, Vi...
  • 3/28/2024 12:00:00 AM

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Care Navigator
  • Behavorial Health Network, Inc
  • Springfield, MA
  • Are you passionate about helping people? Do you have a talent for listening, Problem solving, and advocating for others?...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Springfield, MA
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Certified Nursing Assistant - CNA
  • Genesis Healthcare Services
  • Springfield, MA
  • Heritage Woods Assisted Living Part Time CNA Opportunities Available Evenings (3 pm - 11 pm) or Nights (11 pm - 7 am) Be...
  • 3/27/2024 12:00:00 AM

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Revenue Cycle Supervisor-Behavioral Health
  • Behavorial Health Network, Inc
  • Springfield, MA
  • Join our team of competent and compassionate professionals as a Revenue Cycle Supervisor in the billing program at Behav...
  • 3/26/2024 12:00:00 AM

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Finance Manager
  • Valence Surface Technologies
  • West Springfield, MA
  • Responsible for the financial and accounting functions for the plant. Must possess the ability to manage multiple projec...
  • 3/26/2024 12:00:00 AM

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Finance and Admin Manager
  • Hampden Park Capital & Consulting
  • Longmeadow, MA
  • Objectives of the Role: The Finance and Admin Manager provides administrative and strategic assistance to the leadership...
  • 3/25/2024 12:00:00 AM

Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area. Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$87,890 to $114,965
Springfield, Massachusetts area prices
were up 1.6% from a year ago

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Financial associates are capable of performing their functions.
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