Financial Associate (Public) jobs in Toledo, OH
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)
Recently Added Financial Associate (Public) jobs
- Voya Financial
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Toledo, OH
FULL_TIME
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Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Toledo Ohio area to work plan sponsor relationships.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success including:
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients financial information and plans
- Turnkey marketing services
- Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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- 3 Days Ago
- OneMain Financial
-
Toledo, OH
FULL_TIME
- As a OneMain Branch Manager, you will create an outstanding environment—a place where people enjoy coming to work and making a positive impact in the community. You will lead by example, empowering th...
- Just Posted
- Wilcox Financial
-
Toledo, OH
PART_TIME
- We are a full-service financial advisory firm, and the job is a direct administrative assistant to an advisor. I need help organizing my office files, keeping client cases on track, maintaining my cal...
- 15 Days Ago
- United States Air Force
-
Waterville, OH
FULL_TIME
- KEEPING OUR FORCES HEALTHYCaring for the health of our Airmen also means helping preclude illness before it can affect our community. Responsible for preventing and controlling the spread of disease, ...
- 3 Days Ago
- United States Air Force
-
Fremont, OH
FULL_TIME
- KEEPING OUR FORCES HEALTHYCaring for the health of our Airmen also means helping preclude illness before it can affect our community. Responsible for preventing and controlling the spread of disease, ...
- 3 Days Ago
- United States Air Force
-
Port Clinton, OH
FULL_TIME
- KEEPING OUR FORCES HEALTHYCaring for the health of our Airmen also means helping preclude illness before it can affect our community. Responsible for preventing and controlling the spread of disease, ...
- 4 Days Ago
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- Toledo, OH
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0 Financial Associate (Public) jobs found in Toledo, OH area
- Northwestern Mutual-Toledo
-
Toledo, OH
- Job Description Job Description Full job description GET MORE OUT OF YOUR CAREER | FINANCIAL PLANNING WITH NORTHWESTERN ...
- 4/26/2024 12:00:00 AM
- Skylight Financial Group
-
Toledo, OH
- Job Description Job Description Responsibilities and Duties · Answer incoming phone calls and handle appropriately · Sch...
- 4/26/2024 12:00:00 AM
- ProMedica
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Toledo, OH
- **Director, Revenue Cycle Management - CBO Customer Service - Full Time - Days** Toledo, Ohio **Description** The Direct...
- 4/26/2024 12:00:00 AM
- Department Of The Treasury
-
Toledo, OH
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/24/2024 12:00:00 AM
- The Accountancy Recruitment Group Ltd
-
Toledo, OH
- Are you looking for flexible part time work but without having to sacrifice being challenged and having the opportunity ...
- 4/24/2024 12:00:00 AM
- Shumaker Loop & Kendrick Llp
-
Toledo, OH
- Join Shumaker, where the excitement of legal excellence intersects with an enjoyable and vibrant workplace! We are not j...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Toledo, OH
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Toledo, OH
- Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
- 4/22/2024 12:00:00 AM
About Toledo, Ohio
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