Financial Assistant (Public) jobs in Lubbock, TX

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Voya Financial Advisor Lubbock
  • Voya Financial
  • Lubbock, TX FULL_TIME
  • 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 Lubbock area to work plan sponsor relationships in the education market.

    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 6 and Series 63 (7 & 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

    • Competitive base salary plus commissions

    • Transition assistance, if applicable

     

    Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

     

  • 2 Days Ago

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Financial Professional
  • Global Financial Impact
  • Midland, TX FULL_TIME
  • Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an ...
  • 24 Days Ago

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Assistant Director of Assessment (24-25)
  • IDEA Public Schools
  • Midland, TX OTHER
  • Description Assistant Director of Assessment Role Mission : The Assistant Director of Assessment, under the supervision, guidance and direction of the Managing Director of Assessment, supports and exe...
  • 17 Days Ago

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Cafeteria Assistant Manager (IDEA Yukon)
  • IDEA Public Schools
  • Odessa, TX FULL_TIME
  • Role Mission: The Cafeteria Assistant Manager assists the Cafeteria Manager in leading the CNP team at the campus level on our mission in becoming one of the healthiest school districts in the nation....
  • Just Posted

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Assistant Principal of Instruction - IDEA Yukon Academy (24-25)
  • IDEA Public Schools
  • Odessa, TX OTHER
  • Description This job posting is not for any specific role that is currently open. Instead, applying to this posting allows IDEA to gather your information in order to assess your fit and move quickly ...
  • 1 Day Ago

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Assistant Principal of Operations - IDEA Zenata (24-25)
  • IDEA Public Schools
  • Odessa, TX FULL_TIME
  • Role Mission: The Assistant Principal of Operations (APO) manages campus operations for each IDEA site (two schools) and is responsible for achieving operational excellence across non-instructional ar...
  • 1 Month Ago

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0 Financial Assistant (Public) jobs found in Lubbock, TX area

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/26/2024 12:00:00 AM

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T-Mobile Neighborhood Retailer Sales Associate
  • GP Mobile
  • Lubbock, TX
  • Chase #LimitlessPotential at GP Mobile, an Authorized T-Mobile Retailer! GP Mobile, is one of the largest T-Mobile Premi...
  • 4/26/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/25/2024 12:00:00 AM

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Travel Nurse RN - PCU - Progressive Care Unit - $2,608 per week
  • TRS Healthcare
  • Lubbock, TX
  • KingFish Healthcare is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Lubbock, Texas....
  • 4/24/2024 12:00:00 AM

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Travel Nurse RN - Telemetry - $1,956 per week
  • Hiring Now!
  • Lubbock, TX
  • KingFish Healthcare is seeking a travel nurse RN Telemetry for a travel nursing job in Lubbock, Texas. Job Description &...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Lubbock, TX
  • 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

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Senior Research Compliance Specialist
  • Texas Tech University
  • Lubbock, TX
  • Texas Tech University Senior Research Compliance Specialist Lubbock , Texas Apply Now Performs specialized compliance ac...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Lubbock, TX
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$44,689 to $57,748
Lubbock, Texas area prices
were up 1.2% from a year ago

Financial Assistant (Public) in Olympia, WA
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December 20, 2019
Financial Assistant (Public) in Honolulu, HI
Eligibility based on immigration status will need to be determined by one of our financial counselors.
January 28, 2020
Financial Assistant (Public) in Peoria, IL
The program provides financial counseling by specially trained staff familiar with artists’ employment cycles to determine eligibility for various insurance options – including government programs, or a sliding-scale fee-for-service arrangement.
January 23, 2020