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)
Peter A. Oldziey & Associates has been providing exceptional financial planning services to clients in the Dover area as well as across the United States. The practice is built upon a core set of values: authenticity, integrity, excellence and relationship. As such, it has created an enduring legacy that will extend well into the future. The practice is now in a transition to the next generation and is looking for an individual to be part of the team to carry on the legacy.
Assistant to the Financial Planner Capacities and Responsibilities
Requirements
Compensation and Benefits
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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0 Financial Assistant (Public) jobs found in Wilmington, DE area