Financial Associate (Corporate) jobs in Bridgeport, CT
Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Corporate) jobs
Financial Advisor Associate
- Ameriprise Financial Services, LLC.
-
Westport, CT
FULL_TIME
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 1 Month Ago
Lead Associate, Corporate Partnerships (P2)
- Save the Children
-
Fairfield, CT
FULL_TIME
- DescriptionAll Save the Children employees are required to be fully vaccinated against Covid-19 unless otherwise required by law. All new employees hired to Save the Children will be required to submi...
- 16 Days Ago
Lead Associate, Corporate Partnerships (P2)
- Save the Children Federation, Inc.
-
Fairfield, CT
FULL_TIME
- All Save the Children employees are required to be fully vaccinated against Covid-19 unless otherwise required by law. All new employees hired to Save the Children will be required to submit proof of ...
- 17 Days Ago
Lead Associate, Corporate Partnerships (P2)
- Save the Children 2022
-
Fairfield, CT
FULL_TIME
- All Save the Children employees are required to be fully vaccinated against Covid-19 unless otherwise required by law. All new employees hired to Save the Children will be required to submit proof of ...
- 9 Days Ago
Financial Professional
- Prudential Advisors - Northeast Financial Group
-
Shelton, CT
FULL_TIME
- Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivate...
- 1 Month Ago
Corporate Paralegal
- Budderfly
-
Shelton, CT
FULL_TIME
- Saving the World! Help Wanted… Budderfly is a fast-growth, private equity-backed energy management outsourcing company that is committed to reducing global carbon emissions for small to medium sized e...
- Just Posted
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0 Financial Associate (Corporate) jobs found in Bridgeport, CT area
Senior Finance Associate
- Atlantic Group
-
Greenwich, CT
- Company: $3B+ Private Equity Fund Role: Senior Finance Associate / VP Finance (exact title TBD) Location: Greenwich, CT ...
- 4/23/2024 12:00:00 AM
Senior Finance Associate, Hedge Fund
- Atlantic Group
-
Greenwich, CT
- Company: $1B+ AUM Hedge Fund Role: Senior Finance Associate Location: Greenwich, CT - 3-4 days in office, 1-2 days remot...
- 4/22/2024 12:00:00 AM
Assistant Controller/VP Finance
- Atlantic Group
-
Stamford, CT
- Company: $6B+ Hedge Fund Role: VP Finance/ Assistant Controller (exact title TBD) Location: Stamford, CT - 4 days in off...
- 4/22/2024 12:00:00 AM
Finance Supervisor - East Meadow, NY
- Cornell Cooperative Extension
-
East Meadow, NY
- This position will serve as the Finance Supervisor for Cornell Cooperative Extension Association of Nassau County and wi...
- 4/21/2024 12:00:00 AM
Financial Services Representative
- Northwell Health
-
Katonah, NY
- Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments...
- 4/21/2024 12:00:00 AM
Senior Finance Associate
- Atlantic Group
-
Greenwich, CT
- Company: $3B+ Private Equity Fund Role Senior Finance Associate / VP Finance (exact title TBD) Location Greenwich, CT - ...
- 4/20/2024 12:00:00 AM
Senior Finance Associate, Hedge Fund
- Atlantic Group
-
Greenwich, CT
- Company: $1B+ AUM Hedge Fund Role Senior Finance Associate Location Greenwich, CT - 3-4 days in office, 1-2 days remote ...
- 4/20/2024 12:00:00 AM
Assistant Controller/VP Finance
- Atlantic Group
-
Stamford, CT
- Company: $6B+ Hedge Fund Role VP Finance/ Assistant Controller (exact title TBD) Location Stamford, CT - 4 days in offic...
- 4/20/2024 12:00:00 AM
About Bridgeport, Connecticut
Bridgeport is a historic seaport city in the U.S. state of Connecticut. It is in Fairfield County, at the mouth of the Pequonnock River on Long Island Sound, 60 miles from Manhattan and 40 miles from The Bronx. It is bordered by the towns of Trumbull to the north, Fairfield to the west, and Stratford to the east.
As of 2017, Bridgeport had an estimated population of 146,579, which made it the largest city in Connecticut and the fifth-most populous in New England. The Greater Bridgeport area is the 48th-largest urban area in the United States.
The showman P. T. Barnum was a resident of the cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$105,011 to $125,547
Bridgeport, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
What does a Financial Associate (Corporate) do?
Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020
Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019