Financial Associate (Corporate) jobs in Columbus, OH

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)

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3) Associate Financial Advisor (not actively hiring, but always open to exploring mutually beneficial opportunities)
  • rebel Financial
  • Groveport, OH FULL_TIME
  • The Associate Financial Advisor is an experienced-level position as a financial advisor, which means a eligible candidate would have at least 5 years experience and active CFP Marks. They support the firm by actively bringing new clients into the firm, running complex financial planning/investment meetings, and providing ongoing service and maintenance to clients. The Support Financial Advisor serves as an in-house expert on running more advanced appointments with potential clients, serving as the point of contact and advice for our eRebel and Silver Clients while helping to coach and mentor Support Advisors and our Financial Coaches. 


    Position Responsibilities:


    • Effectively work within an Advisory Team environment while assuming leadership and mentoring duties to our Support Advisors and Financial Coaches.
    • Develop and utilize very advanced financial planning skills and expertise.
    • Identify important financial planning issues and work through to build creative solutions to client problems/challenges.
    • Learn and embrace rF's investment/planning approach and philosophy.
    • Implement your understanding of wealth management to grow rF and be responsible for AUM/AUA development.

     

    Position Requirements:


    • You must currently hold a CFP® designation for at least 5 years and have >7 years industry experience.
    • Past business development (sales) experience/success is required:
      • Documentation of this is part of the interview/hiring process.
    • Bachelor's degree is required, with an emphasis in financial planning or business preferred.
    • Ability to multi-task in a fast-paced environment.
    • Learns quickly and enjoys collaborating with others to meet challenges.
    • Excellent organizational, analytical, critical thinking, and leadership skills.
    • Excellent written and oral communication skills.
    • Proficient with Microsoft Office and GSuite.


    Why choose us?


    At rebel Financial we "rebel" against the traditional mold for financial firms, committing ourselves to financial/investment excellence, and putting “people before profits.” We offer a small business environment with hands-on learning experience that will help you to grow your career professionally. We are on the cutting-edge of industry technology, work with some of the best financial, investment and tax planning programs, while maintaining our focus as a values-driven social enterprise. We need motivated, creative professionals to help spread the word of how we can help people achieve their financial potential.

  • 15 Days Ago

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RETAIL SALES AND MERCHANDISING ASSOCIATE
  • Corporate Logo
  • Columbus, OH FULL_TIME
  • MICRO CENTER is the nation’s leading computer and electronic device big box retailer! Our technology superstore has an industry-leading 40,000 selection of premier computer products and the most knowl...
  • 8 Days Ago

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DATA ENTRY ASSOCIATE - ACCOUNTS PAYABLE
  • Corporate Logo
  • Hilliard, OH FULL_TIME
  • MICRO CENTER is the nation’s leading computer and electronic device big box retailer! Our technology superstore has an industry-leading 40,000 selection of premier computer products and the most knowl...
  • 11 Days Ago

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Corporate Financial Controller - Global Human Resources
  • JPMC Candidate Experience page
  • Columbus, OH FULL_TIME
  • JPMorgan Chase's Corporate Controllers is a global organization of about 2,000 colleagues, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting ...
  • 13 Days Ago

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Counter Sales Associate
  • GPC Corporate Workday
  • Centerburg, OH FULL_TIME
  • Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become availa...
  • Just Posted

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Counter Sales Associate
  • GPC Corporate Workday
  • Johnstown, OH FULL_TIME
  • Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become availa...
  • Just Posted

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0 Financial Associate (Corporate) jobs found in Columbus, OH area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/18/2024 12:00:00 AM

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Sr Project Finance Analyst: Kiewit Power Delivery
  • Kiewit Infrastructure Co.
  • Columbus, OH
  • ** Sr Project Finance Analyst: Kiewit Power Delivery** Location: Columbus, OH, US **Requisition ID: ******137460********...
  • 3/18/2024 12:00:00 AM

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Association Manager
  • Capital Property Solutions
  • Columbus, OH
  • Job Description Job Description Your Position: Association Manager Why You Should Join the Team: CPS core values highlig...
  • 3/18/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent - Senior Revenue Agent (Examiner) NTE 1 Yr, MBE Up to 5 Yrs, MBMP
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 3/17/2024 12:00:00 AM

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After Paint Installer - No Experience Required
  • Installed Building Products
  • Columbus, OH
  • Job Description We are looking for a skilled professional who can expertly install a wide range of fixtures and accessor...
  • 3/16/2024 12:00:00 AM

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HR and Finance Assistant
  • Compass Tech International
  • Marysville, OH
  • Job Description Job Description Administrative Assistant Marysville, OH A Global Automotive manufacturer is looking for ...
  • 3/16/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$90,735 to $108,500
Columbus, Ohio area prices
were up 1.3% from a year ago

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