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)
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.
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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.
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