Financial Associate (Corporate) jobs in Jacksonville, FL
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
Associate Financial Representative
- Wilkinson Financial-Northwestern Mutual
-
Ponte Vedra, FL
FULL_TIME
-
Benefits:
- Retirement Plan
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Wilkinson Financial is seeking an Associate Financial Representative to join our team. The selected candidate will join a high producing investment and insurance team that has been in business with Northwestern Mutual for 32 years. This will be a full time position, with benefits, located at our office in Ponte Vedra, Florida. An Associate Financial Representative (AFR) specializes in client service and processing of insurance applications and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative is a liaison between the home office, financial advisor and clients.
Responsibilities include but are not limited to the following:
Support
- Maintaining financial representative’s calendar, including scheduling reviews and follow up appointments
- Responding to home office inquiries, client phone calls and emails
- Working with team to prepare files for client meetings
- Generating proposals and presentations for Group Disability business
- Handle case notes, processing correspondence, maintaining client case files, account forms and other insurance and investment related materials
Processing
- Preparing and processing paperwork needed for insurance accounts
- Submitting individual insurance for underwriting and tracking throughout process to ensure timely and efficient issuing of policy
- Submitting Group Disability insurance for underwriting and tracking throughout process to ensure timely and efficient issuing of policy
Client Service
- Corresponding with clients to handle insurance related service issues
- Maintaining daily system for insurance follow-ups and service requirements
- Servicing existing book of Group Disability business
- Tracking Group Disability claims
Qualifications
- Florida Life and Health Insurance Licensed (2-15) required
- Financial Service or Insurance industry experience required
- Demonstrated ability to maintain effective working relationships with clients
- Excellent oral and written communication skills
- Able to practice active listening and communicate in a direct manner
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to manage multiple diverse projects and assignments in a timely and quality manner
- Willingness to learn
- Ability to embrace change and work in a fast-paced environment
- Able to work both independently and on a team
- Ability to maintain confidentiality
- Has a sense of gratitude, enjoys having fun, and has a happy disposition
- 1 Month Ago
Financial Analyst, Corporate Finance, Full-time
- Careers
-
Jacksonville, FL
FULL_TIME
- Under limited supervision performs all assigned operational and financial analysis duties. The objective of this position is the preparation, maintenance, and analysis of operational and financial per...
- 16 Days Ago
Associate Corporate Counsel
- North Florida Surgeons, P.A.
-
Jacksonville, FL
FULL_TIME
- Associate Corporate Counsel About the Opportunity: Due to annual growth averaging in the double-digits over the last decade, North Florida Surgeons requires the addition of an experienced, talented an...
- 25 Days Ago
Customer Care Resolution Associate
- 3 Day Blinds (Corporate)
-
Jacksonville, FL
FULL_TIME
- Position Overview As a Customer Care Resolution Associate, you will ensure both internal and external customers receive the superior experience that our company is committed to delivering by anticipat...
- 12 Days Ago
Customer Care Resolution Associate
- 3 Day Blinds (Corporate)
-
Jacksonville, FL
FULL_TIME
- Position Overview As a Customer Care Resolution Associate, you will ensure both internal and external customers receive the superior experience that our company is committed to delivering by anticipat...
- 12 Days Ago
Associate Branch Manager
- Ameriprise Financial Services, LLC.
-
Ponte Vedra Beach, FL
FULL_TIME
- The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling b...
- 10 Days Ago
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0 Financial Associate (Corporate) jobs found in Jacksonville, FL area
Senior Risk Manager - 3rd Party Risk
- DWS Group
-
Jacksonville, FL
- Employer: DWS Group Title: Senior Risk Manager – 3rd Party Risk Location: Jacksonville, FL About DWS: Today, markets fac...
- 4/22/2024 12:00:00 AM
Program Nurse Manager
- Partnership for Child Health
-
Jacksonville, FL
- Job Description Job Description The Program Nurse Manager assumes responsibility to ensure the smooth and efficient deli...
- 4/22/2024 12:00:00 AM
Financial Representative
- The Western and Southern Life Insurance Company
-
Jacksonville, FL
- Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
- 4/21/2024 12:00:00 AM
Financial Planning Associate Advisor With Room To Grow At A Fee Only Financial Planning Firm
- Life Planning Partners Inc
-
Jacksonville, FL
- Life Planning Partners, Inc. is a nationally known boutique fee only financial planning firm located in Jacksonville, Fl...
- 4/21/2024 12:00:00 AM
Vice President, Wealth Planner - Jacksonville, FL
- Fidelity TalentSource LLC
-
Jacksonville, FL
- Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
- 4/21/2024 12:00:00 AM
Managing Attorney Tax Resolution
- Community Tax, LLC
-
Jacksonville, FL
- Job Description Job Description Company Overview: At Community Tax, LLC, we're not just leaders in the Tax Resolution ma...
- 4/20/2024 12:00:00 AM
Assistant Director of Accounting
- Florida State College at Jacksonville
-
Jacksonville, FL
- If you are a current FSCJ employee please log into the iHub at my.FSCJ.edu to apply for Job Opportunities. Florida State...
- 4/20/2024 12:00:00 AM
Clinical Specialist, Endovascular - Jacksonville, FL
- Abbott Laboratories
-
Jacksonville, FL
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 3/13/2024 12:00:00 AM
About Jacksonville, Florida
Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida.
Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$87,679 to $104,825
Jacksonville, Florida area prices
were up 1.5% from a year ago
were up 1.5% 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