Financial Associate (Corporate) jobs in Vallejo, CA
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
- Arkshire Financial
-
Fairfield, CA
FULL_TIME,PART_TIME
-
Company Description
Arkshire Financial is a financial consultancy firm based in Fairfield, CA, that is dedicated to providing strategic retirement planning and asset protection solutions to individuals. Our goal is to be our client's trusted consultant by offering proactive and unbiased advice with the highest levels of transparency, integrity, and respect. We prioritize long-term results and use a unique approach to building wealth. Our team is committed to professionally supporting, educating, and providing informed direction to each client.
Role Description
This is a full-time hybrid role as a Financial Services Consultant at Arkshire Financial. As a Financial Services Consultant, you will be responsible for providing strategic retirement planning and asset protection advice to clients. This includes conducting financial analysis, creating customized financial plans, presenting recommendations, and assisting clients in making informed financial decisions. While this role is primarily based in Fairfield, CA, there is flexibility for some remote work.
Qualifications
- Analytical Skills, Finance, and Financial Services
- Experience in consulting or advisory roles
- Strong communication and presentation skills
- Ability to analyze complex financial data and provide clear recommendations
- Good morals
- Excellent problem-solving abilities
- Attention to detail and accuracy
- Knowledge of retirement planning and asset protection strategies
- Bachelor's degree in Finance, Business, Economics, or related field are encouraged but not required.
- Professional certifications such as CFP or CPA are a plus
Requirements
- 18 years or older
- No Felony record
- Receptive to coaching/criticism
Average Salary $53,750 - $81,865
Job Types: Full-time, Part-time
Pay: $53,750.00 - $81,865.00 per year
Expected hours: 12 – 40 per week
Experience level:
- No experience needed
Schedule:
- Choose your own hours
Work setting:
- Hybrid work
- Office
Work Location: Hybrid remote in Fairfield, CA 94534
- Just Posted
- Citizens Financial
-
Vacaville, CA
FULL_TIME
- Experienced Mortgage Loan Officer specializing in REVERSE MORTGAGES wanted! Join our team at Citizens Financial, where we empower you with support, and direct access to credit agency data for leads. S...
- Just Posted
- Viewpoint Financial
-
Concord, CA
FULL_TIME
- BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
- 4 Days Ago
- Viewpoint Financial
-
Concord, CA
FULL_TIME
- BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
- 5 Days Ago
- Viewpoint Financial
-
Concord, CA
FULL_TIME
- High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For: - Agents who NEED to make money tha...
- 1 Month Ago
- Viewpoint Financial
-
Concord, CA
PART_TIME
- High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For: - Agents who NEED to make money tha...
- 1 Month Ago
- Current Active Filter
- Vallejo, CA
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0 Financial Associate (Corporate) jobs found in Vallejo, CA area
- Whistler Partners
-
San Francisco, CA
- Elevate the Environment! Project Finance Associate (Junior to Mid-Level) @ Prominent Am Law Firm San Francisco [Hybrid] ...
- 4/25/2024 12:00:00 AM
- CitiScape Property Management Group, LLC
-
San Francisco, CA
- Job Description Job Description We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will ...
- 4/25/2024 12:00:00 AM
- Chime
-
San Francisco, CA
- About the role We're seeking a Strategic Finance Associate to join the Finance team at Chime. As a finance team member, ...
- 4/24/2024 12:00:00 AM
- Top Tier Reps LLC
-
San Francisco, CA
- Yearly Salary: $370,000 to $415,000 The company is seeking senior associates to join our Corporate & Finance group in ou...
- 4/23/2024 12:00:00 AM
- Coastland | DCCM
-
Fairfield, CA
- Coastland | DCCM was founded in 1991 to provide civil engineering, construction management and building department servi...
- 4/23/2024 12:00:00 AM
- Coastland | DCCM
-
Fairfield, CA
- Coastland | DCCM was founded in 1991 to provide civil engineering, construction management and building department servi...
- 4/23/2024 12:00:00 AM
- Whistler Partners
-
San Francisco, CA
- Elevate the Environment! Project Finance Associate (Junior to Mid-Level) @ Prominent Am Law Firm San Francisco [Hybrid] ...
- 4/21/2024 12:00:00 AM
- Pilot
-
San Francisco, CA
- **Associate, Finance & Strategy (Consumer & Retail)** at Pilot.com San Francisco, CA **The Role** Every day, we do excit...
- 4/21/2024 12:00:00 AM
About Vallejo, California
were up 2.5% from a year ago