Financial Associate (Public) jobs in Baton Rouge, LA
Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Public) jobs
Client Service Associate/Manager Position
- Ameriprise Financial
-
Baton Rouge, LA
FULL_TIME
- Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Key Responsibilities: Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 50% Business Management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor such as QuickBooks Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice. 50% Client Care Maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation • Conduct transaction requests as directed by financial advisor Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree or higher 2 years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license Be QuickBooks proficient At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. 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 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.
- 16 Days Ago
Associate Financial Advisor
- Edward Jones
-
Prairieville, LA
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 1 Month Ago
Consumer Financial Representative
- Advantage Financial Services
-
Hammond, LA
FULL_TIME
- Advantage Financial Services has immediate openings for outgoing applicants looking for a fun work environment! Our Customer Service Reps are responsible for inside sales, light collections, cash hand...
- 25 Days Ago
Personal Financial Officer I (Universal Teller) - Baton Rouge – F/T, non-exempt
- EFCU Financial Federal Credit Union
-
Baton Rouge, LA
FULL_TIME
- A three-time nominee and a three-time winner as a "Best Places to Work" in the Greater Baton Rouge Area, EFCU Financial is more than just a different place to work. It's so much fun here that even our...
- 1 Month Ago
Shared Services Specialist
- Guidant Financial
-
Baton Rouge, LA
FULL_TIME
- This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
- 19 Days Ago
Retirement Consultant
- Lincoln Financial
-
Baton Rouge, LA
FULL_TIME
- Date: Apr 9, 2024 Primary Location: Baton Rouge, LA, US Company: Lincoln Financial Alternate Locations: Baton Rouge, LA (Louisiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office ...
- 9 Days Ago
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0 Financial Associate (Public) jobs found in Baton Rouge, LA area
Advisor, Deal Management
- Cardinal Health
-
Baton Rouge, LA
- **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating...
- 4/23/2024 12:00:00 AM
Medicaid Deputy Director (Chief Financial Officer)
- State of Louisiana
-
Baton Rouge, LA
- Supplemental Information The Louisiana Department of Health is dedicated to fulfilling its mission through direct provis...
- 4/23/2024 12:00:00 AM
Financial Advisor
- Brian Low Financial Group
-
Baton Rouge, LA
- Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
- Department Of The Treasury
-
Baton Rouge, LA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Manager, International Accounting and External Reporting
- Cardinal Health
-
Baton Rouge, LA
- **_What International Accounting and External Reporting contributes to Cardinal Health_**This role oversees US GAAP acco...
- 4/22/2024 12:00:00 AM
Senior Federal Project Manager (Flood Risk Mitigation)
- Aecom
-
Baton Rouge, LA
- At AECOM, our work in providing access to clean water enables communities to thrive and ecosystems to flourish, contribu...
- 4/22/2024 12:00:00 AM
Finance Transformation, Business Consulting Finance Senior Manager
- EY
-
Baton Rouge, LA
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
- 4/20/2024 12:00:00 AM
Senior Federal Project Manager (Flood Risk Mitigation)
- AECOM
-
Baton Rouge, LA
- Company Description How will you make your mark? At AECOM, our work in providing access to clean water enables communiti...
- 4/20/2024 12:00:00 AM
About Baton Rouge, Louisiana
Baton Rouge (/ˌbætən ˈruːʒ/ BAT-ən ROOZH; from French bâton rouge [bɑtɔ̃ ʁuʒ] (listen), meaning 'red stick') is the capital of the U.S. state of Louisiana. Located on the eastern bank of the Mississippi River, it is the parish seat of East Baton Rouge Parish, the most populous parish in Louisiana. It is the 99th most populous city in the United States, and second-largest city in Louisiana after New Orleans. It is also the 16th most populous state capital. As of the U.S. Census Bureau's July 2017 estimate, Baton Rouge had a population of 227,549, down from 229,493 at the 2010 census. Baton Rou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$80,063 to $104,724
Baton Rouge, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Financial Associate (Public) do?
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020