Financial Associate (Public) jobs in Bridgeport, CT
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
Financial Advisor Associate
- Ameriprise Financial Services, LLC.
-
Westport, CT
FULL_TIME
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company 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. 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 Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group 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.
- 1 Month Ago
Manager-Grants Financial Operations
- Bridgeport Public Schools
-
Bridgeport, CT
FULL_TIME
- JobID: 2781 Position Type: Support Staff Date Posted: 4/19/2022 Location: City Hall Date Available: To Be Determined Closing Date: Open until Filled BRIDGEPORT PUBLIC SCHOOLS 45 Lyon Terrace Bridgepor...
- 1 Day Ago
Manager, Budget and Financial Reporting
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: Support StaffDate Posted: 3/20/2024Location: City HallDate Available: To be determinedClosing Date: Open until filledBRIDGEPORT PUBLIC SCHOOLS Human Resources Department 45 Lyon Terrace...
- 1 Day Ago
Deputy Chief Financial Officer
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: Administration-UnaffiliatedDate Posted: 4/15/2024Location: City HallDate Available: To be determinedClosing Date: 05/15/2024ADMINISTRATIVE JOB OPENING Bridgeport Public Schools Human Re...
- 6 Days Ago
Deputy Chief Financial Officer
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: Administration-UnaffiliatedDate Posted: 4/15/2024Location: City HallDate Available: To be determinedClosing Date: 05/15/2024ADMINISTRATIVE JOB OPENING Bridgeport Public Schools Human Re...
- 6 Days Ago
Chief Financial Officer
- Bridgeport Public Schools
-
Bridgeport, CT
OTHER
- Position Type: AdministrationDate Posted: 4/10/2024Location: City HallDate Available: Immediately after filledClosing Date: 05/10/2024ADMINISTRATIVE JOB OPENING Bridgeport Public Schools Dr. Janene Ha...
- 9 Days Ago
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0 Financial Associate (Public) jobs found in Bridgeport, CT area
Financial Services Representative (Hybrid)
- Northwell Health
-
Melville, NY
- Job DescriptionAdvises and counsels admitted patients of financial responsibility and self-payments. Processes payments,...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Bridgeport, CT
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Finance Supervisor - East Meadow, NY
- Cornell Cooperative Extension
-
East Meadow, NY
- This position will serve as the Finance Supervisor for Cornell Cooperative Extension Association of Nassau County and wi...
- 4/21/2024 12:00:00 AM
Financial Services Representative (Hybrid)
- Northwell Health
-
Melville, NY
- Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments...
- 4/21/2024 12:00:00 AM
Associate Financial Services Representative
- Northwell Health
-
Melville, NY
- Job Description The Associate Financial Services Representative will be an exceptionally customer focused individual tha...
- 4/21/2024 12:00:00 AM
Senior Finance Associate
- Atlantic Group
-
Greenwich, CT
- Company: $3B+ Private Equity Fund Role Senior Finance Associate / VP Finance (exact title TBD) Location Greenwich, CT - ...
- 4/20/2024 12:00:00 AM
Senior Finance Associate, Hedge Fund
- Atlantic Group
-
Greenwich, CT
- Company: $1B+ AUM Hedge Fund Role Senior Finance Associate Location Greenwich, CT - 3-4 days in office, 1-2 days remote ...
- 4/20/2024 12:00:00 AM
Assistant Controller/VP Finance
- Atlantic Group
-
Stamford, CT
- Company: $6B+ Hedge Fund Role VP Finance/ Assistant Controller (exact title TBD) Location Stamford, CT - 4 days in offic...
- 4/20/2024 12:00:00 AM
About Bridgeport, Connecticut
Bridgeport is a historic seaport city in the U.S. state of Connecticut. It is in Fairfield County, at the mouth of the Pequonnock River on Long Island Sound, 60 miles from Manhattan and 40 miles from The Bronx. It is bordered by the towns of Trumbull to the north, Fairfield to the west, and Stratford to the east.
As of 2017, Bridgeport had an estimated population of 146,579, which made it the largest city in Connecticut and the fifth-most populous in New England. The Greater Bridgeport area is the 48th-largest urban area in the United States.
The showman P. T. Barnum was a resident of the cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$95,486 to $124,897
Bridgeport, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% 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