Financial Associate (Public) jobs in Buffalo, NY
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
Associate Bank Financial Advisor
- D13 Wells Fargo Clearing Services, LLC
-
Brookhaven, GA
FULL_TIME
- At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking an Associate Bank Financial Advisor, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank Affluent function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service Provide financial information, investment profiles, and client financial needs to more experienced financial advisors This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications, US: 6 months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6 month of client or sales services experience Experience developing and managing client relationships A BS/BA degree or higher Established network in the local market Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required “Wells Fargo only considers candidates who are presently authorized to work for any employer in the United States and who do not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States”. This position is not eligible for Visa sponsorship. Posting End Date: 24 Feb 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 3 Days Ago
Associate Financial Relationship Advisor
- D13 Wells Fargo Clearing Services, LLC
-
CIC Customer Information Ctr, NC
FULL_TIME
- About this role: Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of ...
- 1 Month Ago
Associate Private Client Financial Advisor
- D13 Wells Fargo Clearing Services, LLC
-
Birmingham, AL
FULL_TIME
- At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace wh...
- 4 Days Ago
Associate Private Client Financial Advisor
- D13 Wells Fargo Clearing Services, LLC
-
CRG, NY
FULL_TIME
- About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and li...
- 28 Days Ago
Associate Producer, WBFO (hybrid)
- Buffalo Toronto Public Media
-
Buffalo, NY
FULL_TIME
- APPLY DIRECTLY ON OUR WEBSITE HERE: https://www.wned.org/careers Buffalo Toronto Public Media is your local source for television and radio – WNED PBS, WNED PBS KIDS, WNED Create, WBFO NPR, WNED Class...
- 7 Days Ago
Financial Sales Representative
- Strategic Financial Solutions
-
Buffalo, NY
OTHER
- Overview Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How about a role requiring hard work but ha...
- 1 Month Ago
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0 Financial Associate (Public) jobs found in Buffalo, NY area
Assistant Financial Controller
- SelectOne
-
Buffalo, NY
- The Assistant Controller / Senior Business Financial Analyst is responsible for various financial planning and analysis ...
- 4/24/2024 12:00:00 AM
Patient Access Representative Associate
- Allina Health Systems
-
Buffalo, NY
- Number of Job Openings Available: 1 Date Posted: March 20, 2024 Department: 16008948 RCM Buffalo Patient Access Shift: D...
- 4/23/2024 12:00:00 AM
Case Manager
- The Milestone Foundation
-
Buffalo, NY
- The Milestone Foundation was founded in 2016 to be an alternative for plaintiffs seeking financial support while they pr...
- 4/23/2024 12:00:00 AM
Finance and Grants Manager
- Boys and Girls Clubs of the Northtowns
-
Buffalo, NY
- This full-time position will report to the Executive Management Team which is comprised of the CEO, Director of Faciliti...
- 4/22/2024 12:00:00 AM
Prior Authorization Specialist
- General Physicians PC
-
Buffalo, NY
- Pay Range: $17.90 - $20.00* General Physician, P.C. is one of WNY's largest and most respected multi-specialty medical g...
- 4/22/2024 12:00:00 AM
Salesperson
- Orville's Appliance Inc
-
Buffalo, NY
- Job Description Job Description Are you passionate about sales? Are you looking for an exciting opportunity where you ca...
- 4/21/2024 12:00:00 AM
Assistant Financial Controller
- Selectone
-
Buffalo, NY
- The Assistant Controller / Senior Business Financial Analyst is responsible for various financial planning and analysis ...
- 4/21/2024 12:00:00 AM
Case Manager
- The Milestone Foundation
-
Buffalo, NY
- The Milestone Foundation was founded in 2016 to be an alternative for plaintiffs seeking financial support while they pr...
- 4/21/2024 12:00:00 AM
About Buffalo, New York
Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region.
The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$81,917 to $107,149
Buffalo, New York area prices
were up 1.5% from a year ago
were up 1.5% 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