Financial Associate (Public) jobs in Columbus, OH

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)

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3) Associate Financial Advisor (not actively hiring, but always open to exploring mutually beneficial opportunities)
  • rebel Financial
  • Groveport, OH FULL_TIME
  • The Associate Financial Advisor is an experienced-level position as a financial advisor, which means a eligible candidate would have at least 5 years experience and active CFP Marks. They support the firm by actively bringing new clients into the firm, running complex financial planning/investment meetings, and providing ongoing service and maintenance to clients. The Support Financial Advisor serves as an in-house expert on running more advanced appointments with potential clients, serving as the point of contact and advice for our eRebel and Silver Clients while helping to coach and mentor Support Advisors and our Financial Coaches. 


    Position Responsibilities:


    • Effectively work within an Advisory Team environment while assuming leadership and mentoring duties to our Support Advisors and Financial Coaches.
    • Develop and utilize very advanced financial planning skills and expertise.
    • Identify important financial planning issues and work through to build creative solutions to client problems/challenges.
    • Learn and embrace rF's investment/planning approach and philosophy.
    • Implement your understanding of wealth management to grow rF and be responsible for AUM/AUA development.

     

    Position Requirements:


    • You must currently hold a CFP® designation for at least 5 years and have >7 years industry experience.
    • Past business development (sales) experience/success is required:
      • Documentation of this is part of the interview/hiring process.
    • Bachelor's degree is required, with an emphasis in financial planning or business preferred.
    • Ability to multi-task in a fast-paced environment.
    • Learns quickly and enjoys collaborating with others to meet challenges.
    • Excellent organizational, analytical, critical thinking, and leadership skills.
    • Excellent written and oral communication skills.
    • Proficient with Microsoft Office and GSuite.


    Why choose us?


    At rebel Financial we "rebel" against the traditional mold for financial firms, committing ourselves to financial/investment excellence, and putting “people before profits.” We offer a small business environment with hands-on learning experience that will help you to grow your career professionally. We are on the cutting-edge of industry technology, work with some of the best financial, investment and tax planning programs, while maintaining our focus as a values-driven social enterprise. We need motivated, creative professionals to help spread the word of how we can help people achieve their financial potential.

  • 15 Days Ago

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Accounting Associate
  • Creative Financial Staffing
  • Columbus, OH FULL_TIME
  • Join Our Dynamic Team as an Accounting Associate in Columbus, Ohio!Are you a meticulous number cruncher with a passion for precision? Do you thrive in a fast-paced environment where attention to detai...
  • 1 Month Ago

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Columbus - Sales Associate
  • Barri Financial Group
  • Columbus, OH FULL_TIME
  • SALES ASSOCIATE/CASHIER Overview It has to be when you as a brand ambassador for a dynamic Hispanic financial services company. As we continue to grow and change, as we add new products and locations,...
  • 15 Days Ago

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Client Service Associate
  • Edelman Financial Engines
  • Columbus, OH FULL_TIME
  • Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent indi...
  • 3 Days Ago

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Senior Associate Counsel
  • Bread Financial Payments, Inc
  • Columbus, OH FULL_TIME
  • Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. Job Summary The Senior ...
  • 1 Month Ago

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Accounts Payable Associate
  • Creative Financial Staffing
  • Columbus, OH FULL_TIME
  • ACCOUNTS PAYABLE This ACCOUNTS PAYABLE will have the responsibility to provide accounting support to the Finance and Compliance Department. This role is responsible for ensuring compliance and organiz...
  • 1 Month Ago

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0 Financial Associate (Public) jobs found in Columbus, OH area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/18/2024 12:00:00 AM

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Sr Project Finance Analyst: Kiewit Power Delivery
  • Kiewit Infrastructure Co.
  • Columbus, OH
  • ** Sr Project Finance Analyst: Kiewit Power Delivery** Location: Columbus, OH, US **Requisition ID: ******137460********...
  • 3/18/2024 12:00:00 AM

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Association Manager
  • Capital Property Solutions
  • Columbus, OH
  • Job Description Job Description Your Position: Association Manager Why You Should Join the Team: CPS core values highlig...
  • 3/18/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent - Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent - Senior Revenue Agent (Examiner) NTE 1 Yr, MBE Up to 5 Yrs, MBMP
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 3/17/2024 12:00:00 AM

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After Paint Installer - No Experience Required
  • Installed Building Products
  • Columbus, OH
  • Job Description We are looking for a skilled professional who can expertly install a wide range of fixtures and accessor...
  • 3/16/2024 12:00:00 AM

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HR and Finance Assistant
  • Compass Tech International
  • Marysville, OH
  • Job Description Job Description Administrative Assistant Marysville, OH A Global Automotive manufacturer is looking for ...
  • 3/16/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$82,601 to $108,045
Columbus, Ohio area prices
were up 1.3% from a year ago

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