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)
Client Service Representative/New Business Processor at West Advisory Group
Envision a role where your talents in finance, insurance, and customer service pave the way to boundless opportunities. Meet West Advisory Group, an innovative firm excelling in retirement planning, wealth management, and investment advice, prospering in Erie, PA. Our mission is to escort our clients into their retirement years with assurance and safety. At this moment, we are on the search for an outstanding Client Service Representative/New Business Processor to enhance our vibrant team.
The Role (We will train the right person!)
Your mission is to be the backbone of our client experience. From processing new business applications to ensuring our existing clients feel valued and supported, your role is crucial in our shared success. You'll be the wizard behind the curtain, ensuring every i is dotted and every t is crossed regarding applications and paperwork, especially for fixed-index annuities and life insurance.
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Why Us?
Joining West Advisory Group is about more than just a job. It's about being part of a family that values growth, both for our clients and our team. You'll have the chance to advance, taking on new responsibilities and shaping your career path. This role is perfect if you're feeling stuck or ready for a significant step forward. We're a people-first, sales-driven business where your work directly contributes to our mission of helping more people live better financial lives.
Stand Out and Make a Difference
This isn't just another job opening. It's your ticket to a fulfilling career with a team changing lives daily. If you're ready to make a leap, apply now. Don't miss out on the opportunity that could redefine your future.
Note: This position is based in our Erie, PA office and is unavailable for remote work.
West Advisory Group is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Take the Next Step
If you're eager to bring your talents to a place where you can make a real difference, we want to hear from you. Apply today and explore how you can join our journey to success.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
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Work Location: In person
0 Financial Associate (Public) jobs found in Erie, PA area