Financial Associate (Public) jobs in Gresham, OR
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
Registered Client Service Associate
- Ameriprise Financial Services, LLC.
-
Vancouver, WA
FULL_TIME
- Job Description: Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. 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. Base Pay Salary Washington Residents Only: The estimated hourly rate for this role is $26.92 - $36.34 / hour. Base salaries are determined, in part, based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being. 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 Business Support & Operations 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.
- 11 Days Ago
Client Service Associate (Portland, OR)
- Edelman Financial Engines
-
Portland, OR
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...
- 12 Days Ago
Float Financial Wellness Associate
- KeyBank
-
Portland, OR
FULL_TIME
- Location:4600 SE Woodstock Boulevard - Portland, Oregon 97206Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ti...
- 1 Day Ago
Associate Patient Financial Counselor
- Providence
-
Portland, OR
FULL_TIME
- Description Associate Patient Financial Counselor - Hybrid. We welcome residents in our footprint, Portland, OR. Patient Financial Counselors are part of a team who has direct interaction with patient...
- 30 Days Ago
Oral Surgery Assistant
- HEAD & NECK SURGICAL ASSOCIATE
-
Portland, OR
FULL_TIME
- DEPARTMENT: Oral SurgeryDAYS: Monday – Friday (one day off; varies)HOURS: 7am – 6pm JOB SUMMARY: Assist the doctors and prepare patient for oral surgery. Provide patient education related to pre-op an...
- 14 Days Ago
Financial professional
- World Financial Group
-
Portland, OR
FULL_TIME
- Join Transamerica / WFG, a respected Leader in Financial Services, and Transform Your Career Remotely This opportunity is custom-tailored for professionals seeking remote careers. Whether you're a sta...
- Just Posted
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0 Financial Associate (Public) jobs found in Gresham, OR area
Financial Service Representative ( Branch Loan Officer) - Buckman Branch/Portland
- Columbia Credit Union
-
Portland, OR
- ** Financial Service Representative ( Branch Loan Officer) - Buckman Branch/Portland** **Job Category****:** Branch Oper...
- 4/25/2024 12:00:00 AM
Assistant Branch Manager
- Modern Machinery Co., Inc.
-
Portland, OR
- **Assistant Branch Manager** Location **Portland, Oregon** Department **Portland 6341 - Sales** **Job Title:** Assistant...
- 4/25/2024 12:00:00 AM
Summer Financial Aid Office Assistant
- Lewis & Clark College
-
Portland, OR
- Attention Applicant: If you have previously been hired by Lewis & Clark College for a prior position, please close this ...
- 4/24/2024 12:00:00 AM
Internal Revenue Agent (12 Month Roster)
- Department Of The Treasury
-
Portland, OR
- Duties WHAT IS THE LBI - Large Business and InternationalDIVISION? A description of the business units can be found at: ...
- 4/24/2024 12:00:00 AM
Budget Analyst Associate - REMOTE
- Planet Pharma
-
Portland, OR
- Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
- 4/23/2024 12:00:00 AM
Assistant Branch Manager for Johnstone Supply NW in Vancouver, WA
- Johnstone Supply
-
Vancouver, WA
- ** Johnstone Supply Tigard** ** Assistant Branch Manager for Johnstone Supply NW in Vancouver, WA** Vancouver, WA 98682 ...
- 4/23/2024 12:00:00 AM
Budget Analyst Associate - REMOTE
- Planet Pharma
-
Portland, OR
- Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
- 4/21/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Gresham, OR
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 2/12/2024 12:00:00 AM
About Gresham, Oregon
Gresham /ˈɡrɛʃəm/ is a city located in Multnomah County, Oregon, in the United States, immediately east of Portland. Though it began as a settlement in the mid-1800s, it was not officially incorporated as a city until 1905; it was named after Walter Quinton Gresham, the American Civil War general and United States Postmaster General.
The city's early economy was sustained largely by farming, and by the mid-20th century the city experienced a population boom, growing from 4,000 residents to over 10,000 between 1960 and 1970. The population was 105,594 at the 2010 census, making Gresham the four...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$87,648 to $114,645
Gresham, Oregon area prices
were up 3.9% from a year ago
were up 3.9% 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