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)
Join a Winning Team!
Through its relationship with CUSO Financial Services, L. P. (CFS) Patriot Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Chambersburg, PA, and the surrounding areas.
Established in 1965, Patriot Federal Credit Union has over $700 million in assets and more than 70,000 members. Patriot Federal Credit Union is headquartered in Chambersburg and is the 13th largest credit union in the state of Pennsylvania. It is also the 442nd largest credit union in the nation. To learn more, visit patriotfcu.org
In this role, the successful candidate’s key responsibilities will include working with registered representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client’s goals, and serving as the broker of record for select member client accounts.
The ideal candidate is someone looking to join a small but seasoned group of advisors and develop their necessary skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch territory within 2-4 years.
Responsibilities
Qualifications
EOE
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
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0 Financial Associate (Public) jobs found in Harrisburg, PA area