Financial Associate (Public) jobs in Honolulu, HI

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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Associate Financial Planner
  • New York Life Oahu
  • Honolulu, HI FULL_TIME
  • We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:

    $100,000 yearly

    Responsibilities:
    • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
    • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
    • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
    • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
    • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
    Qualifications:
    • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
    • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
    • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
    • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
    • Bachelor’s degree in business administration, finance, or related field is required
    About Company


    As a mutual company, New York Life Oahu is uniquely aligned with the interests and priorities of those we serve. We have over 170 years of industry success. Some of our accolades include:

    • A promise to work with you to build a strong financial future for both you and your clientele
    • #71 on Fortune 100 in 2019
    • Most MDRT members in any United States Mutual company 2019
    • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18
  • 18 Days Ago

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Associate Financial Planner
  • New York Life Oahu
  • Honolulu, HI FULL_TIME
  • Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking...
  • 1 Month Ago

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Financial Advisor
  • 11 Financial
  • Honolulu, HI FULL_TIME
  • Are you an advisor with an established book of business but aren't happy at your current firm? Then we should talk!Why Us?Compensation: Production payouts of 70% (nearly double the industry average)Ha...
  • 15 Days Ago

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Automobile Sales- Tony Honda Kona
  • Tony Honda Parts Associate
  • Kona, HI FULL_TIME
  • Sales Careers Available in Auto Sales at Tony Honda Kona where your efforts determine your compensation. Average income is $10,000/month. We are looking for motivated and passionate Associates who wan...
  • 27 Days Ago

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Service Valets/Lot Attendants - Hyundai Dealership
  • Tony Honda Parts Associate
  • Waipahu, HI FULL_TIME
  • At the Tony Group our vision is to be the best place to work and the best place to do business. We are looking for Service Valets/Lot Attendants who ensure that guest vehicles are ready for pick up by...
  • 27 Days Ago

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Auto Service Detailer
  • Tony Honda Parts Associate
  • Waipahu, HI FULL_TIME,PART_TIME
  • Autoplex Car Wash has immediate openings for a service department. No experience necessary; will train. Opportunities for advancement At the Tony Group we want to be the Best Place to Work and the Bes...
  • 27 Days Ago

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0 Financial Associate (Public) jobs found in Honolulu, HI area

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Community Portfolio Manager
  • Hawaiian Properties, Ltd.
  • Honolulu, HI
  • Job Description Job Description At Hawaiian Properties, Ltd., our focus is on the unique needs of each one of our client...
  • 4/25/2024 12:00:00 AM

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Financial Analyst
  • Haseko (Hawaii), Inc. and Subsidiaries
  • Ewa Beach, HI
  • Company Description The Haseko Family of Companies has been developing Hawaii's most prized hotel, commercial and reside...
  • 4/25/2024 12:00:00 AM

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General Manager - Senior Living
  • Ivy Living
  • Honolulu, HI
  • Executive Director Relocation package offered! The Ivy at Hawaii Kai is a premier senior living community situated on a ...
  • 4/24/2024 12:00:00 AM

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Financial Project Coordinator
  • Kaihonua
  • Honolulu, HI
  • Position Title: Financial Project Coordinator Work Location: Oahu, HI Job Summary KaiHonua, LLC is looking for a Financi...
  • 4/23/2024 12:00:00 AM

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Community Support Worker
  • Helping Hands Hawaii
  • Honolulu, HI
  • To assist applicants going through financial hardship with material and financial assistance and provide referrals to ot...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • Hiring Now!
  • Honolulu, HI
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/22/2024 12:00:00 AM

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Financial Analyst
  • Decca Consulting
  • Honolulu, HI
  • Job Description Job Description Pay Rate $25.00 - Monday-Friday, 8:30 am – 5:00 pm. On Site Interview will be via phone ...
  • 4/22/2024 12:00:00 AM

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Financial Advisor - career shift opportunity
  • Hiring Now!
  • Honolulu, HI
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/21/2024 12:00:00 AM

Honolulu (/ˌhɒnəˈluːluː/; Hawaiian: [honoˈlulu]) is the capital and largest city of the U.S. state of Hawaiʻi. It is an unincorporated part of and the county seat of the City and County of Honolulu along the southeast coast of the island of Oʻahu.[a] The city is the main gateway to Hawaiʻi and a major portal into the United States. The city is also a major hub for international business, military defense, as well as famously being host to a diverse variety of east-west and Pacific culture, cuisine, and traditions. Honolulu is the most remote city of its size in the world and is the westernmost...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$87,648 to $114,645
Honolulu, Hawaii area prices
were up 1.9% 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