Financial Associate (Public) jobs in Lake Oswego, 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.
- 13 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...
- 14 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...
- 3 Days 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...
- 1 Month 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...
- 16 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...
- 2 Days Ago
Filters
- Current Active Filter
- Lake Oswego, OR
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Financial Associate (Public) jobs found in Lake Oswego, OR area
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...
- 4/26/2024 12:00:00 AM
Delivery Driver: FT Mon-Fri (7-5) $1,000 Sign-on Bonus!!
- Johnstone Supply Inc.
-
Portland, OR
- ** Johnstone Supply Tigard** ** Delivery Driver: FT Mon-Fri (7-5) $1,000 Sign-on Bonus!!** Tigard, OR 97224 We have an i...
- 4/26/2024 12:00:00 AM
Delivery Driver - weekends free!
- Johnstone Supply Inc.
-
Portland, OR
- ** Johnstone Supply Tigard** ** Delivery Driver - weekends free!** Tigard, OR 97224 We have an immediate opening for a *...
- 4/26/2024 12:00:00 AM
Travel Nurse RN - Endoscopy - $1,976 per week
- Hiring Now!
-
Portland, OR
- KingFish Healthcare is seeking a travel nurse RN Endoscopy for a travel nursing job in Milwaukie, Oregon. Job Descriptio...
- 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
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
Travel Nurse RN - PACU - Post Anesthesia Care - $1,778 per week
- Hiring Now!
-
Portland, OR
- KingFish Healthcare is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Milwaukie, Oreg...
- 4/23/2024 12:00:00 AM
Warehouse Associate
- Johnstone Supply
-
Portland, OR
- ** Johnstone Supply Tigard** ** Warehouse Associate** Tigard, OR 97224 ***Team Atmosphere * Work-Life Balance * Growth *...
- 4/22/2024 12:00:00 AM
About Lake Oswego, Oregon
According to the United States Census Bureau, the city has a total area of 11.35 square miles (29.40 km2), of which, 10.68 square miles (27.66 km2) is land and 0.67 square miles (1.74 km2) is water. That area does not include the more than 1,100 acres (4.5 km2) of unincorporated land within the urban services boundary as defined by Clackamas County.
Oswego Lake is a lake, originally named Waluga (wild swan) by Clackamas Indians which has been expanded is and currently managed by the Lake Oswego Corporation. The lake supports watercraft, and a dock floats at the lake's east end where boaters ca...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$87,816 to $114,865
Lake Oswego, 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