Financial Associate (Public) jobs in Lincoln, NE

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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Worksite Regional Sales Associate
  • Security Financial
  • Lincoln, NE FULL_TIME
  • Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. 

    Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers.

    ESSENTIAL FUNCTIONS

    50%   Assist regional sales teams increase premium and sales in assigned territory that is consistent with product and strategic goals, which includes: 

    • Prospecting, recruiting, developing, and strengthening relationships with distributors; and
    • Making weekly appointments with current or potential sources of distribution.

     

    50%   Effectively assists in the management of the assigned territories, which includes:

    • Working collaboratively with regional sales managers, regional sales coordinators, and distributors to develop territory to meet sales goals; and
    • Utilizing Hub Spot CRM and measurables for basic territory management and contact management reporting.

    The list of essential functions is not exhaustive and may be substituted as necessary.

    Training And Development

    Associate will follow a structured training process, which includes:

    • Industry knowledge
    • Life and Health License; CLU, LUTCF
    • Assurity Products
    • Brokerage and Worksite Distribution
    • Personal Productivity
    • Home Office Operations

    After Initial training this position may transition to a Regional Sales Coordinator or a Regional Sales Manager position. Associate Is responsible for building and managing a territory. 

    EDUCATION AND CERTIFICATION REQUIREMENTS

    • Bachelor’s degree in business, finance, marketing, or related field or relevant experience. 

    PHYSICAL AND WORK SCHEDULE REQUIREMENTS

    • May require work more than 40 hours a week in order to complete functions of position.
  • 14 Days Ago

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Middle School Financial Literacy Teacher
  • Grand Island Public Schools
  • Grand Island, NE FULL_TIME
  • Middle School Financial Literacy Teacher JobID: 325 Position Type: Middle School Teaching/Financial Literacy Date Posted: 2/26/2023 Location: Barr Middle School Date Available: 08/09/2023 Closing Date...
  • 1 Month Ago

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Client Service Associate
  • Insight Financial Planning
  • Columbus, NE FULL_TIME
  • **This position is located in Norfolk, NE. Relocation or commute required** At Insight Financial Planning we provide investment, retirement, tax, and protection planning. We enjoy working with individ...
  • 2 Months Ago

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Associate Financial Advisor
  • Edward Jones
  • Columbus, NE FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • Just Posted

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Financial Customer Associate - Omaha, NE area ONLY
  • SF Demo - FMR LLC
  • Lincoln, NE FULL_TIME
  • Job Description:Financial Customer Associate – Omaha, NE Area onlyAre you looking for a career where you will make a difference in people’s lives while primarily working from home? If so, consider joi...
  • 1 Month Ago

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Senior Actuarial Associate- Financial Planning and Analysis
  • Ameritas
  • Lincoln, NE FULL_TIME
  • Senior Actuarial Associate- Financial Planning and AnalysisAmeritas Life-Lincoln HYB-NEHY2ActuarialFull-timeAt Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by help...
  • 1 Month Ago

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0 Financial Associate (Public) jobs found in Lincoln, NE area

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Financial Representative
  • Northwestern Mutual
  • Lincoln, NE
  • Our financial representatives at Northwestern Mutual help clients reach their goals by developing and implementing finan...
  • 4/26/2024 12:00:00 AM

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Assistant Branch Manager - 52nd and O Branch - Lincoln, NE
  • BNP Paribas Bank NV
  • Lincoln, NE
  • We are looking for **Assistant Branch Manager - 52nd and O Branch - Lincoln, NE** **Location** **What youll do** As part...
  • 4/26/2024 12:00:00 AM

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Financial Services Associate
  • Deep Sky Wealth
  • Lincoln, NE
  • Step into an instrumental role! Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. ...
  • 4/25/2024 12:00:00 AM

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Financial Customer Associate - Bi-Lingual - Omaha, NE area ONLY
  • Fidelity TalentSource LLC
  • Lincoln, NE
  • Job Description: Financial Customer Associate - Bi-Lingual Omaha, NE Area only Are you looking for a career where you wi...
  • 4/24/2024 12:00:00 AM

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Financial Customer Associate - Omaha, NE area ONLY
  • Fidelity TalentSource LLC
  • Lincoln, NE
  • Job Description: Financial Customer Associate Omaha, NE Area only Are you looking for a career where you will make a dif...
  • 4/23/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Lincoln, NE
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

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Registered Nurse
  • Heartland Hospice
  • Lincoln, NE
  • Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home healt...
  • 4/16/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Lincoln, NE
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/12/2024 12:00:00 AM

Lincoln is the capital of the U.S. state of Nebraska and the county seat of Lancaster County. The city covers 94.267 square miles (244.150 km2) with a population of 284,736 in 2017. It is the second-most populous city in Nebraska and the 71st-largest in the United States. The city is the economic and cultural anchor of a substantially larger metropolitan area in the southeastern part of the state called the Lincoln Metropolitan and Lincoln-Beatrice Combined Statistical Areas. The statistical area is home to 353,120 people, making it the 106th-largest combined statistical area in the United ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$78,630 to $102,850
Lincoln, Nebraska area prices
were up 0.8% 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