Financial Associate (Public) jobs in Manchester, NH
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.
-
Goffstown, NH
FULL_TIME
- 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. 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.
- 15 Days Ago
Remote Financial Sales Associate
- Essex Services LLC
-
Manchester, NH
FULL_TIME
- We are hiring a remote financial sales professional who can meet our clients remotely on Zoom and or over the phone and tailor services to our client's needs. We work off of a no-cold calling - no doo...
- 14 Days Ago
Financial Advisor
- 11 Financial
-
Manchester, NH
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...
- 8 Days Ago
Financial Representative
- Baystate Financial
-
Bedford, NH
FULL_TIME
- Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients’ individual goals and needs, we work with the client to formulate a s...
- 2 Months Ago
Entry-Level Financial Planner
- Baystate Financial
-
Bedford, NH
FULL_TIME
- Your Career Path – Why Baystate Financial?Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we tre...
- 1 Month Ago
Entry-Level Financial Planner
- Baystate Financial
-
Bedford, NH
FULL_TIME
- Your Career Path – Why Baystate Financial? Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we tr...
- Just Posted
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0 Financial Associate (Public) jobs found in Manchester, NH area
Prenatal RN Coordinator
- Jobot
-
Manchester, NH
- Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job detailsGrowing Prim...
- 4/19/2024 12:00:00 AM
Internal Revenue Agent - 12 Month Roster
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
- 4/19/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/19/2024 12:00:00 AM
Financial Analyst
- Raven Ridge
-
Chelmsford, MA
- Benefits: 401(k) 401(k) matching Bonus based on performance Dental insurance Flexible schedule Health insurance Paid tim...
- 4/18/2024 12:00:00 AM
Customer Finance Associate
- Gorton's
-
Gloucester, MA
- Be part of something BIG here at Gorton’s. With the iconic yellow sticker and a catchy jingle, Gorton’s is now reaching ...
- 4/17/2024 12:00:00 AM
Senior Trust Officer
- Cambridge Trust Company
-
Manchester, NH
- Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related t...
- 4/17/2024 12:00:00 AM
Customer Finance Associate
- Gorton's
-
Gloucester, MA
- Be part of something BIG here at Gortons. With the iconic yellow sticker and a catchy jingle, Gortons is now reaching mo...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
- Department Of The Treasury
-
Manchester, NH
- Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
- 4/16/2024 12:00:00 AM
About Manchester, New Hampshire
Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721.
Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$86,300 to $112,881
Manchester, New Hampshire area prices
were up 1.4% from a year ago
were up 1.4% 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