Financial Associate (Public) jobs in Nashua, 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

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Milford, 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.
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Financial Customer Associate - Merrimack
  • SF Demo - FMR LLC
  • Merrimack, NH FULL_TIME
  • Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Merrimack, NH. This role requires a consistent balance of remote and on-s...
  • 1 Month Ago
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Financial Customer Associate - Merrimack
  • Fidelity Investments Careers
  • Merrimack, NH FULL_TIME
  • Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Merrimack, NH. This role requires a consistent balance of remote and on-s...
  • 1 Month Ago
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Financial Customer Associate - Bi-Lingual - Merrimack
  • Fidelity Investments Careers
  • Merrimack, NH FULL_TIME
  • Job Description:Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service team in Merrimack, NH. This role requires a consistent balance of remote and on-s...
  • 2 Days Ago
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Retail Collector
  • KBW Financial
  • Lee, NH FULL_TIME
  • KBW Financial Staffing and Recruiting is working with a local Collections client in Lee, NH that is looking for a Retail Collections Specialist to join their team. The company has been experiencing a ...
  • 1 Day Ago
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Business Analyst
  • AmTrust Financial
  • Nashua, NH FULL_TIME
  • Business Analyst Job Locations US-NH-Nashua | US-OH-Cleveland | US-MA-Boston Requisition ID 2024-16374 Category Underwriting Position Type Regular Full-Time Overview This position is hybrid out of any...
  • 1 Month Ago
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0 Financial Associate (Public) jobs found in Nashua, NH area

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Finance Associate
  • Atlantic Group
  • Boston, MA
  • Responsibilities Update financial spreadsheets with daily transactions Prepare balance sheets Track and reconcile bank s...
  • 4/23/2024 12:00:00 AM
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Finance Associate
  • Atlantic Group
  • Boston, MA
  • A distinguished investment management firm with approximately $2b in AUM is seeking a Finance Associate to join their gr...
  • 4/23/2024 12:00:00 AM
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Finance Associate Internship
  • Folia Materials
  • Bedford, MA
  • Job Description Job Description About Folia Materials Folia Materials is an award-winning cleantech materials startup wi...
  • 4/23/2024 12:00:00 AM
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Finance Assistant
  • DataXoom
  • Manchester, NH
  • Are you looking for an opportunity to join a dynamic team in a friendly and supportive work environment? DataXoom is see...
  • 4/22/2024 12:00:00 AM
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Finance Associate Internship
  • Folia Materials
  • Bedford, MA
  • About Folia Materials Folia Materials is an award-winning cleantech materials startup with a mission to innovate for a s...
  • 4/22/2024 12:00:00 AM
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Finance Associate
  • Atlantic Group
  • Boston, MA
  • A distinguished investment management firm with approximately $2b in AUM is seeking a Finance Associate to join their gr...
  • 4/21/2024 12:00:00 AM
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Finance Associate
  • Atlantic Group
  • Boston, MA
  • Recent Finance Grads are encouraged to apply! Industry: Financial Services Pay: $22/hr Location: Boston, MA (Hybrid) In ...
  • 4/19/2024 12:00:00 AM
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Finance Associate
  • Evolution Credit Partners
  • Boston, MA
  • Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies i...
  • 4/19/2024 12:00:00 AM
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About Nashua, New Hampshire

Nashua is a city in Hillsborough County, New Hampshire, United States. As of the 2010 census, Nashua had a population of 86,494, making it the second-largest city in the state after Manchester. As of 2017 the population had risen to an estimated 88,341. Built around the now-departed textile industry, in recent decades it has been swept up in southern New Hampshire's economic expansion as part of the Boston region. Nashua was twice named "Best Place to Live in America" in annual surveys by Money magazine. It is the only city to get the No. 1 ranking on two occasions—in 1987 and 1998. Nashua is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$91,356 to $119,495
Nashua, New Hampshire area prices
were up 1.4% from a year ago
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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