Financial Associate (Public) jobs in New Haven, CT

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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Sales Associate
  • Spieldenner Financial Group
  • Ansonia, CT FULL_TIME
  • Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! 

    The Day-To-Day: 

    Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.

    • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
    • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
    • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

    Requirements: 

    Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset 

    Passion for people is a MUST

    What We Do:

    • We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
    • We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.
    • We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

     

    If you feel this might be the home you have been looking for. Click APPLY! 

    *Equal opportunity, not equal outcome.

    No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

  • 17 Days Ago

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Lunch/Recess Aide (Clinton Public School District)
  • Clinton CT, Public Schools
  • Clinton, CT PART_TIME
  • Perfect opportunity for parents/guardians, grandparents, college students, veterans, and active seniors. 2 hours/day, late-morning/early afternoon hours, $16.20/hour. DESCRIPTION: Lunch/Recess Aides -...
  • 1 Month Ago

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Operations Manager **Must have Financial Services Industry/ Insurance/ Investments, etc.
  • Agemy Financial Strategies
  • Guilford, CT FULL_TIME
  • Position Overview Title: Operations Manager (Financial Services Industry, insurance, investments, etc.)Reports To: President / COODepartment: Executive OperationsCompensation: $125,000 per year, Comme...
  • 13 Days Ago

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Client Service Assistant **Must have Financial Services Industry/ Insurance/ Investments, etc.
  • Agemy Financial Strategies
  • Guilford, CT FULL_TIME
  • Position OverviewTitle: Client Service Assistant ( Must have Financial Services Industry/ Insurance/ Investments, etc.)Reports To: CEODepartment: Client Service DepartmentCompensation: Market Competit...
  • 13 Days Ago

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Assistant Controller
  • SNI Financial
  • Wallingford, CT FULL_TIME
  • JOB DESCRIPTION At Our Client, you can expect a competitive salary and comprehensive benefits (medical, dental, vision, matching 401K, FSA, employer-paid life insurance), favorable work/life balance, ...
  • 10 Days Ago

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Financial Analyst
  • Copyright Clearance Center
  • New Haven, CT FULL_TIME
  • The Financial Analyst will work within the FP&A group and play a key role in providing cost and margin planning, modeling, and analytical support to business partners throughout the organization. The ...
  • 19 Days Ago

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0 Financial Associate (Public) jobs found in New Haven, CT area

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Financial Analyst
  • Yale New Haven Health
  • New Haven, CT
  • Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mi...
  • 3/29/2024 12:00:00 AM

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Financial Analyst II
  • Yale New Haven Health
  • New Haven, CT
  • Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mi...
  • 3/29/2024 12:00:00 AM

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Patient Financial Access Specialist - ED
  • Yale New Haven Health
  • New Haven, CT
  • Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mi...
  • 3/28/2024 12:00:00 AM

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Director of SAP Accounting Systems
  • Management Business Solutions
  • New Haven, CT
  • Scope: This role entails developing an SAP support strategy for Finance, encompassing the design, management, and optimi...
  • 3/27/2024 12:00:00 AM

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Personal Banker North Colony
  • WELLS FARGO BANK
  • Wallingford, CT
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Certified Nursing Assistant - CNA
  • Genesis Healthcare Services
  • Hamden, CT
  • BenefitsNursing Student Loan Debt Repayment and Tuition AssistanceVariable compensation plansTuition, Travel, and Wirele...
  • 3/27/2024 12:00:00 AM

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Vice President Finance
  • Atlantic Group
  • Stamford, CT
  • Company: $6B+ Hedge Fund Role: VP Finance/ Assistant Controller (exact title TBD) Location: Stamford, CT - 4 days in off...
  • 3/25/2024 12:00:00 AM

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Senior Accountant/Financial Analyst- Global Stamford Pre-IPO Sports/Events Firm
  • Atlantic Group
  • Stamford, CT
  • Global $1 Billion Pre-IPO Sports/Events Firm in Stamford Seeks a Senior Accountant *Reporting to VP Finance *Assist with...
  • 3/25/2024 12:00:00 AM

New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010. New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$91,167 to $119,251
New Haven, Connecticut area prices
were up 1.7% 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