Financial Associate (Public) jobs in Paramus, NJ

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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Associate Bank Financial Advisor
  • D13 Wells Fargo Clearing Services, LLC
  • Brokaw, CA FULL_TIME
  • About this role: Wells Fargo is seeking a Next Gen Financial Advisor – Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service Provide financial information, investment profiles, and client financial needs to more experienced financial advisors This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6 months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6 month of client or sales services experience Experience developing and managing client relationships A BS/BA degree or higher Established network in the local market Sales or sales support experience Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents This position is not eligible for Visa sponsorship California – $0 Annual This job offers a salary commensurate with experience. Upon licensing, the base pay will decrement with the opportunity to earn commissions and other formulaic incentives. Pay Range $0.00 - $0.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 24 Apr 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
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Surgical Neurophysiologist - Traveler - Competitive Compensation!
  • SpecialtyCare Associate Referral Program
  • Florida, NY FULL_TIME
  • Passionate, driven people dedicated to making a difference in healthcare. SpecialtyCare continues to grow and we’d like you to grow with us. We are the industry leader in intraoperative neuromonitorin...
  • 20 Days Ago
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Associate Director of Financial Aid and Compliance
  • BERGEN COMM COLLEGE
  • Paramus, NJ FULL_TIME
  • The Associate Director of Financial Aid and Compliance is responsible for overseeing and ensuring compliance with regulatory and administrative requirements for Title IV federal student aid programs. ...
  • 1 Month Ago
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Financial Planner
  • Greater Metro Financial Group
  • Paramus, NJ FULL_TIME
  • Explore a career as a Financial PlannerTake your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical...
  • 1 Day Ago
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Financial Sales Representative
  • Strategic Financial Solutions
  • Florida, NY OTHER
  • Overview Schedule: Sunday-Thursday, 10am-7pm EST Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How...
  • 1 Month Ago
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Operations / Support Associate -Financial Services- Grow With Us! #14337572
  • Madison Trust Company
  • Montvale, NJ FULL_TIME
  • Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple altern...
  • 1 Month Ago
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0 Financial Associate (Public) jobs found in Paramus, NJ area

About Paramus, New Jersey

Paramus (/pəˈræməs/ pə-RAM-əs) is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,342.. A suburb of New York City, Paramus is located 15 to 20 miles (24 to 32 km) northwest of Midtown Manhattan and approximately 8 miles (13 km) west of Upper Manhattan. The Wall Street Journal characterized Paramus as "quintessentially suburban".[21] Paramus was incorporated as a borough by an act of the New Jersey Legislature on March 2, 1922, and ratified by a referendum held on April 4, 1922, that passed by a vote of 238 to 10.[22][2...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$97,087 to $126,991
Paramus, New Jersey area prices
were up 1.5% from a year ago
View detail

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