Financial Associate (Public) jobs in Pittsburgh, PA

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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Client Service Associate (Pittsburgh, PA)
  • Edelman Financial
  • Sewickley, PA FULL_TIME
  • Company DescriptionAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180 planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com.© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.Edelman Financial Engines is an Equal Opportunity Employer.Job DescriptionAt Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day.As a Client Service Associate in our Sewickley, PA location, you’ll provide full support to one or more Financial Planners, ensuring and enhancing client satisfaction through direct contact with clients, vendors, and other operational employees.We are looking for someone with financial services industry experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!Responsibilities:Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperworkProvide superior client service by handling all incoming client requests and following-through to ensure client’s needs are metMonitor client account activity, researching and resolving issuesPrepare and review all new account paperwork to ensure documents are complete and in good orderVerify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expectedDocument key client milestones and other important data into systems that will assist in future client interactionsMaintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory proceduresSupport the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as neededParticipation in projects, task forces, councils, and product rollouts to ensure CSA voice is representedQualificationsRequirements:At least two years of industry experience, preferably with a Registered Investment Advisor or broker/dealerBachelor’s degree or equivalent industry experience preferredGood understanding of finance and investment markets/securitiesExceptional client service skills and ability to communicate effectivelyCritical thinking, attention to detail, and multi-tasking skills requiredAble to adapt to changes in the work environment, manage competing demands and work with frequent change, delays, or unexpected eventsPosition requires a high level of confidentialityAdditional InformationIf you are interested in an exciting career with Edelman Financial Engines, apply to this job posting at: https://www.edelmanfinancialengines.com/careers
  • 1 Month Ago
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Accounting Associate
  • Creative Financial Staffing
  • Pittsburgh, PA FULL_TIME
  • ACCOUNTING ASSOCIATE ABOUT THE COMPANY: CFS is working with a family-owned local company to identify an Accounting Associate to join their accounting team! They believe in achieving work/life balance ...
  • 1 Day Ago
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Sales Associate
  • Spieldenner Financial Group
  • Pittsburgh, PA 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 t...
  • 1 Month Ago
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Client Service Associate-HYBRID
  • Allegheny Financial Group Ltd
  • Pittsburgh, PA FULL_TIME
  • DescriptionWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering...
  • 2 Days Ago
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Security Associate - Cyber Ark
  • PNC Financial Services
  • Pittsburgh, PA FULL_TIME
  • Job DetailsJob ProfilePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our...
  • 6 Days Ago
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Client service associate
  • Kestra Financial Independent Advisor
  • Beaver, PA FULL_TIME
  • The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills t...
  • 28 Days Ago
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0 Financial Associate (Public) jobs found in Pittsburgh, PA area

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Receptionist
  • Genesis Healthcare LLC
  • Pittsburgh, PA
  • Bring your administrative skills and winning personality to our nursing center. As a receptionist, you directly impact t...
  • 4/25/2024 12:00:00 AM
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Wealth Planner
  • The Coury Firm
  • Pittsburgh, PA
  • Job Description Job Description Salary: The position of Wealth Planner for The Coury Firm’s Private Wealth division (the...
  • 4/25/2024 12:00:00 AM
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Financial Advisor - Financial Sales
  • MassMutual Pittsburgh
  • Pittsburgh, PA
  • Job Description Job Description How will you help grow our Practice? You will… Prepare and submit insurance and investme...
  • 4/25/2024 12:00:00 AM
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Product Compliance Analyst II (Product Quality Compliance Specialist II) - Remote
  • Net Health
  • Pittsburgh, PA
  • About Net Health Belong. Thrive. Make a Difference. Are you looking for a meaningful and satisfying career where you hav...
  • 4/24/2024 12:00:00 AM
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SAP Finance Manager
  • Accenture
  • Pittsburgh, PA
  • We Are: Accentures SAP practice, and we bring the New to life using design thinking, agile development methodologies, an...
  • 4/24/2024 12:00:00 AM
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Business Reporting System Specialist
  • Howmet Aerospace
  • Pittsburgh, PA
  • Responsibilities Howmet Aerospace Inc. ("Howmet") is currently in search of an Business Reporting System Specialist to j...
  • 4/24/2024 12:00:00 AM
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Vice President of Finance
  • Boys & Girls Clubs Of Western Pennsylvania
  • Pittsburgh, PA
  • Vice President of FinanceWho We AreFor over 135 years, the Boys & Girls Clubs of Western Pennsylvania (BGCWPA) has been ...
  • 4/24/2024 12:00:00 AM
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Finance Associate, nonprofit
  • Felician Sisters of North America
  • Beaver Falls, PA
  • The Felician Sisters of North America are hiring a full-time Finance Associate to work at our administration office, loc...
  • 4/22/2024 12:00:00 AM
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About Pittsburgh, Pennsylvania

Pittsburgh (/ˈpɪtsbɜːrɡ/ PITS-burg) is a city in the Commonwealth of Pennsylvania in the United States, and is the county seat of Allegheny County. As of 2018, a population of 308,144 lives within the city limits, making it the 63rd-largest city in the U.S. The metropolitan population of 2,362,453, is the largest in both the Ohio Valley and Appalachia, the second-largest in Pennsylvania (behind Philadelphia), and the 26th-largest in the U.S. Pittsburgh is located in the south west of the state, at the confluence of the Allegheny, Monongahela, and Ohio rivers. Pittsburgh is known both as "the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$83,013 to $108,582
Pittsburgh, Pennsylvania area prices
were up 1.9% 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