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)
**This position is located in Norfolk, NE. Relocation or reliable commuting required**
At Insight Financial Planning we provide investment, retirement, tax, and protection planning. We enjoy working with individuals to help them develop a plan for THEIR goals and dreams and the best way to accomplish that is by getting to know the clients. Our office works as a TEAM for our clients so that they always have someone that is willing and capable to help them.
If you enjoy getting to know and helping people, then this position is for you. Become a critical member of our growing team by supporting an advisor(s) in providing clients with exceptional service.
Pay
$16.00 to $26.00 per hour
Benefits
Schedule
Full-Time – 40 hours per week. Monday through Friday, 8 am to 5 pm with one hour lunch.
Responsibilities
Position Requirements
Travel
Some travel may be expected.
Background Checks
Per securities industry regulations, before employment may begin fingerprinting and background checks will be completed. Our broker/dealer will oversee these pre-employment checks.
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