Financial Associate (Public) jobs in Tallahassee, FL

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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Voya Financial Advisor Tallahassee
  • Voya Financial
  • Tallahassee, FL FULL_TIME
  • Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market.

    This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions.  Additionally, candidate must have ability to conduct retirement and investment seminars.

    To be eligible for the Financial Professional role, candidates must possess the following qualifications:

    • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
    • Securities registrations – Series 6 and Series 63 (7 & 66 preferred)
    • Life & Health Insurance Licenses
    • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

     

    Qualified candidates are expected to have the following skills:

    • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
    • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
    • Territory management and business development
    • Relationship building
    • Fund knowledge and product/pricing knowledge

    At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success – including:

    • Full access to the Voya brand
    • Access to existing client base
    • Wide array of financial products
    • Technology and systems to enable you to efficiently manage your clients’ financial information and plans
    • Turnkey marketing services
    • Competitive base salary plus commissions
    • Transition assistance, if applicable

     

    Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

  • 28 Days Ago

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Financial Professional
  • Global Financial Impact
  • Tallahassee, FL FULL_TIME
  • Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an ...
  • 22 Days Ago

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Financial Services Professional
  • Jaja Financial Group
  • Valdosta, GA FULL_TIME,CONTRACTOR,PART_TIME
  • Our firm is seeking a Financial Professional interested in working part-time with the opportunity to create a full-time career. Jaja Financial Group is an independently owned financial service firm de...
  • 7 Days Ago

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Financial Services Professional
  • Jaja Financial Group
  • Tallahassee, FL PART_TIME,CONTRACTOR,FULL_TIME
  • Our firm is seeking a Financial Professional interested in working part-time with the opportunity to create a full-time career. Jaja Financial Group is an independently owned financial service firm de...
  • 7 Days Ago

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D to D Life Insurance Agent
  • PRT Financial
  • Bainbridge, GA FULL_TIME
  • Our organization is growing and expanding so fast into new territories we’re looking for Life Insurance Agents to help with demand. We are looking for Candidates who want a CAREER and NOT a JOB. We ar...
  • 16 Days Ago

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D to D Life Insurance Agent
  • PRT Financial
  • Tallahassee, FL FULL_TIME
  • Our organization is growing and expanding so fast into new territories we’re looking for Life Insurance Agents to help with demand. We are looking for Candidates who want a CAREER and NOT a JOB. We ar...
  • 16 Days Ago

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0 Financial Associate (Public) jobs found in Tallahassee, FL area

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Community Association Manager (on Site) - Palm Beach
  • Affinity Management Services Llc
  • Tallahassee, FL
  • Job TypeFull-timeDescriptionAffinity Management Services is an Association Management Company proudly serving Miami-Dade...
  • 4/24/2024 12:00:00 AM

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Director of Finance
  • Highgate Hotels L.p.
  • Tallahassee, FL
  • Compensation Type YearlyHighgate HotelsHighgate is a premier real estate investment and hospitality management company w...
  • 4/23/2024 12:00:00 AM

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Financial Specialist -Grants
  • Manpower
  • Tallahassee, FL
  • Our client, with the State of Florida is seeking a Temporary Grant Financial Specialist to join their team. As a Financi...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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SEC Reporting Manager
  • Tandym Group
  • Tallahassee, FL
  • A hedge fund in North Miami is looking for an SEC Reporting Manager to join their team to perform various duties to ensu...
  • 4/22/2024 12:00:00 AM

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Manager, International Accounting and External Reporting
  • Cardinal Health
  • Tallahassee, FL
  • **_What International Accounting and External Reporting contributes to Cardinal Health_**This role oversees US GAAP acco...
  • 4/22/2024 12:00:00 AM

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Relief Cook
  • Resort Lifestyle Communities
  • Tallahassee, FL
  • Resort Lifestyle Communities is accepting applications for a part-time Cook provide resort-style food and service while ...
  • 4/21/2024 12:00:00 AM

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Financial Coordinator
  • Nova Technologies, an Employee-Owned Engineering Company
  • Tallahassee, FL
  • Job Description Job Description The Financial Coordinator provides support to Financial Department personnel to meet tea...
  • 4/21/2024 12:00:00 AM

Tallahassee (/ˌtæləˈhæsi/) is the capital city of the U.S. state of Florida. It is the county seat and only incorporated municipality in Leon County. Tallahassee became the capital of Florida, then the Florida Territory, in 1824. In 2017, the population was 191,049, making it the 7th-largest city in the U.S state of Florida, and the 126th-largest city in the United States. The population of the Tallahassee metropolitan area was 382,627 as of 2017[update]. Tallahassee is the largest city in the Florida Panhandle region, and the main center for trade and agriculture in the Florida Big Bend and S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$75,933 to $99,322
Tallahassee, Florida area prices
were up 1.5% 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