Financial Associate (Public) jobs in Ohio

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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Associate Financial Advisor - Northwest Bank
  • LPL Financial
  • Oberlin, OH FULL_TIME
  • Your career path should lead to real opportunity

    LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwest Bank in Oberlin, OH would allow you to join the Investment Program at Northwest Bank as an Associate Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

    The Investment Program at Northwest Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

    This exciting position will allow you to grow your career and business, helping the people and families that look to Northwest Bank for financial solutions. This position will offer:

    • The ability to service an existing book of business upon hire
    • The ability to build a strong client base with the Bank’s exceptional referral system
    • Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
    • The opportunity to find new clients via the bank’s client base
    • The opportunity to create client solutions without proprietary products
    • The ability to grow your business with LPL’s combination of tools, technology, and support
    • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
    • The opportunity to capitalize on the bank’s reputation and community standing


    As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

    • Access to our proprietary technology and a suite of customized services
    • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
    • Resources and expertise across the firm to help you create client solutions
    • The freedom to create solutions specific to your client’s goals


    Whatever your vision of success, we’re with you every step of the way.

    Requirements:

    • Series 7 and 66 (63/65) required
    • Insurance license required
    • Three or more years of investment sales experience


    Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Northwest Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

    • REQUIRED DISCLOSURE(S)


    These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwest Bank.

    Tracking # 1-05026674

    Pay Range:40,000 - 40,000

    The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
  • 5 Days Ago

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Financial Advisor Associate
  • Ameriprise Financial Services, LLC.
  • Dublin, OH FULL_TIME
  • Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing client...
  • 4 Days Ago

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3) Associate Financial Advisor (not actively hiring, but always open to exploring mutually beneficial opportunities)
  • rebel Financial
  • Groveport, OH FULL_TIME
  • The Associate Financial Advisor is an experienced-level position as a financial advisor, which means a eligible candidate would have at least 5 years experience and active CFP Marks. They support the ...
  • 1 Month Ago

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Operations Associate
  • Cochrell Financial
  • Wooster, OH FULL_TIME,PART_TIME
  • About Cochrell Financial Advisors: Cochrell Financial Advisors is a growing firm that is dedicated to seeing the client through every aspect of the retirement planning process. This is a fast-paced fi...
  • 18 Days Ago

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Sales Associate (Remote)
  • Sureguard Financial
  • Mason, OH FULL_TIME
  • Please be aware that we're not considering international candidates at the moment.Our company's received consecutive Top Company Culture awards from Entrepreneur Magazine and maintains high employee r...
  • 3 Days Ago

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Sales Associate (Remote)
  • Sureguard Financial
  • Newark, OH FULL_TIME
  • Please be aware that we're not considering international candidates at the moment.Our company's received consecutive Top Company Culture awards from Entrepreneur Magazine and maintains high employee r...
  • 3 Days Ago

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FINANCE ASSISTANT MANAGER
  • Coral Triangle Initiative
  • Fayetteville, AR
  • ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
  • 6/11/2024 12:00:00 AM

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Finance Associate
  • Saicon
  • El Segundo, CA
  • Description The Opportunity: currently seeking a Contractor for the US Sales Finance team in El Segundo, CA. This role i...
  • 6/11/2024 12:00:00 AM

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Finance Associate
  • US Tech Solutions, Inc.
  • Boston, MA
  • Job Title: Finance Associate Location: Boston, MA Duration: 6 months contract (Hybrid) Responsibilities: · The Finance A...
  • 6/11/2024 12:00:00 AM

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Finance Assistant
  • Franciscan Ministries
  • Lindenhurst, IL
  • Overview: The Village at Victory Lakes Lindenhurst, IL / Finance Assistant Rate starts at $18.00 (based on experience) D...
  • 6/10/2024 12:00:00 AM

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Finance Associate
  • Claire Myers Consulting
  • Redwood City, CA
  • Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They h...
  • 6/10/2024 12:00:00 AM

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Finance Associate
  • Aurora Contractors
  • Ronkonkoma, NY
  • Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
  • 6/9/2024 12:00:00 AM

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Associate - Finance
  • RR Donnelley
  • Chicago, IL
  • Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
  • 6/9/2024 12:00:00 AM

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/7/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$82,752 to $108,236

Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
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