Financial Associate (Public) jobs in Arizona
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
Associate Financial Representative
- LPL Financial Corp
-
Tempe, AZ
FULL_TIME
- Do you thrive in a competitive, team oriented, and client centric environment? Are you looking for a supportive, education focused environment to enhance your wealth management skillset? Are you an intrinsically motivated self-starter who likes being in control of their career progression and earning potential? Do you want to be a part of one of the fastest growing, tech-forward financial companies in the industry? Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Investor Focused Solutions is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors. Job Overview: The Advisor of the Investor Solutions Team is part of a team of LPL corporate employee advisors who provide investment solutions to mass affluent investors. The advisor will help individuals examine their immediate and long term investment needs, and help design solutions that best meet their individual financial goals. This is a team based call center environment that deliver investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. The position will have a base salary in addition to a bonus, and successfully achieving a pre-defined sales goal. Responsibilities: Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities Handling and executing client transaction and general customer service requests. Prepare client reports and proposals as required Support other departments and independent financial advisors in their understanding of the program Actively participate in customer service training and other training to remain current with operational policies and procedures Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies Communicate operational and financial industry policies and procedures. Identify new sales and asset retention opportunities Regularly exercise excellent business judgment Research and resolve advisor and client issues What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: Series 7 63 and 65, or 66 License preferred or within 90 days of hire Core Competencies: Must have excellent telephone service/relationship management skills Prior financial trading experience Ideal candidate will have prior tele-sales experience Must have excellent communication skills, and strong service ethic Preferences: Bachelor’s degree Life and Health Minimum of 2 years of direct client experience within the financial services industry Proficient in Microsoft Office and web based applications Previous experience as a financial advisor Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills Pay Range: 48,000-72,000 per year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
- 5 Days Ago
Public Fiduciary Financial Specialist
- Navajo County
-
Holbrook, AZ
PART_TIME
- Under general supervision, performs professional accounting and clerical support work of moderate difficulty in accounting operations; performs related work as assigned.(Essential function, as defined...
- 11 Days Ago
Associate consultant
- LPL Financial
-
Tempe, AZ
FULL_TIME
- Job Overview : The Annuity Associate Service Representative supports our Financial Professionals, their assistants and internal business partners in the purchase of annuities via the Annuity Order Ent...
- 9 Days Ago
Marketing Associate
- Netzel Financial
-
Chandler, AZ
FULL_TIME
- Company DescriptionFinancial ServicesJob DescriptionSeeking a self-motivated, Marketing Associate to join our team! You will establish, implement and track marketing campaigns; work with digital and s...
- 11 Days Ago
Business Development Associate
- Lobel Financial
-
Phoenix, AZ
FULL_TIME
- Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewa...
- 2 Days Ago
Client service associate
- LPL Financial
-
Tempe, AZ
FULL_TIME
- Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
- 11 Days Ago
Financial Associate (Public) jobs at Popular Companies
Financial Associate
- Wintrust Financial
-
Delafield, WI
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 6/2/2024 12:00:00 AM
Finance Associate
- Marsden
-
- Top 3 Finance group | New York | 2019-2021 *legal role In a legal market where Finance roles have been few and far betwe...
- 6/2/2024 12:00:00 AM
Finance Assistant
- Nonotuck Resource Associates Inc
-
Northampton, MA
- Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
- 6/1/2024 12:00:00 AM
FINANCE ASSISTANT MANAGER
- Coral Triangle Initiative
-
Fayetteville, AR
- ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
- 6/1/2024 12:00:00 AM
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...
- 5/31/2024 12:00:00 AM
Finance Associate
- Aurora Contractors
-
Ronkonkoma, NY
- Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
- 5/30/2024 12:00:00 AM
Associate - Finance
- RR Donnelley
-
Chicago, IL
- Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
- 5/30/2024 12:00:00 AM
Finance Associate - Finance Business Partnership
- ZS
-
Evanston, IL
- : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
- 5/29/2024 12:00:00 AM
About Arizona
Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$82,240 to $107,581
Most Popular Cities in Arizona for Financial Associate (Public) Jobs
What does a Financial Associate (Public) do?
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