Financial Associate (Public) jobs in Michigan
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
Financial Advisor Associate
- Ameriprise Financial Services, LLC.
-
Troy, MI
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 clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 4 Days Ago
Client Service Associate - The Wiser Financial Group
- Kestra Financial
-
Kalamazoo, MI
FULL_TIME
- Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to provi...
- 16 Days Ago
Client Service Associate - The Wiser Financial Group
- Kestra Financial Independent Advisor
-
Kalamazoo, MI
FULL_TIME
- Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to provi...
- 20 Days Ago
Financial Controller
- Berrien Springs Public Schools
-
Berrien Springs, MI
FULL_TIME
- Job Summary Under the direction of the Chief Financial Officer, the Controller for Berrien Springs Public Schools will be responsible for managing the day-to-day operations of the finance department a...
- Just Posted
Auditor
- Associate Staffing
-
Brighton, MI
CONTRACTOR
- We are currently seeking a detail-oriented and analytical Property Assessment Auditor to join our team. In this role, you will be responsible for reviewing and analyzing personal and real property ass...
- 10 Days Ago
Financial Controller
- UHY LLP, Certified Public Accountants
-
Brighton, MI
FULL_TIME
- A great UHY client is seeking a Controller to join their team. The ideal candidate will have experience in manufacturing, FP&A, accounting, treasury management, and experience with banking relationshi...
- 3 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...
- 6/12/2024 12:00:00 AM
Finance Associate
- Graphic Packaging International
-
West Monroe, LA
- Job functions include,but are not limited to the following. Performs a wide range of accounting, accounts payable & acco...
- 6/11/2024 12:00:00 AM
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
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
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
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
Finance Associate
- Evolution Credit Partners
-
Boston, MA
- Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies i...
- 6/8/2024 12:00:00 AM
Finance Associate
- Musicow
-
Beverly Hills, CA
- At Musicow US, we are a diverse group of music enthusiasts, tech innovators, savvy investors, and dedicated team players...
- 6/8/2024 12:00:00 AM
About Michigan
Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$83,513 to $109,232
Most Popular Cities in Michigan 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