Financial Associate Jobs

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Financial Associate  

Claire Myers Consulting - Redwood City, CA, United States

. They are looking to bring on a Financial Associate to work directly with clients on their financial planning. This position has a clear career path with the potential for future opportunities in the firm

from: - 8 days ago

Associate Financial Representative  

Modern Woodmen of America - , IL, United States (+9 locations)

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They...

from: - Yesterday

Intermediate Associate Financial Tax Analyst, Officer (Hybrid)  

Citi - New Castle, United States

Intermediate Associate Financial Tax Analyst, Officer As part of Finance and Risk Shared Services (FRSS), Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including

from: - 10 days ago

Associate: Financial Planning (Paraplanner)  

The Bahnsen Group - Newport Beach, CA, United States

. The opportunity is a client-facing position focused on providing financial planning advice. The Associate will report to the Director of Financial Planning. RESPONSIBILITIES Assist in financial plan construction

from: - Yesterday

Associate Financial Representative  

Modern Woodmen of America - Grand Rapids, MI, United States (+5 locations)

Devoted Team-Player: The success of the team is the most important; Senior representatives assist new ones, and we encourage team-advising...

from: - 16 days ago

NAM Finance, Summer Associate - New York City (North America - 2024)  

Citi - New York, United States

, we value internal mobility, and career growth is not a question of if, but when. Citi's Finance division is looking for Associates to join the Financial Management team in NAM. Here at Citi, rotational

from: - 10 days ago

Associate Financial Analyst  

NOVADOZ - Piscataway, NJ, United States

, forward to Finance Ops (India) to issue credits/debits. Manage customer communications. Maintain Finance Dashboard to monitor claim payment activity and prepare weekly report out to management for financial

from: - 2 days ago

Financial Planning Associate  

Financial Planner Recruiting, LLC - New York, NY, United States

Our client is a fee-only financial planning firm seeking a financial planning associate to join their team. Responsibilities: Contribute as an integral part of a collaborative team

from: - 8 days ago

Director, Counterparty Credit and Debt Capital Markets  

Capital One - Houston, United States (+3 locations)

place to work. A Counterparty Credit Risk Manager will manage a team of associates and will be responsible for: Underwriting financial counterparties including a US-centric, global portfolio of banks

from: - 10 days ago

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Associate Financial Planner  

GemHarvest Executive Recruiting - , MD, United States

Associate Financial Planner 2 Billion+ AUM RIA Greater Baltimore, MD Overview 2 Billion Dollar+ Independent Wealth Management Firm seeks an Associate Financial Planner to collaborate with a team

from: - 6 days ago

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Financial Associate

Someone who performs the job of a Financial Associate is very good with financial and accounting information. They are able to understand its intricacies and manipulate numbers. They use and implement various accounting acumen, understand, implement and adhere to various compliance regulations.
They also work closely with senior or executive teams advising them on different reports, principles and relevant accounting and financial data. Financial Associates may be found in accounting, finance, investment or treasury departments; and may advise portfolio managers and corporate traders.
In their line of work they may be the overseer of financial statements and assist external and internal auditors. They are very handsomely rewarded for their roles in a company and paid attractive salaries. Their benefits could include stock options, bonuses, allowances and traditional health, medical and pension benefits.
A Financial Associate usually performs many of the following tasks:
• Working cohesively with a financial team
• Providing an analysis of integral business decisions
• Supporting and helping to reach long and short term financial goals
• Implementing procedures to improve on various financial and business processes
• Offering inventive product portfolios as well as services.
• Developing financial strategies

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Financial Associate