Business & Professional Industries

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

A Day In The Life

Business & Professional Industries Area of Interest

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

221

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Programs

Personal Financial Advisors

Sort by:


Central Arizona College
 Associate's Degree    In Person

Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Account Executive
    Yavapai Broadcasting    cottonwood, AZ 86326
     Posted about 4 hours    

    As an Account Executive, you’ll have the exciting opportunity to represent some of the most popular radio stations in central and northern Arizona. Central / Northern Arizona isn’t just a place to work—it’s a place to live your best life. With a perfect blend of work and play, you’ll find inspiration in the stunning landscapes and close-knit communities that welcomes you with open arms.
    What We Offer:
    -Competitive Salary & Commission: Rewarding you for your hard work.
    -Ongoing Training & Support: You’ll have the tools to excel and succeed.
    -Inclusive Environment: Valuing diverse perspectives and experiences.
    -Cell phone & Vehicle Gas reimbursements.
    Responsibilities:
    -Build and maintain strong relationships with existing clients.
    -Proactively reach out to potential clients to generate new business.
    -Identify client needs and provide tailored, effective solutions.
    -Negotiate contracts and pricing to maximize mutual benefits.
    -Work closely with internal teams to deliver outstanding client satisfaction.
    -Stay ahead of market trends and competitor activity.
    -Regularly report on account performance to drive continuous improvement.
    -Keep up-to-date with the latest industry developments.
    Qualifications:
    -Experience in advertising sales or business to business sales
    -Strong leadership and communication skills.
    -Ability to build trust and rapport with clients.
    -A track record of meeting or exceeding sales targets.
    -Experience in business development is preferred.
    If you’re a results-driven professional with a passion for sales and account management, we want to hear from you! Apply today to join a team where your skills will be valued, and your potential will be unleashed.

    Send your resume to Regional Director of Sales and Marketing Mike Jensen at: [email protected].


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Area of Interest

    Business, Entrepreneurialism, and Management

    Employment Type

    Full Time

  • Account Executive
    Vontier    Phoenix, AZ 85067
     Posted about 14 hours    

    **The Company**

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty.

    **The Position**

    We’re looking to add an **Account Executive** to join Teletrac Navman! As an **Account Executive** , you will be responsible for generating new business and revenue by prospecting and qualifying leads to successfully position Teletrac Navman as the preferred platform.

    In this role, you’ll get to:

    Responsibilities and Duties

    + Identifies leads by following up on marketing targeted customers and outbound calling

    + Engages target leads in conversations to determine their needs and assess if they are a qualified lead

    + Develop customized sales strategies for accounts using account-based marketing techniques

    + Define and execute sales plans to meet and exceed quotas through prospecting, qualifying, managing, and closing sales opportunities

    + Develop and manage sales pipeline, prospects and assess sales transactions through the sales pipeline

    + Keep accurate and current records in SalesForce.com

    + Achieve annual revenue quotas

    **Qualifications**

    At Teletrac Navman, we believe in your potential to make an impact. And we believe in giving you the opportunity, accountability and visibility to do just that.

    We are looking for people who:

    + High school diploma, GED or equivalent required. Relevant associate degree a plus.

    + 1+ year of customer service

    + Candidate must be highly self-motivated, results driven, competitive, and confident with setting expectations

    + Strong interpersonal, verbal, and written communication skills in English

    + Working knowledge of SalesForce.com encouraged

    + Excited to participate in ongoing training and constantly push yourself to get better

    + Skilled at developing collaborative relationships with team members, colleagues, and customers

    The base compensation range for this position is $60,000 to $75,000 per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.

    For this specific role, you may be eligible to participate in the sales/commission plan.

    Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions and more. Vontier is here for all stages of life.

    Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

    WHO IS TELETRAC NAVMAN

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty. We track, measure and optimise vehicles, equipment and light assets to revolutionize your business with fleet management software.

    Teletrac Navman manages more than 500,000 vehicles and assets for more than 40,000 companies around the world. With headquarters in Irvine, CA, we have an international presence with additional offices in the United States, United Kingdom, Australia, New Zealand, and Mexico. Check our website for more info at www.teletracnavman.com

    WHO IS VONTIER

    Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves – delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company’s website at www.vontier.com

    "Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."


    Employment Type

    Full Time

  • Senior Account Executive
    Vontier    Phoenix, AZ 85067
     Posted about 14 hours    

    **The Company**

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty.

    **The Position**

    We’re looking to add an **Enterprise** **Account Executive** to join Teletrac Navman! As an **Enterprise Account Executive** , you will be responsible for generating your own leads, identifying and cultivating new business opportunities, and closing deals within your assigned vertical. Your role will involve proactive outreach, building relationships, and consistently meeting and exceeding sales targets to drive revenue to position Teletrac Navman as the preferred platform.

    In this role, you’ll get to:

    Responsibilities and Duties

    + 7+ years experience in New Business Sales within medium to large Enterprise accounts (Telematics experience a plus).

    + Find, develop and close business opportunities in your assigned vertical.

    + Identify and prioritize new business opportunities by analyzing market trends, customer needs, and competitor activity.

    + Identify leads by following up on marketing targeted customers and outbound calling.

    + Engage target leads in conversations to determine their needs and assess if they are a qualified lead.

    + Develop customized sales strategies for accounts using account-based marketing techniques.

    + Define and execute sales plans to meet and exceed quotas through prospecting, qualifying, managing, and closing sales opportunities.

    + Develop and manage and report on sales pipeline, forecasting revenue and providing regular updates to senior management.

    + Build and maintain strong relationships with key stakeholders, including C-level executives, decision makers, and influencers.

    + Collaborate with internal teams, including marketing, product, and customer success, to ensure customer satisfaction and retention.

    + Learn and apply tools and principals of the Vontier Business System (VBS).

    + Keep accurate and current records in SalesForce.com.

    + Achieve annual revenue quotas.

    The base compensation range for this position is $ **75,000** to $ **85,000** per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity. For this specific role, you may be eligible to participate in the sales/commission plan.

    **Qualifications**

    At Teletrac Navman, we believe in your potential to make an impact. And we believe in giving you the opportunity, accountability and visibility to do just that.

    We are looking for people who:

    + High school diploma, GED or equivalent required.

    + 5+ year of Enterprise software sales, technical sales and market experience

    + Proven track record of self-generated leads, closing deals and exceeding targets

    + Strong presentation skills with the ability lead to demonstrations

    + Working knowledge of SalesForce.com, SalesLoft, and Chorus

    + Relationships with vertical associations is a plus

    + Candidate must be highly self-motivated, results driven with excellent time management skills

    + Strong interpersonal, verbal, and written communication skills in English

    + Excited to participate in ongoing training and constantly push yourself to get better

    + Skilled at developing collaborative relationships with team members, colleagues, and customers

    + Up to 25% domestic travel as required

    Bonus Points!

    + 12 weeks of paid parental leave for the primary carer and 4 weeks for the secondary carer

    + Employee Assistance Program (EAP), health insurance and other wellness initiatives

    + Development opportunities with 1:1 coaching/mentoring, online courses, product training, joining project teams and so much more.

    + Community Impact: Charitable fundraising activities and a paid day for volunteering Networking Opportunities: Inclusion & Diversity Employee Group and social communities

    + Access to discounted retailers and healthcare benefits Employee Referral Program

    + Service Awards - long service and recognition of achievements

    + Company sick pay, 4 x life assurance and additional pension contribution

    The base compensation range for this position is $75,000 to $85,000 per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.

    For this specific role, you may be eligible to participate in the sales/commission plan.

    Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions and more. Vontier is here for all stages of life.

    Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

    WHO IS TELETRAC NAVMAN

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty. We track, measure and optimise vehicles, equipment and light assets to revolutionize your business with fleet management software.

    Teletrac Navman manages more than 500,000 vehicles and assets for more than 40,000 companies around the world. With headquarters in Irvine, CA, we have an international presence with additional offices in the United States, United Kingdom, Australia, New Zealand, and Mexico. Check our website for more info at www.teletracnavman.com

    WHO IS VONTIER

    Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves – delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company’s website at www.vontier.com

    "Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."


    Employment Type

    Full Time

  • Employer Account Executive - Remote
    Prime Therapeutics    Phoenix, AZ 85067
     Posted about 15 hours    

    Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

    **Job Posting Title**

    Employer Account Executive - Remote

    **Job Description**

    The Employer Account Executive serves as the primary relationship manager for multiple employer/administrative services only (ASO) accounts. This position works directly with employer groups to optimize pharmacy spend through Prime’s products and services, and drives the alignment of Health Plan, Employer and Prime’s strategic goals and initiatives.

    The client for this position is in Illinois. Preference to someone that lives in Illinois or the ability to travel to Illinois regularly, up to 50% travel.

    **Responsibilities**

    + Develop and maintain key relationships with Plan’s account and pharmacy teams, and with corresponding consultants/brokers; maintain an intimate understanding of the industry and assigned account trends, challenges, priorities, and adopted products and services to influence the development and prioritization of strategic plans

    + Maintain and drive strategic master account plans to ensure client engagement and satisfaction; drive cross-functional alignment between Prime and the strategic plan of the client, ensuring contract compliance and measurement of key deliverables

    + Establish key internal relationships in order to advocate for client interests and help drive enterprise solutions that meet Prime and client priorities; work with Employer Account Manager to ensure member and client service excellence and satisfaction

    + Lead client meetings as aligned to the account management principles, including but not limited to: identifying meeting objectives and participants, ensuring adequate preparation and presentation materials, disseminating and uploading meeting materials in client portal, and working across extended teams to ensure appropriate follow through and documentation; drive superior client satisfaction and engagement in all client interactions, including the co-development and implementation of the pharmacy master account plan per client

    + Working with the Plan’s account teams, lead the proactive and strategic consultation efforts to maximize pharmacy spend through client renewals and the adoption of new or expanded use of Prime’s products and services

    + Educate Employer groups on current topics in the industry, new product developments, and the competitive landscape; provide collateral materials and support when necessary to help facilitate the sales process; assist with client external audits, client presentations, client visits, and health fairs, as needed

    + Manage the end-to-end RFP process for renewing groups, including the development of a contract renewal project plan; proactively analyze contract language and/or requirements, standardize where appropriate, and mitigate conflicting terms

    + Document interactions with assigned accounts and input into the Salesforce CRM tool, including but not limited to meeting agendas and notes, identified dependencies or risks, key decision points and outcomes, and any next steps, agreed actions and responsibly parties; ensure the appropriate data is captured within Salesforce in order for the tool to be leveraged as a source of truth for the overall client relationship (client interactions, products pitched and deployed, decision records, etc)

    + Other duties as assigned

    **Minimum Qualifications**

    + Bachelor’s degree in business, marketing, finance, healthcare administration or related area of study, or equivalent combination of education and/or work experience; HS diploma or GED is required

    + 5 years of client service experience to include 2 years of sales and/or account management experience in healthcare or pharmacy benefit management industry

    + Must be eligible to work in the United States without need for work visa or residency sponsorship

    **Additional Qualifications**

    + Understanding of the healthcare industry with subject matter expertise in one or more areas (pharmacy trend, health plan benefits, etc.)

    + Ability to develop, evaluate and communicate selling strategies, presentations and proposals

    + Interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport, collaborate, and influence effectively across departments, internally and externally, and at all levels within an organization

    + Able to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion

    + Organization and prioritization skills, strong attention to detail, and the ability to simultaneously lead multiple, complex projects and strategies, under pressure and strict timeframes

    + Ability to manage complex information to develop well-reasoned solutions that solve client’s problems

    + Ability to work effectively in a matrixed team environment

    **Preferred Qualifications**

    + PBM, health plan, or health care experience

    **Minimum Physical Job Requirements**

    + Ability to travel up to 50% of the time

    + Ability to work outside standard business hours when needed, which may include nights and weekends as needed

    + Constantly required to sit, use hands to handle or feel, talk and hear

    + Frequently required to reach with hands and arms

    + Occasionally required to stand, walk and stoop, kneel, and crouch

    + Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

    + Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

    **Reporting Structure**

    + Reports to a Director, Sr Director or AVP in the Client Engagement department

    Potential pay for this position ranges from $85,600.00 - $128,400.00 based on experience and skills. Pay range may vary by 8% depending on applicant location.

    To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/careers/benefits/) and click on the "Benefits at a glance" button for more detail.

    _Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, genetic information, marital status, family status, national origin, age, disability, veteran status, or any other legally protected class under federal, state, or local law._

    Positions will be posted for a minimum of five consecutive workdays.

    Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

    If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

    Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **​** If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email [email protected].


    Employment Type

    Full Time

  • Financial Advisor
    Edward Jones    Scottsdale, AZ 85258
     Posted about 15 hours    

    **Job Overview**

    **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.**

    **Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.**

    **We'll give you the support you need. Our team will be there every step of the way, providing:**

    + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.

    + Salary for the first four years as you begin to build your practice2

    + A firm-provided branch office in the community

    + Branch office support to help lighten the load so you can focus on your clients

    + A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

    **Benefits:**

    + Includes bonus potential, 401K, and comprehensive health benefits

    For more information please visit: Edward Jones Benefits Page

    **You can also expect...**

    + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

    + A compensation package that includes opportunities for commissions, profit sharing and incentive travel

    + The flexibility that you need to balance your personal and professional lives - the best of both worlds

    + A culture of continuous improvement and professional development

    **Key Responsibilities**

    + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

    + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

    + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

    + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

    + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

    **1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration**

    **2 As your new asset compensation and commissions increase over the first four years, salary will decrease**

    Hiring Minimum: $

    Hiring Maximum: $

    **Skills/Requirements**

    Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

    **What characteristics would make you a successful financial advisor?**

    + An interest in financial services/markets and how they work

    + Love of learning and challenges, including determination to succeed

    + Skilled in long-term relationship building

    + Comfortable in your ability to think critically

    + Passion for new opportunities

    **Can you see yourself...**

    + Learning to be a financial advisor through our comprehensive training program?

    + Delivering personalized investment and financial solutions to your clients?

    + Taking ownership of your business's growth and success?

    + Meeting professional and personal objectives as they relate to building your practice?

    + Working in and positively impacting your local community?

    **Skills/Requirements**

    **Candidates should have at least one of the four qualifications bullets listed below:**

    + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

    + Financial services and/or sales experience

    + Financial services registration, licensing, or certification

    + Professional and/or military career progression

    **Licensing:**

    + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

    + FINRA registrations required within three months. State insurance licenses will be required.

    + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-USFATA


    Employment Type

    Full Time

  • Financial Analyst/Manager
    Concentrix    Phoenix, AZ 85067
     Posted about 15 hours    

    Job Title:

    Financial Analyst/Manager

    Job Description

    We're Concentrix. A new breed of tech company — Human-centered. Tech-powered. Intelligence-fueled.

    We create game-changing solutions across the enterprise, that help brands grow across the world and into the future. We are trusted by clients across all major sectors, from up-and-coming success stories to iconic Fortune Global 500 brands in over 70 countries spanning 6 continents.

    Our game-changers:

    Challenge Conventions-Deliver outcomes unimagined-Create experiences that go beyond WOW

    If this is you, we would love to discuss career opportunities with you.

    In our Concentrix Catalyst team, you will work with the engine that powers the experience design and engineering capabilities at Concentrix. A leading global solutions company that reimagines everything CX through strategy, talent, and technology. We combine human-centered design, powerful data, and strong tech to accelerate CX transformation at scale. You will be surrounded by the best in the world providing market leading technology and insights to modernize and simplify the customer experience. Within our professional services team, you will deliver strategic consulting, design, advisory services, market research, and contact center analytics that deliver insights to improve outcomes and value for our clients. Hence achieving our vision.

    Concentrix provides eligible employees with an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning days, and flexible workplaces. Specific benefits plans will vary by country/region.

    We're a remote-first company looking for the absolute best talent in the world. Experience the power of a game-changing career.

    The Partner Incentives Controllership Team within Corporate Accounting has a body of work consisting of incentives and investments. These incentives consist of strategic investments, campaigns and other custom agreements that cover various Partner types and solution areas.

    The team has grown to accommodate volume and complexity within these investments. We are looking for finance and accounting assistance for controls assessments and financial execution processes. Our objective is to drive standardization and implementation of financial controls and create documentation that can be leveraged as guidance and procedural support.

    Additional work may also include reviewing incentives calculations against terms and conditions for completeness and accuracy.

    • Bachelor’s degree in Accounting/Finance or MBA

    • Large or tech company Accounting Experience (> 5-7 years), especially in a contractor/consulting role

    • Strong knowledge of finance processes and financial policies and internal controls over Financial Reporting (ICOFR)

    • Controllership knowledge especially in the areas of financial close

    • Excellent communication skills, thought leadership, analytical, problem solving and decision-making skills required

    • Effective management of multiple priorities and ability to prioritize to meet key deliverables

    • Self-starter who is proactive and action oriented with a strong desire to get things done and gain measurable results

    • Proven technical accounting and critical-thinking skills

    • Strong proficiency in MS Excel

    • Experience documenting process flows using Visio and/or MS Word

    Preferred Qualifications:

    • Experience with partner incentives and investments

    • Prior Microsoft experience, in particular within a controllership role

    • Ability to review complex contracts

    o Document and summarize terms and conditions

    o Document and understand financial statement impact

    o Translate and review how partner earnings are calculated

    • Project experience in working across multiple teams and geographic regions

    \#ConcentrixCatalyst

    Location:

    USA, WA, Work-at-Home

    Language Requirements:

    Time Type:

    Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature.

    **If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents (https://www.concentrix.com/resource/job-applicant-privacy-notice-for-california-residents/)**

    Concentrix is an Equal Opportunity/Affirmative Action Employer including Disabled/Vets.

    For more information regarding your EEO rights as an applicant, please visit the following websites:

    •English (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf)

    •Spanish (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRightsSp6.12.pdf)

    To request a reasonable accommodation please click here (https://jobs.concentrix.com/global/en/reasonable-accomodation) .

    If you wish to review the Affirmative Action Plan, please click here (https://jobs.concentrix.com/global/en/affirmative-action) .


    Employment Type

    Full Time

  • Financial Analyst II
    BAE Systems    Phoenix, AZ 85067
     Posted about 15 hours    

    **Job Description**

    BAE is seeking an experienced Financial Analyst to join the program finance team

    Responsibilities:

    + Serve as the financial business partner for several key programs

    + Assist the program manager and program teams with developing program baselines, monitoring performance, investigating root causes of program performance variances, and assisting program managers in development of corrective action plans to address and mitigate program variances.

    + Provide financial decision support to key stakeholders focused on minimizing risk and maximizing return of program profit by managing financial requirements and program execution.

    + Provide tracking, analysis, and reporting of projects of varying contract type, size and complexity.

    + Work independently as well as in a cross-functional team environment

    + Utilize strong communication skills to interface with Program Management Organization (PMO) team and others including; project managers, technical staff, subcontractors and customers in support of PMO activities

    + Responsible project start-up and close-out as well as monthly program revenue, cost management, and profit recognition over the life of the program.

    + Supports project execution by performing financial analysis and other program support related to the technical and business resources needed to achieve program objectives; includes pre/post-award project activities from inception through closeout

    + Develops and reviews financial data for inclusion in cost proposals, contract reviews, forecasts and variance explanations.

    + Participate in program and project reviews.

    + Ensure compliance with internal procedures, DFAR/FAR, CAS, estimating systems and disclosure statements as well as interprets changes to understand impact on programs.

    **Required Education, Experience, & Skills**

    + Bachelor's degree in finance, accounting, or related field with 5 years related work experience

    + Experience with MS Office Suite (Excel)

    + Ability to prioritize and self-manage a multi-tasked workload in a fast-paced environment

    + Problem solving and in-depth research and analytical skills

    + Ability to work cooperatively across multiple finance and non-finance functions

    **Preferred Education, Experience, & Skills**

    + Experience in project forecasting and analysis within a large defense contractor or manufacturing environment a plus

    + DFARS Estimating System compliance knowledge a plus

    + Hyperion Planning and Excel Smart View add-in experience a plus

    **Pay Information**

    Full-Time Salary Range: $58300 - $99100

    Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

    Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics.

    **Financial Analyst II**

    **105213BR**

    EEO Career Site Equal Opportunity Employer. Minorities . females . veterans . individuals with disabilities . sexual orientation . gender identity . gender expression


    Employment Type

    Full Time

  • Senior Lead Portfolio Manager - Middle Market
    Wells Fargo    CHANDLER, AZ 85286
     Posted 1 day    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

    It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team supporting the in-market credit portfolio. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team. Learn more about the career areas and lines of business at wellsfargojobs.com .

    **In this role, you will:**

    + Responsibilities include working with senior management, relationship managers and credit to originate, monitor and grow middle market relationships

    + Accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, and relationship profitability Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements

    + Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships. May periodically assist with office risk management duties and managing overall account relationships

    + Leverage strong communication skills, collaboration, adaptability, and attention to detail to thrive in a dynamic environment.

    + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions

    + Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company

    + Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others

    + Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area

    + Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership

    **Required Qualifications:**

    + 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Portfolio management and underwriting experience specific to commercial & industrial and investor real estate credit requests

    + Experience negotiating loan documentation and working with attorneys and loan administrators on closing transactions

    + Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices

    + Comprehensive knowledge and understanding of risk management

    + Experience effectively working and communicating with customers

    + Excellent verbal, written, and interpersonal communication skills

    + Strong organizational, multi-tasking, and prioritizing skills

    + Previous experience using Blast, Creditview or Ncino

    + Demonstrated experience showing attention to detail, self-motivation and the ability to independently problem solve

    **Job Expectations:**

    + up to 10% travel

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $144,400.00 - $300,000.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    16 Sep 2024

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-399226-2

    **Updated:** Tue Sep 10 04:16:37 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Account Executive Officer/Underwriter - Middle Market
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted 2 days    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**

    Underwriting

    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $105,500.00 - $174,100.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    Commercial Accounts offers a wide array of guaranteed-cost products to mid-size businesses. Total account solutions include General Liability, Property, Automobile, Workers' Compensation, and Lead Umbrella.

    The Account Executive Officer (AEO), Commercial Accounts will partner with agents and brokers to provide property, general liability, commercial auto, and/or workers' compensation coverage for new and renewal business based on customers' needs. This role is seen as a technical resource.

    As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of an assigned book of business.

    + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

    + May assist in the training and mentoring of less experienced Account Executives.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Bachelor’s degree.

    + Six to eight years of relevant underwriting experience with experience in commercial lines.

    + Deep knowledge of commercial lines products, the regulatory environment, and the local insurance market.

    + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

    + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

    + CPCU designation.

    **What is a Must Have?**

    + Four years of underwriting experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time

  • Account Executive, Financial Services
    Teradata    Phoenix, AZ 85067
     Posted 2 days    

    **What You'll Do**

    An exciting opportunity to join Teradata’s Premier and Strategic tier customer account teams as a Senior Account Executive. To be successful, you need to be an adept communicator, capable of engaging in business and technical conversations at multiple levels of the client organization. If you enjoy digging into the business of your customer to solve their business problems and you can articulate how analytics and technology and unlocking the value of their Teradata investment will impact their business outcomes, then you have the opportunity to propel your career as this would be the role for you!

    Key Responsibilities

    + Lead and articulate account planning, business development, managing aspects of the selling process that ultimately close sales opportunities, with attainment of quarterly goals, and forecasting accuracy.

    + Understands the clients’ key business initiatives, areas of concern, technology stack, and competitive environment. With this knowledge, recognizes how Teradata solutions apply and can articulate the value of these solutions, building a sound business case while generating compelling event to close sales opportunities.

    + Builds and manages relationships with business users, customer decision makers, and IT departments.Helps coordinate targeted segments of Teradata engagement with client, while involving specialist resources when needed in the selling process, track both consumption and use of TD Platform, as well as overseeing the deliverable of consulting projects and renew platform and services contracts.

    + Maintains up-to-date knowledge of Teradata products and solutions as well as competitor’s offerings.

    **Who You'll Work With**

    In this role, the Senior Account Executive is a valued member of an existing Account Team that’s focused on optimizing the value and successful consumption of Teradata software and services with one of our largest Financial Services clients. You will partner with Account team leaders to execute specific sales strategies and tactics in support of defined customer targeted objectives.

    **What Makes You a Qualified Candidate**

    + Bachelor’s Degree or equivalent work experience.

    + Successful track record in closing sales, lead conversion, business development, converting new prospects into customers and a willingness to pursue multiple contacts in support of common sales strategy.

    + Experience with CRM applications to document sales opportunities progress with discipline, forecasting policies, close plans, targeted marketing techniques, account planning both processes and methodologies, and commonly used tools.

    + Prior experience in the finance/banking industry a plus

    + Experience in Cloud, analytics, consulting services.

    **What You'll Bring**

    + Preferably 5-10 years of quota carrying sales or related customer interaction role, business development, inside sales. Door opener and hunter sales personality.

    + Ability to excel in a team selling environment focused on client benefit and overall success of Teradata Account Team, building and maintaining long term strategic relationship with the customer.

    + Awareness and comprehension of the latest advanced analytics techniques and how they apply to business decisions.

    + You are analytical, inherently curious, have a passion for learning

    **Why We Think You’ll Love Teradata**

    We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are an anti-racist company because our dedication to Diversity, Equity, and Inclusion is more than a statement. It is a deep commitment to doing the work to foster an equitable environment that celebrates people for all of who they are.

    **Our Company**

    At Teradata, we believe that people thrive when empowered with better information. That’s why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers—and our customers’ customers—to make better, more confident decisions. The world’s top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.

    Teradata invites all identities and backgrounds in the workplace. We work with deliberation and intent to ensure we are cultivating collaboration and inclusivity across our global organization.

    We are proud to be an equal opportunity and affirmative action employer. We do not discriminate based upon race, color, ancestry, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related conditions), national origin, sexual orientation, age, citizenship, marital status, disability, medical condition, genetic information, gender identity or expression, military and veteran status, or any other legally protected status.

    Pay Rate: 257200.0000 - 321800.0000 - 386400.0000 On-Target Earnings

    Starting pay for the successful applicant will depend on geographic location, internal equity, job-related knowledge, skills, and candidate experience. Learn more about Teradata’s competitive Total Rewards package at https://www.teradata.com/About-Us/Careers/Benefits


    Employment Type

    Full Time


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