Personal Financial Advisors

Join Vanguard as a Certified Financial Planner in Scottsdale, AZ

Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.

As a Vanguard Advisor, You Will:

+ Establish, grow, and maintain long-term relationships with clients.

+ Partner with investors to help them plan their financial goals.

+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support.

+ Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Why You’ll Love Working Here:

+ Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

+ Professional Growth: Benefit from a workplace that prioritizes your professional development.

+ Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and Benefits:

+ At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

+ Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.

+ Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

+ Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/

Qualifications:

+ CFP® designation required.

+ Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).

+ Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

+ Shown experience managing a book of business with a track record of client satisfaction and loyalty.

+ Apply trust and estate planning knowledge to help preserve client’s wealth.

+ In-depth knowledge of financial planning, investment strategies, and industry regulations.

+ Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Special Factors:

+ Vanguard is not offering visa sponsorship for this position.

+ Relocation available to those who qualify.

+ We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.

Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

**Job Summary**

The Enterprise Account Executive will focus on developing new business with existing customers and acquire new customers across a focused Named Account List. Working with our Sales Leadership, Internal Support, and our Training and Development Teams the Account Executive will be enabled to position SHI’s Innovative Solutions and World Class Support to their Target Customer List.

This is an outside sales position. As such, the Account Executive is expected to spend 50 percent or more of the time outside of an office interfacing and building relationships with existing and potential SHI customers, identifying new opportunities, networking, and following up on potential leads. The Account Executive must be self-motivated and comfortable working with limited direction and oversight.

**About Us**

Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $14 billion global provider of IT solutions and services.

Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next. **But the heartbeat of SHI is our employees – all 6,000 of them.** If you join our team, you’ll enjoy:

+ Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.

+ Continuous professional growth and leadership opportunities.

+ Health, wellness, and financial benefits to offer peace of mind to you and your family.

+ World-class facilities and the technology you need to thrive – in our offices or yours.

**Responsibilities**

_Include but not limited to:_

+ Develop Business with existing customers and establish new customers based on targeted sales techniques by Cold Calling, Customer Meetings, Partner and Industry Networking

+ Identify, Create, Develop and Manage Opportunities in the Sales Pipeline and Sales Management Platform to achieve Sales Targets and Goals

+ Understand Customer’s Business Objectives, IT Priorities and Initiatives

+ Position SHI’s Portfolio of Products, Solutions, Services and Capabilities

+ Develop and maintain Strategic Relationships with current and new customers and partner Contacts

+ Collaborate with Pre and Post Sales Internal Support Teams

+ Excel in a Team Selling Environment

+ Continue Education on industry trends, products, and market conditions

+ Continually meet or exceed sales targets by selling company products, solutions, and services to new and existing customers

+ Travel within assigned sales territory to meet existing and potential customers and attend company events

**Qualifications**

+ Minimum of 3-5 Years of Successful IT Sales Experience

+ Previous field sales experience preferred

+ Bachelor’s Degree or relevant work experience required

+ Display a documented history of New Business Development

**Required Skills**

+ Effective written and verbal communication skills

+ Excellent presentation skills

+ Excellent time management, planning, and organization skills

+ Ability to self-study and engage in independent work to increase job related knowledge and skills

+ Ability to think ahead, plan long-term decisions, and anticipate outcomes

+ Business-acumen

+ Possess good judgment and decision-making skills

+ Ability to be approachable, maintain composure, and possess a professional attitude

+ Strong interpersonal and customer service skills

+ Self-motivated with ability to work with limited direction and oversight

+ Strong consultative sales skills

+ Ability to prospect, negotiate, and close deals

**Preferred Qualifications/Skills:**

+ Advanced Degrees, Sales and technical certifications

+ Experience Selling Complex IT Solutions

+ Working knowledge of Programs from Industry Leading OEMs such as Microsoft, Dell/VMware, HP, Cisco, Apple, AWS, Lenovo

**Unique Requirements**

+ Position requires minimum 50% time outside of an office setting meeting with existing and potential customers

+ Position requires travel to company events and meetings

**Additional Information**

+ The estimated annual pay range for this position is $120,000 - $250,000 which includes a base salary and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

+ Equal Employment Opportunity – M/F/Disability/Protected Veteran Status

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**Job Locations** _US-AZ-Phoenix_

**Requisition ID** _2025-19323_

**Approved Min (Total Target Comp)** _USD $120,000.00/Yr._

**Approved Max (Total Target Comp)** _USD $250,000.00/Yr._

**Compensation Structure** _Base Plus Commission_

**Category** _Inside/Outside Sales_

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**

Sr. Financial Consultant - Remote

**Job Description**

The Senior Financial Consultant plays a crucial role in providing information, analyses, and consultation to both internal and external stakeholders. This position is responsible for evaluating the total cost performance of benefits, products, and services, and developing recommendations for improvements or enhancements to support Prime Therapeutics and client strategic goals. A key aspect of this role is building and maintaining strong client relationships, ensuring effective communication and collaboration. The Senior Financial Consultant proactively anticipates client needs, identifying opportunities for improvement and addressing potential challenges before they arise. Additionally, this position will maintain and develop analytical models and work closely with Prime's Strategic Business Units (SBUs) to drive client success

**Responsibilities**

+ Delivers comprehensive client trend analysis, modeling, and consultation

+ Consults with and presents analysis outcomes to account teams, Health Plan and Employer group clients, and cross-functional partners, including Supply Chain, Underwriting, and product owners

+ Collaborates with Health Plans to support Fully and Self-Insured groups, using KPIs and financial insights to drive sales and retention. Regularly engages with internal and client decision-makers—monthly, quarterly, and as needed—to discuss PBM economics, explore opportunities, and develop strategies for industry trends and market events

+ Partners with SBUs to provide total cost management; analyzes complex trend drivers, financial Key Performance Indicators (KPIs) and reports; provides recommendations with SBU partners to drive comparative selling, product adoption and trend management

+ Provides benefit design solutions; collaborates with SBU's to enhance modeling, reporting and methodologies

+ Proactively promote cost savings by advocating Prime's products and solutions to ensure strong member and client experience

+ Engages in additional Enterprise workstreams and initiatives, potentially presenting them to Senior Leadership

**Education & Experience**

+ Bachelor's degree in Mathematics, Finance, or related field, or the equivalent combination of education and/or relevant work experience; HS diploma or GED is required

+ 5 years of experience in pharmacy benefits management, reporting and analytics, benefits consulting, healthcare, financial services or related field

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

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

**Additional Qualifications**

+ Must possess strong interpersonal skills and demonstrate exemplary verbal and written communication abilities

+ Intermediate experience using analytic tools, including SAS and SQL programming, Excel, and Tableau

+ Advanced troubleshooting skills, including in-depth client data research, focusing on trend drivers

+ Subject matter expert in one or more areas within the industry (pharmacy trend, health plan benefits, etc.)

+ Ability to coach and mentor others

**Preferred Qualifications**

+ Pharmacy Benefit Management experience

+ Experience conducting complex analysis on large sets of pharmacy, claims, medical, and/or financial data

+ Previous experience in a client facing, consultative role

+ Project/program management experience

**Physical Demands**

+ Ability to travel up to 10% of the time

+ 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

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Potential pay for this position ranges from $81,000.00 - $138,000.00 based on experience and skills.

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

_Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. _

_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._

_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._

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 proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law.

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

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 Careers@primetherapeutics.com.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Overview *Must reside in the greater Phoenix / Scottsdale / Tempe /Mesa / Chandler Metro area Job Location: NETWORK SUPPORT SERVICES 2500 W UTOPIA PHOENIX, Arizona 85027 United States Schedule: M-F, 830a-5p Work Arrangement: Training fully on-site, work from Home once Management approves new-hire is fully trained Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference. From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more. Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is one of Arizona’s largest nonprofit healthcare systems, serving a population of five million people in the greater Phoenix metropolitan area. The comprehensive network encompasses nine acute-care hospitals, an extensive medical group with primary, specialty and urgent care services, a cancer care network, outpatient surgery centers, clinical research, medical education, a foundation, an accountable care organization, community services and more. With more than 16,000 team members, 4,000 affiliated providers and over 1,100 volunteers dedicated to providing high quality care, HonorHealth strives to go beyond the expectations of a traditional healthcare system to improve the health and well-being of communities across Arizona. Learn more at HonorHealth.com. Responsibilities Job Summary Ensures that an account is established for every scheduled infusion patient. Obtains complete and accurate patient demographics, verifies insurance eligibility and benefits and verifies information with the patient or representative. Calculates and provides out of pocket liability for planned services and prepares Medicare required documentation as necessary. Delivers excellent customer service via phone, email, or video encounters with patients. Collaborates with other parties or departments as needed. Maintains a minimum accuracy rate on reviewed accounts as defined by departmental standards. This is a work from home position that may require staff to commute to NSSC for staff meetings and for staff training. Staff are required to train/work from NSSC for the initial 6 months to 1 year as necessary to become proficient. Creates and/or updates hospital account. Obtains and enters hospital information system required patient demographics and insurance information in a timely manner after service is scheduled. Verifies patients’ insurance coverage, eligibility, and Point of Service financial obligation for all scheduled services, and documents the system in detail. Adheres to all third party payer requirements for both government and commercial payers. Determines insurance eligibility and coverage. Communicates current Medicare requirements, HIPAA compliance and reimbursement criteria. Collaborates with Medicaid vendor for those patients with no insurance or secondary/supplemental insurance. Contacts patients to verify demographic information and perform financial counseling prior to time of service. Collects patient responsibility due, provides information on payment plans and financial assistance as necessary. Follows department and network policies concerning discounts, package rates and basic financial assistance. Qualifications Education High School Diploma or GED Required Experience 1 year in healthcare field including medical office insurance/front desk, hospital registration, hospital business office (billing or collections) Required

**About USS**

United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers’ project and event success. Our deep industry expertise, excellence in process management, and dedication to corporate responsibility are pillars of our value proposition; each supported by tangible, best-practice programs.

Our success is fueled by the dedication and collaboration of our diverse team, which includes field technicians, customer care representatives, sales professionals, and functional experts. Each member of our team plays a vital role in ensuring a seamless and reliable experience for our customers.

By joining United Site Services, you will be part of an organization that values continuous improvement, teamwork, and excellence in every aspect of our business.

**Primary Purpose**

The Account Executive is responsible for supporting and expanding client relationships within designated territories, delivering efficient and scalable solutions for local and regional clients By focusing on proactive client management and delivering tailored services, the Account Executive will drive account retention and revenue growth The role involves engaging with clients to understand regional requirements, coordinating with internal teams for effective service delivery, and maximizing satisfaction through consistent follow-up.

**Essential Functions**

+ Cultivates and strengthen relationships with existing accounts and builds relationships with new clients, making educated recommendations on product offerings, and ensuring client needs are met

+ Prospect and generate leads for target accounts to increase new revenue

+ Mine existing parent accounts for service expansion opportunities

+ Wins new projects and sites from existing parent accounts

+ Identifies and pursue opportunities to convert competitor customers to our products

+ Increases product and unit sales outside of initial scope

+ Collaborates with internal stakeholders to ensure equipment availability, timely delivery, and proper servicing

+ Manage account plans within assigned regional/local territories, identifying growth opportunities and implementing strategies to improve client satisfaction and retention

+ Meets or exceeds regional revenue goals

+ Provides tailored solutions that align with client requirements and maximize cross-selling or upselling within accounts

+ Drives relationship for clients in the region/locally, ensuring effective communication, problem resolution, and proactive support for ongoing projects

+ Works with internal teams to coordinate service delivery, address any client service issues, and ensures consistent client experience

+ Presents recommendations and service options to clients to demonstrate product benefits, pricing, and value-added services available within the region

+ Leverages company offerings, providing solutions to a wide range of issues and tailoring service to client needs

+ Meet or exceed established sales quotas

+ Lead the sales process from initial contact through proposal, negotiation, and finalization, ensuring smooth transactions and client satisfaction

+ Maintain in-depth knowledge of the full range of solution offerings

+ Provide exceptional customer service throughout the sales cycle and post-sales

+ Stay informed about industry trends and developments

+ Allocate resources efficiently to maximize outcomes and client satisfaction

+ Perform other duties as assigned

**SUPERVISORY RESPONSIBILITIES**

This position does not have direct supervisory responsibilities.

**Qualifications**

**EDUCATION**

**Min/Preferred**

**Education Level**

**Description**

Minimum

4 Year / bachelor’s degree

Bachelor’s degree or equivalent years of sales experience

**EXPERIENCE**

**Minimum Years of Experience**

**Maximum Years of Experience**

**Comments**

5

Years of sales experience - minimum of 3 years outside sales experience or equivalent combination of education, training and work experience

**ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES**

+ More than 35% travel

+ Have reliable transportation to visit clients or potential client sites

+ Knowledge of equipment rental agreements and coordination

+ Ability to manage multiple clients in different phases of the sales process while maintaining quality of service

+ Proficient in Microsoft Office 365 (Excel, PPT, Word, Outlook, Teams, SharePoint)

+ Problem-solving skills

+ Ability to identify and recommend effective solutions

+ Exceptional communication, interpersonal, and negotiation skills

+ Ability to build and foster strong client relationships

+ Ability to learn and adapt in a fast-paced environment

+ Ability to work well in a team environment and develop collaborative relationships with colleagues

+ Ability to build and maintain relationships across organizations

+ Effective client communication and presentation skills, with a focus on building regional client relationships and managing local account needs

+ Proficient knowledge of sales processes and CRM systems (e.g., Salesforce) for tracking sales activity, managing contacts, and supporting business development

+ Ability to balance multiple clients within a region, adapting quickly to changing priorities or client needs while maintaining service quality

**Physical Requirements**

+ Hybrid Outside Sales requiring minimal to moderate physical activity including extended time sitting in a car or at a desk. Time will also be spent standing and walking while visiting sites.

+ This job will operate part of the time in a regular office environment.

+ Position will also require extended periods of driving to visit client sites, which may involve exposure to inclement weather, drastic temperature changes, dust, fumes, loud noise, and uneven terrain.

+ Use hands and fingers to handle, control or feel objects, tools, or controls.

+ See details of objects that are less than a few feet away.

+ Speak clearly so listeners can understand.

+ Understand the speech of another person.

+ Focus on one source of sound and ignore others.

+ Hear sounds and recognize the difference between them.

+ See differences between colors, shades and brightness.

**Benefits Summary**

**All full-time employees working an average of 30 hours or more per week are eligible for the following benefits:**

+ Holiday & Paid Time Off (pro-rated for Part-Time employees)

+ Medical/Pharmacy

+ Dental

+ Vision

+ Employer-Paid Short-Term Disability

+ Employer-Paid Employee Basic Life & Accidental Death and Dismemberment

+ Voluntary Employee Life & Accidental Death and Dismemberment

+ Voluntary Spousal Life

+ Voluntary Dependent Life

+ Hospital Indemnity, Accident and Critical Illness

+ Commuter/Transit Account

+ Healthcare Flexible Spending Account

+ Dependent Care Flexible Spending Account

+ Health Savings Account

+ 401(k) with employer match

+ Employer-Paid Employee Assistance Program (EAP)

+ Employee Discounts

At United Site Services, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

**Salary Range**

$57,300.00 – $86,000.00 / year

**Pay Transparency Statement**

At United Site Services, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

**EEO Statement**

United Site Services is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation , gender identity , age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.

Marketing Account Executive

**Employment Type:** Full Time

**Date Posted:** 3/27/2025

**Location:** Remote

**Pay Range:** Negotiable

**Job Number:** JO-2503-2629

**Primary Function**

As an Account Executive in Enterprise Creative Solutions (ECS) you will lead interactions that delight clients and teammates to reinforce a constructive and positive culture while achieving business goals. You’ll be collaborating with designers, writers, developers, technologists, integrators and art buyers. You are an experienced brand champion, agency facilitator, and trusted partner to both clients and your extended agency team.

The ECS team is an award-winning in-house agency that delivers strategic creative solutions, content, and digital asset/media management at a cost competitive advantage. At ECS we:

• Deliver strategic, on-brand solutions for integrated, large-scale projects, and fast turn on the less complicated ones across eight lines of business and most channels

• Lead a digital asset/media management Center of Excellence (DAMMCoE) to protect the use and the distribution of electronic media including content that is stored, transferred and pushed digitally

• Are aligned with marketing technology strategies to deliver speed and customization

**Duties & Responsibilities**

+ Build strong collaborative relationships with a diverse agency team and marketing specialists in support of cross-channel marketing efforts

+ Drive a deep understanding of the businesses you support, and the client mindset, goals and aspirations

+ Share your ideas, improve your skillset, and drive innovation and fresh creative approaches

+ Embrace collaborating remotely with teammates and partners working in various locations across the country

**Skills & Qualifications**

+ Strong prioritizations skills with day-to-day responsibilities including but not limited to job starts, change orders, client markups, status reports, team and client meetings

+ Ease integrating with outside agencies, driving consistency across all channels through internal integration

+ Strong presentation skills

+ A strong sensitivity for time management and the ability to deliver projects within established timelines

+ An enthusiastic approach with a positive point of view and a desire to lead

+ Strong communication and interpersonal skills

+ MS Office Suite including Word, PowerPoint, Excel, Outlook

+ Mac/PC cross platform

**Education & Experience**

+ Bachelors degree in Marketing or equivalent years of professional work experience

+ Experience in advertising/marketing agency or financial services industry managing client relationships

+ Experience in planning, coordinating, and directing marketing projects, including the ability to establish and manage budgets

**To Apply**

Use the link at the bottom of this page to apply. Make sure you are using the latest version of your browser.

**Diversity Inclusion & Customer Service Statement**

TeamPeople, a division of System One, is an organization dedicated to providing superior customer service. Outstanding customer service encompasses everything from performing the technical, creative and operational aspects of our jobs to the best of our ability, to going the extra mile to assist our customers and colleagues in any way. TeamPeople not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

We respect, value and celebrate the unique attributes, characteristics and perspectives that make each person who they are. We also believe that bringing diverse individuals together allows us to collectively and more effectively address the issues that face our customers. It is our aim, therefore, that our partners, strategies and investments reflect these core values. TeamPeople is dedicated to providing superior customer service and is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

**Global HQ**

6402 Arlington Blvd, Suite 1020

Falls Church, VA 22042

Mid-Level Financial Analyst (4192)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a **Mid-Level Financial Analyst** that will independently provide client services, leveraging deep financial expertise within our organizational framework. This role specifically involves coordinating the system setup, financial oversight, and financial project support for commercial subcontractors within the Enterprise System Solutions (ESS) business unit. Responsibilities include coordinating and tracking all subcontractors working on ESS programs.

**Essential Duties & Responsibilities**

+ Maintains a subcontractor matrix and collaborates closely with project management teams to manage subcontractor funding.

+ Administer the Costpoint Subcontractor Module for accurate timekeeping and track subcontractor expenses against awarded funding.

+ Interfacing with various functional organizations, such as Contracts, Subcontracts, Finance, Accounts Payable, and Procurement.

+ Ability to build relationships across functional teams and internal Business Partners.

+ Possess excellent oral and written communication skills.

+ Possess excellent data management, problem solving and critical thinking skills.

+ Possess excellent organization skills.

**Required Skills/Experience**

+ **Deltek Costpoint experience is required** .

+ A minimum of 5 years of related experience is required, along with a bachelor’s degree.

+ Experience must include project cost control, financial management, contract interpretation, and budget development, including financial data analysis and reconciliation of estimations versus actuals.

+ Knowledge of all contract types (CP, T&M, FFP) is essential.

+ Experience and knowledge of Joint Travel Regulations (JTR) rules and guidelines are necessary.

+ Proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint, and Teams, is required.

**Desired Skills/Experience**

+ Experience with Costpoint Subcontractor Module preferred.

**US citizenship required for work under DOD contract**

**Application Deadline: March 28, 2028**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$75,700—$126,000 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

Selected applicant may be subject to a background investigation and/or education verification.

**Date Posted:**

2025-03-26

**Country:**

United States of America

**Location:**

AZ807: RMS AP Bldg 807 1151 East Hermans Road Building 807, Tucson, AZ, 85756 USA

**Position Role Type:**

Onsite

**About Us:**

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

**Job Summary:**

This position is an excellent career-building opportunity for a self-motivated, flexible and energetic team player. It offers the opportunity to help develop optimum solutions for business challenges and to develop a broad network of contacts within Raytheon, Corporate Office and across other Raytheon Technologies business units. The Raytheon Financial Consolidations Team is a small team that oversees Raytheon segment financial consolidation, small site accounting and reporting, and lease accounting and reporting. The selected team member will develop a well-rounded understanding of Raytheon accounting structure and system. The experience gained will provide a foundation for continued broadening of financial experience at Raytheon.

**What You Will Do:**

+ Support the monthly consolidation process for non-SAP accounting ledgers and branches in support of the overall month end close and consolidation process. This may include, but is not limited to preparing journal entries, account reconciliations and reviewing accounting transactions associated with a non-SAP ledger and Foreign branches.

+ Have responsibility of ensuring compliance and reporting requirements for the applicable non-SAP ledgers including but not limited to corporate reporting, government reporting and internal reviews

+ Prepare schedules for Financial Reporting

+ Participate in special projects and analysis

+ Perform monthly Small site ledger review and upload for consolidation

+ In addition to non-SAP accounting activities, this member may participate and support Accounting software conversion and process improvement projects

+ Ensuring compliance with key internal control procedures

+ Preparing and posting complex journal entries

+ Completing account reconciliations and analytical tasks

+ Preparing Trial Balance charts/schedules and presenting to the General Accounting Manager and Controller

+ Assist with external auditor requests

+ Support lease accounting, asset retirement obligation (ARO), environmental liabilities

+ Act as a resource for other Financial Accounting team members to analyze and develop solutions to a variety of complex problems

**Qualifications You Must Have:**

+ Typically requires a Bachelor’s degree in Finance, Accounting, Math, Business or a related field and 2 years’ relevant financial/accounting experience

+ Experience with SAP (APEX and BCS), Analysis for Office, MS Excel or similar financial systems.

+ U.S. Citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements.

**Qualifications We Prefer:**

+ Self-starter; able to work autonomously with limited oversight as well as in teams.

+ Communicate and prioritize effectively.

+ High customer focus on resolving issues and delivering solutions.

+ Knowledge of program financial planning, financial statements and revenue recognition.

+ Strong problem solving skills; ability to troubleshoot system issues & test proposed solutions.

+ Prior experience working with additional Raytheon Finance Tools (EDIT+, SAP APEX, PMX Tools).

**What We Offer:**

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

**Learn More & Apply Now!**

Please consider the following role type definition as you apply for this role.

+ Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

\#Onsite

The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

**Privacy Policy and Terms:**

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. 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, age or any other federally protected class.

**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 five 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.

**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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

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

**Benefits:**

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Compensation:**

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)

Supplemental Starting Salary Range $45,000 - $100,000

Read More About Job Overview

**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.

Read More About Skills/Requirements

**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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**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 9 million clients and 20,000 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. 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