Personal Financial Advisors

**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 Regional 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 Regional 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**

$65,900.00 – $98,900.00 / 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.

**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 $15 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.**

**Job Summary**

The Strategic Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves identifying sales opportunities, collaborating with internal support teams and external partners, and effectively communicating SHI's comprehensive portfolio of solutions tailored to customer objectives. Additionally, the Account Executive is responsible for building market awareness through participation in industry events and maintaining a competitive edge by staying informed on industry trends.

Role Description

• Master SHI’s value proposition to consistently exceed revenue and profit goals, and develop penetrating sales strategies and pricing proposals.

• Cultivate relationships with existing customers and establish new ones through targeted sales techniques, including cold calling, meetings, and networking.

• Identify and create opportunities in the sales pipeline to achieve sales targets, develop business with existing customers, and establish new customers using targeted sales techniques.

• Collaborate with sales management to identify and manage sales opportunities, aiming to meet or exceed quarterly and annual targets.

• Build proactive partnerships with internal SHI support teams and external industry partners to drive business and maintain joint selling initiatives.

• Understand customer’s business objectives, IT priorities, and initiatives to provide tailored solutions.

• Position and effectively communicate SHI’s portfolio of products, solutions, services, and capabilities to customers and partners.

• Be aware of SHI’s industry competition and how to properly showcase our offerings and defend SHI’s value to win new business.

• Foster successful cross-department relationships and engage with extended SHI support teams for identifying new business opportunities and leveraging support resources.

• Build market awareness of SHI through participation in local/regional industry events, organizations, and affiliations.

• Continuously educate oneself to remain current on industry trends, products, and market conditions.

Behaviors and Competencies

Business Acumen: Can evaluate market trends and competitive landscape to identify opportunities and risks.

Closing Deals: Can develop and implement a strategic plan for closing deals, identifying high-value opportunities and using advanced negotiation techniques to secure successful outcomes.

Consultative Sales: Can proactively seek out potential customers, initiate sales conversations, and contribute innovative ideas to improve the sales process.

Interpersonal Skills: Can communicate effectively, build relationships, resolve conflicts, and influence others in significant situations.

Listening: Can actively engage in listening by asking clarifying questions and providing feedback that shows a deep understanding of the conversation.

Negotiation: Can proactively seek out negotiation opportunities, initiate discussions, and contribute to conflict resolution.

Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.

Presenting: Can design and deliver engaging presentations, adapting the content and style to suit the audience, context, and medium.

Professionalism: Can proactively seek out challenges, initiate projects, and contribute to a professional work environment.

Prospecting: Can develop and implement a strategic prospecting plan, identifying high-value potential customers and using advanced techniques to initiate contact and build relationships.

Self-Motivation: Can proactively seek out challenges, initiate self-development projects, and contribute to personal or professional innovative ideas.

Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.

Skill Level Requirements

• Ability to excel in a team selling environment - Intermediate

• Ability to continually meet or exceed sales targets - Intermediate

• Expertise in client relationship building and new business development - Intermediate

• Proficiency in account management - Intermediate

• Proficiency in project management - Intermediate

• Understanding of business operations and strategy - Intermediate

Other Requirements

• Completed Bachelor’s Degree or relevant work experience required

• Minimum of 10+ years of direct, field-based technology sales experience; VAR/IT solutions provider, and OEM experience preferred

• Minimum 50% time outside of an office setting meeting with existing and potential customers

• Travel to customer sites within dedicated territory

• Travel to SHI, Partner, and Customer Events

• Currently hold or have the ability to obtain required sales and/or technical certifications within first 90 days of employment

The estimated annual pay range for this position is $120,000 - $250,000 which includes a base salary and commission. 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

**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 $15 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.**

**Job Summary**

The PubSec Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves identifying sales opportunities, collaborating with internal support teams and external partners, and effectively communicating SHI's comprehensive portfolio of solutions tailored to customer objectives. Additionally, the PubSec Account Executive is responsible for building market awareness through participation in industry events and maintaining a competitive edge by staying informed on industry trends.

Job Summary

The PubSec Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves identifying sales opportunities, collaborating with internal support teams and external partners, and effectively communicating SHI's comprehensive portfolio of solutions tailored to customer objectives. Additionally, the PubSec Account Executive is responsible for building market awareness through participation in industry events and maintaining a competitive edge by staying informed on industry trends.

Role Description

• Master SHI’s value proposition to consistently exceed revenue and profit goals, and develop penetrating sales strategies and pricing proposals.

• Cultivate relationships with existing customers and establish new ones through targeted sales techniques, including cold calling, meetings, and networking.

• Identify and create opportunities in the sales pipeline to achieve sales targets, develop business with existing customers, and establish new customers using targeted sales techniques.

• Collaborate with sales management to identify and manage sales opportunities, aiming to meet or exceed quarterly and annual targets.

• Build proactive partnerships with internal SHI support teams and external industry partners to drive business and maintain joint selling initiatives.

• Understand customer’s business objectives, IT priorities, and initiatives to provide tailored solutions.

• Position and effectively communicate SHI’s portfolio of products, solutions, services, and capabilities to customers and partners.

• Be aware of SHI’s industry competition and how to properly showcase our offerings and defend SHI’s value to win new business.

• Foster successful cross-department relationships and engage with extended SHI support teams for identifying new business opportunities and leveraging support resources.

• Build market awareness of SHI through participation in local/regional industry events, organizations, and affiliations.

• Continuously educate oneself to remain current on industry trends, products, and market conditions.

Behaviors and Competencies

Business Acumen: Can evaluate market trends and competitive landscape to identify opportunities and risks.

Closing Deals: Can develop and implement a strategic plan for closing deals, identifying high-value opportunities and using advanced negotiation techniques to secure successful outcomes.

Consultative Sales: Can proactively seek out potential customers, initiate sales conversations, and contribute innovative ideas to improve the sales process.

Interpersonal Skills: Can communicate effectively, build relationships, resolve conflicts, and influence others in significant situations.

Listening: Can actively engage in listening by asking clarifying questions and providing feedback that shows a deep understanding of the conversation.

Negotiation: Can proactively seek out negotiation opportunities, initiate discussions, and contribute to conflict resolution.

Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.

Presenting: Can design and deliver engaging presentations, adapting the content and style to suit the audience, context, and medium.

Professionalism: Can proactively seek out challenges, initiate projects, and contribute to a professional work environment.

Prospecting: Can develop and implement a strategic prospecting plan, identifying high-value potential customers and using advanced techniques to initiate contact and build relationships.

Self-Motivation: Can proactively seek out challenges, initiate self-development projects, and contribute to personal or professional innovative ideas.

Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.

Skill Level Requirements

• Ability to excel in a team selling environment - Intermediate

• Ability to continually meet or exceed sales targets - Intermediate

• Expertise in client relationship building and new business development - Intermediate

• Proficiency in account management - Intermediate

• Proficiency in project management - Intermediate

• Understanding of business operations and strategy - Intermediate

Other Requirements

• Completed Bachelor’s Degree or relevant work experience required

• Minimum 3-5 years of successful sales experience

• Minimum 50% time outside of an office setting meeting with existing and potential customers

• Travel to customer sites within dedicated territory

• Travel to SHI, Partner, and Customer Events

• Currently hold or have the ability to obtain required sales and/or technical certifications within first 90 days of employment

The estimated annual pay range for this position is $125,000 - $250,000 which includes a base salary and commission. 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

At Red River Managed Services, we provide a welcoming and positive workplace where everyone feels valued and able to do their best work, fostering a one-team mentality. Our employees work together to foster wise decision-making that relies on data, experience, and collaboration. We seek self-motivated individuals who are open to an environment based on this teamwork and shared success.

Our team works directly with our clients to create innovative solutions, challenge the status quo, and deliver first in class solutions. Our client-centric culture works to anticipate needs with an urgency to resolve issues and build long-term client relationships.

We aim to expand our growing workforce with passionate individuals who are resilient in the face of uncertainty and possess a creative spirit, all while keeping the needs of our clients top of mind to foster individual and organizational success. Interested candidates must possess a desire for growth through continuous learning and feedback.

Ideal candidates will possess the following skills and come prepared to discuss how they have experienced each of these areas in previous roles:

+ **Collaboration** — You bring a collaborative spirit to all interactions with others; you work to ensure everyone around you is welcomed and positioned to do their best work; you view every Red River colleague as a member of one team.

+ **Creativity** — You welcome new ideas and listen with the intent to understand; you are passionate and persistent in pursuit of innovative solutions; you value “brainstorming” as an expression.

+ **Empathy —** You take the time to understand both the needs of your clients and your team members; you anticipate client needs and address issues effectively; you work to make each client feel valued and understood; you foster loyalty and a long-term relationship.

+ **Integrity** — You willingly receive and give feedback; you are open about what’s working and what needs to improve; you admit mistakes openly and share learnings widely.

+ **Judgment** — You are intentional when making decisions, with an aim toward long-term solutions rather than quick fixes; you rely on data, training, and collaboration with others to inform your decisions.

+ **Purpose** — You exhibit courage in searching for the truth; you are willing to risk personal failure to help, or challenge the status quo, in the pursuit of excellence.

+ **Resilience** — You thrive in rapidly changing circumstances; you adapt to change; you know when to include or escalate to others; you embrace a hard challenge.

+ **Selflessness** — You are considerate when searching for new and different ideas; you seek what’s best for the team and organization; you discern how your actions could affect others; you seek to make those around you successful.

Red River is hiring a specialized Account Executive to lead sales efforts in the CMMC and DoD contractor vertical. This role will focus exclusively on acquiring and growing accounts pursuing Cybersecurity Maturity Model Certification (CMMC), with an emphasis on Level 2 compliance.

The successful candidate will collaborate with internal CMMC SMEs, compliance partners, and technical teams to offer Managed Services that address cybersecurity and operational readiness. This is a remote position with preference given to candidates in the Eastern or Central U.S.

**Job Responsibilities:**

+ Develop and close Managed Services opportunities tied to CMMC, DFARS, and NIST 800-171 compliance

+ Establish Red River as a trusted advisor to DoD contractors and federally regulated entities

+ Coordinate with internal teams to align services with compliance requirements (endpoint, patching, help desk, cloud, SIEM/SOC, etc.)

+ Create territory and vertical plans to drive consistent pipeline and forecast accuracy

+ Represent Red River at industry webinars, compliance forums, and cyber events

+ Partner with compliance vendors and referral channels to generate qualified leads

+ Track all activity in CRM and meet/exceed assigned sales and GP quotas

**Qualifications:**

+ 5+ years of experience in IT or Cybersecurity solution sales

+ Strong working knowledge of CMMC, DFARS, and NIST cybersecurity frameworks

+ Experience selling into defense industrial base (DIB) or other federal contractor environments

+ Proven ability to navigate complex deals with technical and compliance stakeholders

+ Consultative approach to building and presenting Managed Services solutions

+ Excellent communication, writing, and proposal development skills

**Location:**

+ Remote – Preferred: Eastern or Central U.S.

+ Travel: 25–30% (conference/event-based + client meetings)

**Additional Information:**

This role is strategically aligned with Red River’s growing CMMC practice. The ideal candidate is a confident seller who understands the intersection of cybersecurity compliance and managed IT operations, and can navigate the evolving needs of federal contractors.

Basic Qualifications:

+ U.S. Citizenship Required

Red River offers a competitive salary, excellent benefits and an exceptional work environment. You can review our benefit (http://redriver.com/wp-content/uploads/2024/12/2025-Red-River-Technology-BAAG\_12.19.24-1.pdf) offerings here. If you are ready to join a growing company, please submit your resume and cover letter (optional).

**EOE M/F/DISABLED/Vet**

Red River is an equal opportunity employer. All qualified applicants will receive consideration for employment. Discrimination or harassment based upon any protected characteristics as defined by state or federal law is wholly inconsistent with our company values and will not be tolerated.

In order to ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Act of 1974, and Title I of the American’s with Disabilities Act of 1990, applicants that require accommodation in the job application process may contact accommodation@redriver.com . PLEASE NOTE: This contact channel is reserved for use by individuals with disabilities who require special accommodations in order to submit an expression of interest in a position within Red River.

_Red River does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job postings or otherwise. Placement fees will not be paid to any recruiter unless Red River has an active agreement in place with the recruiter and such a request has been made by the Red River Talent Acquisition team and such candidate was submitted to the Red River Talent Acquisition Team via our_ _Applicant Tracking_ _System. Any unsolicited resumes or other data submitted to Red River in violation of this policy may be used by Red River without obligation to pay any fees of any kind to the recruiter._

**Don't see a job you want to apply for? Click '** **Get Started** **' below to send us your resume so we can reach out for future openings!**

Red River brings together the ideal combination of talent, partners and products to disrupt the status quo in technology and drive success for business and government. Red River serves organizations well beyond traditional technology integration, with more than 20 years experience in security, networking, analytics, collaboration, mobility and cloud solutions. Our operations, support, sales and technical teams all work together to create a positive impact on citizens, soldiers, consumers and employees. That’s what it means to Rock the Red. Are you ready?

+ We work with purpose, looking to disrupt the status quo in meaningful ways.

+ We act with integrity, showing respect for all and demonstrating our commitment to ethics

+ We value collaboration and work as a team to accomplish goals

+ We elevate creativity, and support curiosity to re-imagine the use of technology

+ We have a strong work ethic, and seek continuous improvement in all we do

+ We embrace philanthropy, working together to drive positive change and lasting impact within communities around us

Please see the linked document below for our consumer privacy notice. The notice provides you with information about what Red River Technology LLC and its affiliates (collectively referred to as “Company”, “we”, “our” or “us”) may collect about you, how this information may be used by Company, your privacy rights and the Company’s obligations in accordance with California Consumer Privacy Act of 2018 ("CCPA") and the California Privacy Rights Act of 2020 ("CPRA").
https://redriver.com/wp-content/uploads/2023/08/CPRA-Notice-to-Employees-updated30.pdf
https://www.dol.gov/agencies/ofccp/posters

Financial Analyst

Location:

Scottsdale, AZ, US, 85260

Flexible Work Arrangement: Onsite

Job Category: Finance

Career Level: Professional

Requisition Id: 4072

Since 1967, Jet Aviation has been crafting flight in its smoothest form. From one hangar in Basel, Switzerland, to over 4,500 employees, and some 50 locations worldwide. Aircraft Management, Aircraft Sales, Charter, Completions, Government Services, FBO, Fixed and Rotary Wing Maintenance, and Staffing. Behind every seamless Jet Aviation experience, is a team of dedicated professionals perfecting the art of flight. The artisans of aviation. The craft that brings our customers’ journey to life. In the hangar, on the ground, and behind the scenes. Enabling global flight, with passion.

**Position Summary**

As a Financial Analyst in the Jet Aviation US operations, you will be responsible for providing detailed analysis of financial performance for the US region. You will additionally prepare month-end financial reporting, compile, and review budgets for corporate departments, and create various other reports. You will be collaborating closely with the Director of Finance for each line of business and the head of each corporate department.

This position is a hybrid role, working at least four times weekly from our corporate office location in West Palm Beach, FL or Scottsdale, AZ. The baseline range for this exempt position, will be as follows: $85,000 - $95,000, annually, plus a performance-based bonus up to 10% of annual salary.

**Minimum Requirements**

+ Minimum four years of finance or corporate accounting experience

+ Bachelor’s degree in finance or accounting

+ At least two years of experience in and ability to utilize analytic and research skills to solve business problems

+ At least two years of experience with an ERP accounting system such as SAP

+ Ability to prepare and maintain financial and operating statements

+ Ability to us MS Office, including Outlook and Excel tables and charts

+ Ability to read, write and communicate in English fluently

+ Ability to travel

**Main Responsibilities**

+ Prepare monthly financial and operating statements.

+ Manage and maintain financial records for the corporate departments.

+ Process journal entries in the general ledger system as needed.

+ Review monthly balance sheet reconciliations to determine adjustments needed.

+ Prepare month-end financial reporting submissions to Jet Aviation group finance.

+ Prepare income statement, balance sheet, and cash flow forecasts.

+ Complete end-of-month management reports and explanations of entity performance

+ Provide in-depth analysis of actual and budget variances

+ Work with Director of FP&A to establish annual budget controls for US operations

+ Compile and review budgets for corporate departments

+ Support SOX audits for US entities by completing data requests

+ Support quarterly tax requests from tax department

+ Continuously review existing financial processes to identify and recommend improvements

+ Prepare ad hoc reports and perform other duties as assigned

+ Assist in the development and enforcement of strong internal controls

+ Represent Jet Aviation as one company internally and externally with industry groups, regulatory bodies and the General Dynamics network

**Desired Characteristics**

+ Autonomous, well organized, detail oriented, and accurate.

+ Able to work under pressure and multitask ensuring the results are of highest quality and accuracy.

+ Able to organize and prioritize workload to meet deadlines, goals, and objectives.

+ Familiar with aviation terminologies and flight system.

+ Ability to work independently with minimal supervision.

+ Experience overseeing preparation of financial reports.

+ Strong written and verbal communication skills.

+ Intuitive and thinks outside-of-the-box to provide feedback and suggestions to improve processes and efficiencies.

+ Has a pleasant, friendly, and helpful manner to deliver the best experience to customers and colleagues

+ Quality driven with a passion for excellence to represent Jet Aviation as a Brand Ambassador

+ Demonstration of and commitment to Jet Aviation values (Trust, Honesty, Alignment, Transparency)

**Additional Details**

At Jet Aviation we believe in selecting the best candidates through a comprehensive and thoughtful process. If you’re selected to move forward, you can expect a multistage interview process, including connections with team members and leaders. As a part of our commitment to safety and security, our selected candidate must successfully pass pre-employment requirements before finalizing employment.

At Jet Aviation eligible employees can enjoy a comprehensive package that fuels your passions both inside and outside of work. Your health and well-being matter to us. That’s why we offer a competitive benefit package that includes health, dental & vision insurance, matching 401(k), health savings and flexible spending accounts, short-term and long-term disability, life insurance, employee assistance programs, health and wellness awards, generous paid time off, tuition reimbursement, employee discounts and more.

Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans

**Overview**

Your Future. Secured. ISC2 is a force for good. As the world’s leading nonprofit member organization for cybersecurity professionals, our core values — Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence — drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you’ll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization — an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more.

**Position Summary**

This is an exciting opportunity to leverage your networking relationships within the USA commercial marketplace, using your connections with major organizations, including but not limited to: banks, healthcare, IT services, utility, manufacturing, transportation, technology. You will sell public and private classes from 6-100’s of students to prepare their workforce to sit for an exam and submit their applications to obtain certification to establish credibility of their knowledge, skills and experience to fill the role. The right candidate will be expert at establishing relationships that lead to long term enterprise accounts.

**Responsibilities**

+ Responsible for identifying, developing and closing new business and expanding market share with a focus on large enterprise organizations in the USA Commercial marketplace

+ Develop and execute account strategy and detailed plans with winning proposals, for major accounts that will ensure you meet your quota within your assigned territory

+ Target and establish access and relationships with key decision makers in the USA Commercial Market territory you are assigned

+ Prepare and facilitate presentations to key, influential decision makers in your territory

+ Ensure a high level of customer satisfaction with current clients and manage all tasks related to contract renewal

+ Foster strategic relationships that support the ISC2 mission and benefits the business, reputation and membership of ISC2

+ Using Salesforce CRM, maintain a pipeline of sales opportunities and move them through the sales funnel at sufficient size in number and value to meet your quarterly and annual quotas

+ Prepare and deliver weekly, monthly and quarterly progress reports

+ Demonstrate a commitment to raising customer awareness and understanding of our entire portfolio of ISC2 training and certification products and services

+ Provide onsite support to tradeshows as needed

+ Work closely with the ISC2 Corporate Officers to ensure sales contracts are vetted and approved and enlists the support of regional and corporate team members from internal departments such as Marketing & Media, Finance, Education, Member Services and other sales and management resources as needed

+ Gain in-depth knowledge of ISC2 certification and training programs

+ Demonstrate a commitment to raising client awareness and understanding of our entire portfolio of ISC2 training and certification products and services

+ Miscellaneous duties, as assigned.

**Behavioral Competencies**

+ Hunter sales mentality with knowledge of the full life cycle sales process and discipline to manage daily schedule around prospecting and closing sales orders

+ Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen

+ Superior organizational and planning skills with excellent written and oral/presentation skills

+ High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics

+ Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business

+ Self-starter who provides creative and pragmatic solutions to business issues and problems

+ A positive, results-oriented attitude, with a sense of enthusiasm

**Qualifications**

+ At least 2 years proficiency in using Salesforce

+ Intermediate to advanced level knowledge using Microsoft Office

+ Formal enterprise consultative sales training experience

+ Experience selling training/training products in the Technology space; preferably cybersecurity certification

+ Proven track record of meeting annual account revenue quotas in excess of $1Million annually

**Education and Work Experience**

+ Bachelor’s degree preferred; or 7 years’ relevant work experience in lieu of a degree

+ Minimum of 5 years of successful account management within the USA Commercial Markets

**Physical and Mental Demands**

+ Up to 20% travel

+ Work normal business hours and extended hours when necessary

+ Remain in a stationary position, often standing or sitting, for prolonged periods

+ Regular use of office equipment such as a computer/laptop and monitor computer screens

**Equal Employment Opportunity Statement**

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.

**Job Locations** _US-Remote_

**Posted Date** _12 hours ago_ _(6/4/2025 11:57 AM)_

**_Job ID_** _2025-2110_

**_\# of Openings_** _1_

**_Category_** _Sales_

**Job Description**

**Where** **you’ll** **work:** US (Remote)

**Sales at GoTo**

At GoTo, our sales team introduces people at all levels to technologies that will make their lives easier. We're constantly improving our sales and marketing strategies and provide ongoing professional development opportunities for all members of our team. Join us and help shift mindsets!

**Your Day to Day**

**As an Account Executive,** **Commercial** **you would be working on:**

Prospecting -- Lead all sales efforts within assigned territory, driving the full sales cycle from developing self-sourced leads to contract negotiation through deal closure.

Execution -- Follow and run a deal cycle in a responsible manner. Meet or exceed KPIs while focusing on quality.

Engagement --Forecast accurately by maintaining comprehensive opportunity profiles and communicating up-to-date information using Salesforce.

Solution -- Solve problems and hypothesizes possible customer pain points, expectations and needs; devise solutions and bring complex deals to closure.

Growth -- Develop strategies and coordinate cross-functional product offering to help customers maximize the value from GoTo solutions.

**What** **We’re** **Looking For**

**As an Account Executive,** **Commercial** **your background will look like** :

+ 1-3 years of full-cycle sales experience with a proven track record of achieving and exceeding bookings targets.

+ Well-organized, attentive to details, and possess clear communication and relationship skills.

+ Coachable, naturally curious, and intrinsically motivated. Highly organized with excellent time management skills.

+ Sales methodology training and proficiency in Sales CRM tools a plus.

+ 4-year college degree or equivalent experience.

At GoTo, diversity and inclusion are key to creating a thriving and dynamic work environment. Our team of GoGetters is driven to learn, explore, connect, and collaborate, valuing the unique perspectives that everyone brings to the table.

We take pride in providing our employees with comprehensive benefits, wellness programs, recognition, and opportunities for learning and development worldwide. Our commitment to creating an inclusive space for everyone, regardless of gender, identity, or background, ensures that all team members can contribute to our success and thrive personally and professionally. Learn more (https://www.goto.com/company/corporate-responsibility) .

Annual OTE Range: $108,000.00 - $126,000.00 - $144,000.00

_The above shows our ranges from minimum to maximum. Your compensation will be determined based on your location, experience, and the pay of employees in similar positions. You will also be eligible for a variable pay component and benefits._

GoTo, the leader in cloud communications and IT, is dedicated to powering a world of work without limits. Featuring flagship products GoTo Connect, LogMeIn Resolve, and LogMeIn Rescue, the GoTo portfolio offers secure, reliable, AI-enabled solutions that are simple to adopt for small and midsize businesses, and scalable to enterprises worldwide. GoTo continuously improves human experiences for AI-enabled workforces across hundreds of thousands of customers. The company is headquartered in Boston, Massachusetts, with approximately $1 billion in annual revenue and 2,800 employees throughout North America, South America, Europe, Asia, and Australia.

GoTo, Inc. is committed to providing equal opportunity in employment to all employees and applicants for employment. No employee or applicant shall be discriminated against in the terms and conditions of employment on the basis of race, color, religious creed, gender, sex, pregnancy, religion, marital or domestic partner status, age, national origin, ancestry, physical or mental disability (including AIDS/HIV), medical condition, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, application for or denial of family and medical care leave and/or pregnancy disability leave, or any other basis protected by federal, state or local law or ordinance or regulation. GoTo, Inc. also prohibits discrimination based on the perception that anyone has one of these characteristics or is associated with a person who has or who is perceived as having any of those characteristics.

**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.**

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

**Job Overview**

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants.

**Are you a financial advisor who would rather work remotely with minimal travel and little prospecting? Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you!**

Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely so you can work from home for this role. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team.

Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be comfortable working with clients via phone and email most of the time.

**OFFICE HOURS:** This office is available to clients Monday - Friday 8 am - 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $61600

**Hiring Maximum:** $101600

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

**Responsibilities:**

+ Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations

+ Provide excellent client service and suitable investment advice during the transition period

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Branch Office Administrators to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Service concerns

**Position Requirements**

+ 2+ years of experience as a Financial Advisor

+ Series 7 and 66 licenses required

+ Insurance licenses required: life, health and variable annuity

+ Commit to traveling 1-2 weeks/trimester

+ Extensive flexibility, reliability and strong decision-making skills

+ Strong communication and organizational skills

+ Strong telephone and customer-service skills

+ Bachelor's degree in a business-related field is preferred

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://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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-HO

**Job Overview**

This job posting is anticipated to remain open for 30 days, from 03-Jun-2025. The posting may close early due to the volume of applicants.

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://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants.

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site (https://careers.edwardjones.com/compensation-and-values/) to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

**Hiring Minimum:** $61600

**Hiring Maximum:** $101600

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

***Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.**

+ Insurance license may be required in the future (life, health and variable annuity)

+ Experience as an Edward Jones Financial Advisor highly preferred

+ Bachelor's degree in a business-related field is preferred

+ Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.

+ Extensive flexibility, reliability and sound decision making skills

+ Proven communication and organizational skills

+ Exceptional telephone and customer-service skills

+ Strong computer skills with the ability to learn and apply technical information

+ Candidates bilingual in Spanish is a plus

+ H.B.A. associates would have their home office audited annually

+ **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

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://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

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-HO