Investment Fund Managers

Information Systems Security Analyst

Fully Remote

Job Type

Full-time

Description

**Overview**

Tanaq Support Services (TSS) delivers professional, scientific, and technical services and information technology (IT) solutions to federal agencies in the health, agriculture, technology, and other government services. TSS is a subsidiary of the St. George Tanaq Corporation, an Alaskan Native Corporation (ANC) committed to serving Federal customers while also giving back to the Tanaq native community and shareholders.

**About the Role**

We are seeking an **Information Systems Security Analyst** to work collaboratively with our federal government client to deliver security solutions to the government and their stakeholders. Candidate will collaborate with customer technical and non-technical leadership to create security solutions that meet customer needs and adhere to the customer's established performance and security standards. The Information Systems Security Analyst will provide IT Security support to client information systems and serve as an IT Security consultant and advisor to system stakeholders on matters related to regulatory compliance, security controls, threats, and vulnerabilities.

This is a fully remote position that can be based anywhere in the U.S.

**Responsibilities**

+ Support and assist system security activities to ensure adherence to applicable, federal IT security policies and procedures

+ Provide a full range of support for Security Assessment and Authorization (SA&A) activities

+ Recommend creative technical solutions to security challenges that incorporate evolving security regulations, policies, and mandates into agency systems

+ Advise, consult, and assist IT security personnel with evaluating, testing, and implementing technologies to augment the security of IT components such as user authentication and validation, data encryption, secure key storage, PKI key management, Smart Card integration, and mitigating identified system security vulnerabilities as they arise

+ Work with senior-level system owners, mission leads, IT Governance, and the Information Systems Security Officer (ISSO) to ensure system compliance and protection activities of software development projects

+ Work with program and technical teams to perform security analysis on technical solutions and provide security compliance and guidance input as required

+ Assist system owners with identifying and utilizing relevant enterprise shared services and solutions to enable compliance and security activities

+ Become a trusted security subject matter expert supporting various mission leaders and activities

+ Facilitate table-top exercises

+ Manage the SAA process for assigned systems including development of NIST compliant System Security Plans, Rules of Behavior, Continuity of Operations and Disaster Recovery Plans, Risk Assessments, Interconnection Security Agreements, Incident Response Plans, Data Sharing and Use Agreements, PIA, BSI, etc.

+ Following formal approval, maintain system authorizations through proactive monitoring of system compliance, formal change management, corrective actions, and package updates

+ Develop and maintain system risk assessments and, as/if needed, remediation and mitigation plans

+ Perform technical IT system security/vulnerability assessments using provided tools – interpret results and manage remediation's as needed

+ Support various other security-related activities including facilitation of change control processes and data call responses; management of encrypted / secure data storage devices; and the evaluation, justification, and management of software and third-party website approvals

+ Develop and maintain a solid working knowledge of our federal government customer and federal security regulations, policies, laws, and requirements

+ Evaluate systems for compliance with Federal security requirements and develop reports of findings and corrective action plans

+ Conduct vulnerability scans and determine appropriate mitigations

+ Perform security reviews and document findings and recommendations

Requirements

**Required Skills and Experience**

+ Previous experience working at a federal government agency preferred

+ Minimum of 2 years of experience as Information Systems Security Analyst

+ Experience with industry standard security / vulnerability assessment tools

+ Information security and compliance knowledge

+ Strong understanding of Microsoft SharePoint architecture

+ Security policy development and process implementation experience in public health Federal government agencies preferred

+ Security policy development and process implementation experience in Federal agencies preferred

+ Desire and ability to quickly obtain industry certifications if needed

+ Demonstrated knowledge of computer operating systems and networks, component architectures, application development, and/or data management processes and technologies – the successful candidate must understand the fundamental technical components, processes, and interactions of enterprise-level information systems

+ Demonstrated knowledge of fundamental information security concepts and processes such as risk assessment and mitigation strategies, security control techniques and technologies, assessment and evaluation methods, and user access control methodologies

+ Excellent analytic skills – the successful candidate must be able to receive information, digest it, and apply standards and requirements to that information and to produce a clear and effective evaluation / assessment

+ FedRAMP experience highly desired

+ Demonstrated technical documentation capability

+ Excellent communication skills - both written and verbal

+ Demonstrated problem-solving capability

+ Ability to effectively manage time, and prioritize and execute tasks in a high-pressure environment

+ Must be able to work independently and within deadlines

+ Ability to pass required Federal background screening / security check including basic and expanded investigations

+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

**Education and Training**

+ Bachelor’s degree in Computer Science, Information Systems Management, or a related field

+ One or more industry certifications including CISSP, SANS GIAC Certifications, IAT Level I-III, or NSA’s IAM/IEM preferred

**Physical Requirements**

+ Prolonged periods of sitting at a desk and working on a computer. May need to lift up to 25 pounds occasionally.

**Who We Are**

Tanaq Support Services strives to deeply understand and analyze our clients’ vision, needs, and requirements so we may provide alternative solutions, empowering them to choose the best resolution. We aim to achieve excellence by delivering on our commitments to our clients, employees, and partners.

**Our Commitment to Non-Discrimination**

Tanaq Support Services is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, or local law. Tanaq complies with the Drug-free Workplace Act of 1988 and E-Verify.

If you are an individual with a disability and need assistance completing any part of the application process, please email accommodation@tanaq.com to request a reasonable accommodation. This email is for accommodation requests only and cannot be used to inquire about the status of applications.

**Notice on Candidate AI Usage**

Tanaq is committed to ensuring a fair and competitive interview process for all candidates based on their experience, skills and education. To ensure the integrity of the interview process, the use of artificial intelligence (AI) tools to generate or assist with responses during phone, in person and virtual interviews is not allowed. However, candidates who require a reasonable accommodation that may involve AI are required to contact us prior to their interview at accommodation@tanaq.com.

Description

Our client is seeking a talented Financial Analyst with 1-2 years' experience. A candidate who is looking to build their finance career would be a good fit for this role as plenty of training will be provided for the right fit.

+ Preparation of financial reports.

+ Reconcile transactions through comparison and correction of data.

+ Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports.

+ Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget.

+ Conduct market research analysis, maintains statistical/financial databases.

+ Identify trends and recommend actions to senior financial analysts.

+ Assist analysts in creating press releases, research, and analysis

Requirements

+ Strong proficiency in Excel(pivot tables and v-lookups)

+ Budgeting and forecasting experience

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

**Position Summary** **:**

The Senior Research Analyst will work as part of the Efficacy and Research team within Product and Technology and will collaborate extensively with other departments within PVS and Connections Academy schools. Working from a home office, the Senior Research Analyst will be a vital member of a highly-collaborative team charged with surfacing new insights about customer needs and practices that lead to learner success—information that feeds new school practices, product development, investment, and company strategy.

The Senior Research Analyst is responsible for providing support with gathering customer insights, research design and implementation, database exploration and management, data analyses, and the preparation of data visualizations using tools that best convey insights to a variety of audiences.

Candidates with a background in data systems, visualizations, and analysis as well as experience working with K-12 educational and/or virtual programs are strongly encouraged to apply.

**Responsibilities** **:**

+ Explore large datasets and relational databases to generate insights and reports relevant to student learning, teacher effectiveness, and other ongoing areas of interest.

+ Integrate student performance, survey, and demographic data into analyses of effective learner practices.

+ Work collaboratively to design and implement meaningful analyses of the efficacy of PVS products, services, and instructional practices.

+ Work with teams across PVS and Connections Academy schools to solve problems and generate new processes and tools based on research and data insights.

+ Generate research and easily digestible reports/visualizations of effective practices related to student learning, teaching, and other ongoing areas of interest.

**Required:**

+ Master’s degree or equivalent certificates in educational measurement and statistics or a science-related field

+ Experience with research design, statistical analysis, data visualization, and data management.

+ Working knowledge of R programming language, Python, and/or SQL

**Preferred:**

+ Experience with product development, digital technology, and/or K-12 education

+ Familiarity with any of the following tools: Google BigQuery, PowerBI

1109822

**Job:** Research, Efficacy, and Psychometrics

**Job Family:** EFFICACY

**Organization:** Virtual Learning

**Schedule:** FULL\_TIME

**Req ID:** 19880

\#location

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a key performance measure of the role.

The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of clients with diverse financial needs that will result in repeat conversations and new or expanding financial services, assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well as working with partners to increase referral quality and volume in their assigned territory. The Investment Consultant works well with peers, providing and soliciting feedback from others to improve the client experience as well as to develop long-term client relationships in a team-based model. The Investment Consultant will also be expected to complete required Annual Reviews for clients in their assigned region.

Basic Qualifications

- A bachelor’s degree, background in financial services, investments, or equivalent work experience

- A minimum of one to two years of job-related experience in a financial sales position are preferred.

- FINRA Series 7 along with either Series 63 and 65 or Series 66, but partially licensed applicants may be considered.

Preferred Skills

- Fluency in a second language, applicable state insurance licenses are desired.

_​_ - Applicable state licenses - CRPC, CFP designations

- Demonstrated sales and marketing abilities

- Strong analytical skills to assess client needs

- Proficient computer navigation skills using a variety of software packages including Microsoft Office

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Well-developed analytical and problem-solving skills

- Excellent interpersonal, verbal and written communication skills

- Past experience with salesforce and MoneyGuide pro

- A passion for building relationships with clients

- Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00 - $92,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

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

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

Senior Wealth Advisor

Wealth Management

Scottsdale,
Arizona

Greenwood Village,
Colorado

South Jordan,
Utah

Irvine,
California

San Diego,
California

Los Angeles,
California

Sacramento,
California

Walnut Creek,
California

**Description**

**About Us:**

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

**About the Role:**

A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry.

This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client.

As with all Wealth Advisors, the client must come first in all situations and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a communitybank,and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues.

+ Build and maintain client-focused relationships.

+ Achieve or exceed assigned production goals.

+ Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education.

+ Manage time and expenses for optimal productivity and results.

+ Maintain ongoing client relationships to retain and develop business opportunities.

+ Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.

+ Achieve client satisfaction and loyalty through excellent service.

+ Other responsibilities as assigned.

+ Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

+ Takes personal initiative and is a positive example for others to emulate.

+ Embraces our vision to become “Business Bank of Choice”

+ May perform other duties as assigned.

**About** **You:**

+ Bachelor’s degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required.

+ 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.

+ Strong marketing and business development skills, keeping the best interest of the client in mind.

+ Ability to develop and maintain rapport via phone, webinar, and in person.

+ Strong product knowledge and problem-solving skills.

+ Excellent verbal and written communications.

+ Proactive, responsive, and motivated to be the best our industry has to offer a client.

+ Occasional travel.

**Job Location(s):** Ability to work fully onsite at posted location(s).

This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:

Phoenix, AZ

Denver, CO

Sacramento, CA

Salt Lake City, Utah

Irvine, CA

San Diego, CA

Los Angeles, CA

Walnut Creek, CA

**Our** **Benefits:**

This role consists of a salaried draw against commission,theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

**Our Commitment to** **Diversity** **:**

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: .

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

**Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.**

**Basic Qualifications**

**-Bachelor's degree, or equivalent work experience**

**-Eight or more years of experience in high and ultra-high net worth client wealth management activities**

**-This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.**

**Preferred Skills/Experience**

**-Strong relationship management, networking, and business development skills**

**-Excellent talent for driving business**

**-Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services**

**-Ability to partner with colleagues to identify and service unique clients' needs**

**-Well-developed analytical and problem-solving skills**

**-Excellent writing, speaking, and presentation skills**

**-Ability to make critical decisions independently**

**-Professional designation such as CFA or CFP**

**This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days**

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 - $144,430.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

Wealth Management Client Associate

Gilbert, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5