Business, Entrepreneurialism, and Management

Personal Financial Advisors

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

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Business, Entrepreneurialism, and Management Field of Study

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

224

Current Available Jobs

6,580

Projected job openings through 2030


Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Associate Wealth Advisor- Schwab Wealth Advisor
    Charles Schwab    Phoenix, AZ 85067
     Posted about 10 hours    

    **Your Opportunity**

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

    Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

    As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

    This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

    **What you have**

    **Required Qualifications**

    + Active and valid FINRA Series 7

    + Active and valid FINRA Series 66 (may be obtained with a 120-day COE)

    + 1-3 years of experience in the financial services industry

    **Preferred Qualifications**

    + Experience servicing high net worth clients

    + Bachelor’s Degree

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Manager, Wealth Advisor- Schwab Wealth Advisory - South Mountain
    Charles Schwab    Phoenix, AZ 85067
     Posted about 10 hours    

    **Your Opportunity**

    **_At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together._**

    As a _Wealth Advisor_ within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various stakeholders, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

    **What you have**

    **Required Skills:**

    + Undergraduate degree required

    + Active FINRA Series 7 license required

    + Active FINRA Series 66 license (or may be obtained within the first 120 days)

    + Three or more years advisory experience

    + Five or more years in the financial services industry working directly with clients

    **Preferred Skills:**

    + CFP or CFA preferred

    + Superior relationship management and client retention experience

    + Polished interpersonal, communication and presentation skills, attention to detail

    **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Wealth Management Client Associate
    Bank of America    Scottsdale, AZ 85258
     Posted about 10 hours    

    Wealth Management Client Associate

    Scottsdale, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **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:**

    + 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

    **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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.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 .


    Employment Type

    Full Time

  • Financial Analyst Sr - Remote
    Prime Therapeutics    Phoenix, AZ 85067
     Posted 1 day    

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

    **Job Posting Title**

    Financial Analyst Sr - Remote

    **Job Description**

    The Senior Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position will be a partner of the departments it supports, will be viewed as the voice of Finance for those departments, and become a member of the department’s leadership team.

    **Responsibilities**

    + Provide financial leadership and direction to various Prime departments on the annual budget, forecast, and monthly financial requirements. Provide trend analysis on key issues including capital planning and projects

    + Recommend operational improvements after investigating, and analyzing data from a financial and functional view

    + Provide mentoring to junior members of the FP&A team

    + Other duties as assigned

    **Minimum Qualifications**

    + Bachelor’s degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required

    + 5 years of experience in accounting and/or financial analysis

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

    **Additional Qualifications**

    + Strong team player with effective communication and presentation skills as well as a customer service approach

    + Very strong analytical skills and attention to detail, with experience in working in complex environments

    + Ability to adapt and multi-task

    **Preferred Qualifications**

    + MBA in Finance or related field

    + Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas

    + PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience

    + Experience working with databases to retrieve and analyze data

    **Minimum Physical Job Requirements**

    + Flexible work schedule within normal business hours, typically between 7:00 am and 6:00 pm

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

    + Frequently required to reach with hands and arms

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

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

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

    **Reporting Structure**

    + Reports to Manager or Sr Director in the Finance department

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

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

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

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

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

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

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


    Employment Type

    Full Time

  • Financial Analyst or Principal Financial Analyst
    Northrop Grumman    Chandler, AZ 85286
     Posted 1 day    

    At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

    Northrop Grumman Space Division offers exciting opportunities for individuals looking to take part in the development and deployment of cutting-edge space technologies. With a focus on innovation, the Space Division is a leader in designing, building, and launching satellites, space vehicles, and related systems for government and commercial customers. Working in this dynamic environment requires a team of highly-skilled and motivated professionals who are eager to explore the possibilities of space exploration.

    If you are interested in becoming part of the Space Division team, we invite you to apply for a position and join us on our journey.

    The Launch Missile Defense System is seeking a **Financial Analyst (Level 2) or Principal Financial Analyst (Level 3)** to join our team in **Chandler, AZ** . This position can be filled with either the level 2 or level 3 base on qualifying years of experience.

    **In this role, the selected candidate will:**

    + Assisting in all aspects of financial planning, analysis, reporting and forecasting

    + Preparing monthly forecasts and Operation Review packages and analysis for senior management

    + Collaborating with Division leadership team on financial planning and analysis

    + Supporting the Annual Operating Plan (AOP) and Long Range Strategic Plan (LRSP) process for the division including multi-year awards, sales, profit, operating cash, investment and balance sheet forecasts and analysis

    + Teaming with the Assistant Controller on consolidation and reporting of quarterly and annual deliverables in support of the external SEC reporting and earnings release

    + Interfacing and coordinating with the three Business Unit Business Management teams regarding all financial planning, forecasting, and reporting functions

    + Collaborating with the Business Unit and across NG Space sector financial reporting teams to ensure alignment and continuous improvement of the financial planning, reporting, and close process

    + Division subject matter expert for financial reporting systems

    + Coordinating with Sector Business Management on monthly, quarterly, and ad hoc reporting

    + Performing miscellaneous financial support and project work, as required

    **Basic Qualifications:**

    **Level 2**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 3+ years of related professional experience - OR - a Master's degree with 1+ years of related professional experience

    + Experience using MS Office applications including Word and Excel

    **Level 3**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 6+ years of related professional experience - OR - a Master's degree with 4+ years of related professional experience

    + Experience with cost management, finance management, or pricing and estimating

    + Advance experience using MS Office applications including Word and Excel

    **Preferred Qualifications:**

    + Prior experience in the Aerospace or Defense industry

    + Costpoint or SAP experience

    + Advanced experience with Microsoft Excel, PowerPoint and Word

    + Experience collaborating with technical functions or projects/programs

    + Executive presentation skills

    + Accounting knowledge including balance sheet and income statement analysis

    + Cognos Analytics experience

    **Salary Range:** $62,200 - $93,400

    **Salary Range 2:** $76,600 - $115,000

    The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

    Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

    The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

    Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit http://www.northropgrumman.com/EEO . U.S. Citizenship is required for most positions.


    Employment Type

    Full Time

  • National Account Executive
    Keurig Dr Pepper    Phoenix, AZ 85067
     Posted 1 day    

    Job Overview National Account Executive – Convenience & Foodservice Central Region As the National Account Executive, you will be responsible for selling our branded coffee solution, brewing systems and accessories in the Convenience and Foodservice channel focusing in the Central United States. This includes targeting and selling in our coffee program at convenience stores and restaurant channels while growing and expanding our branded market share. You will report to the Sales VP and will be a key member of the Away From Home Sales Team. You will represent the company to retailers and retailer groups within the channels / your area of responsibility to the company, in all sales-oriented activities. Given that you will own a broad range of products, your retention and growth of the account will have a strategically significant impact on the success and growth of the company. In order to achieve your objectives, you must utilize strategic thinking to create joint business plans, influence internal stakeholders, and solve highly complex customer challenges. What you will do: + Grow and manage existing portfolio of customers in the Convenience and Foodservice industry + Generate new business leads and build pipeline of new business to execute and drive coffee growth for KDP. + Effectively develop and communicate account specific coffee programs across our total portfolio to retail partners. + Demonstrate strong strategic sales and negotiation skills to secure new business. + Utilize strong communication with all stakeholders regarding customer, channel, industry insights and competitive trends. + Manage and grow existing contractual agreements with existing retail partners. + Partner with customers on category management and joint business planning where applicable. + Hold external quarterly business meetings and bi-weekly check-ins + Deliver internal monthly business reviews and weekly team check-ins + Create Annual Operating Plan (AOP), measured by growth of Key Performance Indicators (KPIs), effectively manage trade systems and dollars + Lead & coordinate execution of new business and innovation. + Ensure all programs meet financial ROI and growth for long term strategic partnership. + Develop and maintain cross-functional internal relationships across both Hot and Cold business units. Total Rewards + Salary range: $109,500 - $176,000 + Actual placement within the compensation range may vary depending on experience, skills, and other factors + Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement + Annual bonus based on performance and eligibility Requirements + Bachelor's degree and minimum 10 years of experience preferred, or Master's degree and minimum 9 years of experience preferred. + Prefer experience in Fortune 500 company, or in the Consumer Packaged Goods, Beverage, Small Appliance or related industries. + Prefer experience selling in Foodservice channel of trade and executing/selling in Foodservice program with product and equipment + Experience successfully developing sales plans and executing via an effective sales strategy. + Demonstrated success in launching and selling products to retail customers. + Demonstrated leadership skills, exhibiting a high degree of drive and energy and the ability to consistently produce results. + Innovative and creative thinker and problem solver who can manage the details without losing sight of the goal. + Well organized, disciplined planner and implementer. + Strategic thinker with strong negotiation and communication skills. + Must be completely PC proficient, able to develop his/her own oral and visual presentations, spreadsheets and general correspondence. + Ability to travel up to 30-40% in market and out of market select times throughout the year for trade shows, meetings and events. Company Overview Keurig Dr Pepper (NASDAQ: KDP) is a modern beverage company with a bold vision built to deliver growth and opportunity. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it! Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale . Whatever your area of expertise, at KDP you can be a part of a team that’s proud of its brands, partnerships, innovation, and growth. Will you join us? We strive to be an employer of choice (https://careers.keurigdrpepper.com/) , providing a culture and opportunities that empower our team of ~28,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work. Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.


    Employment Type

    Full Time

  • Private Client Wealth Advisor III
    Bankers Trust    Phoenix, AZ 85067
     Posted 1 day    

    Private Client Wealth Advisor III

    Location Phoenix, AZ

    # of openings 1

    Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627)

    Job Brief

    Work with high-net worth investors, and ultra-high-net worth individuals and families.

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

    Job Summary:

    The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting. This role will frequently engage with internal business partners, referral resources and others found to be influential within the community. This position will have revenue growth and new business development sales goals and will work closely with administrative team to consistently exceed client expectations while exceeding relationship management goals.

    Primary Functions and/or Responsibilities:

    · Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

    · Oversees a select book of developed High Net Worth customer relationships

    · Continually monitors and evaluates client needs to identify opportunities to expand and deepen customer relationships

    · Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives.

    · Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management

    · Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals

    · Serves as primary customer contact for select clients to resolve problems in a timely and effective manner

    · Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics

    · Manages overall profitability of client relationships

    · Accountable for implementation of recommendations delivered to client

    · Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally

    · Performs other duties as assigned

    Education and/or Experience:

    · Four-year college degree in a related field preferred OR an equivalent combination of education and experience

    Specific Skills, Knowledge & Abilities:

    · College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field preferred

    · Advanced degree, such as an MBA or JD, is preferred.

    · Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other industry certifications) are strongly preferred

    · At least six years of successful Private Client sales experience including relationship management required, including experience managing fiduciary responsibilities and planning based sales models, is preferred

    · Experience with account compliance and risk mitigation responsibilities preferred

    Hiring Salary Range

    The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Targeted Hiring Base Salary Range: $98,000 - $129,000

    Benefits

    · Group Health, Dental, and Vision Insurance

    · Generous Paid Time Off (PTO)

    · Volunteer Time Off (VTO)

    · 401(k) plan with lucrative company match

    · Tuition assistance

    · Company Paid Life Insurance

    · Paid Parental Leave

    · Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

    · Team Member Banking - a suite of products and services with special benefits for employees

    Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

    AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

    “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”


    Employment Type

    Full Time

  • Commercial Banking Portfolio Manager - Restaurant Finance
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted 2 days    

    **About this role:**

    We are seeking a Portfolio Manager to join Wells Fargo's Restaurant Finance team which specializes in providing financing for multi-unit branded retail businesses (primarily restaurants and convenience stores) that have a regional or national presence. This Portfolio Manager's duties will include providing transaction support for new business origination working within established risk management guidelines and partnering with other members of the business development and portfolio management teams. This role will also have responsibility for developing strategies to create efficiencies around credit and origination data maintenance and reporting. This candidate will have experience with mid-to-large corporate financing transactions and should be prepared to contribute to some more complex transactions, including those with investment banking/capital markets components. This candidate will be part of a deal team and may participate in structuring and underwriting, and will be involved in the credit approval and monitoring processes. This candidate will have regular interaction with Restaurant Finance senior leadership and credit partners. This team member will be trained and mentored by more senior portfolio team members.

    **Required Qualifications:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + The ideal candidate will have strong working knowledge of, and experience with, financing transactions for mid-to-large cap restaurant operators, lending to consumer retail services industries, and commensurate real estate secured lending experience. Demonstrated success in sales, marketing and credit/portfolio management. Strong accounting skills and ability to analyze financial statements. Strong analytical skills with high attention to detail and accuracy. Excellent verbal, written, and interpersonal communication skills. High level of initiative and accountability. Intermediate Microsoft Office (Word, Excel, and Outlook) skills. Demonstrated ability to build and maintain effective relationships with customers and internal partners.

    **Pay Range**

    $84,000.00 - $164,400.00

    **Benefits**

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    + 401(k) Plan

    + Paid Time Off

    + Parental Leave

    + Critical Caregiving Leave

    + Discounts and Savings

    + Health Benefits

    + Commuter Benefits

    + Tuition Reimbursement

    + Scholarships for dependent children

    + Adoption Reimbursement

    **Posting End Date:**

    4 Apr 2024

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

    **We Value Diversity**

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

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

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

    **Applicants with Disabilities**

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

    **Drug and Alcohol Policy**

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

    **Company:** WELLS FARGO BANK

    **Req Number:** R-354030-3

    **Updated:** Mon Mar 25 00:00:00 UTC 2024

    **Location:** SCOTTSDALE,Arizona


    Employment Type

    Full Time

  • Senior Financial Analyst
    Centuri Group, Inc.    Phoenix, AZ 85067
     Posted 2 days    

    Senior Financial Analyst

    Date: Mar 26, 2024

    Location:

    Phoenix, AZ, US, 85027

    Company: Centuri Group, Inc. (S4)

    Description:

    Pay Range: $83,229.60 - $115,689.14

    Centuri companies consider several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location.

    Who We Are

    Centuri Group, Inc. is comprised of a family of companies that make up a utility infrastructure enterprise, operating throughout the US and Canada, committed to safely delivering gas, electric, 5G wireless and renewable energy services, amongst others, to our customers and the community. We help you build your career on Solid Ground by investing in your development and valuing your unique skills, perspective, and background. Employees are the lifeblood of our organization, and we’re committed to providing a stable foundation to continuously grow and thrive. We’ve got work for the next 100 years - All we need isyou!

    As a Senior Financial Analyst, you'll be immersed in analyzing, monitoring, and reporting on both internal and external financial data across our organization. You'll be empowered to take the lead in identifying and resolving challenges, while also contributing innovative ideas for improvement throughout ongoing analysis and research across various finance functions

    What You'll Do

    + Conduct regular expense and cash flow reviews for financial optimization

    + Manage finance tasks like covenant compliance, debt schedules, and peer analysis

    + Proficiently handle complex spreadsheets with pivot tables and charts

    + Develop advanced forecasting tools for insightful company analysis

    + Assist in company budgeting and forecasting processes

    + Prepare compelling Board presentation materials for senior management

    + Efficiently respond to audit requests and inquiries

    + Advocate for Centuri's Core Values and culture

    + Perform other duties as assigned with versatility and proactivity

    What You'll Have

    + Bachelor’s Degree in Finance, Accounting, or related field

    + 4 to 6 years of experience or equivalent combination of education and experience

    + Profound knowledge and understanding of corporate finance principles

    + Excellent written communication skills for composing complex reports and business plans

    + Proven ability to establish and maintain relationships within the company.

    + Capacity to uncover the narrative behind financial data, providing valuable insights

    + Skill in reading, analyzing, and interpreting professional journals, financial reports, and legal documents

    + Strong organizational skills, capable of planning and scheduling activities over extended periods

    + Effective management of large volumes of information across various formats

    + Commitment to maintaining confidentiality and discretion in all aspects of work

    What You'll Get

    + Benefit Package including Medical, Dental and Vision Coverage

    + 401K w/ Company Match

    + Voluntary Life & AD&D Insurance and Short-Term and Long-Term Disability

    + Vacation/Sick Time and Paid Holidays

    + Potential Bonus Opportunities

    + Career Development Opportunities

    + Employee Discounts

    + Weekly Payroll

    Work Environment

    + Work is performed in a typical indoor office environment

    + 3-2 Hybrid schedule except during critical deadlines

    + Flexibility to work various schedules and stay late when necessary with little or no notice

    + Must be able to read documents, use a computer, communicate verbally and in writing

    + Mobility required within an office, warehouse and construction site environments

    + Ability to occasionally lift up to 20 pounds

    Legal Stuff

    + Pass pre-employment, random, post-accident, and reasonable suspicion drug screens

    + Provide valid US work authorization documents for E-Verify

    + Satisfactory results of pre-employment background check results

    Diversity, Equity & Inclusion Commitment

    This job description is subject to change at any time. It reflects management’s assignment of essential functions, and does not exclude or restrict the tasks that may be assigned. Centuri and its subsidiary companies will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability, or any other status protected by federal, state or local law. Centuri will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested.

    Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Centuri Group and our subsidiaries we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles!


    Employment Type

    Full Time

  • SMB Mid Market Account Executive (Remote)
    Cengage Group    Phoenix, AZ 85067
     Posted 2 days    

    **We believe in the power and joy of learning**

    At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose – driving innovation that helps millions of learners improve their lives and achieve their dreams through education.

    **Our culture values diversity, engagement, and discovery**

    Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is absolutely essential to the success of our company and our learners, as well as our individual well-being. We recognize the value of diverse perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ .

    ** This is a remote work from home position with a preference for candidates located in the Central or Eastern time zones.

    **What you'll do here:**

    Our **SMB-Mid Market Account Executives** are high-performing, quota-smashing sales professionals with a history of closing complex sales. As an experienced sales professional, you will implement your tried and true consultative approach to leverage your knowledge in building a substantial book of business. You will be responsible for prospecting, managing your pipeline, delivering results and maintaining those relationships with the help of your internal team: sales engineer, business development, and sales leadership.

    **Skills you will need here:**

    + 3+ years of proven success selling SaaS/Security Solutions to Enterprise (200+ employees)

    + Self starter, with a track record of success or over-achievement in a sales role

    + Customer centric and passionate about acquiring new logo opportunities while maintaining pipeline

    + Supports a strong sales methodology for focusing on the customer's needs

    + Has developed a sales system that has proven to be repeatable for landing new logos

    + Experience maneuvering a sophisticated, dynamic sale while working with key stakeholders and economic buyer.

    + Experienced in providing accurate forecasting

    + Strong communication (written and verbal) and presentation skills, both internally and externally

    Infosec, a Cengage Group company, believes knowledge is power when fighting cybercrime. We help IT and security professionals advance their careers with skills development and certifications while empowering all employees with security awareness and privacy training to stay cyber safe at work and home. It’s our mission to equip all organizations and individuals with the know-how and confidence to outsmart cybercrime. We've been named to Madison's Top Workplaces and Chicago's Best Places to Work, and pride ourselves on our employee culture.

    Cengage Group is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, marital status, parental status, cultural background, organizational level, work styles, tenure and life experiences. Or for any other reason. You may view Cengage’s EEO/Affirmative Action Policy signed by CEO Michael Hansen (https://p.widencdn.net/pdvq6j/EEO\_Policy\_Statement\_January\_2017) and Equal Employment Opportunity is the Law notice (http://embed.widencdn.net/pdf/plus/cengage/ybs5gt19ik/eeopost-merged.pdf) by visiting their corresponding links.

    Cengage Group is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected] or you may call us at +1 (617) 289-7917.

    **About Cengage** **Group**

    Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.

    **Compensation**

    At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here (https://www.cengagegroup.com/news/perspectives/2024/cengage-group-total-rewards-philosophy/) to learn more about our _Total Rewards Philosophy_ .

    The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.

    $28.50 - $45.50 USD

    **Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.

    We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.


    Employment Type

    Full Time


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