Financial Services

Personal Financial Advisors

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

A Day In The Life

Financial Services Industry

Are you interested in training?

Contact an Advisor for more information on this career!

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

469

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Programs

Personal Financial Advisors

Sort by:


ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Mohave Community College
  Kingman, AZ 86409      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Estrella Mountain Community College
  Avondale, AZ 85392      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

Arizona State University
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

YearUp
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

Northern Arizona University
  Flagstaff, AZ 86011      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Northern Arizona University
  Flagstaff, AZ 86011      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Account Executive Refill
    Primo Brands    Phoenix, AZ 85067
     Posted about 4 hours    

    Overview

    **_Sparkletts!_**

    **“Inspiring Healthier Lives with Water Your Way”**

    Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets.

    **If you are a current associate of Primo Brands, please apply via myADP.**

    **Calling All Sales Hunters! B2B Cold Calling Rockstar Wanted**

    Are you a relentless sales hunter with a knack for cold calling and a passion for B2B sales? Primo Water is seeking an Account Executive Filtration Rockstar to join our team and take our market share to new heights!

    **What's in it for you?**

    + Earn up to $85,000/Year with uncapped commission potential (paid training for 12 weeks)

    + Attractive base salary of **$47,000** plus lucrative commission structure

    + Be a part of a winning team and enjoy the Primo Life Advantage!

    Responsibilities

    **Your Mission (Should You Choose to Accept It):**

    + Unleash your cold calling prowess to identify and pursue new "Independent" store owners, signing them on the spot with your irresistible sales skills.

    + Develop, present, and negotiate innovative product portfolios, equipment, and merchandising solutions that exceed client expectations.

    + Maintain a robust pipeline and work tirelessly to close assigned Salesforce cases.

    + Leverage your exceptional communication skills to build lasting B2B relationships.

    + Regularly visit and delight your book of business, providing solutions as challenges arise.

    Qualifications

    + A true sales hunter with extensive B2B cold calling experience and a track record of success.

    + Proven ability to maintain and grow a thriving book of business.

    + Exceptional communication skills, both verbal and written (bilingual in Spanish or French is a plus for targeted territories).

    + A natural-born presenter capable of captivating audiences at all levels.

    + Proficiency in Word, Excel, PowerPoint, and CRM tools.

    + A valid driver's license and a willingness to hit the ground running.

    Primo Brands’ established portfolio includes billion-dollar brands Poland Spring® and Pure Life®, premium brands like Saratoga® and Mountain Valley®, regional leaders such as Arrowhead®, Deer Park®, Ice Mountain® Ozarka®, and Zephyrhills®, purified brands, Primo Water® and Sparkletts®, and flavored and enhanced brands like Splash® and AC+ION®. Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come.

    Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

    Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Licensed Investment Professional
    JPMorgan Chase    Tempe, AZ 85282
     Posted about 4 hours    

    At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

    As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

    **Job Responsibilities**

    + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

    + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

    + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

    + Document all client interactions and meeting all regulatory requirements around these activities

    **Required qualifications, capabilities, and skills**

    + A valid and active Series 7 and Series 63

    + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

    + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

    + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

    + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

    **Preferred qualifications, capabilities, and skills**

    + Bachelor's degree preferred or equivalent experience

    + 2 years of relevant financial services or brokerage experience

    + Flexibility, self-motivation, coachability, and passionate for helping people

    + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

    **Additional information**

    + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

    + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

    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


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Investment Professional
    JPMorgan Chase    Tempe, AZ 85282
     Posted about 4 hours    

    At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

    As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

    **Job Responsibilities**

    + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

    + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

    + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

    + Document all client interactions and meeting all regulatory requirements around these activities

    **Required qualifications, capabilities, and skills**

    + FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

    + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

    + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

    + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

    + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

    **Preferred qualifications, capabilities, and skills**

    + Bachelor's degree preferred or equivalent experience

    + 2 years of relevant financial services or brokerage experience

    + Flexibility, self-motivation, coachability, and passionate for helping people

    + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

    **Additional information:**

    + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

    + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

    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


    Employment Type

    Full Time

  • CCB Credit Delivery Senior Portfolio Manager - Senior Care
    Truist    Phoenix, AZ 85067
     Posted 1 day    

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**

    Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

    _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_

    _(accommodation requests only; other inquiries won't receive a response)._

    **Regular or Temporary:**

    Regular

    **Language Fluency:** English (Required)

    **Work Shift:**

    1st shift (United States of America)

    **Please review the following job description:**

    Underwrites credit exposure for the most complex and largest credit relationships and circumstances and actively manages a Middle Market Banking portfolio within the Senior Care / Skilled Nursing segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.

    **Essential Duties and Responsibilities**

    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

    Underwriting: leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites, structures, and documents all prospect and client transactions. Independently runs the most complex deals and largest credit relationships. Possesses a mastery of client and industry expertise, analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects. Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank’s suite of ancillary products, including legal documentation impact and negotiation. Is accountable for the risk evaluation and associated regulatory compliance requirements.

    Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.

    Client Calling Effort: Expands client relationships through consistent and direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.

    Subject Matter Expertise: Partner closely with peers to ensure effective delivery of complex financing solutions to CCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.

    Deal Team Management: Expected to manage these tasks by utilizing assigned Associates and Analysts. Mentors and coaches junior PMs, Associates and Analysts including annual performance review process for Analysts and Associates.

    Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.

    Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.

    Problem Complexity: Very Complex. Portfolio Managers & Underwriter 3s will be assigned more of the complex names in the portfolio (lead clients, leveraged profiles, PEG affiliated, sensitive relationships, difficult legal structures).

    Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate.

    Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.

    Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.

    **Qualifications**

    **Required Qualifications:**

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    + Bachelor’s Degree in Finance or related field and at least 7+years of related training and experience in commercial credit analysis.

    + Mastery level proficiency with MS Office Desktop applications.

    + Strong interpersonal skills and solid written/verbal communication are essential.

    + Sound credit skills essential.

    + Must have strong attention to detail.

    + Ability to prioritize workflow and multi-task in a fast-paced environment.

    **Preferred Qualifications:**

    + Has successfully held similar role with commercial financial institution or like experience.

    + Senior Care / Skilled Nursing / Healthcare expertise.

    + Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)

    **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

    . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

    **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**

    EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

    Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

    E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)


    Employment Type

    Full Time

  • Federal - Enterprise Account Executive
    Trellix    Phoenix, AZ 85067
     Posted 1 day    

    **_Job Title:_**

    Federal - Enterprise Account Executive

    **About Skyhigh Security:**

    Skyhigh Security is a dynamic, fast-paced, cloud company that is a leader in the security industry. Our mission is to protect the world’s data, and because of this, we live and breathe security. We value learning at our core, underpinned by openness and transparency.

    Since 2011, organizations have trusted us to provide them with a complete, market-leading security platform built on a modern cloud stack. Our industry-leading suite of products radically simplifies data security through easy-to-use, cloud-based, Zero Trust solutions that are managed in a single dashboard, powered by hundreds of employees across the world. With offices in Santa Clara, Aylesbury, Paderborn, Bengaluru, Sydney, Tokyo and more, our employees are the heart and soul of our company.

    Skyhigh Security Is more than a company; here, when you invest your career with us, we commit to investing in you. We embrace a hybrid work model, creating the flexibility and freedom you need from your work environment to reach your potential. From our employee recognition program, to our ‘Blast Talks' learning series, and team celebrations (we love to have fun!), we strive to be an interactive and engaging place where you can be your authentic self.

    We are on these too! Follow us on LinkedIn (https://www.linkedin.com/company/skyhighsecurity/mycompany/) and Twitter@SkyhighSecurity (https://twitter.com/SkyhighSecurity?ref\_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) .

    **_Role Overview:_**

    The Enterprise Account Executive for the Federal group will be responsible for driving sales and incremental bookings of a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements and creating tailored customer solutions that lead to new bookings.

    **About the Role**

    The Enterprise Account Executive for the Federal group will be responsible for driving sales and incremental bookings of a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements and creating tailored customer solutions that lead to new bookings.

    **Position Responsibilities**

    + Create a prospecting strategy to identify potential customers, develop relationships, build sales pipeline, prepare and present solutions, and negotiate contracts that achieves quarterly sales quotas.

    + Manage the sales process and leverage internal technical resources as needed to meet customer requirements.

    + Analyze the customer environment, scope customer requirements, and collaborate with technical resources to close sales opportunities.

    + Work closely with customers to drive POCs and POVs.

    + Upsell and cross sell Skyhigh Security products and solutions based on customer needs.

    + Generate demand with channel partners, resellers and end-user customers to grow mindshare, product awareness, and business relationships.

    + Develop relationships internally with key stakeholders.

    + Engage and present at multiple levels within an account including CISO, key stakeholders and board level.

    + Develop account and opportunity plans to improve account strategy.

    + Maintain customer satisfaction.

    + Develop relationships with our channel and service partners to create strategic opportunities.

    **About You**

    + 7+ years experience in a quota carrying role targeting the US Public Sector selling Security products with deep relationships with CISOs and customer stakeholders.

    + Experience generating direct sales opportunities; must have strong prospecting skills, ability to build sales pipeline and possess a strong track record of achieving quarterly sales quotas.

    + Ability to manage the sales process and negotiate contracts.

    + Deep knowledge of the customer’s requirements and security challenges.

    + Strong business acumen and ability to build C-level relationships. Must be able to interpret and execute opportunities within complex organizations.

    + Ability to engage members of the presales and professional services organizations at multiple stages of the sales cycle.

    + Strong relationships with channel partners and system integrators.

    + Must possess excellent presentation skills.

    + Requires working knowledge of consultative sales methodologies, preferably MEDDPICC.

    + 3-5 years experience with Salesforce and Clari

    + Security clearance preferred

    + Maturity, confidence, patience, perseverance, interpersonal skills, commercial awareness

    + Skills: Cyber Security, Account Management, Consultative Selling, Business Planning, Communication, Negotiation, Product Knowledge, Forecasting.

    This position is paid (in part) on a commission basis. The Base Pay Range is $125,000 - 160,000. The On Target Earnings (OTE) Range (base pay plus on target commission) is $250,000– $320,000. Actual base pay within the Base Pay Range and actual OTE within the OTE Range will depend on varying circumstances, including the work location, individual qualifications, company budget and other operational business needs. Compensation may also include long-term incentives, subject to various metrics and company policy.

    **_Company Benefits and Perks:_**

    We work hard to embrace diversity and inclusion and encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

    + Retirement Plans

    + Medical, Dental and Vision Coverage

    + Paid Time Off

    + Paid Parental Leave

    + Support for Community Involvement

    We're serious about our commitment to diversity which is why we prohibit discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.


    Employment Type

    Full Time

  • Senior Financial Analyst
    RTX Corporation    Tucson, AZ 85702
     Posted 1 day    

    **Date Posted:**

    2025-02-05

    **Country:**

    United States of America

    **Location:**

    AZ802: RMS AP Bldg 802 1151 East Hermans Road Building 802, Tucson, AZ, 85756 USA

    **Position Role Type:**

    Onsite

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

    The Naval Shipboard Portfolio has an immediate opening for an **early in career** Financial Analyst on the Naval Standard Missile Systems (NSMS) Development directorate. This position provides a tremendous growth opportunity for an ambitious individual to partner with the program leadership team, which includes Program Managers, technical leads, and functional support. In addition, this role will provide the opportunity to increase exposure to multiple facets of finance and the overall organization. The NSMS Development program generates approximately $300M in revenue per year. You will have a key role in the setup and execution of multiple contracts while providing critical financial oversight and guidance. You will be interacting/collaborating with a variety of different internal and external customers.

    **What You Will Do**

    + Support of development cost-plus contractual Earned Value Management (EVM) contracts.

    + Support of all program financial aspects including financial planning (LRP, AOP, working capital, monthly financial performance reporting, and NBI).

    + Program controls such as developing estimates at complete (EACs) and execution of EVM.

    **Qualifications You Must Have**

    + Typically requires a Bachelor’s Degree in Finance, Accounting, Economics, Mathematics, or related or equivalent experience and minimum 2 years of prior finance/accounting experience.

    + Experience with computer/Microsoft Office skills (Excel, Word, PowerPoint, etc.).

    + Experience with Financial Planning & Analysis (FP&A) concepts.

    + The ability to obtain and maintain a U.S. government issued security clearance is required.

    + U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.

    **Qualifications We Prefer**

    + Experience in a matrix environment.

    + Experience interfacing and conducting business with various functional disciplines.

    + Experience in organizing, preparing, and presenting briefings to management and peers.

    + Excellent communication skills (oral and written) when interfacing with all levels of the company.

    + Ability to drive change and influence beyond authority level.

    + Experience and understanding of the program business role, APEX, Earned Value Management Systems (EVMS), and/or experience with Financial Planning and Analysis (FP&A) concepts.

    + Experience managing multiple DoD contracts.

    **Additional Information**

    + This position is grade P2, Senior Analyst, Program Cost Controls.

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

    + Relocation assistance is available provided final candidate meets eligibility requirements.

    **What We Offer**

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

    + Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

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

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

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

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

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

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

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

    **Privacy Policy and Terms:**

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

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Principal Financial Analyst (On-Site)
    RTX Corporation    Tucson, AZ 85702
     Posted 1 day    

    **Date Posted:**

    2025-02-05

    **Country:**

    United States of America

    **Location:**

    AZ802: RMS AP Bldg 802 1151 East Hermans Road Building 802, Tucson, AZ, 85756 USA

    **Position Role Type:**

    Onsite

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

    The Naval Shipboard Portfolio has an immediate opening for a Financial Program Controls Analyst on the Naval Standard Missile Systems (NSMS) Development directorate. This position provides a tremendous growth opportunity for an ambitious individual to partner with the program leadership team, which includes Program Managers, technical leads, and functional support. In addition, you will provide the opportunity to increase exposure to multiple facets of finance and the overall organization. The NSMS Development program generates approximately $300M in revenue per year. The Financial Analyst will have a key role in the setup and execution of multiple contracts while providing critical financial oversight and guidance. You will be interacting/collaborating with a variety of different internal and external customers.

    **What You Will Do**

    + Support of development cost-plus contractual Earned Value Management (EVM) contracts.

    + Providing critical financial oversight and guidance for the contracts they maintain.

    + Partnership with Program Management and cross functional leads to support program execution.

    + Support of all program financial aspects including financial planning (LRP, AOP, working capital, monthly financial performance reporting, and NBI).

    + Program controls such as developing estimates at complete (EACs) and execution of EVM.

    **Qualifications You Must Have**

    + Typically requires A Bachelor’s Degree in Finance, Accounting, Economics, Mathematics, or related or equivalent experience and minimum 5 years prior relevant experience, or An Advanced Degree in a related field and minimum 3 years experience.

    + Experience and understanding of the program business role, APEX, Earned Value Management Systems (EVMS), and/or experience with Financial Planning and Analysis (FP&A) concepts.

    + Experience with computer/Microsoft Office skills (Excel, Word, PowerPoint, etc.).

    + The ability to obtain and maintain a U.S. government issued security clearance is required. .

    + U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.

    **Qualifications We Prefer**

    + Experience in a matrix environment.

    + Experience interfacing and conducting business with various functional disciplines.

    + Ability to drive change and influence beyond authority level.

    + Experience in organizing, preparing, and presenting briefings to management and peers.

    + Experience interpreting and analyzing financial data.

    + Excellent communication skills (oral and written) when interfacing with all levels of the company.

    + Experience managing multiple DoD contracts.

    **Additional Information**

    + This position is grade P3, Principal, Program Cost Controls.

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

    + Relocation assistance is available provided final candidate meets eligibility requirements.

    **What We Offer**

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

    + Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

    The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

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

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

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

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

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

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

    **Privacy Policy and Terms:**

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

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Naval Standard Missile Systems (NSMS) Principal Financial Analyst - P3 - (On-Site)
    RTX Corporation    Tucson, AZ 85702
     Posted 1 day    

    **Date Posted:**

    2025-02-14

    **Country:**

    United States of America

    **Location:**

    AZ848: RMS AP Bldg 848 1151 East Hermans Road Building 848, Tucson, AZ, 85756 USA

    **Position Role Type:**

    Onsite

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

    The Naval Standard Missile Systems (NSMS) Production business office has an immediate and exciting opportunity for a Principal Financial Analyst to support our Standard efforts. The NSMS Production team includes SM-2, SM-6 and Standard. With annual sales of approximately $750M per year, we play a major role in Naval Power’s long term business forecast.

    You will be an excellent communicator with a strong desire to learn, loves to be challenged, has the ability to work on a variety of tasks, and interact with various levels of management and customer counterparts. This position will provide an opportunity to enhance skills in PRISM, earned value, estimates at completion, variance analyses, and other metrics and tools used in support of production efforts.

    Finance serves as a critical business partner by providing the analysis, insight and guidance to enable strategic decision making and achieve bottom-line results. Top candidates will raise the performance levels of those they work with by leveraging their previous experiences to complete challenging and complex assignments in a collaborative team environment.

    **What You Will Do**

    + EAC (Estimate at Complete) coordination, preparation, review and submission.

    + Management of cost / schedule progress in comparison to budgets and forecasts of Bookings / Sales / Profit / Cash monthly.

    + Support as require annual proposals (Gate 4’s) and contract baselines (Gate 5’s).

    + Aid in the development of Long Range Plan (LRP).

    + Internal Earned Value Management Systems (EVMS) implementation and maintenance, variance analysis, data reviewing and reporting.

    + Frequent interaction with various program managers, functional leaders, and multiple layers of the organization.

    **Qualifications You Must Have**

    + Typically requires a Bachelor’s Degree in Finance, Accounting, Business Administration or equivalent experience and minimum 5 years prior relevant experience, or An Advanced Degree in a related field and minimum 3 years experience.

    + Experience interfacing and conducting business with various functional disciplines (Engineering, Supply Chain, Contracts, Operations, etc.).

    + Experience in applications of EVMS, Program Controls, and/or Cost/ Schedule Integration or a similar system.

    + Experience in MS Office (Excel, Word and PowerPoint).

    + The ability to obtain and maintain a US security clearance. U.S. citizenship is required as only U.S. citizens are eligible for a security clearance.

    **Qualifications We Prefer**

    + Excellent presentation, communication, and professional skills and the ability to work independently and with some supervision and oversight.

    + Ability to meet critical deadlines and develop and apply solutions and process improvements.

    + Demonstrated experience with SAP Business Systems including Business Warehouse (BW), or other major Enterprise Resource Planning (ERP) software.

    + Demonstrated experience in developing EAC’s, budget baselines and forecasts including variance analyses.

    + Advanced Excel Proficiency (VLOOKUP, Pivot Tables, sumifs, graphing, macros).

    + Exceptional analytical ability and attention to detail.

    + Understanding of LRP process, program forecasting and metrics.

    + Experience with SAP including APEX & PRISM.

    **Additional Information**

    + This position is grade P3, Principal Financial Analyst.

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

    + Relocation assistance is available provided final candidate meets eligibility requirements.

    The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

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

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

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

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

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

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

    **Privacy Policy and Terms:**

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

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • SLED Account Executive
    Rubrik    USA, AZ
     Posted 1 day    

    **About Team & About Role:**

    Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

    As a SLED Account Executive, you will have ownership of all elements of bookings growth in new and existing State and Local Government, Higher Education accounts across. We are seeking a relentless self-starter who is hyper-focused on acquiring new logos by discovering and developing new opportunities, managing pipeline and executing account strategies, while also encouraging existing customer expansion. The AE must drive pipeline generation daily while working with Sales Engineers, Sales Development, Channel Development and Rubrik Channel Partners to exceed sales quotas.

    **What You’ll Do:**

    + Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

    + Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

    + Identify and close new opportunities for growth working with a mix of mid-enterprise accounts

    + Present Rubrik, Inc. solutions within complex data center design environments

    + Co-sell and strategize with partners, distributors and VAR’s to enable rapid growth

    + Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

    **Experience You’ll Need** :

    + Minimum 5 years Tech sales experience (selling either IT Infrastructure or SaaS)

    + SLED experience

    + consistent track record landing “net new logos" within SLED. WE NEED HUNTERS.

    + understanding and experience working with channel

    + consistent over-achievement

    + Highly driven, goal oriented "get it done" attitude

    + Experience selling a complex solution

    \#LI-DNI

    The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

    US (SF Bay Area, DC Metro, NYC) Pay Range

    $115,100—$183,900 USD

    The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

    US2 (all other US offices/remote) Pay Range

    $109,400—$174,700 USD

    **Join Us in Securing the World's Data**

    Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

    Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | X (formerly Twitter) (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com

    **Inclusion @ Rubrik**

    At Rubrik, we are dedicated to fostering a culture where people from all backgrounds are valued, feel they belong, and believe they can succeed. Our commitment to inclusion is at the heart of our mission to secure the world’s data.

    Our goal is to hire and promote the best talent, regardless of background. We continually review our hiring practices to ensure fairness and strive to create an environment where every employee has equal access to opportunities for growth and excellence. We believe in empowering everyone to bring their authentic selves to work and achieve their fullest potential.

    **Our inclusion strategy focuses on three core areas of our business and culture:**

    + Our Company: We are committed to building a merit-based organization that offers equal access to growth and success for all employees globally. Your potential is limitless here.

    + Our Culture: We strive to create an inclusive atmosphere where individuals from all backgrounds feel a strong sense of belonging, can thrive, and do their best work. Your contributions help us innovate and break boundaries.

    + Our Communities: We are dedicated to expanding our engagement with the communities we operate in, creating opportunities for underrepresented talent and driving greater innovation for our clients. Your impact extends beyond Rubrik, contributing to safer and stronger communities.

    **Equal Opportunity Employer/Veterans/Disabled**

    Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

    Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@rubrik.com if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

    EEO IS THE LAW (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)

    NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ
    JPMorgan Chase    Scottsdale, AZ 85258
     Posted 1 day    

    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


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry