Financial Services

Personal Financial Advisors

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

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

207

Current Available Jobs

8,300

Projected job openings through 2032


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

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ASU
  Online      Degree Program

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  AZ      Degree Program

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  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

ASU
  Online      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
  Online      Degree Program

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  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

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • Government Healthcare Financial Consultant
    MMC    Phoenix, AZ 85060
     Posted 2 days    

    We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. This role will be based in Phoenix, Atlanta or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office.

    The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues.

    We will count on you to:


    * Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans
    * Ensure regular communication with client to review project status and expectations; provide expertise and insight to the client and team to solve potential problems within the project; manage scope of project, budget and timelines

    What you need to have:


    * BA/BS degree
    * 3+ years of healthcare financial analysis experience, including financial modeling, or rate setting
    * Ability to work on team projects and initiatives in a dynamic environment
    * Advanced MS Office skills

    What makes you stand out?


    * Medicaid program experience is strongly preferred

    Why join our team:


    * We help you be your best through professional development opportunities, interesting work and supportive leaders.
    * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
    * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

    Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

    Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

    Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

    The applicable base salary range for this role is $68,500 to $137,000.

    The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

    We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.User Supplied Image


    Employment Type

    Full Time

  • Financial Analyst
    Amphenol Aerospace    Mesa, AZ 85277
     Posted 3 days    

    The Role - Amphenol Aerospace Operations is seeking aFinancial Analystto work out of its state-of-the-art facility in Mesa, AZ. The purpose of this position is to support the Accounting Manager in the areas of Fixed Asset accounting, American Express expense reconciliations, Intercompany reporting and month end journal entry processing. This process involves information verification, problem solving, reporting, scheduling, reconciling, analyzing, and accounting applications. This position encompasses all aspects of financial systems, and general ledger reporting. Works under moderate supervision. In facilitating this position, daily communication with Accounting and Operations personnel as required. Hybrid work option may be available following training period. The key responsibilities of theFinancial Analystinclude, but are not limited to: Prepares monthly Journal Entry summarized American Express Corporate Card activity, including auditing account codes and departments Sends out monthly American Express spending details for Management Approval Reconciles and tracks Capital Spending by Project and reports results to Management team Prepares and enters Journal entries into the General Ledger each month Performs month end reconciliations of Intercompany accounts for Corporate Reporting Works with AR and AP teams on Intercompany expense chargebacks Assists with the preparation of data for annual Insurance renewal and tax package Performs other tasks as assigned by Management Analyzing cost trends to predict future expenses Location - Mesa, AZ 20 Minute Drive from Phoenix, AZ The Person - The key skills and qualities of aFinancial Analystat Amphenol Aerospace Operations: Requires a bachelor's degree in accounting or finance with 3-8 years accounting experience or equivalent education and experience Familiar with a variety of the field's concepts, practices, and procedures Relies on experience and judgment to plan and accomplish goals Ability to performa variety of complicated tasks Strong written and oral communication skills with the ability to facilitate timely and accurate Experience in a manufacturing environment is preferred Physical demands of the job are sitting and data entry on a daily basis The Company - With manufacturing sites in Sidney, NY, Mesa, AZ, Nogales, MX, and a Design Center in Pasadena, CA, Amphenol Aerospace Operations has been a leader in designing and manufacturing electrical components for the aviation and commercial airplane industry for over 100years. Focusing on serving the needs of advanced and challenging market segments, we pride ourselves on our consistent ability to innovate and provide the markets with new creative solutions. Working at Amphenol means you are recognized and valued for your contributions because we believe that our human capital is the most valuable asset we have. We support and encourage career development for all employees and have ample opportunities for advancement. We pride ourselves for being customer-centric, accountable, reliable, and enthusiastic in all that we do. These values are ingrained in each of us and contribute to a culture of teamwork and meaningful work. Amphenol offers a competitive salary and benefits.The candidate must be able to legally work in the United States; we are unable to provide sponsorship.This position requires access to controlled technology that is subject to US export controls. Qualified candidates must be a US person (including US Citizen, lawful permanent resident, or protected individual as defined by 8 U.S.C. 1324b(a)(3)) or eligible to obtain required authorization(s) from the U.S. Government. Amphenol is a proud Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, marital status, sex, sexual orientation, gender identity or expression, national origin, age, protected veteran status or disability status. We aim to create an inclusive working environment where all employees are respected and treated equally. Amphenol Making History, Designing the Future Amphenol Aerospacecomplies with the laws and regulations set forth in the following EEO posterEqual Employment Opportunity is the Law


    Employment Type

    Full Time

  • Commercial Acquisition Account Executive 1
    SoftChoice    Phoenix, AZ 85060
     Posted 5 days    

    Why you'll love Softchoice:
    We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.

    We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what's good for our people and communities.

    The impact you will have:

    As Softchoice's Commercial Acquisition Account Executive (CAAE), you help businesses seize the enormous opportunities of digital transformation. To do so, you challenge prospects out of their comfort zone, while sustaining and strengthening our relationships along the way. Best of all, you do it all alongside one of North America's most trusted technology services and solutions providers. As a Commercial Acquisition Account Executive, you are an essential player in achieving this company-wide vision. To help us get there, we invest in your potential, expecting you to constantly improve your game with training, education, and the resources available to you in the Softchoice community.

    Our Customer Engagement Model: This isn't your typical sales job. With Softchoice, you lead with the customer at the forefront of everything you do, and consider selling to be a strategic partnership. You think differently about sales, and provide value by helping our customer bridge gaps in their business, and reach their goals through technology. You understand your customer's business thoroughly, to lead with personalized market insights, compelling cases for change and innovation, and help them see the path forward to success. Customer success, is our success.

    The Commercial Acquisition Account Executive is a direct quota carrier, developing prospect accounts in an assigned territory. The CAAE is responsible for identifying and pursuing prospect accounts new to Softchoice. In this role you will be responsible for developing acquisition strategies, leveraging vendor relationships, and effectively managing and developing those accounts that you win. The CAAE is responsible to grow these accounts by understanding and aligning our capabilities to a customer's desired business outcomes and by positioning Softchoice as a trusted "go-to" strategic partner. The CAAE will be responsible for all aspects of account management including processing quotes and orders and overdelivering on customers' expectations. As you grow the book of business, you will continue to grow your career and earning potential as you progress to other levels within the Commercial Accounts Executive ladder with increasingly larger books of business and higher earning potential. The Commercial Acquisition Account Executive is the ON RAMP to an exciting career in professional IT solutions selling.

    What you will do:

    The CAAE will operate within Softchoice's prescribed "Role of the Seller" model, and by using the Challenger selling methodology.


    * Demonstrate org agility: To effectively demonstrate the role of the seller, the CAAE must be able to draw upon internal resources with specialty knowledge should it be a requirement. He/she must develop an "organization agility" to help progress the sale in order to satisfy the customers business objectives.
    * Accurate Pipeline management: The CAAE will be required to consistently build their future forward pipeline and to do so in an accurate way which helps facilitate communication with other members of the Softchoice team which rely upon this information to optimize their own functions.
    * Word class account management: The CAAE will be responsible for all aspect of account management including processing quotes and orders. At the heart of Net Promoter Score (NPS) is overdelivering on the customer expectation around timely, accurate orders which the CAAE will be responsible for.
    * Be Responsible for strategic account planning, including industry research, competitive insight, and client forecasts
    * Develop strong executive and C-level relationships with existing and prospective Softchoice clients
    * Leverage Salesforce and Softchoice sales methodology to effectively manage accounts, opportunities, and pipelines with consistent and accurate forecasting
    * Leverage industry and Softchoice knowledge to identify client business problems and drive and influence resources to address those opportunities through the solution sale of Software, Hardware and Services
    * Maintain strategic alignment with local vendor and distribution channel partnerships
    * Keep updated on product and industry knowledge and attend product training as required
    * Collaborate and engage with internal stakeholders and resources with specialty knowledge as required to satisfy the customers business objectives.

    What you bring to the table:


    * Experience in a business-to-business sales environment
    * Experience in the technology industry preferred
    * Experience navigating and understanding annual reports, financial data, and forecasting
    * Solid business acumen and understanding of how to manage a sales funnel
    * Understand solution selling and creating value for business clients.
    * Demonstrate strong verbal, written, listening and presentation skills; with an ability to present complex solutions in a simple manner.
    * Utilize strong problem solving, organizational and interpersonal skills
    * Proficient in Salesforce and Office 365 applications
    * High-level commitment to exceptional customer service and relationship building.
    * A driven, self-motivated attitude with the ability to work individually and in a team environment.
    * High School diploma or equivalent.

    Not sure if you qualify? Think about applying anyway:
    We understand that not everyone brings 100% of the skills and experience for the role.

    At Softchoice, we offer opportunities to a diverse group including those with a variety of workplace experiences and backgrounds. Whether you are new to corporate tech, returning to work after a gap in employment, or looking to transition and take the next step in your career, we are excited to learn more about you and encourage you to apply.

    Why You'll Love Working Here:


    * The People: You'll thrive in our collaborative environment, surrounded by incredible colleagues who foster support and innovation, driving our collective success
    * High-Performing Culture: At Softchoice, we are dedicated to achieving our goals and committed to success for our customers and each other
    * Flexibility: Plan your workdays in a way that suits you best
    * Award-Winning Workplace: Proudly recognized as a Great Place to Work for 19 consecutive years
    * Inclusive Culture: We are committed to an inclusive culture where every team member can be their authentic self
    * Competitive Benefits: Benefit from competitive perks that start on day one

    Inclusion & Equal opportunity employment:
    We are an equal opportunity employer committed to diversity, inclusion & belonging. People seeking employment at Softchoice are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.

    Require accommodation? We are ready to help:
    We are proud to provide interview & employment accommodation during the recruitment and hiring process. If you require any accommodation to apply or interview for a position, please reach out directly to asktalentacquisition@softchoice.com. We are committed to working with you to best meet your needs.

    Our commitment to your experience:
    We are committed to the safety of all applicants and team members. With that in mind, we have implemented digital interviewing for everyone. We understand that you may need to interview with distractions around you (such as children or furry friends) and we will be doing the same.

    Before you start with us, we will conduct a criminal record check, verify your education, and check your references.

    When you join Softchoice, we will onboard you remotely. Don't worry. It's quick, simple and you'll be connected with your new team in no time.

    Job Requisition ID:6439
    EoE/M/F/Vet/Disability

    #LI-MI1

    Apply now "User Supplied Image


    Employment Type

    Full Time

  • Account Executive
    Logicalis    Phoenix, AZ 85060
     Posted 6 days    

    Job Description
    Summary

    Closes profitable sales of technology-based solutions for customer business environments. Researches sales leads, obtains knowledge of customer organizations, develops customer relationships, builds strong business relationships with partners and vendors, and generates product and/or services proposals and quotations.

    Essential Duties and Responsibilities


    * Owns all sales activities in assigned accounts or regions and achieves established sales targets annually.
    * Creates business cases and high-level financial models including ROI and TCO analysis to help in positioning and selling of technology-based solutions to solve business problems.
    * Sells to both large and SMB clients via direct new sales, alliances and leverages existing client base, both broad market and vertical.
    * Constructs clear value proposition for clients which includes business benefits (i.e. OPEX vs. CAPEX substitution, ROI, TCO).
    * Engages proactively with Solutions and Services, Marketing and Operations teams.
    * Compiles lists of prospective customers for use as sales leads, based on information from own professional network, industry ads, trade shows, Internet Web sites, newspapers, business directories, and other sources.
    * Builds and maintains research on prospective and current customers relating to how each customer is organized (hierarchically, brands, channels, and key relationships).
    * Establishes and maintains current customer and potential customer relationships.
    * Gains clear understanding of customer business requirements.
    * Educates customers on full breadth of solutions offered by Logicalis.
    * Prepares presentations, proposals and sales contracts.
    * Identifies and resolves customer concerns.
    * Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis through performing behaviors consistent with the organization's values.
    * Maintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors.
    * Supports and conducts self in a manner consistent with customer service expectations.

    Supervisory Responsibilities

    While this job has no direct supervisory responsibilities, guidance may be provided to Technical Consultants, Delivery Consultants, Customer Support Representatives, and Inside Sales Representatives.

    Qualifications

    To perform this job successfully, an individual should be able to perform each essential duty satisfactorily. 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.

    Education/Experience/Technical Requirements/Certifications

    Equivalent combination accepted.

    Education


    * Bachelor's Degree in related field.

    Experience / Technical Requirements


    * 3 years demonstrated outside sales experience selling Information Technology products (i.e. HP Storage, Cisco, and IBM) and consulting services/managed services.
    * 3 years combining products and services into technology solutions that meet customer business needs.
    * Technical sales expertise selling to both Enterprise and SMB market and strong familiarity with Cloud, Managed Services, and Web 2.0 technical concepts.
    * Fundamental understanding of consultative, solutions sales process for dedicated, managed, cloud, and hybrid web hosting solutions.
    * Demonstrated success in strategic thinking, planning and implementation - a strong desire and track record of getting things done.
    * Aptitude, ambition, and eagerness to join A-level Sales Team and contribute to fun, professional culture focused on growth and outcomes.
    * Proficient use of Microsoft Office applications.

    Certifications


    * Various vendor certifications as necessary.

    Other Skills and Abilities


    * Strong technical and customer interaction skills.
    * Self-starter with excellent organizational, administrative and interpersonal skills.
    * Ability to multi-task and work in fast paced environment.
    * Ability to successfully work as a team and independently.
    * Detail oriented.
    * Ability to follow through with tasks, projects, troubleshooting with minimal supervision.
    * Outstanding oral, written, technical and business communication skills.

    Physical Demands

    The physical demands described here are representative of those that should be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is constantly required to sit, talk, see, hear, and use hands and arms. The employee is frequently required to stand; move about, climb steps or balance and stoop, kneel, crouch, or crawl. The employee may occasionally lift and/or move up to 10 pounds.

    The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

    Logicalis is an Equal Opportunity Employer. It is our policy to employ people who are qualified by reason of education, training, experience, and demonstrated performance. We value diversity and inclusion at our company. We do not discriminate on the basis of race, color, religion, national origin, sexual orientation, gender identity and gender expression, marital status, age, height, weight, disability, veteran status, or any other reason prohibited by applicable federal or state laws.

    NOTE: It is Logicalis' practice that when a client requires medical testing, the employee must accept that requirement as a condition of their assignment and either submit to the tests or show proof they've completed the test satisfactorily (i.e., TB Test negative).

    Salary Compensation Range: $50,000 to $80,000 plus uncapped commission.User Supplied Image


    Employment Type

    Full Time

  • Account Executive
    Shamrock Foods Company    Show Low, AZ 85901
     Posted 7 days    

    The Account Executive is responsible to maximize sales growth profitably. To accomplish this, (s)he is responsible for regularly representing products and services for Shamrock Foods Company on a commission base to restaurants, resorts, hotels, and other institutional establishments through face-to-face interactions.

    Essential Duties:


    * Prospect new customers and build a territory to grow the customer base
    * Maintain current customer base and grow the share of the customer's business
    * Impact customer success through:

    * Supporting customer menu engineering
    * Supporting food cost analysis to ensure waste reduction and improve customer profitability
    * Consuming and sharing market intelligence and industry trends
    * Conducting product demonstration and comparisons by taking sample product to customer's restaurant or facility
    * Facilitating demonstrations of capabilities we have to support the customer


    * Share new product innovation through utilization of Shamrock resources
    * Build multi-level relationships in the businesses you serve
    * Keep accounts current; optimizing sales, service, and delivery and collecting past-due balances from customers
    * Leverage technology for improved customer efficiency and to drive customer experience enhancements
    * Participate in on-going training to continuously develop skills
    * Other duties as assigned.

    Qualifications:


    * HS Diploma and/or GED required; Associate or Bachelor's degree a plus.
    * 2 plus years' experience in culinary, restaurant operations, foodservice, or other related experience preferred
    * Previous successful sales experience a plus
    * Current driver license
    * Demonstrated expertise in problem solving
    * Comfort using technology; and analyzing customer data
    * Knowledgeable on industry trends
    * Expertise in Microsoft office (Word, Excel, Outlook)
    * Must be flexible and willing to work the demands of the department which may be subject to evenings, weekends and holidays.

    Physical Demands:


    * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
    * Regularly lift and /or move up to 40 pounds
    * Frequently lift and/or move up to 60 pounds

    Compensation on a commission basis, based on achievement of performance goals.

    Corporate Summary:

    At Shamrock Foods Company, people come first - our associates, our customers, and the families we serve across the nation. A privately-held, family-owned and -operated Forbes 500 company, Shamrock is an innovator in the food industry and has been since being founded in Arizona in 1922.

    Our Mission

    At Shamrock Foods Company, we live by our founding family's motto to "treat associates like family and customers like friends."

    Why work for us?

    Benefits are a major part of your overall compensation, and we believe offering them at an affordable cost is not only the right thing to do, but it helps keep you and your family healthy. That's why Shamrock Foods pays for the majority of your health insurance, allowing you to take home more of your paycheck. And it doesn't stop there - our associates also enjoy additional benefits such as 401(k) Savings Plan, Profit Sharing, Paid Time Off, as well as our incredible growth opportunities, continued education, wellness programs, and much more!

    Equal Opportunity Employer

    At Shamrock Foods Co all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity or any other basis protected by applicable law.User Supplied Image


    Employment Type

    Full Time

  • Personal Financial Counselor Trainee , PFC
    Magellan Health Services inc    Scottsdale, AZ 85255
     Posted 7 days    

    Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position).
    Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC). Responsible for providing education, information and assistance to members, providers and other internal and external customers.

    * Learns how to provide personal financial counseling and management services for service members and their families.
    * Learns how to assist service members in establishing a spending plan for extended absences.
    * Learns how to coordinate, publicize and provide a wide variety of Personal Financial Management classes and workshops (e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34).
    * Learns how to effectively utilize virtual counseling or other electronic modes of communication such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
    * Learns how to manage duty-to-warn situations according to Department of Defense (DoD) protocol.
    * Communicates with leadership and participates in regular individual and group supervision.
    * Participates in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate.
    * All other duties as assigned.

    Other Job Requirements
    Responsibilities
    Bachelor's degree required.
    May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
    May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
    Must be a U.S. citizen and speak fluent English.
    Must be able to speak and provide presentations in front of small or large groups.
    If required by the contract, must be bilingual in English and Spanish.
    Be able to obtain a favorably adjudicated Tier 2 investigation status.
    Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment.
    Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position).
    Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic.
    Must demonstrate ethical conduct and always maintain confidentiality.
    General Job Information
    Title
    Personal Financial Counselor Trainee , PFC
    Grade
    20
    Work Experience - Required
    Financial Counseling
    Work Experience - Preferred
    Education - Required
    A Combination of Education and Work Experience May Be Considered., Bachelor's
    Education - Preferred
    License and Certifications - Required
    DL - Driver License, Valid In State - Other
    License and Certifications - Preferred
    Salary Range
    Salary Minimum:
    $41,505
    Salary Maximum:
    $62,255
    This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
    This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
    Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
    Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. User Supplied Image


    Employment Type

    Full Time

  • Account Executive, Phoenix
    Bracco Diagnostics Inc    Phoenix, AZ 85060
     Posted 7 days    

    Summary

    Responsible for attainment of sales quotas by product promotion, education and comprehensive service to physicians, purchasers and other decision-makers within assigned territory.
    Activities, Duties, Tasks and Responsibilities


    * Nurtures and develops contacts with existing and potential customers
    * Effectively manages contact time through territory management techniques
    * Analyzes existing and anticipated customer requirements
    * Develops territory business plans to promote BDI's entire product line (contrast media, devices and informatics) to achieve annual quota. Conducts sales presentations for the entire line of assigned products engaging clinical support as needed
    * Maintains up-to-date and accurate sales records as required
    * Maintains technical proficiency for all products by actively participating in all sales training and utilizing sales tools provided by the organization
    * Enhances customer knowledge about Bracco products through the effective use and coordination of speakers, programs, seminars, symposia and other company-sponsored events
    * Works with finance, contract administration and corporate accounts to validate customer charge backs to determine eligibility for contracted pricing and rebates
    * Maintains up-to-date and accurate T&E/sales records by using Concur and salesforce.com, respectively.

    Supervisory Responsibilities

    N/A
    Professional Experience

    At least 2 years outside sales experience, technical experience in a hospital and/or imaging center, or marketing/field sales administrative experience in the pharmaceutical industry
    Education

    Four-year College Degree
    Professional knowledge (Core Competencies focused on technical skills)

    Business Planning/Implementation:


    * Develop territory plans

    Strategic Selling:


    * Effectively applies the strategic selling process, including identifying decision-makers, coaches, economic buyers, and develops rapport with physicians and others that are involved driving the decision-making process.

    Product Knowledge:


    * Demonstrate a comprehensive understanding of Bracco's entire product line including device, pharmaceutical agents, and informatics.

    Technology Skills:


    * Uses provided computer software for planning, account analysis, forecasting and reviewing sales (e.g. Salesforce.com, BARS, Field Coaching Reports) activities
    * Utilize company provided tools to manage travel and expenses

    Managerial Skills (Core Competencies focused on managerial skills)


    * Collaboration and Impact
    * Quality of Communication
    * Ownership Mindset
    * Customer Focus

    Soft Skills - Company Values & Behaviours

    Adhere to the Bracco's core values, including:


    * Passion: Connecting People and Networking; Be Yourself
    * Extraordinary: Leading People and Delegation; Courage
    * Continuous Evolution: Insight and Learning Agility; Digital and Technology Orientation
    * Sustainability: Long-Term Value Creation; Accountability

    Core Relationships


    * Customers
    * Sales management (Zone Sales Directors, Region Managers, Account Executives, Strategic Account Managers, and Corporate Accounts)
    * Customer Service & Fulfillment
    * Commercial Operations
    * Marketing
    * Finance
    * Legal
    * Human Resources

    Certificates, Licenses and Registrations


    * Must be a licensed driver without restrictions and able to drive a car


    * Field Sales Credentialing demands various vaccinations and background check requirements. Candidates have to comply with all credentialing obligations, including a 10-panel drug screen, in order to have access to the medical facilities conducting business with Bracco.

    Physical Demands


    * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    * Travel: Domestic travel is required


    * Injector presentations sometimes requires moving and handling equipment (must be able to move various components weighing up to 28 pounds)

    Work Environment


    * The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    * The position is field based

    User Supplied Image


    Employment Type

    Full Time

  • Senior Financial Analyst (Talent Pool)
    Stride, Inc.    Phoenix, AZ 85060
     Posted 8 days    

    Job Description

    SUMMARY: The Senior Financial Analyst provides a broad range of financial analysis, budgeting and forecasting for multiple departments. This position prepares and reviews a variety of complex financial data and reports as well as monitors trends in order to formulate strategies and provide insight to key executive stakeholders.

    ESSENTIAL FUNCTIONS :Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.


    * Budget and cost reviews including analyzing variances between actuals, forecast, and plan, use insight to iterate on forecasts and push for operational improvements
    * Capitalized Labor reconciliation
    * Prepares monthly consolidation, review and reconciliation of business unit financials
    * Financial analysis and modeling - pull and consolidate large data sets, build models from scratch and improve existing ones
    * Prepares/provisions financial reporting and other analytics; develops annual budgets, monthly forecasts, and variance analysis
    * Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes
    * Collaborate with business leads to summarize and analyze key data
    * Interacts with and provides financial support and manages financial communication with the key individuals
    * Demonstrates knowledge of proper business practices and best practices in the use of ERP, specifically financials.

    Supervisory Responsibilities:This position has no formal supervisory responsibilities.

    MINIMUM REQUIRED QUALIFICATIONS :


    * Three (3) years of experience in financial analysis

    Certificates and Licenses: None required.

    OTHER REQUIRED QUALIFICATIONS:


    * Experience and knowledge in several functions within Finance (Budgeting, Consolidation, Performance Reporting and financial analysis)
    * Understanding of accounting processes, procedures and internal controls
    * Able to work well as part of a team
    * Possess very good communication skills - written and verbal
    * Excellent time management and organizational skills
    * Experience with Oracle Enterprise Resource Planning (ERP) systems
    * Ability to travel 10% of the time
    * Highly proficient in Microsoft Excel and Word
    * Ability to clear required background check

    DESIRED QUALIFICATIONS :


    * Bachelor's degree in accounting, economics, finance, math or a related field
    * Certified Public Accountant (CPA)
    * Masters of business administration (MBA)

    WORK ENVIRONMENT :The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    * This position is virtual and open to residents of the 50 states, D.C.

    COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. Salaries will differ based on these factors, the position's level and expected contribution, and the employee's benefits elections. Offers will typically be in the bottom half of the range.


    * We anticipate the salary range to be $57,384.00 - $98,992.80. Eligible employees may receive a bonus.This salary is not guaranteed, as an individual's compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off.

    The above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.

    Job Type
    Regular

    The above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.

    If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you can request the appropriate accommodation by contacting stridecareers@k12.com.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    Stride, Inc. is an equal opportunity employer. Applicants receive consideration for employment based on merit without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or any other basis prohibited by federal, state, or local law. Stride, Inc. complies with all legally required affirmative action obligations. Applicants will not be discriminated against because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    User Supplied Image


    Employment Type

    Full Time

  • Account Executive - MidMarket VAST
    Zoom    Phoenix, AZ 85067
     Posted 9 days    

    Midmarket VAST Account Executive

    What you can expect

    Zoom is looking for Midmarket VAST (Value Added Selling Team) Account Executives specializing in selling our Workplace Platform. Our Midmarket VAST team engages with existing customers to expand their account to the entire Zoom platform. Our sales team focuses on working with growing organizations within a defined geographic territory.

    About the Team

    The Zoom sales team is a dynamic force driving the company's success. The team passionately engages with clients, with a focus on delivering cutting-edge communication solutions for our customers. Through strategic partnerships and a customer-centric approach, they play a pivotal role in expanding Zoom's presence and ensuring businesses harness the full potential of virtual collaboration.

    What we’re looking for

    + Experience (2+ yrs) in a sales/sales support role

    + Experience Utilizing Customer Relationship Management (CRM) tool

    Salary Range or On Target Earnings:

    Minimum:

    $92,300.00

    Maximum:

    $184,600.00

    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations.

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment.

    Our Commitment​

    At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step.

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

    If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    Think of this opportunity as a marathon, not a sprint! We're building a strong team at Zoom, and we're looking for talented individuals to join us for the long haul. No need to rush your application – take your time to ensure it's a good fit for your career goals. We continuously review applications, so submit yours whenever you're ready to take the next step.

    #LI-Remote


    Employment Type

    Full Time

  • Patient Access Specialist (Financial Counselor) - Chandler, AZ
    UnitedHealth Group    Chandler, AZ 85286
     Posted 9 days    

    Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

    The **Patient Access Specialist (Financial Counselor)** functions as an integral member of the team and is the first point of contact for all people inquiring about the provider’s practice. The primary role is to organize the practice’s daily activities and paperwork.

    This position is Per Diem and will work on an as needed basis. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours. Schedule will be given at the time of hire, subject to business needs. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.

    **Schedule** : Friday 8:00 - 4:30pm with varying weekend day shifts

    **Primary Responsibilities:**

    + Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting

    + Obtains referral, authorization and pre-certification information and documents this information in system

    + Identifies outstanding balances from patient’s previous visits and attempts to collect any amount due

    + Trains staff on computer systems, new processes, payer updates and assigned reporting

    + Functions as a superuser for primary computer systems

    + Proactively identifies and leads department improvement opportunities

    + Works on Special Projects as needed

    + Performs the duties of a Patient Access Representative

    + Maintains up-to-date knowledge of specific admission, registration and pre-registration requirements for all areas

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + High School Diploma/GED (or higher)

    + 2+ years of customer service experience in a hospital, office setting or phone support role

    + 1+ years of electronic health record experience

    + Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ

    + Must be 18 years of age or older

    **Preferred Qualifications:**

    + 1+ years of experience with prior authorizations

    + Experience with Microsoft Office products

    + Experience in a Hospital Patient Registration Department, Physician office or any medical setting

    + Working knowledge of medical terminology

    + Understanding of insurance policies and procedures

    + Experience in insurance reimbursement and financial verification

    + Ability to perform basic mathematics for financial payments

    + Experience in requesting and processing financial payments

    **Soft Skills:**

    + Strong interpersonal, communication and customer service skills

    **Physical and Work Environment:**

    + Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

    The salary range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

    _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

    _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._

    \#RPO #RED


    Employment Type

    Full Time


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