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

266

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

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Arizona State University
  AZ      Degree Program

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  Tucson, AZ 85721-0066      Degree Program

Mohave Community College
  Kingman, AZ 86409      Degree Program

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  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

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  AZ      Degree Program

ASU
  AZ      Degree Program

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  AZ      Degree Program

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  Tucson, AZ 85721-0066      Degree Program

YearUp
  AZ      Degree Program

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  AZ      Degree Program

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  AZ      Degree Program

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  AZ      Degree Program

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  Flagstaff, AZ 86011      Degree Program

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  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

  • Majors Account Executive
    Zoom    Phoenix, AZ 85067
     Posted about 12 hours    

    What you can expect​

    Zoom is looking for their next sales professional in our Majors segment. The Account Executive in this role will have the primary task of selling the Zoom Workplace platform to a select group of named accounts. By building trusted relationships with C-suite executives you will help your customer’s find the connective tissue between collaboration and their business objectives.

    About the Team

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

    Responsibilities

    + Collaborating with C-Level and VP-Level Executives to validate account plan information and understand customer business priorities and goals. This involves engaging in in-depth discussions.

    + Qualifying leads and perform needs assessment, engaging technical resources

    + Creating, delivering, and managing client presentations, proposals and coordinate quarterly business reviews

    + Utilizing solution-selling and value-selling techniques to effectively guide sales processes to close

    + Working strategically with management to deliver forecasts, identify trending opportunities/challenges, and provide recommended solutions

    + Developing and maintaining business within existing accounts, managing large, complex sales situations and sales campaigns

    What we’re looking for

    + 5+ years of Account Executive experience in a Technology company

    + Able to close deals with a history of meeting sales quotas

    + Forecast, pipeline development and management skills experience

    + Direct SaaS/Cloud/Platform selling experience

    + Utilize Customer Relationship Management (CRM) tool

    + Travel as needed

    + Be proficient in Unified Communications as a Service (UCaaS) and Contact Center as a Service (CCaaS) solutions

    Salary Range or On Target Earnings:

    Minimum:

    $174 500,00

    Maximum:

    $389 400,00

    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

    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:

    02/27/25

    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. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    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.

    #LI-Remote


    Employment Type

    Full Time

  • Enterprise Account Executive
    Zoom    Phoenix, AZ 85067
     Posted about 12 hours    

    What you can expect​

    We are looking for someone who understands the industry standards. You will be required to manage complex enterprise sales cycles as well as build and maintain enterprise level relationships. An individual with proven ability to partner with direct sales account executives to prospect new opportunities and increase sales funnel.

    About the Team

    As a member of the Zoom Enterprise team, you will empower top corporations to discover flexible solutions for modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile.

    Responsibilities

    + Building and maintaining relationships with high-level clients

    + Conducting market research to identify new business opportunities

    + Creating client presentations and proposals. Coordinating quarterly business reviews

    + Conducting high-level conversations with C-level and VP-level Executives

    + Utilizing solution-selling and value-selling techniques to effectively guide sales process to close

    + Developing and maintaining business within existing accounts, manage complex sales situations and sales campaigns

    What we’re looking for

    + 10+ years of quota carrying Enterprise Sales/Account Executive experience in a technology company

    + UCaaS/CCaaS

    + Able to sell Video Collaboration or Cloud solutions

    + Able to prospect net new logos, developing and maintain business within existing accounts and managing complex sales situations

    + Demonstrate a sound knowledge in using Customer Relationship Management (CRM) tools

    + Able to execute business forecasting, pipeline development and management skills

    + Able to conduct product demonstrations with the ability to build relevant, strategic messaging

    + Able to travel as needed

    Salary Range or On Target Earnings:

    Minimum:

    $160 000,00

    Maximum:

    $326 400,00

    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

    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:

    02/27/25

    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. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    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.

    #LI-Remote


    Employment Type

    Full Time

  • Elavon Account Executive
    U.S. Bank    Phoenix, AZ 85067
     Posted about 12 hours    

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

    As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

    **Job Description**

    Sells products and services to existing and prospective customers in a centralized call center environment. Receives inbound sales calls and leads generated online. Robust marketing practices provide opportunities to make offers to business owners that are members of the premier wholesale warehouse in the U.S. Discusses and assesses a wide range of payment acceptance needs and recommends and sells products or services that enhance the potential customers acceptance capabilities. Products include, but are not limited to, hardware and software utilized to facilitate payment acceptance in a variety of consumer environments. Implements a sales process designed to uncover needs and pain points to drive potential customers to a favorable decision. Seeks to obtain referrals from newly signed merchants. Interacts with multiple departments such as Customer Care, Underwriting, Customer Account Management, et.al., to assist with the merchants' onboarding and/or hurdles to processing. Ongoing training as new products and services are implemented and industry trends and standards modify.

    Basic Qualifications

    - High school diploma or equivalent

    - Two to four years of sales experience, preferably in phone sales environment

    Preferred Skills/Experience

    - Thorough knowledge of retail financial products and services, rates, terms, fees and regulations

    - Excellent selling and referral skills

    - Proficient keyboard, 10-key, and computer navigation skills using a variety of software packages

    - Good knowledge of systems and procedures

    - Proven commitment to high quality customer service

    - Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service

    - Strong verbal communication skills

    - Excellent telephone and interpersonal skills

    - May be required to obtain specific licenses for the sale of insurance, investment or other licensed products

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

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

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 - $29.03

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

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

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Account Executive Enterprise Sales
    Highmark Health    Phoenix, AZ 85067
     Posted about 13 hours    

    **Company :**

    enGen

    **Job Description :**

    **JOB SUMMARY**

    This job is responsible for growing the client base within our national print & mail manufacturing footprint. The role will focus on driving sales revenue and expanding market share through new client acquisition and relationship management. The ideal candidate will have a strong background in B2B sales, particularly within the SaaS industry and will utilize a creative and analytical approach to identify new prospects and enhance existing client relationships.

    **ESSENTIAL RESPONSIBILITIES**

    + Research and identify prospects based on their need to outsource Customer/Member communications in physical and digital formats

    + Ability to conduct Vice President and above outreach within IT and Procurement

    + Deliver consistent sales results to meet or exceed their assigned revenue target

    + Meet or exceed their KPI’s for sales activity and performance

    + Utilize the company CRM to maintain detailed records of sales activity

    + Oversee the onboarding (contracting, negotiation, implementation) of new clients

    + Ensure that all client engagements are managed effectively to ensure satisfaction and retention

    + Maintain effective communication between departments to maximize client success

    + Conduct thorough needs assessments to prepare compelling proposals

    + Create and present business cases and justifications persuasively

    + Provide weekly updates on sales forecasts, activities, deal advancements, opportunities, competitor information, market trends, etc.

    + Track and report on sales metrics, including “wins and losses” to capture product gaps and best practices to inform product/service development

    + Attend industry events to network and promote the company’s products and services

    + Perform other duties as assigned

    **EDUCATION**

    **Required**

    + Bachelor’s degree in Sales, Marketing, or related field or relevant experience and/or education as determined by the company in lieu of bachelor’s degree

    **Preferred**

    + None

    **EXPERIENCE**

    **Required**

    + 5 years of experience in a B2B sales environment, specifically developing relationships with executive-level contacts and lead generation in large organizations.

    + Experience servicing a specialized market, such as: Financial Services, Utilities, Property and Casualty Insurance

    + CRM utilization

    **Preferred**

    + Transactional print and mail and digital delivery experience

    + Presenting at industry events and conferences

    + Proficiency in price negotiation and informing contracting process

    + Knowledge of RFP/RFI process and rules of engagement

    **LICENSES or CERTIFICATIONS**

    **Required**

    + None

    **Preferred**

    + None

    **SKILLS**

    + Agility in a fast-paced manufacturing and services-based organization

    + Must be coachable and possess a positive attitude

    + Excellent verbal and written communication

    + Excellent Powerpoint and presentation skills

    + Knowledge of CRM (Salesforce is a plus)

    + Good organizational skills and be proficient at activity management

    + Strong prioritization skills

    **Language (Other than English)**

    None

    **Travel Requirement**

    40%

    **PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

    **Position Type**

    Most On-The-Road Position

    Non-Office Based Position

    Teaches / trains others regularly

    Rarely

    Travel regularly from the office to various work sites or from site-to-site

    Constantly

    Works primarily out-of-the office selling products/services (sales employees)

    Constantly

    Physical work site required

    No

    Lifting: up to 10 pounds

    Rarely

    Lifting: 10 to 25 pounds

    Rarely

    Lifting: 25 to 50 pounds

    Rarely

    **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

    **_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

    As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

    **Pay Range Minimum:**

    $80,000.00

    **Pay Range Maximum:**

    $120,000.00

    _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

    Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

    We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

    For accommodation requests, please contact HR Services Online at [email protected]

    California Consumer Privacy Act Employees, Contractors, and Applicants Notice

    Req ID: J254941


    Employment Type

    Full Time

  • Financial Analyst Intern
    Ensono    Phoenix, AZ 85067
     Posted about 13 hours    

    Financial Analyst InternRemote - United StatesJR011437

    At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation.

    We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose.

    Honesty – Reliability – Curiosity – Collaboration – Passion

    **About the role and what you’ll be doing:**

    As an intern at Ensono, you will have a direct impact working with your team and also take part in programming provided by our Training and Development team. This will include project work, professional development, a business challenge culminating in presenting to our executive leadership team, and networking opportunities. Ensono’s paid internship is a 12-week program that runs from May 19th to August 8th, 2025, and could lead to a part-time or full-time position within Ensono.

    Our summer internship is the entry point into our 12-month rotational program. The program aims to create a pathway to full time employment and develop well rounded junior associates with great potential.

    Each summer we choose two interns to join Ensono full-time and gain experience in different departments over 3-month rotations. Because of this, our ideal intern candidate would graduate by June 2026 and be interested in full-time opportunities.

    We are looking for potential participants for our 2025 Summer Internship Program and are excited to invite driven and self-motivated candidates to apply! Ensono is dedicated to cultivating talented individuals with unique skillsets who know how to dream big and build bigger!”

    **Required Qualifications**

    + Pursuing a degree in Business (Finance, Accounting, Economics)

    + Familiarity with Microsoft Excel

    + Comfortable in learning new systems/tools to mine data and create analytical reporting in Excel to provide insights

    **Preferred Qualifications**

    + Familiarity with PowerBI

    + Strong communication and interpersonal skills to effectively work with internal stakeholders

    **What you can look forward to doing:**

    + As part of the newly created Center of Excellence (CoE) under the Finance organization and within the Procurement team, this role will support the team in developing new metrics to provide analytical insights to drive strategic decision-making both within Procurement and across the Finance organization.

    + This internship will provide a unique opportunity to be mentored by the team to learn how to translate high-tech mainframe and cloud-based software usage into financial analysis

    As of the date of this posting, a good faith estimate of the current pay scale for this role is $15 to $22 per hour. Please note that placement in the range may vary based on numerous factors including but not limited to skills, experience, internal equity, and business needs.

    Ensono is an Equal Opportunity/Affirmative Action employer. We are committed to providing equal employment to our Associates and building a diverse and inclusive workforce. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or other legally protected basis, in accordance with applicable law.

    Pay transparency nondiscrimination statement/posting OFCCP’s pay transparency policy can be found onOFCCP’s website (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) .

    If you need accommodation at any point during the application or interview process, please let your recruiter know or email .

    JR011437


    Employment Type

    Full Time

  • Experienced Financial Advisor Recruiter
    Edward Jones    Tempe, AZ 85282
     Posted about 13 hours    

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

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

    **Job Overview**

    **Position Schedule:** Full-Time

    Are you an experienced Recruiter looking to take your career to the next level? Are you passionate about recruiting top talent within the financial services industry? If so, the Experienced Advisor Recruiter position could be your next career step with Edward Jones.

    Experienced Advisor Recruiters will be assisting in bringing exceptional talent to our firm. The Experienced Advisors (EAs) are current Financial Advisors who can transition relationships to Edward Jones. The EA Recruiters will be expected to source, attract, and hire these advisors. They will do this by understanding the candidates' needs and articulating how being a Financial Advisor (FA) at Edward Jones can not only help their clients meet their long-term financial goals, but also enable the Financial Advisor to live out their individual purpose while contributing to growing the impact Edward Jones has on clients' lives.

    **What You'll Do:**

    + Create and implement recruiting strategies, generate leads, and grow referral network.

    + Make significant outbound calls and contacts to reach passive candidate pools of Experienced Financial Advisors.

    + Utilize contact management system to persistently follow up with prospective candidate.

    + Establish relationships with prospective advisors and educate them on the Edward Jones platform, business model, and culture.

    + Review resumes, conduct behavior-based interviews, determine which candidates advance in the process by assessing candidate's talent, effort, and ability to successfully continue to build their practice at Edward Jones.

    + Work with the candidate to analyze their book of business and keep them informed of the hiring process and timeline.

    + Engage candidates throughout the recruitment and selection process (in partnership with Practice Acquisition Consultants) so they are fully educated on what they can expect being an FA at Edward Jones.

    + Partner closely with Practice Acquisition Consultants to ensure alignment of candidates' skillsets and transferrable business products.

    + Serve as back up for Practice Acquisitions Consultants, as necessary, to assist in moving candidates quickly through the hiring process.

    **Compensation Note: Compensation for this role is comprised of competitive base salary with the potential to earn commission based on performance with no cap on earnings.**

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

    **Hiring Minimum:** $84100

    **Hiring Maximum:** $143100

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

    Read More About Job Overview

    **Skills/Requirements**

    **What Experience You Need:**

    + 5 + years' experience proactively sourcing, recruiting, and interviewing candidates in financial services.

    + Ability to build or leverage a developed network of successful financial advisors.

    + Ability to determine overall success of candidates coming from firms with different philosophy and structure than Edward Jones and the ability to analyze training and compensation programs for candidates.

    + Strong resilient mindset, willingly initiating calls and comfortable in various interactions with potential candidates.

    + In depth knowledge of the industry and the ability to articulate how the Edward Jones value proposition compares to other firms.

    **What could set you apart:**

    + Series 7

    + AIRS CIR and CDR

    + Bachelor's Degree

    **Travel Expectations - This position will travel approximately 10-20% of the time.**

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

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

    Read More About Skills/Requirements

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

    Read More About Awards & Accolades

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-HO


    Employment Type

    Full Time

  • Senior Financial Advisor - Edward Jones Connections
    Edward Jones    Tempe, AZ 85282
     Posted about 13 hours    

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

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

    **Job Overview**

    **Position Schedule:** Full-Time

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

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

    **The Position:**

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

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

    **Key Responsibilities:**

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

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

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

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

    + Research and resolve any service issues or unfinished tasks

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

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

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

    **Hiring Minimum:** $72700

    **Hiring Maximum:** $119800

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

    Read More About Job Overview

    **Skills/Requirements**

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

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

    • 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

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

    • Ability to seek, receive and implement feedback.

    • Strong critical thinking skills are necessary.

    • Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

    • Extensive flexibility, reliability and sound decision making skills

    • Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

    • Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

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

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

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

    Read More About Skills/Requirements

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

    Read More About Awards & Accolades

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-HO


    Employment Type

    Full Time

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Scottsdale Area
    Bank of America    Scottsdale, AZ 85258
     Posted about 13 hours    

    Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Scottsdale Area

    Scottsdale, Arizona

    **Job Description:**

    Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

    This job will be open and accepting applications for a minimum of seven days from the date it was posted.

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

    Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

    At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

    If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

    As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

    Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Get training and one-on-one coaching** from Academy managers who are invested in your success.

    • **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

    • **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

    • **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

    • **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

    • **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

    **As a Financial Solutions Advisor Stage I, you can look forward to**

    • Unlimited potential for financial growth.

    • A strong referral base from across the business through our relationship with one in every two households.

    • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

    • Robust marketing support to reach wider audiences with greater appeal.

    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

    • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required Qualifications:**

    • Sets and accomplishes goals, achieving whatever you put your mind to.

    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

    • Communicates clearly and confidently with clients from all walks of life.

    • Works well with others and collaborates productively to get things done.

    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

    • Efficiently manages your time and capacity.

    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    **Desired Qualifications:**

    • Strong computer skills with an ability to multitask in a demanding environment.

    • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

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

    To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

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

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

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

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


    Employment Type

    Full Time

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments - West Valley
    Bank of America    Phoenix, AZ 85067
     Posted about 13 hours    

    Financial Solutions Advisor I - Registration Candidate - Consumer Investments - West Valley

    Peoria, Arizona;Phoenix, Arizona; Prescott Valley, Arizona

    **Job Description:**

    Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

    This job will be open and accepting applications for a minimum of seven days from the date it was posted.

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

    Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

    At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

    If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

    As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

    Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Get training and one-on-one coaching** from Academy managers who are invested in your success.

    • **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

    • **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

    • **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

    • **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

    • **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

    **As a Financial Solutions Advisor Stage I, you can look forward to**

    • Unlimited potential for financial growth.

    • A strong referral base from across the business through our relationship with one in every two households.

    • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

    • Robust marketing support to reach wider audiences with greater appeal.

    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

    • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required Qualifications:**

    • Sets and accomplishes goals, achieving whatever you put your mind to.

    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

    • Communicates clearly and confidently with clients from all walks of life.

    • Works well with others and collaborates productively to get things done.

    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

    • Efficiently manages your time and capacity.

    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    **Desired Qualifications:**

    • Strong computer skills with an ability to multitask in a demanding environment.

    • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

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

    To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

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

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

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

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


    Employment Type

    Full Time

  • B2B Sales Account Executive
    AT&T    Mesa, AZ 85213
     Posted about 13 hours    

    **Job Description:**

    Joining our team comes with perks! Now offering a $4,500 Sign On Bonus to join our best-in-class Sales team.

    **This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered**

    Join AT&T and reimagine the communications and technologies that connect the world. Our Consumer Technology experience team is delivering innovative and reliable technology solutions to power differentiated, simplified customer experiences. Bring your bold ideas and fearless risk-taking to redefine connectivity and transform how the world shares stories and experiences that matter. When you step into a career with AT&T, you won’t just imagine the future-you’ll create it.

    This role is a dedicated Fiber Based Broadband Acquisition seller to proactively support new fiber building sales opportunities.

    **Key Roles and Responsibilities:**

    + Responsible for generating new revenue from customers in buildings where AT&T pre- deploys network assets like Fiber/Ethernet multiplexing.

    + Primary responsibility of the position will be to sell AT&T strategic products/services as detailed in the respective compensation plan title abstracts to customers within all AT&T segments according to current Rules of Engagement and customers with competitors in the marketplace.

    + From a technical standpoint, the position will verify AT&T technical architecture understanding of property, and responsible for updating internal fiber assets accurately.

    + From a negotiation standpoint, the position owns the relationship with the property manager, securing AT&T ability to solicit customers in exchange for advanced network assets.

    + The position interfaces with customers/across account teams to properly serve/approach customers.

    + Position performance based on new sales revenue, customer satisfaction, maximizing building penetration to ensure a return on pre-positioned network assets.

    + The position will work at a local level with engineers to leverage new architecture providing a superior customer experience.

    + Responsible for meeting all customers within the Fiber Based Broadband building, identifying opportunities, proposing and closing sales, and may require collaboration with the customer assigned account team.

    + Achieve sales objectives by structuring/securing new high-speed data services with customers located in designated Fiber Based Broadband buildings.

    + This job key applies to employees who are customarily and regularly engaged away from the employer's place or places of business in performing the primary duties of making sales.

    **Duties directly related to making sales includes:**

    + Meeting with customers engaged in sales activities at the customers site, communicating with customers via phone, teleconference, e-mail, etc., related to proposed solution/sale etc., traveling to and from the customers premise, preparing proposals, presentations, or bids, developing strategic plans related to the customer and the proposed solution/sale, researching and developing customer solutions with ATT external partners, including design and engineering, and researching customer business and industry to identify new sales opportunities.

    **Education:**

    + **Requires a Bachelor degree.**

    **Experience:**

    + Requires 2-5 years direct work experience.

    **Supervisory:**

    + No.

    Our Specialist Sales Executive S1 Mobility, earn between $38,800 - $77,600 + commission with a total target compensation of $83,800 - $122,600. Not to mention all the other amazing rewards that working at AT&T offers. From health insurance to tuition reimbursement and paid time off to discounts on products and services just to name a few. There is a lot to be excited about around here. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.

    **Joining our team comes with amazing perks and benefits:**

    + Medical/Dental/Vision coverage

    + 401(k) plan

    + Tuition reimbursement program

    + Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)

    + Paid Parental Leave

    + Paid Caregiver Leave

    + Additional sick leave beyond what state and local law require may be available but is unprotected.

    + Adoption Reimbursement

    + Disability Benefits (short term and long term)

    + Life and Accidental Death Insurance

    + Supplemental benefit programs: critical illness/accident hospital indemnity/group legal

    + Employee Assistance Programs (EAP)

    + Extensive employee wellness programs

    + Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

    A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you’ll lead transformation surrounded by trailblazing industry leaders like you. You’ll be empowered to go above and beyond – making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups.

    And regardless of where you’re at in your career trajectory, you’ll be rewarded by the impact that comes with making a difference in the lives of millions. With AT&T, you’ll be a part of something greater, do incredible things and be rewarded with a chance to change the world.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.

    Ready to close the deal on a career with AT&T?

    Apply today!

    **Weekly Hours:**

    40

    **Time Type:**

    Regular

    **Location:**

    Mesa, Arizona

    **Salary Range:**

    $43,100.00 - $64,700.00

    It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws

    We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status


    Employment Type

    Full Time


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