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

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

234

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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 Associate's Degree  

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 Associate's Degree  

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 Bachelor's Degree  

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 Bachelor's Degree  

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 Credential  

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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

  • Customer Service Representative (Wealth Management Company)
    TEKsystems    Tempe, AZ 85282
     Posted about 16 hours    

    Description

    Hybrid Job - Must be local to Tempe, AZ area

    Equipment provided

    6-8 weeks of training, open book tests

    Will be required to take the SIE exam at 4th month of employment

    Our Financial Service Professionals spend their days on a dynamic set of activities including:

    - World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

    - Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

    - Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

    - Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

    - Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community.

    Pay and Benefits

    The pay range for this position is $24.00 - $24.00/hr.

    • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

    Workplace Type

    This is a hybrid position in Tempe,AZ.

    Application Deadline

    This position will be accepting applications until Dec 9, 2024.

    About TEKsystems:

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.


    Employment Type

    Full Time

  • Enterprise Account Executive- Detroit MI, Minneapolis MN, Cleveland OH or Cincinnati OH
    PagerDuty    Phoenix, AZ 85067
     Posted about 16 hours    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    **Target Locations:** Detroit MI, Minneapolis MN, Cleveland OH or Cincinnati OH

    **Overview of the Role**

    PagerDuty is seeking an Enterprise Growth Account Executive with experience selling SaaS products to Enterprise accounts. In this role, you will report to a Regional Sales Director. We are seeking a dynamic sales champion who not only embraces technology but also knows how to excel while doing it! We're on the lookout for someone with a consultative sales approach, a proven knack for driving sales growth, and the ability to captivate a tech-savvy audience.

    In this role, you will exhibit all the characteristics associated with a high performance sales culture, specifically leading and managing a pipeline of opportunities within our existing accounts to deliver results against sales targets. Your target accounts will fit our ideal customer profile model in the +$500 million in revenue space and focused on approximately 12-20 accounts. You will need to have the ability to go wide within accounts to align our operations cloud story to different stakeholders (multi-product catalog).

    As a customer-centric organization, PagerDuty places immense value on delivering exceptional sales experiences. Your mission will be to go above and beyond, ensuring our customers receive nothing short of the finest sales journey imaginable.

    This isn't just a job—it's an opportunity to showcase your sales prowess, leverage your tech-savviness, and inject your vibrant personality into every interaction. Join PagerDuty and be a part of a thrilling sales adventure where you'll thrive, have fun, and make a significant impact!

    **Key Responsibilities:**

    **Value Selling- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

    + Possess a deep understanding of the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

    + Develops strategic plans that anticipate and address customer needs and preferences based on competitor knowledge and industry trends

    + Identifies long-term strategies to grow accounts by aligning with our customers Big Problems and objectives

    **Sales Effectiveness- Establishing, overseeing and maintaining genuine connections with customers**

    + Negotiate positive business outcomes with existing customers for PagerDuty

    + Managing and closing complex, multi-product sales cycles in the +$500 million in revenue space

    + Conducts consistent and effective conversations with senior-level executives (VP+) to garner interest and support for new initiatives

    + Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; Shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

    + Encourages positive conversations between existing customers and sales teams, leading to solutions aligned with the customer's strategic vision.

    **Sales Execution- Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

    + Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

    + Utilize historical data and market trends to provide accurate forecasts to management

    + Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

    + Create effective strategies and qualify opportunities within accounts, including plans for winning business for PagerDuty

    + Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDICC & COM Framework)

    + Proactively engages internal resources and partners at the right time and in the right manner in order to move the sales process forward throughout their accounts.

    **Basic Qualifications**

    + 8-12 years field sales experience, preferably in software sales / SaaS sales

    + 4-6 years of experience expanded into new areas of existing accounts

    + Enterprise Account Management experience with $500M+, Fortune 500 and Global 2000 companies

    + Sold in a multi-product selling environment before

    + Travel expectations around 30%

    **Preferred Qualifications**

    + Effective time management, complex deal management, account planning, and analytical skills

    + Consistent track record of exceeding sales targets

    + Self-sufficient with the ability to work independently and collaboratively

    + Previous Sales Methodology training (e.g. MEDDIC, SPIN, Command of Message, Challenger Sales)

    The base salary range for this position is 130,000 - 160,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • Sr. Financial Analyst (Remote)
    CBRE    Phoenix, AZ 85067
     Posted about 16 hours    

    Sr. Financial Analyst (Remote)

    Job ID

    192763

    Posted

    11-Nov-2024

    Service line

    GWS Segment

    Role type

    Full-time

    Areas of Interest

    Accounting/Finance

    Location(s)

    Phoenix - Arizona - United States of America

    **About the Role:**

    As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties.

    This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.

    **What You’ll Do:**

    + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages.

    + Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.

    + Generate and review financial packages for accuracy and comprehensive reporting. Prepare packages on a schedule to ensure timely delivery to the client and other management teams.

    + Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.

    + Respond to and resolve complex issues and requests from management teams and clients regarding various accounting issues and reports.

    + Recognize potential issues and conflicts and take corrective action to minimize issues.

    + Facilitate the maintenance and reporting of benchmarks and performance metrics.

    + Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.

    + Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.

    + Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.

    + Impact the quality of own work and the work of others on the team.

    + Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.

    + Explain complex information to others in straightforward situations.

    **What You’ll Need:**

    + Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.

    + Understanding of existing procedures and standards to solve slightly complex problems.

    + Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.

    + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

    + Strong organizational skills with an inquisitive mindset.

    + Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.

    **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

    **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

    **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

    CBRE GWS

    CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.

    Find out more (https://www.cbre.com/real-estate-services/directory/global-workplace-solutions)

    CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)


    Employment Type

    Full Time

  • Strategic Enterprise Account Executive - NC/NY
    PagerDuty    Phoenix, AZ 85067
     Posted 1 day    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    **Strategic Enterprise Account Executive**

    **Locations:** Raleigh, NC or New York Areas

    **Overview of the Role:**

    PagerDuty is seeking a Strategic Account Executive to join our dynamic and customer-focused team! We are looking for a talented sales professional experienced in enterprise, multi-product SaaS software, who will uncover and close PagerDuty product and service opportunities. In this role, you will have the opportunity to drive new business and support our key strategic accounts by embracing PagerDuty's commitment to "Champion the Customer," and you will be responsible for delivering exceptional sales experiences by identifying challenges in customers' environments, and transforming those challenges into business-driven perspectives, while communicating the positive impact of resolving them. This role encompasses the overall success and sales performance of a defined account territory.

    **How You Impact Our Vision**

    You will be engaging, influencing, and fostering relationships with individuals at various levels within organizations, including individual contributors, mid-level management, and C-suite executives, to drive their digital transformation strategy with leading enterprise customers. Your role will involve:

    + Leading a cross-functional account team in developing and implementing detailed account plans/strategies to expand existing relationships and acquire new customers. This involves collaborating with teams such as Marketing, Solution Consulting, Customer Success, Business Value, BDRs, and Strategic Alliance teams.

    + Maintaining a keen focus on identifying challenges in customers' environments and developing a business-oriented perspective that motivates them to take action in addressing those challenges.

    + Generating revenue by selling, managing, and cultivating existing client relationships, and by selling to greenfield accounts.

    + Continuously connecting the dots within your account base to establish executive alignments, foster broad relationships, and engage with targeted teams and leadership.

    + Demonstrating the ability to navigate a hybrid business approach that combines a frictionless, transactional sales model with a strategic, large deal selling motion, depending on the situation.

    + Prioritizing opportunities and coordinating with your internal team to provide exceptional customer experiences and ensure 100% satisfaction.

    + Exceeding monthly, quarterly, and annual quotas.

    + Utilizing our sales methodology and processes effectively for lead management and sales forecasting.

    + Committing to pipeline generation and conducting thorough account research.

    **Basic Qualifications:**

    + At least 7 years of outside software sales experience, which includes 3 years of experience selling at Strategic and/or Enterprise in a multi-product, complex software environment (SaaS, IT infrastructure or similar industries preferred)

    + Able to demonstrate methodology to prospect and build pipeline independently and a demonstrated track record of hitting and exceeding sales targets

    + Experience leading large and complex sales cycles within Global 2000 Enterprises, with the ability to understand customers’ needs and translate them into tailored solutions

    + Strong presentation, verbal, and written communication skills

    **Preferred Qualifications:**

    + Advanced knowledge around DevOps, IT Ops and Platform Engineering

    + Familiarity with MEDDICC and Command of the Message

    + Strong technical expertise, understanding of engineering culture, and the ability to connect with customers

    + Bachelor's Degree or higher is preferable

    The base salary range for this position is 160,000 - 185,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • Majors Acquisition Account Executive
    PagerDuty    Phoenix, AZ 85067
     Posted 1 day    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    PagerDuty is seeking a Majors Acquisition Account Executive to join our new customer acquisition team! In this role, you will report to a Director of Enterprise Sales, and will be focused on acquiring new logo accounts in the Enterprise space. Your target accounts will fit our ideal customer profile model in the +500 million in revenue space that will include approximately 200 “best fit” accounts. These accounts have been targeted as they have a higher propensity to buy and expand with PagerDuty. Daily responsibilities include creating, developing, and managing net-new business deals with an emphasis on strategic planning, leveraging a team selling approach and engaging in proof of value / concept engagements with prospects to earn their business. You will partner with our BDR’s (business development team), Marketing campaign team, Alliance team, Executives and others to support your efforts and help you drive success.

    Do you have a proven track record of success in a collaborative selling environment? Are you skilled in prospecting, organizing, and enjoy achieving victories? This is an exceptional opportunity for someone who is passionate about a progressive sales approach, has experience selling complex solutions, and enjoys thinking strategically and creatively in order to achieve a goal. If you possess excellent time management skills, enjoy working collaboratively with other Go To Market functions (Marketing, Alliances), and have a resilient and tenacious approach to selling, we would love to talk to you!

    **Key Responsibilities:**

    **Value Selling** **- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

    + Understanding the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

    + Aligning use cases with the appropriate service offering / product

    + Ensuring complete buyer satisfaction in all interactions

    **Sales Effectiveness** **- Establishing, overseeing and maintaining genuine connections with customers**

    + Negotiating positive business outcomes with new customers for PagerDuty with a view to long term partnership success

    + Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

    + Encouraging positive conversations between new or potentially new customers and sales teams, leading to solutions aligned with the customer's strategic vision.

    **Sales Execution - Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

    + Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

    + Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

    + Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDIC & COM Framework)

    + Closing and managing land-and-expand deals with the main focus on acquiring new customers

    **Basic Qualifications**

    + 5-8 years field sales experience, preferably in software sales / SaaS sales

    + 3-5 years New Logo Closing experience in a direct selling capacity (Can be in a hybrid expansion / new logo role)

    + Closed strategic new logo accounts in the Enterprise space (Accounts with over 1 Billion in Revenue)

    + Sold in a multi-product selling environment before

    **Preferred Qualifications:**

    + Proven ability to quickly gain trust with senior leaders, internal and external

    + Highly organized with exceptional follow up skills

    + Thorough understanding of the back office within organizations and the challenges they face to execute on their roles

    + Previous Sales Methodology training (e.g. MEDDIC, SPIN, CoM, Challenger Sale

    The base salary range for this position is 105,000 - 125,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    *Preferably located in Great Lakes, New York, Boston, Philadelphia*

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • Enterprise Account Executive - US Federal (DC Metro)
    PagerDuty    Phoenix, AZ 85067
     Posted 1 day    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    **Overview of the Role**

    PagerDuty is hiring for an Enterprise Federal Account Executive with experience selling SaaS products to Federal accounts. We are seeking a dynamic sales champion who not only embraces technology, but also knows how to excel while doing it! We're looking for sales professionals with a consultative sales approach, a proven knack for driving sales growth, and the ability to captivate a tech-savvy audience.

    In this role, you will exhibit all the characteristics associated with a high performance sales culture, specifically leading and managing a pipeline of opportunities within our existing accounts to deliver results against sales targets. Your target accounts will fit our ideal customer profile model in the +$500 million in revenue space. You will need to have the ability to go wide within accounts to align our operations cloud story to different stakeholders (multi-product catalog).

    As a customer-centric organization, PagerDuty places immense value on delivering exceptional sales experiences. Your mission will be to go above and beyond, ensuring our customers receive nothing short of the finest sales journey imaginable.

    This isn't just a job—it's an opportunity to showcase your sales prowess, leverage your tech-savviness, and inject your vibrant personality into every interaction. Join PagerDuty and be a part of a thrilling sales adventure where you'll thrive, have fun, and make a significant impact!

    **Key Responsibilities:**

    **Value Selling- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

    + Possess a deep understanding of the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

    + Develops strategic plans that anticipate and address customer needs and preferences based on competitor knowledge and industry trends

    + Identifies long-term strategies to grow accounts by aligning with our customers Big Problems and objectives

    **Sales Effectiveness- Establishing, overseeing and maintaining genuine connections with customers**

    + Negotiate positive business outcomes with existing customers for PagerDuty

    + Managing and closing complex, multi-product sales cycles in the +$500 million in revenue space

    + Conducts consistent and effective conversations with senior-level executives (VP+) to garner interest and support for new initiatives

    + Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; Shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

    + Encourages positive conversations between existing customers and sales teams, leading to solutions aligned with the customer's strategic vision.

    **Sales Execution- Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

    + Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

    + Utilize historical data and market trends to provide accurate forecasts to management

    + Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

    + Create effective strategies and qualify opportunities within accounts, including plans for winning business for PagerDuty

    + Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDICC & COM Framework)

    + Proactively engages internal resources and partners at the right time and in the right manner in order to move the sales process forward throughout their accounts.

    **Basic Qualifications**

    + 8-12 years field sales experience, preferably in software sales / SaaS sales

    + 5+ years of experience expanded into new areas of existing Federal accounts

    + Enterprise Account Management experience with $500M+, Fortune 500 and Global 2000 companies

    + Sold in a multi-product selling environment before

    + Travel expectations around 25-30%

    **Preferred Qualifications**

    + Effective time management, complex deal management, account planning, and analytical skills

    + Consistent track record of exceeding sales targets

    + Self-sufficient with the ability to work independently and collaboratively

    + Previous Sales Methodology training (e.g. MEDDIC, SPIN, Command of Message, Challenger Sales)

    The base salary range for this position is 130,000 - 160,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • Majors Acquisition Account Executive (Detroit)
    PagerDuty    Phoenix, AZ 85067
     Posted 1 day    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    PagerDuty is seeking a Majors Acquisition Account Executive to join our new customer acquisition team! In this role, you will report to a Director of Enterprise Sales, and will be focused on acquiring new logo accounts in the Enterprise space. Your target accounts will fit our ideal customer profile model in the +500 million in revenue space that will include approximately 200 “best fit” accounts. These accounts have been targeted as they have a higher propensity to buy and expand with PagerDuty. Daily responsibilities include creating, developing, and managing net-new business deals with an emphasis on strategic planning, leveraging a team selling approach and engaging in proof of value / concept engagements with prospects to earn their business. You will partner with our BDR’s (business development team), Marketing campaign team, Alliance team, Executives and others to support your efforts and help you drive success.

    Do you have a proven track record of success in a collaborative selling environment? Are you skilled in prospecting, organizing, and enjoy achieving victories? This is an exceptional opportunity for someone who is passionate about a progressive sales approach, has experience selling complex solutions, and enjoys thinking strategically and creatively in order to achieve a goal. If you possess excellent time management skills, enjoy working collaboratively with other Go To Market functions (Marketing, Alliances), and have a resilient and tenacious approach to selling, we would love to talk to you!

    **Key Responsibilities:**

    **Value Selling** **- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

    + Understanding the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

    + Aligning use cases with the appropriate service offering / product

    + Ensuring complete buyer satisfaction in all interactions

    **Sales Effectiveness** **- Establishing, overseeing and maintaining genuine connections with customers**

    + Negotiating positive business outcomes with new customers for PagerDuty with a view to long term partnership success

    + Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

    + Encouraging positive conversations between new or potentially new customers and sales teams, leading to solutions aligned with the customer's strategic vision.

    **Sales Execution - Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

    + Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

    + Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

    + Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDIC & COM Framework)

    + Closing and managing land-and-expand deals with the main focus on acquiring new customers

    **Basic Qualifications**

    + 5-8 years field sales experience, preferably in software sales / SaaS sales

    + 3-5 years New Logo Closing experience in a direct selling capacity (Can be in a hybrid expansion / new logo role)

    + Closed strategic new logo accounts in the Enterprise space (Accounts with over 1 Billion in Revenue)

    + Sold in a multi-product selling environment before

    **Preferred Qualifications:**

    + Proven ability to quickly gain trust with senior leaders, internal and external

    + Highly organized with exceptional follow up skills

    + Thorough understanding of the back office within organizations and the challenges they face to execute on their roles

    + Previous Sales Methodology training (e.g. MEDDIC, SPIN, CoM, Challenger Sale

    The base salary range for this position is 105,000 - 125,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    *Preferably located in Detroit, Minneapolis, Great Lakes, New York, Boston or Philadelphia

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - National Branch Personal Advisor
    JPMorgan Chase    Tempe, AZ 85282
     Posted 1 day    

    + If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience. This is the team for you.

    As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a hybrid team based office environment to support the full book of clients.

    **Job responsibilities:**

    • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals

    • Convert high quality leads into new clients and help to maintain those relationships

    • Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients

    • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day

    • Educate clients on digital products available to them to better monitor, maintain and achieve their financial goals

    **Required qualifications, capabilities, and skills:**

    • A valid and active Series 7

    • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

    • This role requires you to be licensed in all states

    **Preferred qualifications, capabilities, and skills:**

    • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning

    • Bachelor's degree preferred

    • CFP preferred

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Financial Analyst I
    Fortive Corporation    Chandler, AZ 85286
     Posted 1 day    

    Responsibilities:

    Primarily support the FP&A Director and the CFO, including partnership opportunities with other business leaders. This position provides tremendous opportunities for growth, learning and benefiting others.

    • Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

    • Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

    • Conducting ad-hoc analysis for strategic and operational initiatives.

    • Working with the functional managers and site-level financial teams to develop monthly forecasts and annual budgets.

    • Partnering with business leaders on strategic planning and key initiatives.

    • Learning as needed and applying FBS (Fortive Business System) for continuous improvements.

    • Perform other related duties as assigned.

    Qualifications

    • Prior experience in problem solving.

    • Strong Excel and financial modeling or data analytics skilled skills.

    • Ability to build strong relationships in a team environment.

    • Strong eye for business.

    • Intellectual curiosity.

    • Motivation for continuous improvements.

    • Strong analytical and problem-solving skills

    • Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

    • Solid understanding of GAAP.

    • Government accounting knowledge preferred.

    • Basic understanding of database structure and datamining.

    Education and Experience:

    • Bachelor’s degree in accounting, Finance, Economics or similar field.

    • 2 - 5 years of FP&A or analyst experience.

    Working Conditions:

    Benefits:

    • PTO

    • 401K

    • Health Insurance (medical, dental, optical)

    • Tuition reimbursement

    • Parental leave (mothers, fathers, and adoptive parents)

    \#LI-KJ1

    **Fortive Corporation Overview**

    Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

    We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

    We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

    At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

    At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

    Fortive: For you, for us, for growth.

    This position is also eligible for bonus as part of the total compensation package.

    The salary range for this position (in local currency) is 54,100.00 - 100,500.00. Base pay offered may vary depending on various factors, including, but not limited to: job-related knowledge; skills; experience; and other eligibility factors such as geographic location. The Total Rewards package includes competitive base pay and an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and several programs that provide for both paid and unpaid time away from work.

    We are an Equal Opportunity Employer

    Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].


    Employment Type

    Full Time

  • Retention Account Executive
    DISH Network    CHANDLER, AZ 85286
     Posted 1 day    

    **Company Summary**

    DISH, an EchoStar company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products and now we are building America’s First Smart Network™.

    Today, our brands include EchoStar, Hughes, DISH TV, Sling TV, Boost Mobile and Gen Mobile.

    **Department Summary**

    Our award-winning Inside Sales & Retention team successfully influences existing and future customer decision-making by selling the value of DISH’s products and services using a consultative approach. This is 100% inbound new and existing customers - no cold calling!

    **Job Duties and Responsibilities**

    The Retention Account Executive position provides incredible opportunities to develop sales skills and grow a long-term career at a company that generates over $17 billion in revenue. DISH provides the training, development and tools to be successful.

    **Key Responsibilities**

    + Successfully sell DISH and Boost Mobile products and services to new and existing customers

    + Assess each customer’s needs and offer the best value

    + Demonstrate the ability and resilience to bounce back from challenges and maintain focus on larger goals

    + Effectively manage time, open to learning new methods and looking to advance as a sales contributor

    + Build and maintain customer relationships

    + Document customer information including demographic, billing, etc.

    + Provide excellent customer service, listen to the customer and ensure their satisfaction

    **What’s In It for You?**

    **Uncapped Commission and No Cold Calling, Ever** .

    At DISH, our Retention Account Executives handle 100% inbound calls. We give you the best tools, products and services on the market to fast-track your career. It’s all part of how DISH sets you up for success.

    **Compensation**

    $17.75/hour base pay plus uncapped commission. Target compensation is $64,000/year, with the potential to earn significantly more based on performance. Top performers make well over six figures annually! You’ll also have the opportunity to promote two levels within your first year with commensurate title and hourly pay increase.

    **You’ll also receive:**

    + Paid training and ongoing development to maximize your career potential

    + Medical, dental and vision insurance benefits

    + Paid time off, 401(k) with company-matched funds, employee stock purchase plan and tuition reimbursement

    + Complimentary DISH TV programming at your home, plus deeply discounted Sling TV and Boost Mobile plans

    + Rewards and Recognition program offering food days, high-value prizes, elaborate trips and so much more

    **Skills, Experience and Requirements**

    + Excellent verbal, written and interpersonal communication skills

    + High school diploma; college graduates preferred

    + Pre-employment screen, which may include a drug test

    + Must be able to work full-time, on-site in one of our Direct Sales facilities

    + Must have open availability to work provided schedules

    + Have a smartphone or other device with an active network connection

    **Environment**

    + On-site location

    + Desk position

    + Full-time schedule provided post-offer - variable hours which include weekends and holidays

    + Ability to bid on available work schedules based on performance, attendance and quality assurance

    **Salary Ranges**

    Compensation: $17.75/Hour

    **Benefits**

    We offer versatile health perks, including flexible spending accounts, HSA, a 401(k) Plan with company match, ESPP, career opportunities, and a flexible time away plan; all benefits can be viewed here: DISH Benefits .

    The base pay range shown is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, and competencies; compensation is based on the role's location and is subject to change based on work location.

    Candidates need to successfully complete a pre-employment screen, which may include a drug test and DMV check. Our company is committed to fostering an inclusive and equitable workplace where every individual has the opportunity to succeed. We are dedicated to providing individuals with criminal or arrest records a fair chance of employment in accordance with local, state, and federal laws.

    The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled.

    We pride ourselves on developing and promoting talent as an Equal Employment Opportunity Employer - Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. All qualified applicants with arrest or conviction records will be considered for employment in accordance with local, state, and federal law. We are a true merit-based organization and work hard so there are no artificial barriers to one's potential success. DISH is committed to a workforce where everyone's opportunities are limitless. Please note that you may redact or remove any information that identifies age, date of birth or dates of school attendance/graduation from your application documents before submission and throughout our interview process.


    Employment Type

    Full Time


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