A Day In The Life
Business, Entrepreneurialism, and Management Field of Interest
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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
Supporting Programs
Personal Financial Advisors
Current Available & Projected Jobs
Personal Financial Advisors
Top Expected Tasks
Personal Financial Advisors
01
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
02
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
03
Manage client portfolios, keeping client plans up-to-date.
04
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
05
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
06
Answer clients' questions about the purposes and details of financial plans and strategies.
07
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
08
Contact clients periodically to determine any changes in their financial status.
09
Investigate available investment opportunities to determine compatibility with client financial plans.
10
Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
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
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Asset & Wealth Management Tax Manager
PwC Phoenix, AZ 85067Posted about 13 hours**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
Learn more about how we work: https://pwc.to/how-we-work
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
\#LI-Hybrid
Employment TypeFull Time
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Oracle Cloud Financials Analyst (3810)
SMX Phoenix, AZ 85067Posted about 13 hoursOracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)
United States
Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.
An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.
Preferred locations are in the **Philadelphia area** , but remote work may be considered.
**Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**
Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:
+ **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.
+ **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.
+ **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.
+ Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.
+ Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.
+ User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.
+ Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.
**Required Skills and Experience:**
+ Clearance Required: None
+ Bachelor's degree in Business Administration, Accounting, Economics, or related field
+ 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications
+ “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable
+ Proficient in creating functional specifications, process flows, and system configurations
+ Experience with data migration, system integration, and interface design
+ Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)
+ Excellent problem-solving skills with a strong attention to detail
+ Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams
+ Ability to work independently and manage multiple priorities in a dynamic environment
+ Ability to travel up to 50%
Application deadline 12-13-2024
\#cjpost #LI-REMOTE #LI-JJ1
The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.
The proposed salary for this position is:
$150,000—$190,000 USD
At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.
We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.
SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.
Selected applicant may be subject to a background investigation and/or education verification.
Employment TypeFull Time
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Asset & Wealth Management - Tax Senior Associate
PwC Phoenix, AZ 85067Posted about 13 hours**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Responsibilities
- Lead digitization and automation efforts
- Solve intricate tax challenges
- Mentor and guide junior team members
- Foster and sustain client relationships
- Gain thorough understanding of business contexts
- Navigate complex tax scenarios effectively
- Grow personal brand and technical skills
- Uphold exceptional professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations
What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations
Learn more about how we work: https://pwc.to/how-we-work
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
\#LI-Hybrid
Employment TypeFull Time
-
Senior Financial Analyst
ManTech Chandler, AZ 85286Posted about 13 hoursBecome an integral part of a diverse team while working at an Industry Leading Organization, where our employees come first. At ManTech International, you’ll help protect our national security while working on innovative projects that offer opportunities for advancement.
Currently, ManTech is seeking a motivated, career and customer-oriented **Senior Financial Analyst** to join our team in the **Chandler, AZ.**
**Responsibilities include but are not limited to:**
+ Lead team with providing Program Financial Control functions including budgeting, forecasting, financial planning and analysis, reporting, establishing/managing program cost baselines.
+ Develop, monitor and manage program budget
+ Utilize financial modeling, scenario analysis, and sensitivity testing to support strategic planning.
+ Gather, analyze, and interpretfinancial data to support decision-making processes.
+ Responsible for the accurate, timely preparation, submission of financial contract deliverables.
+ Generate financial status reports and/or charts to meet contractual financial reporting requirements (e.g., monthly status report, etc.).
+ Prepares material estimates and delivery schedules.
+ Prepare and present accurate and concise financial reports, presentations, and dashboards.
+ Lead, direct, manage, mentor, and train team(s) in financial management efforts, tools, and practices
+ Liaise with key stakeholders to ensure effective financial management.
+ Collaborates with cross-functional teams to ensure data accuracy and resolve financial discrepancies.
+ Perform ad-hoc financial analysis and research as required.
+ Provides guidance to Associate Financial Analyst
+ Ensure compliance with all applicable laws and regulations.
+ Support customer budget requests and submissions
+ Support customer cost management and hybrid technology cost optimization
+ Support Technology Business Management structure, identification, inputs, tracking, and management for customer IT investments
**Basic Qualifications:**
+ A bachelor’s degree in accounting, Business Administration, or related field
+ A minimum of nine (9) years' of experience
+ Familiarity with financial accounting and reporting systems
+ Understanding of defense contracting, FAR, CAS
+ Demonstrated ability to perform tasks working with Accounting, Finance, or Economics-related financial data
+ Strong analytical and problem-solving skills, with an ability to work independently as well as collaboratively in a team environment.
+ Demonstrated proficiency in MS Office tools (Word, Excel, PowerPoint, Outlook, Power BI)
**Preferred Qualifications:**
+ An advanced degree
+ FinOps experience
+ TBM experience
**Clearance Requirements:**
+ Must hold a Secret clearance
+ Must be able to obtain a TS/SCI clearance
+ Must be able to pass DHS Suitability
**Physical Requirements:**
+ Must be able to remain in a stationary position 50%
+ Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer
+ The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
ManTech International Corporation, as well as its subsidiaries proactively fulfills its role as an equal opportunity employer. We do not discriminate against any employee or applicant for employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you are a qualified individual with a disability and require a reasonable accommodation to apply for a position with ManTech through its online applicant system, please email us at [email protected] and provide your name and contact information.
Employment TypeFull Time
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J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ - Hilton Village
JPMorgan Chase Scottsdale, AZ 85258Posted about 13 hoursAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Employment TypeFull Time
-
12067 - Sr Account Executive - Avondale, AZ
Kelly Services Avondale, AZ 85392Posted about 13 hours**Together we changelives.**
**Kelly is a team ofexperts driven by our belief that the impact of the right person in the rightjob is limitless.**
No matter where you are in your
career journey you can apply your knowledge and passion to move people,
organizations, and communities forward. You’ll have opportunities to grow your
expertise and capabilities, both professionally and personally. As a team we
celebrate inclusion, caring and collaboration. As a company we value your
contribution, we work with integrity, and we always put people first – so your
impact really will change lives.**Our AccountExecutive is accountable for:**
+ Developing business with both strategic, high-volume staffing accounts as well as high-margin, local businesses
+ Penetration and retention of existing customers, increasing our market share and profitability, and achieving sales metrics
+ Building and developing proposals and pricing models
**Essential Skills:**
+ Proven aptitude to offer strategic consultative support to customers, collaborating on solutions to meet client needs
+ Demonstrated proficiency in effectively collaborating, networking, cultivating business development, and building relationships with key stakeholders and prospects, both internal and external
+ Strong interpersonal, negotiation, and presentation capabilities using solid communication skills
+ Possess current knowledge of competitive trends and market conditions to drive strategies and partnerships
Seeking minimum 5 years of sales
experience in staffing or in a service industry, in a B2B or outside sales
capacity.Total compensation package and
benefits commensurate with the position.**Link toBenefits:**
https://rs.benefitsatkelly.com/_Kelly is an equalopportunity employer committed to employing a diverse, equitable and inclusiveworkforce, including, but not limited to, race, gender, individuals withdisabilities, protected veterans, sexual orientation, and gender identity.Equal Employment Opportunity is The Law._
Employment TypeFull Time
-
J.P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ
JPMorgan Chase Lake Havasu City, AZ 86405Posted about 13 hoursAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Employment TypeFull Time
-
Senior Account Executive, Healthcare
IT1 Tempe, AZ 85282Posted about 13 hoursiT1 is looking for motivated, enthusiastic full-solution technology sales individuals to join our Healthcare Team in the role of Senior Account Executive.
If you are looking to join a company that will allow you to grow your business and enable you to service your clients at the highest levels, then we should talk. iT1 has been recognized by the Phoenix Business Journal’s “Best Places to Work” in Arizona for the past 11 years. This is a testament to the great team and culture we have here at iT1!
We will provide you with a robust lead-generation program to support your sales growth. This provides you with a chance to establish new relationships. We offer the freedom and flexibility for entrepreneurial-minded sales professionals, such as yourself, to design and build your successful environment. Your primary focus will be to bring innovative and unique technology solutions to Healthcare clients. Our most successful sales reps have even built their own teams who directly support their book of business!
iT1 offers you the opportunity to collaborate with some of the best resources in the industry. You’ll benefit from our dedication to providing efficiency and stability in our sales environment and be working under one of the most rewarding compensation plans in the industry.
Requirements
+ Existing relationships within Healthcare accounts
+ Experience within the Healthcare Technology Industry
+ A track record of success in the Value Added Reseller (VAR) industry
+ Knowledge of various aspects of IT and how each interrelates to one another
+ Strong ability to facilitate and negotiate complex IT solutions
+ I.T. Sales or Services: 4+ years
+ A client-first mentality
+ A positive attitude and great work ethic
+ A proven track record of success working on a remote basis
+ Self-motivation and time management skills are crucial
+ Must be comfortable speaking with senior-level clients
Key Duties
+ Develop & build a successful portfolio of Healthcare clients
+ Provide top-level customer solutions to your customers for all of their technology needs
+ Collaborate with our Cloud and Carrier service teams to sell on-premise and off-premise solutions
+ Engage Project Management and Engineering teams to identify and pursue Service and Consulting opportunities
+ Engage all necessary external resources to conduct business, including vendor partners and distribution reps
+ Produce quotes and handle pricing negotiations throughout the sales cycle
+ Identify opportunities and use best practices to increase competitive advantages, notably securing deal registrations with our partners
Job Location:
+ In-Office Tues/Thrs if within a reasonable commute to the Tempe HQ
+ Remote if located 40+ miles away from Tempe HQ
Physical Demands
+ Sit at a computer for 8 hours per day
+ Keyboarding for 8 hours per day
+ Near Vision (working with small objects or reading small print)
+ Speaking (communicating information to clients/coworkers)
+ Hearing Requirements (In person speech, telephone, other sounds)
+ Driving
+ Tavel to client locations & tradeshows
Benefits
+ Medical, Dental, Vision
+ FSA or HSA plan
+ 401K
+ Voluntary Life Insurance and Short-Term Disability
+ Life Insurance, AD&D, Long Term Disability and Long-Term Care
We Offer:
+ Lucrative Compensation plan including income-earning annuity and consumption-based recurring profit model
+ High-Tech Office environment
+ Onsite Fitness Center
+ Electric Auto Charging Stations
+ Fun environment and great company culture
+ We provide all equipment needed
*iT1 is an equal opportunity employer. Employment decisions are made without regard to race, religion, sexual orientation, gender identity, national origin, disability status, veteran status, or other characteristics protected by law.
Employment TypeFull Time
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New To The Franchise Account Executive (Hunter Role)
Intuit Tucson, AZ 85702Posted about 13 hoursOverview
Come join one of the fastest-growing business units at Intuit. We are not your typical sales organization. Nothing is more important to us than the success of our customers, which is why we are investing in the growth of this vital piece of our ecosystem. We are problem solvers, strategic thinkers, solution seekers, and consultative experts who use the latest tools and technology to solve our customers’ most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding more ways to put more money in their pockets, eliminating work and drudgery so they can focus on their lives and what matters to them, and ensuring that every financial decision that they make, they make it with confidence.
That means we won’t simply sell products — we consult and listen deeply to understand our customers’ business needs. As part of Intuit’s Sales organization, every day presents an opportunity to evolve, grow your careers, and unlock your potential. Our Mid-Market Sales Team is dedicated to the success of Intuit’s Big Bet #5, Disrupt the Small Business Mid-Market. We consist of highly capable and passionate sales consultants focused growing the Mid-Market Segment of the QuickBooks Digital Ecosystem. QuickBooks’s new business sales team is a group of consultative sellers whose focus is to engage and acquire mid market customers. We are looking to hire account executives with the ability to navigate complex client landscapes, and seize new opportunities with our mid-market customers.
What you'll bring
+ 5+ years of successful track record managing a Net New or Greenfield territory in the SaaS/Fintech Space
+ Excellent territory building and understanding data
+ Self-motivated with proven success in quota carrying
+ High level of financial acumen and marketing knowledge
+ ERP and data integration experience
+ Wants to bring their energy to our customers, and build a brand for Intuit in the Net New space
+ Hungry for feedback and exceptional at applying feedback to improve results
+ Excellent verbal and written communication skills
+ High attention to detail and ability to multitask
+ Competitive, collaborative, and highly creative
How you will lead
+ Responsible for acquiring mid-market customers and fast-growing SMBs
+ Prospect for high quality leads in your defined vertical or territory
+ Engage prospects with genuine curiosity to uncover challenges, demonstrate the value of QuickBooks and persuade them to make a change
+ Conduct live product demonstrations tailored to the prospect’s specific needs or pain points via video conferencing or other communication methods
+ Leverage value based selling by providing tailored insights, sharing social proofs and demonstrate ROI to persuade customers to change
+ Demonstrate advanced marketing knowledge to act as a trusted advisor to the customer
+ Anticipate possible objections and proactively prepare responses to counter them
+ Utilize CRM systems, video conferencing tools, outbound call/email cadence tools, and social tools to manage an effective sales pipeline
+ Create a consistent, effective follow-up strategy to convert customers, ensure satisfaction, gather referrals and expand accounts
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is New York $132,500 - $179,500, Colorado $107,500 - $145,500, Bay Area California $163,500 - 221,500, Southern California $124,500 - 168,500, Washington $113,000 - $152,500, Washington D.C. $107,500 - $145,500. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits) (https://www.intuit.com/careers/benefits/full-time-employees/) . Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Employment TypeFull Time
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Low Voltage Account Executive
ABcom Phoenix, AZ 85067Posted about 14 hoursABcom, a leader in mission critical infrastructure design and build, is seeking Account Executives to focus on new business development. In this position, you are responsible for the marketing and sales of consulting, engineering design and supplying the products and labor to build the cabling, security and wireless infrastructure to new clients as well as assigned existing clients.
Purpose of this position: To increase the ABcom market share and customer base and achieve a dominant spot as the ‘go-to’ provider of mission critical infrastructure for data centers, healthcare clients and clients dependent on 24X7 reliability throughout the United States. To achieve profitable sales from your overall proposed opportunities to new and existing clients in excess of your annual assigned quota.
Scope of the position: This position reports to the Director of Sales or Vice President of Operations.
Major Responsibilities:
+ Develop new and existing accounts within their geographic region through effective prospecting, networking, solution selling and closing.
+ Must be capable of achieving a dominant market share position in designated area. Proven and consistent ability in achieving and exceeding revenue and gross margin quotas.
+ Establish and maintain customer and vendor relationships.
+ Develop business plans, detailing activities that will drive assigned sales and gross margin quotas, including prospecting, account strategy, forecasting and pipeline management.
+ Create and conduct effective proposal presentations and RFP responses that identify and address prospects key business issues and highlight our proposed solutions to those identified objectives.
+ Identify and conduct effective networking activities with solution partners, consultants and other professionals to maximize revenue and generate new business.
+ Leverage web 2.0 tools, social media and collaborative applications to communicate and network with customers and prospects.
+ Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; and participating in professional societies.
Specific Responsibilities:
+ Contact existing cliental as assigned and maintain the ABCOM relationship.
+ Develop new clients and opportunities through effective networking and marketing
+ Work as a team leader in drawing resources from engineering design and project management into customer opportunities to ensure the client needs are met and the resulting sale has an achievable profit goal.
+ Working within the defined process, provide a superior level of customer satisfaction and experience to ensure you and ABCOM have ongoing and repeatable business with the client.
+ Increase ABCOM client base and geographic spread, capitalizing on our nationwide presence, regardless of physical office locations.
+ Other duties as assigned by Director of Sales and/or Vice President of Operations
Matrixed ABcom relationships: Collaborates with engineering team on design and bid. Works with engineering and project management groups to create accurate bills of materials and cost estimates for upcoming jobs. Provides company standard handoffs to Operations for closed sales work. Coordinates with project managers to ensure effective customer communication and on-time, high-quality delivery.
Requirements
Knowledge and Skills (Minimum requirements):
Should have a proven history in successful sales achievement in technology (computers, software, broadband, mobility, wireless, infrastructure, telecommunications, and data centers, consulting). Comfortable and sociable in meeting new people, an interest in learning their needs and business, and a desire to succeed.
+ Education, credentials, licenses: Bachelor’s Degree or equivalent work experience.
+ Specialized knowledge: Strong business and financial acumen with analytical and numeric ability. Proficiency in MS Office including Excel, Word, and PowerPoint. Demonstrated ability to successfully network and build a new client base.
+ Experience: Minimum 2 years’ experience selling voice, data, wireless, and/or infrastructure products and services required. Proven track record in lead generation, account development, negotiating, and solution selling; and closing profitable deals.
+ Skills: Above average in proposal writing and good presentation skills. Excellent in prospecting and gaining appointments and meetings to introduce ABcom to the client. Self- starter with the ability to work in a team oriented environment.
Benefits
Additional Information:
+ ABcom Environment: ABcom is a workplace that thrives on team involvement. No man or woman is an island, and not one of us is as smart and effective as all of us together. We operate out of New Brighton, MN, which is the company headquarters and have been in business since 1995. Our belief system says that we are all successful together and our team members are our number one priority. We believe that a team that fits well together, relies on each other, and cares about each other’s success, is the number one best thing we can do for our customers. Join this growing and dynamic team, and help us build to even greater heights of accomplishment!
+ Working conditions: This position functions in a variety of office and client locations.
+ Physical and mental requirements:
+ Basic office physical environment:
+ Ability to sit an make calls and work on the computer for a minimum of 8 hours
+ Ability to travel (drive personal vehicle or in some case, company established flight) to the customer site and participate in meetings, presentations and site surveys
+ Ability to walk the customer’s location for initial survey and possibly participate further with the design engineer
+ Ability to provide leadership to the internal team on behalf of the customer to ensure the customer’s needs are being met.
+ Ability to analyze financially the value in participating in the client proposal and how best to set margin and to present that to the internal team
If you are a proven sales professional in the technology field, we are looking for you! Come put your experience to use in a way it will be valued by your clients, and rewarded for your efforts.
Compensation: ABcom offers a competitive compensation package, including medical and dental insurance, 401(k) plan, and vacation package. Salary to be determined, based on experience and education.
Contact Information: If not already on the application page, please visit, https://abcom.workable.com/j/50B2F0AD1B (https://workable.com/nr?l=https%3A%2F%2Fabcom.workable.com%2Fj%2F50B2F0AD1B) . Please click on the ‘apply’ button at the bottom. The application takes approximately 30 mins to complete, during which you can upload your resume and cover letter. You may also contact our Hiring Manager, New Business Development at 602-732-4903.
Employment TypeFull Time
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