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Business, Entrepreneurialism, and Management

Personal Financial Advisors

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

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Business, Entrepreneurialism, and Management Field of Interest

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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


Program Recommendations

Personal Financial Advisors

Phoenix College (MCCCD)

Associate in Business, General Requirements

Education

Associate's Degree

Chandler-Gilbert Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Estrella Mountain Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Glendale Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Paradise Valley Community College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree

Rio Salado College (MCCCD)

Associate in Business, General Requirements (ABUS-GR)

Education

Associate's Degree


Current Available & Projected Jobs

Personal Financial Advisors

257

Current Available Jobs

6,580

Projected job openings through 2030


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

  • Key Account Executive - Neurotech - SoCal/AZ
    Stryker    Phoenix, AZ 85067
     Posted about 20 hours    

    We are excited to be named one of the World’s Best Workplaces by Fortune Magazine! We are proud to offer you 12 paid holidays annually. For an overview of our benefits and time off, please follow this link to learn more:US Stryker employee benefits. (https://d25zu39ynyitwy.cloudfront.net/oms/000000/document/2024/6/SMVZW\_USStrykerEmployeebenefits/USStrykerEmployeebenefits.pdf)

    The Key Account Executive (KAE) will be responsible for contracting and account management activities driven through Corporate Supply Chain relationships within named IDNs in a defined region. The KAE will be responsible for a specific _Portfolio_ of Stryker Business Units and team members with two other KAE’s that represent the entire Stryker _Portfolios_ to named IDN customers. Portfolios will be defined as **MedSurg, Orthopedics** and **Neurotechnology** .

    The **Neurotechnology** Portfolio includes these Stryker Business Units – CMF, Spine, Interventional Spine, Neurovascular, Biologics, Neurosurgical and ENT.

    As the primary point of contact to Supply Chain for the specified Stryker portfolio, the KAE will use established relationship building, interpersonal, problem-solving, analytical, and critical thinking skills to simplify and accelerate the buying process across single and often multiple divisions. Responsibilities in this customer-facing role range from pricing proposal creation, consultative selling, business-to-business negotiations, contract execution, contracting implementations and agreement optimization. The KAE will work closely with their Stryker Portfolio teammates to share strategies, execute business reviews, contract within and across portfolios, protect price and grow Stryker share.

    The KAE will have ability to develop relationships with emerging and influential decision-makers including contract managers, supply chain directors and key clinicians, and facilitate communication to help coordinate internal sales activity. Experience in the application of data analytics to identify market share opportunities/price impact as well as familiarity in operating room process and operational workflow will also aid in the creation of Stryker value-added proposals. Through these activities, the KAE will seek to enhance the customer experience and position Stryker as a leading partner to the health system. Success will be defined through clear metrics (inside their Region, Portfolio and Stryker Business Units), along with the longer-term growth related to heightened access and profitable sales growth. Portfolio teams will seek to use their team power to use contracting as a differentiated offense to help Stryker win bigger and faster and take share from our competitors.

    **Essential duties & responsibilities:**

    **Account Management**

    + Maintain routine communication with divisional sales forces to gather and share information as part of their IDN account management and contracting strategies.

    + Re-enforce established relationships with all pertinent Supply Chain personnel, including leads of contracting, value analysis, and other key decision makers. Build supply chain allies that ensure Stryker gets the last look in all desired contracting activities.

    + Maintain an ongoing dialog with the customer to listen, understand, and bring the best of Stryker to improve patient outcomes and streamline the buying process.

    + Monitor all product conversion opportunities, apply analytics and report regularly on progress both internally and externally.

    + Identify and help coordinate new opportunities with Supply Chain and sales to build new business and protect existing business through coordinated sales efforts, improved agreements, and contract compliance.

    + Serve as a point of access and coordination for MedSurg/Orthopedics/NT sales to the IDN’s key economic and operational resources.

    + Partner with divisional Strategic Sales/Business Unit Liaisons to incorporate accurate BU pricing goals and strategies into customer proposals and agreements. Use the **Contract Enablement function & Finance** to help propose the most complete and advantageous cross divisionally contract positions.

    **Sales**

    + Meet IDN objectives concerning orders growth and preferred vendor agreements and other performance metrics.

    + Lead or team up with other KAE’s to perform Stryker Portfolio Business Reviews.

    + Develop comprehensive annual account reports, IDN opportunity roadmaps, and collaborate with sales to ensure alignment with BU strategy and objectives, MedSurg/Orthopedics/NT goals.

    + Work with Supply Chain to assist sales in accelerating the sales process and removing obstacles, identify opportunities, and drive long-term customer loyalty.

    + Follow the established SYK Legal Contracting process during agreement creation and execution.

    + Proactively monitor contract compliance levels and evaluate and communicate results to improve compliance, target new business and contract cross divisionally ahead of expiration.

    + Track monthly progress against goals; identify: Successes, Weaknesses, Opportunities and Threats (SWOT).

    **Contract Implementation**

    + Support pricing, contracting and sales among other business-related matters as driven through the Supply Chain office within assigned IDNs as they relate to their Portfolios.

    + Collaborate with Contract Enablement and other internal and external departments including Legal, National Accounts, and Strategic Sales to optimize contract execution.

    + Maintain and grow knowledge base of capital equipment, disposable products, Flex Financial and ProCare service agreements, as well as associated GPO/contract position for each business unit.

    **Problem Resolution**

    + Identify overarching issues and supply chain concerns across member IDN facilities and assist in resolution with local sales teams and Contract Enablement.

    + Delegate operational tasks timely and effectively such as contract activation, price changes/amendments, orders, and invoice payments to partners inside Contract Enablement.

    + Cultivate the partnership mentality within named region IDNs and identify opportunities to add “non-price” value using existing initiatives, programs, and other forms of aggregated value.

    **Training & Education**

    + Attend Stryker and industry meetings as appropriate.

    + Maintain knowledge of market trends, competitive actions, product needs, and customer base.

    + In conjunction with management, create annual personal development plan to increase skills, knowledge, and abilities consistent with the evolving healthcare market.

    + Adhere to all corporate policies as published, as well as AdvaMed guidelines in interactions with customers.

    + Proactively manage travel expenses to a specific budget.

    **Education & special trainings:**

    + Bachelor’s degree in Business, Marketing or related field required

    + MBA or advanced degree preferred

    **Qualifications & experience:**

    **_Experience_**

    + Minimum of 5 years in medical device sales and/or marketing roles preferred

    + 10+ total years of industry experience with historical success working cross-divisionally and collaboratively required

    + Demonstrated performance in management and/or leadership positions

    + Upper-level administrative and supply chain relationships, as well as prior experience with complex customers including regional collaboratives and specific IDNs.

    **_Role Qualifications_**

    + Must understand medical device markets, including disposables, capital equipment and implantable products to include joint replacement and fracture management.

    + Must have excellent time management skills with ability to use independent judgment to prioritize effectively

    + Must be able to work with clinical and business personnel, both internal and external to Stryker

    + Must be able to analyze and resolve issues using independent judgment

    + Must be able to work well independently and without direct supervision

    + Must be able to generate and explain detailed forecasts, guidelines, and procedures and execute on strategy

    + Must be able to communicate concisely telephonically text and via email

    + Required proficiency in MS Office applications including Excel, Access, Word, PowerPoint and Outlook

    **_Other Skills_**

    + Excellent emotional and executive intelligence

    + Excellent analytical skills

    + Excellent communication and interpersonal skills

    + Excellent organizational skills

    + Highly motivated

    + Collaborative

    + Regional sales management or other leadership experience

    **Physical requirements & work environment**

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

    **_Work environment_** :

    + Adherence to all company policies and to act as a role model in the adherence to policies.

    + As a member of the Enterprise Account Management team, responsible for contributing to the achievement of business objectives.

    + Flexibility to work unconventional hours as business dictates.

    + Independent achiever in a customer-focused (internal/external) team environment.

    + Ability to work in an environment where priorities can change rapidly.

    + Travel up to 50% annually, may include some weekend travel.

    Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.

    Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.


    Employment Type

    Full Time

  • Sr. Financial Analyst (FP&A)
    Fortive Corporation    Chandler, AZ 85286
     Posted about 20 hours    

    The role of the Sr. Financial Analyst is to primarily support the FP&A Director and the CFO, including partnership opportunities with business leaders. This position provides opportunities for growth, learning and benefitting others.

    **Job Responsibilities:**

    • Assisting the consolidation and 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 the need arises

    • Conducting ad-hoc analysis for strategic and operational initiatives

    • Working with the functional managers and site-level financial teams to develop monthly forecast and annual budget

    • Partnering with business leaders on strategic planning and key initiatives

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

    **Qualifications**

    • Bachelor’s Degree in Accounting/Finance/Economics or similar field

    • Prior experience in problem-solving

    • Strong Excel, financial modeling and data analytics skills

    **Preferred requirements**

    • MBA with finance concentration

    • Greater than 5 years of FP&A or financial analysis experience

    • Experience with manufacturing operations and working capital management

    • Government accounting knowledge

    **The successful candidate will also be able to demonstrate the following:**

    • Ability to build positive relationships in a team environment

    • Strong eye for business

    • Intellectual curiosity

    • Motivation for continuous improvements

    • Excellent verbal and written communication skills

    • Strong analytical and problem-solving skills

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

    • Proven understanding of GAAP

    • Basic understanding of database structure and data-mining

    \#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.

    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

  • Account Executive - Integrated Payments
    Deluxe    Remote, AZ
     Posted about 20 hours    

    REMOTE OPPORTUNITY!

    WHO YOU ARE:

    Do you have an ENTREPRENEURIAL spirit? Does an unconventional COMPOUNDING COMMISSION structure pique your interest? Do you desire the opportunity to be part of a build out and have a substantial impact on the business?

    BENEFITS:

    + At Deluxe, we know that great people make a great organization. We have a culture that keeps people; 42% of our team has been here over 10 years!

    + We value our people and offer generous benefits that are eligible DAY ONE! Including 401K, Medical, Dental, Vision, Flexible time off, Volunteer time off, Paid maternity/paternity leave, Tuition reimbursement, and so much more.

    + ROBUST and UNRIVALED BASE PAY plus UNCAPPED COMMISSIONS.

    ABOUT US:

    Deluxe Merchant Services + (http://www.deluxe.com/merchant-services/) is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience.

    Follow us on LinkedIn (http://www.linkedin.com/company/deluxe/posts/?feedView=all)

    RESPONSIBILITIES:

    As an Account Executive-Integrated Payments you will have the opportunity to build out a business within a business. Your ideas and voice are welcomed and will pave the way for GROWTH and EXPANSION, supported by Deluxe Corporation, a 100+ year old company! This is a critical role focused on integrated payments; sourcing, signing and setting up for success, key technology partners that will drive new customers, processing volume and revenue for the company!

    + Direct impact and measurement by the growth in your partner pipeline, deal flow and ultimately the number of customers your partnership portfolio delivers

    + Build a pipeline of qualified technology partners that would benefit from including and/or reselling the company’s suite of integrated payment solutions

    + Develop and implement strategic targeting plans for verticals, channels, and industries

    + Drive demand through active participation in events, conferences, prospect meetings, and through integrated payments industry involvement

    + Maintain disciplined pipeline management that results in clear and timely progression through sales stage

    + Responsible for the entire partner lifecycle from lead identification, qualification, contact, sales pitch, deal structure and agreement execution.

    + Collaborate with partner success and integration teams to ensure seamless on-boarding and go-live

    + Collaborate with partner marketing team to support integrated payments partners with marketing collateral, identify key content, training, and enablement materials to accelerate time to production

    PREFERRED QUALIFICATIONS: (Desired)

    + Bachelor's Degree in Business or related field

    + 5-7 years in channel, partnership, integrated/embedded payment sales

    + Excellent communication and organizational skills

    + Experience building out partner specific engagement strategies

    BASIC QUALIFICATIONS: (Minimum requirement)

    + Education/Experience: Bachelor’s Degree in Business or related field; OR HS/GED AND 4 years of relevant experience

    + 3 years of experience with integrated payments, or related field

    + Must be 18 years of age or older

    Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:

    All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law. EOE/Minorities/Females/Vet/Disability

    Please view the electronic EEO is the Law Poster (https:////www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) which serves to inform you of your equal employment opportunity protections as part of the application process.

    Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected] .


    Employment Type

    Full Time

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments
    Bank of America    Peoria, AZ 85381
     Posted about 20 hours    

    Financial Solutions Advisor I - Registration Candidate - Consumer Investments

    Peoria, Arizona

    **Job Description:**

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

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

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

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

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

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

    **We’ll help you**

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

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

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

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

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

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

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

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

    • Unlimited potential for financial growth.

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

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

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

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

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

    **We’re a culture that**

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

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

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

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

    **Required Qualifications:**

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

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

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

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

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

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

    • Efficiently manages your time and capacity.

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

    **Desired Qualifications:**

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

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

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

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

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

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

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

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

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

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


    Employment Type

    Full Time

  • Sr. Financial Analyst
    Aston Carter    Chandler, AZ 85286
     Posted about 20 hours    

    Job Title: Financial AnalystLogistics:

    + On-site in Chandler, AZ

    + $90,000-100,000/yr.

    + Direct Placement

    Job Description

    Create annual budget in cooperation with the corporate team. Develop short-term and long-term forecasts for business performance based on feedback from operations, service, and sales departments. Identify opportunities and risks within the division related to project spending, departmental cost management, and other areas to provide insight to managers and directors. Partner with the GM to align the team to the financial direction of the business and make decisions around hiring, support requirements, issues, and other matters requiring a change in direction. Create budget plans for each project, including start dates, project completion by month, and project closure plans, to establish monthly revenue forecasts. Develop business line budgets, forecasts, and analysis for service, parts, and installation businesses to assist the team in making decisions on price increases, strategy, and other business decisions.

    Hard Skills

    + 3-5+ years Sr. FA experience

    + Budgeting & Forecasting experience

    + 2+ years P&L experience

    + Ideal candidate comes from a manufacturing or construction industry

    Job Type

    This is a permanent position.

    Work Site

    This is a fully on-site position in Chandler, Arizona.

    Work Environment

    Travel required to and from North Carolina

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

    Diversity, Equity & Inclusion

    At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

    + Hiring diverse talent

    + Maintaining an inclusive environment through persistent self-reflection

    + Building a culture of care, engagement, and recognition with clear outcomes

    + Ensuring growth opportunities for our people

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

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.


    Employment Type

    Full Time

  • Account Executive - MM VAST
    Zoom    Phoenix, AZ 85067
     Posted 2 days    

    Midmarket VAST Account Executive

    What you can expect

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

    About the Team

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

    What we’re looking for

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

    + Experience Utilizing Customer Relationship Management (CRM) tool

    Salary Range or On Target Earnings:

    Minimum:

    $92,300.00

    Maximum:

    $184,600.00

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

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

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

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

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

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

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

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

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

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

    #LI-Remote


    Employment Type

    Full Time

  • Field Account Executive – SLED
    Zones LLC    Phoenix, AZ 85067
     Posted 2 days    

    Field Account Executive – SLED

    Field Sales Phoenix, Arizona Konesha, Wisconsin

    Salary: USD 100000 - 120000 Annually

    Apply

    Description

    Position at Zones LLC.

    About Zones Zones is a Global Solution Provider of end-to-end IT solutions with an unmatched supply chain. Positioned to be the IT partner you need, Zones, a Minority Business Enterprise (MBE) in business for over 35 years, specializes in Digital Workplace, Cloud & Data Center, Networking, Security, and Managed/Professional/Staffing services. Operating in more than 120 countries, leveraging a robust portfolio, and utilizing the highest certification levels from key partners, including Microsoft, Apple, Cisco, Lenovo, Adobe, and more, Zones has mastered the science of building digital infrastructures that change the way business does business ensuring whatever they need, they can Consider IT Done. Follow Zones, LLC on Twitter @Zones, and LinkedIn and Facebook.

    Position Overview:

    Exciting times! We are currently expanding our SLED sales team and looking for key talent that will be responsible for selling products and/or services to government agencies and organizations! As a Field Account Executive SLED, you will collaborate with multiple internal teams, such as Marketing, Proposal Development, Product, Delivery and more to ensure customer satisfaction and retention goals are met.

    You will receive comprehensive training on essential topics such as Government procurement processes and regulations and learn best practices of the SLED Market/Industry. You will also gain the ability to understand the needs and challenges of SLED customers to propose solutions that meet needed requirements on time and on budget. You will learn skills in CRM, Adobe Acrobat and added depth with creating, editing and reviewing PDF’s and additional Software tools.

    The Field Account Executive - SLED is primarily responsible for:

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

    + Actively prospect new potential SLED accounts and develop established clients through outbound calling using Zones’ proprietary sales methodology

    + Develop your book of business by establishing, expanding, and nurturing relationships with key executive stakeholders and decision makers inside SLED accounts

    + Use your sales acumen to anticipate and overcome customer objections to close sales

    + Position Zones’ Line of Business Solutions as a strategic advantage to our customers’ long term success

    + Maintain Zones vision, values, and “Five Star” culture for success

    What you will bring to the team:

    + 3-5 years of remote Field Sales Experience selling into State, Local, and Education accounts.

    + Prefer experience teaming collaboratively with a field account executive in a high-volume fast-paced professional environment

    + Sales acumen; account development, C-Level interaction, prospecting, lead generation, problem solving, handling objections, confident closing skills

    + Desire to work in a dynamic, entrepreneurial, and fast-paced environment.

    + Self-motivation, goal orientation, and desire to learn in a classroom and hands-on coaching environment.

    + Passion for technology and the desire to be on the leading edge of new technology solutions.

    #LI-SC1

    #LI-Remote

    Zones offers a comprehensive Benefits package: While we’re committed to providing top-tier solutions, we’re just as committed to supporting our own team. Our employees enjoy a variety of comprehensive benefits, including medical/dental/vision coverage, life insurance, a 401(k) plan with matching provision, paid time off, and much more. And as a Minority Business Enterprise, a Corporate Plus member of the Northwest Minority Supplier Development Council, and an Equal Employment Opportunity Employer, our community is just as diverse. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability. At Zones, work is more than a job –with exciting careers with a global team who are client centric, have a passion for tech, who embrace change and lifelong learning in a collaborative culture. If you’re interested in working on the cutting edge of IT innovation, sales, engineering, operations, administration, and more, Zones is the place for you!


    Employment Type

    Full Time

  • Senior Major & Strategic Account Executive, Enterprise Software *Remote*
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 2 days    

    **_*Candidates may be based from a remote home office location anywhere in the U.S.; Central, Mountain or Pacific time zones and within close proximity to a major airport preferred*_**

    **Wolters Kluwer Corporate Performance & ESG** offers comprehensive tools and expert guidance to help companies enhance financial performance, meet regulatory requirements to support sustainability efforts, and manage ESG risks efficiently. **Enablon** , a Wolters Kluwer business, is the world’s leading provider of Sustainability, EHS&S and Operational Risk Management Software. With the Enablon Integrated Risk Management software platform; compliance professionals can manage risk, drive sustainability and boost productivity across their entire value chain - from EHSQ to GRC, and from Operational Risk to ESG.

    As a **Senior Major & Strategic Account Executive for Wolters Kluwer Corporate Performance & ESG** **Enablon** ; you will play a critical role acting as a sales leader and will be accountable for managing the overall relationship with our most high-value clients and engaging our strategic targets. You will work with a global team to ensure an exceptional experience for our clients, growing overall account revenue and also winning targeted new business logos. You will report to the Director, Sales – Strategic Accounts – Wolters Kluwer Corporate Performance & ESG Enablon.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    + Engages and builds relationships with client executives that drives improved client experiences and leads to expanded commercial opportunities for Enablon

    + Builds strategic account management plans that expand Enablon’s footprint with existing clients by identifying their needs and mutually creating a roadmap to long term success

    + Leads a global team of support professionals to improve client outcomes, identifies expanded opportunities, and grows Enablon revenue

    + Targets and engages with selected strategic companies for the development of new strategic sales opportunities

    + Manages and aligns with new and existing client decision cycles leveraging our global support team to win new logos and expand within existing clients

    + Manages the internal team to produce sales presentations and proposals that are compelling and consistently produces expanded bookings

    + Manages client feedback and improves client satisfaction metrics

    + Maintains Salesforce.com (CRM) accurately with pipeline and activity information while accurately communicating a short term and long term forecast

    + Learns and expands knowledge of the sustainability, EHS and operational risk markets including emerging business risks and innovative solutions

    QUALIFICATIONS

    **Education**

    + Bachelor’s Degree in Business, Marketing/Sales, or related discipline; MBA preferred

    **Minimum Experience**

    + Experience selling Enterprise software business applications

    + 7 or more years of outside strategic and complex sales experience in technology solution selling into global accounts, including:

    + Engaging with people at all levels of an organization including C-level executives

    + Demonstrated experience in creatively solving client business problems

    + Demonstrated success at penetrating new accounts

    + Expertise in creating compelling value propositions

    + Managing high-level contract negotiations with C-level executives

    + Proven track record meeting or exceeding sales and revenue targets

    + Excellent technical and non-technical communication skills

    + Excellent presentation skills including, experience with organization and planning

    TRAVEL

    + Up to 50% for client meetings and industry conferences and events

    **_We will inspire you and support you with_**

    + Opportunities for professional learning, development and growth

    + Opportunities to make a real impact on how the largest organizations in the world improve their sustainability and create safe working environments

    + A global work environment and team

    + A committed, professional and pragmatic sales and client support team

    + An open and informal corporate culture with freedom and flexibility in daily activities

    + Short decision-making processes, flat hierarchies and room for the implementation of your own ideas are the order of the day with us

    \#LI-REMOTE

    **Compensation:**

    Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

    This role is eligible for Commission.

    **Additional Information** :

    Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time

  • Account Executive II - Phoenix
    WM    Phoenix, AZ 85067
     Posted 2 days    

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

    **This is a hybrid position, and the candidate will need to live in the market area and be able to travel by car to an office or Customers when needed.**

    **I. Job Summary**

    The Account Executive (AE) generates shareholder value by using a consultative retention approach for larger and/or more complex Small/Medium Business WM customers in an assigned book of business, territory/segment. The AE manages existing business relationships focused on achieving budgeted retention goals by developing and implementing sound retention strategies, utilizing strong negotiation efforts to preserve business, and securing and updating contract agreements from WM customers as well as growing revenues from existing customers. The role of the AE is to maintain a net positive business performance in the commercial space through proactive outreach, account retention and revenue protection efforts to maintain a mutually beneficial alignment between the customer and WM's growth goals.

    **II. Essential Duties and Responsibilities**

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

    + Customer interaction (external and internal), response & follow up

    + Serve as the lead point of contact for customer account management matters in an assigned book of business, establish and maintain a high level of customer satisfaction with internal and external customers, and build and maintain strong, long-lasting customer relationships

    + Align Waste Management products and services with customer needs, propose solutions that are compliant with appropriate local, state and federal regulations, and increase account penetration through consultative selling skills

    + Negotiate, update, and renew customer service agreements to maximize profits by providing ongoing education of contract details and use of strong negotiation skills

    + Resolve challenging customer requests and collaborate with the Inside Sales Manager to resolve all customer escalations or issues

    + Communicate rates, charges and service strategies with conviction as well as understand and effectively use customer incentives and concessions within appropriate profit targets and level of authority

    + Collaborate with sales team to identify and grow opportunities within territory and engage additional WM business opportunities, referring internally as appropriate

    + Administrative work

    + Use Waste Management sales productivity software tools accurately and consistently (i.e. Salesforce.com/Customer Relationship Management and Pricing Tools)

    + Prepare reports as needed and/or handle general administrative duties as appropriate

    **III. Supervisory Responsibilities**

    This position has no supervisory responsibilities.

    **IV. Qualifications**

    The requirements listed below are representative of the qualifications necessary to perform the job.

    A. Education and Experience

    + Education: High School Diploma or GED (accredited).

    + Experience: One (1) year of WM experience or five (5) years of business to business account management at a proficient level.

    B. Certificates, Licenses, Registrations or Other Requirements

    + None required.

    C. Other Knowledge, Skills or Abilities Required

    + Ability to effectively convert customer cancellation requests

    + Ability to build relationships (highly competent)

    + Ability to set goals

    + Proficient in time management

    + Proficient in computer skills

    + High impact communication

    + Planning and organization

    + Ability to negotiate (highly competent)

    + Financial acumen

    **V. Work Environment**

    Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

    + Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the work day;

    + Required to exert physical effort in handling objects less than 30 pounds rarely;

    + Normal setting for this job is an office setting.

    **Benefits**

    At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

    If this sounds like the opportunity that you have been looking for, please click "Apply.

    Equal Opportunity Employer: Minority/Female/Disability/Veteran


    Employment Type

    Full Time

  • Senior Commercial Banking Portfolio Manager
    Wells Fargo    CHANDLER, AZ 85286
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Southern CA, Arizona and Nevada. This position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.

    **In this role, you will:**

    + Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area

    + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

    + Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

    + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a mentor for less experienced individuals

    **Required Qualifications:**

    + 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Complex credit underwriting experience including advanced commercial/Middle Market credit or specialty group relationship portfolio credit

    + Experience negotiating interest rates, price, terms, and collateral requirements

    + Knowledge and understanding of commercial and specialty group banking products and services

    + Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management, and group underwriting requirements

    + Intermediate Microsoft Office (Word, Excel, and Outlook) skills

    + Strong analytical skills with high attention to detail and accuracy

    + Excellent verbal, written, and interpersonal communication skills

    @RWF22

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $96,600.00 - $188,900.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-405322-2

    **Updated:** Thu Oct 10 01:30:18 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time


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