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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


Current Available & Projected Jobs

Personal Financial Advisors

243

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

  • Account Executive - MM ACQ
    Zoom    Phoenix, AZ 85067
     Posted about 11 hours    

    Account Executive - Mid Market - Acquisition

    What you can expect

    Zoom is looking for a hunter and prospector to create opportunities to sell our Zoom One Platform. This team focuses on working with growing organizations with 51-500 employees within a defined geographic territory.

    About the Team

    You will empower existing Mid Market organizations to discover additional solutions that will help expand their modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile. Your opportunity is to delight customers by doing what’s right for their business, to meet them where they are at in their cloud journey and to provide them with the best solutions for innovation.

    Responsibilities

    + Prospecting in a high volume environment

    + Managing complex sales situations and sales campaigns

    + Creating, delivering, and managing client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)

    + Engaging with C-Level and VP-Level Executives

    + Working cross functionally and engage technical resources as needed

    What we’re looking for

    + Possess a solid background in sales or account management, with a leaning towards experience in the mass market sector.

    + Experience with Customer Relationship Management (CRM) tools and other sales applications (Outreach and Zoominfo)

    + Understand KPIs that drive execution

    + Possess BA/BS or equivalent experience

    Salary Range or On Target Earnings:

    Minimum:

    $92,300.00

    Maximum:

    $184,600.00

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

    Anticipated Position Close Date:

    04/29/24

    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.

    Information about Zoom’s benefits is on our careers page here (https://explore.zoom.us/media/benefits\_brochure.pdf#page=40) .

    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 any assistance or accommodations due to a medical condition, or if you need assistance accessing our website or completing the application process, please let us know by emailing us at [email protected].

    #LI-Remote


    Employment Type

    Full Time

  • Account Executive - MidMarket - ACQ
    Zoom    Phoenix, AZ 85067
     Posted about 11 hours    

    Account Executive - Mid Market - Acquisition

    What you can expect

    Zoom is looking for a hunter and prospector to create opportunities to sell our Zoom One Platform. This team focuses on working with growing organizations with 51-500 employees within a defined geographic territory.

    About the Team

    You will empower existing Mid Market organizations to discover additional solutions that will help expand their modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile. Your opportunity is to delight customers by doing what’s right for their business, to meet them where they are at in their cloud journey and to provide them with the best solutions for innovation.

    Responsibilities

    + Prospecting in a high volume environment

    + Managing complex sales situations and sales campaigns

    + Creating, delivering, and managing client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)

    + Engaging with C-Level and VP-Level Executives

    + Qualifying leads and identifying prospect needs

    + Working cross functionally and engage technical resources as needed

    What we’re looking for

    + Possess a solid background in sales or account management, with a leaning towards experience in the mass market sector.

    + Experience with Customer Relationship Management (CRM) tools and other sales applications (Outreach and Zoominfo)

    + Understand KPIs that drive execution

    + Possess BA/BS or equivalent experience

    Salary Range or On Target Earnings:

    Minimum:

    $92,300.00

    Maximum:

    $184,600.00

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

    Anticipated Position Close Date:

    04/29/24

    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.

    Information about Zoom’s benefits is on our careers page here (https://explore.zoom.us/media/benefits\_brochure.pdf#page=40) .

    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 any assistance or accommodations due to a medical condition, or if you need assistance accessing our website or completing the application process, please let us know by emailing us at [email protected].

    #LI-Remote


    Employment Type

    Full Time

  • Account Executive - Commercial Acquisition
    Zoom    Phoenix, AZ 85067
     Posted about 11 hours    

    Commercial Account Executive

    What you can expect

    Zoom is looking for a hunter and prospector to create opportunities to sell our Zoom One Platform. This team focuses on working with growing organizations with 500-2500 employees within a defined geographic territory.

    About the Team

    You will empower existing Commercial organizations to discover additional solutions that will help expand their modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile. Your opportunity is to delight customers by doing what's right for their business, to meet them where they are at in their cloud journey and to provide them with the best solutions for innovation.

    Responsibilities

    + Prospecting in a high volume environment

    + Managing complex sales situations and sales campaigns

    + Creating, delivering, and managing client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)

    + Engaging with C-Level and VP-Level Executives

    + Qualifying leads and identifying prospect needs

    + Working cross functionally and engage technical resources as needed

    What we’re looking for

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

    + Experience with Customer Relationship Management (CRM) tools

    + Understand KPIs that drive execution

    + Possess BA/BS or equivalent experience

    Salary Range or On Target Earnings:

    Minimum:

    $117,500.00

    Maximum:

    $257,100.00

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

    Anticipated Position Close Date:

    04/29/24

    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.

    Information about Zoom’s benefits is on our careers page here (https://explore.zoom.us/media/benefits\_brochure.pdf#page=40) .

    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 any assistance or accommodations due to a medical condition, or if you need assistance accessing our website or completing the application process, please let us know by emailing us at [email protected].

    #LI-Remote


    Employment Type

    Full Time

  • Patient Access Specialist (Financial Counselor) at St. Joe's Hospital - Phoenix, AZ
    UnitedHealth Group    Phoenix, AZ 85067
     Posted about 11 hours    

    **$2,000 Sign on Bonus for External Candidates**

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

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

    This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 4:30pm. It may be necessary, given the business need, to work occasional overtime. Our office is located at 350 W Thomas RD. Phoenix, AZ.

    We offer 4 weeks of paid training. The hours during training will be 8:00am to 4:30pm AZ Time, Monday - Friday. **Training will be conducted onsite.**

    **Primary Responsibilities:**

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

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

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

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

    + Functions as a Superuser for primary computer systems

    + Proactively identifies and leads department process improvement opportunities.

    + Works on Special Projects as needed.

    + Performs the duties of a Patient Access Representative

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

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

    **Required Qualifications:**

    + 1+ years of electronic health record experience

    + 2+ years of Customer Service experience such as hospital, office setting, customer service setting, or phone support

    + Must be 18 years of age OR older

    + Ability to work 100% onsite at 350 W. Thomas Rd, Phoenix, AZ

    + Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 4:30pm. It may be necessary, given the business need, to work occasional overtime.

    **Preferred Qualifications:**

    + 1+ year of experience with prior authorizations

    + Experience with Microsoft Office products

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

    + Working knowledge of medical terminology

    + Understanding of insurance policies and procedures

    + Experience in insurance reimbursement and financial verification

    + Ability to perform basic mathematics for financial payments

    + Experience in requesting and processing financial payments

    **Soft Skills:**

    + Strong interpersonal, communication and customer service skills

    **Physical and Work Environment:**

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

    **PLEASE NOTE** The sign on bonus is only available to external candidates. Candidates who are currently working for a UnitedHealth Group, UnitedHealthcare or related entity in a full time, part time, or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.

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

    _Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

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

    **\#RPO #RED**


    Employment Type

    Full Time

  • Credit Portfolio Manager - Ag
    U.S. Bank    Mesa, AZ 85213
     Posted about 11 hours    

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

    **Job Description**

    Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

    Basic Qualifications

    - Bachelor's degree, or equivalent work experience

    - Three to five years of commercial banking experience

    Preferred Skills/Experience

    - Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures

    - Strong relationship management and business development abilities, with thorough knowledge of credit products

    - Strong analytical and problem-solving skills

    - Ability to work effectively with individuals and groups across the company to manage customer relationships

    - Well-developed written communication and verbal presentation skills

    - Ag credit analysis

    - Understanding of Ag industry and operations

    - Prioritization skills

    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

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

    **E-Verify**

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

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $79,220.00 - $93,200.00 - $102,520.00

    U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

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


    Employment Type

    Full Time

  • Credit Portfolio Manager - Ag
    U.S. Bank    Tempe, AZ 85282
     Posted about 11 hours    

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

    **Job Description**

    Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

    Basic Qualifications

    - Bachelor's degree, or equivalent work experience

    - Three to five years of commercial banking experience

    Preferred Skills/Experience

    - Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures

    - Strong relationship management and business development abilities, with thorough knowledge of credit products

    - Strong analytical and problem-solving skills

    - Ability to work effectively with individuals and groups across the company to manage customer relationships

    - Well-developed written communication and verbal presentation skills

    - Ag credit analysis

    - Understanding of Ag industry and operations

    - Prioritization skills

    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

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

    **E-Verify**

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

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $79,220.00 - $93,200.00 - $102,520.00

    U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

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


    Employment Type

    Full Time

  • Credit Portfolio Manager - Ag
    U.S. Bank    Scottsdale, AZ 85258
     Posted about 11 hours    

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

    **Job Description**

    Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

    Basic Qualifications

    - Bachelor's degree, or equivalent work experience

    - Three to five years of commercial banking experience

    Preferred Skills/Experience

    - Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures

    - Strong relationship management and business development abilities, with thorough knowledge of credit products

    - Strong analytical and problem-solving skills

    - Ability to work effectively with individuals and groups across the company to manage customer relationships

    - Well-developed written communication and verbal presentation skills

    - Ag credit analysis

    - Understanding of Ag industry and operations

    - Prioritization skills

    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

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

    **E-Verify**

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

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $79,220.00 - $93,200.00 - $102,520.00

    U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

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


    Employment Type

    Full Time

  • Account Executive, Phoenix
    Uber    Phoenix, AZ 85067
     Posted about 11 hours    

    **About the Role**

    The Phoenix Uber Eats team is looking for an Account Executive to join the Uber Eats team in Arizona. The Account Executive role is a great opportunity to demonstrate your sales experience to expand the number of restaurants that work with Uber Eats. Your primary focus will be bringing on new restaurants that fit our partnership criteria, and use your prospecting and negotiation skills through cold-calling and driving internal processes to set up our partnerships for success. The Account Executive role is a hybrid of inside and outside sales.

    This role heavily relies on inputs through outbound dialing. Those who have success in this role average 250 dials per week. Please apply if you are comfortable with the input expectations.

    **What You'll do**

    + Prospect and build pipeline to create partnerships with the best restaurants interested in Uber Eats

    + Manage contract negotiations aimed at establishing the foundation of a strong working relationship with our restaurant partners, including sustainable economics for both parties

    + Communicate the value of Uber Eats and its newest products to prospects with a consultative approach

    + Achieve and consistently exceed monthly sales goals

    + Partner with our Onboarding Teams to smoothly activate the best restaurants

    + Help us identify and build best practices for your sales team and others

    **Basic Qualifications**

    + Passionate about sales

    + For the Account Executive role - a minimum of 2 years sales experience

    **Preferred Qualifications**

    + Bachelor's Degree or equivalent

    + Sales experience

    + Proven achievement in performance-based role

    + Effective communication with colleagues and clients

    + Experience multi-tasking work with attention to detail

    + Coachability, interest in implementing feedback, and dedication to building your brand

    + Spanish speaking preferred

    For Phoenix, AZ-based roles: The base hourly rate amount for this role is USD$23.50 per hour. Additionally, our Sales Representatives are eligible to participate in the Company's Incentive program and will be eligible for a cash variable incentive target of $32,587.00 annually based on individual sales performance, with any amount of incentive payment based on the terms of the Sales Incentive Plan. You will be eligible to participate in Uber's bonus program, and may be offered an equity award, sales bonuses & other types of comp. You will also be eligible for various benefits. More details can be found at the following link https://www.uber.com/careers/benefits.

    Uber is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form- https://docs.google.com/forms/d/e/1FAIpQLSdb_Y9Bv8-lWDMbpidF2GKXsxzNh11wUUVS7fM1znOfEJsVeA/viewform


    Employment Type

    Full Time

  • Account Executive/Underwriter - Business Center
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted about 11 hours    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**

    Underwriting

    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $79,500.00 - $131,200.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    The Middle Market Business Center centrally underwrites and negotiates renewal and new business for eligible accounts across the low to mid-sized range of Middle Market Business Insurance. The Account Executive (AE), Business Center will partner with agents and brokers to provide coverage for new and/or renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.

    As of the date of this posting, Travelers anticipates that this posting will remain open until 7/15/24.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of an assigned book of business.

    + Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to support market penetration objectives and identify cross-selling opportunities.

    + Foster relationships with external partners by delivering seamless underwriting experiences and solutions.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Support the execution of agency, region, and group sales plans.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Bachelor’s degree.

    + Three to five years of relevant underwriting experience.

    + Knowledge of Business Insurance products, the regulatory environment, and the local insurance market.

    + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

    + Communication skills with the ability to successfully negotiate with agents and brokers.

    + CPCU designation.

    **What is a Must Have?**

    + 2 years of underwriting experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time

  • Wealth Management Advisory Consultant II
    TIAA    Phoenix, AZ 85067
     Posted about 11 hours    

    Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

    **Key Responsibilities and Duties**

    + Manages time and resources efficiently and effectively

    + Develops and implements strategic and tactical plans with strong considerations to client challenges.

    + Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.

    + Reviews client information, including financial statements, risk investment profile and cash availability.

    + Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.

    + Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.

    + Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

    **Educational Requirements**

    + University (Degree) Preferred

    **Work Experience**

    + 3+ Years Required; 5+ Years Preferred

    **FINRA Registrations**

    + SRC Indicator: Series 7; Series 63; Series 65; Series 66

    **Physical Requirements**

    + Physical Requirements: Sedentary Work

    **Career Level**

    7IC

    Related Skills

    Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

    **Anticipated Posting End Date:**

    2024-05-31

    Base Pay Range: $88,900/yr. - $108,000/yr.

    Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

    _____________________________________________________________________________________________________

    **Company Overview**

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    **Benefits and Total Rewards**

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

    **Equal Opportunity**

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

    **Accessibility Support**

    TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

    If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

    Phone: (800) 842-2755

    Email: [email protected]

    **Privacy Notices**

    For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

    For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

    For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

    For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

    For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

    For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

    For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .


    Employment Type

    Full Time


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