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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.

A Day In The Life

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

218

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

  • Finance Systems Portfolio, Manager
    Deloitte    Gilbert, AZ 85295
     Posted about 4 hours    

    Finance Systems Portfolio, Manager

    The team

    Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US firm. Joining the team provides an opportunity to drive the future vision of the Finance organization.

    The work you'll do

    Finance Systems is looking for a Portfolio Manager to drive the operation, enhancement, and integration of finance-led systems. In this role, you will manage a portfolio of finance systems, serving as the subject matter expert. The Portfolio Manager will manage the enhancement backlog, translate requirements to technology teams for development, manage the PI execution and delivery from the business side working with ITS, coordinate UAT efforts, and work with the change management team to provide and review content in training and communications. After a production release, you will monitor system performance through hypercare, support ongoing defect resolution, execute governance tracking, and provide project (PMO) oversight. In this role you will act as the liaison between Information Technology and various Finance stakeholders to provide insight on system changes and design.

    Responsibilities include:

    + Relay the business strategy into technical requirements; communicate requirements to technical teams

    + Manage the execution and timeline of system changes, escalating issues and risks to leadership, as needed

    + Manage operations and maintenance of financial systems; Oversee the manual and automated financial work processes, systems, and procedures for efficiency of workflow and accuracy

    + Understand the integrations across the portfolio of systems and impacts to the business processes with these datapoints

    + Identify and recommend needed process improvements

    + Analyze system design alternatives for new financial accounting systems and / or improvements to existing systems

    + Provide insight on the development of system upgrades or redesigns

    + Oversee the accuracy of the financial systems and ensure that there are no variances between the financial systems and general ledger

    + Oversee the resolution of application and data integrity or other production issues

    + Oversee and coordinate testing efforts for enhancements or deployments of financial system with the testing team

    + Provide content and review for the change management team

    + Manage team of analysts (in US and India)

    Qualifications:Required

    + Bachelor's degree in Finance, Accounting, Information Technology, or related field required

    + Minimum 5+ years of relevant experience

    + Strong executive presence and the ability to work with and influence senior leaders

    + Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions

    + Strategic thinker with the ability to make connections across workstreams and matrixed organizations

    + Superior project management skills with demonstrated experience successfully managing a cross-functional or cross-departmental team on a complex project

    + Ability to work well under pressure and effectively and professionally navigate tough situations

    + Demonstrated ability to work independently and collaboratively with a team, but also be a self-starter

    + Demonstrated commitment to integrity and confidentiality

    + Deep understanding of finance systems and processes; experience with SAP Primed, CP3 Pricing, Beacon, and other supportive finance applications

    + Excellent proficiency in MS Office (Excel, PowerPoint, etc.)

    + Ability to travel 20-30%, on average, based on the work you do and the clients and industries/sectors you serve

    + Limited immigration sponsorship may be available

    Preferred

    + Master's degree

    + Previous work experience with a professional services firm

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

    EA_ExpHire

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


    Employment Type

    Full Time

  • Finance Systems Portfolio, Manager
    Deloitte    Tempe, AZ 85282
     Posted about 4 hours    

    Finance Systems Portfolio, Manager

    The team

    Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US firm. Joining the team provides an opportunity to drive the future vision of the Finance organization.

    The work you'll do

    Finance Systems is looking for a Portfolio Manager to drive the operation, enhancement, and integration of finance-led systems. In this role, you will manage a portfolio of finance systems, serving as the subject matter expert. The Portfolio Manager will manage the enhancement backlog, translate requirements to technology teams for development, manage the PI execution and delivery from the business side working with ITS, coordinate UAT efforts, and work with the change management team to provide and review content in training and communications. After a production release, you will monitor system performance through hypercare, support ongoing defect resolution, execute governance tracking, and provide project (PMO) oversight. In this role you will act as the liaison between Information Technology and various Finance stakeholders to provide insight on system changes and design.

    Responsibilities include:

    + Relay the business strategy into technical requirements; communicate requirements to technical teams

    + Manage the execution and timeline of system changes, escalating issues and risks to leadership, as needed

    + Manage operations and maintenance of financial systems; Oversee the manual and automated financial work processes, systems, and procedures for efficiency of workflow and accuracy

    + Understand the integrations across the portfolio of systems and impacts to the business processes with these datapoints

    + Identify and recommend needed process improvements

    + Analyze system design alternatives for new financial accounting systems and / or improvements to existing systems

    + Provide insight on the development of system upgrades or redesigns

    + Oversee the accuracy of the financial systems and ensure that there are no variances between the financial systems and general ledger

    + Oversee the resolution of application and data integrity or other production issues

    + Oversee and coordinate testing efforts for enhancements or deployments of financial system with the testing team

    + Provide content and review for the change management team

    + Manage team of analysts (in US and India)

    Qualifications:Required

    + Bachelor's degree in Finance, Accounting, Information Technology, or related field required

    + Minimum 5+ years of relevant experience

    + Strong executive presence and the ability to work with and influence senior leaders

    + Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions

    + Strategic thinker with the ability to make connections across workstreams and matrixed organizations

    + Superior project management skills with demonstrated experience successfully managing a cross-functional or cross-departmental team on a complex project

    + Ability to work well under pressure and effectively and professionally navigate tough situations

    + Demonstrated ability to work independently and collaboratively with a team, but also be a self-starter

    + Demonstrated commitment to integrity and confidentiality

    + Deep understanding of finance systems and processes; experience with SAP Primed, CP3 Pricing, Beacon, and other supportive finance applications

    + Excellent proficiency in MS Office (Excel, PowerPoint, etc.)

    + Ability to travel 20-30%, on average, based on the work you do and the clients and industries/sectors you serve

    + Limited immigration sponsorship may be available

    Preferred

    + Master's degree

    + Previous work experience with a professional services firm

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

    EA_ExpHire

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


    Employment Type

    Full Time

  • Enterprise Account Executive
    Xerox    Phoenix, AZ 85067
     Posted 1 day    

    Enterprise Account Executive

    **General Information**

    Press space or enter keys to toggle section visibility

    Country

    United States

    Department

    Sales

    Date

    Tuesday, July 23, 2024

    Working time

    Full-time

    Ref#

    20033284

    Job Level

    Specialist

    Job Type

    Experienced

    Job Field

    Sales

    Seniority Level

    Mid-Senior Level

    Currency

    USD - United States - US

    Annual Base Salary Minimum

    96,120

    Annual Base Salary Maximum

    192,240

    The salary range above represents the low and high end in the local currency of Xerox’s salary range for this position and is reflected in an annualized amount. Actual salaries will vary based on factors including, but not limited to, geographic location, market competition, and/or the successful applicant’s education, experience, knowledge, skills, and abilities. The range listed is just one component of Xerox’s total compensation package for employees. Employees are also afforded a comprehensive suite of benefits, to view those details please visit Xerox Careers for your applicable country. If you are not reviewing this job posting on Xerox Careers (https://xerox.avature.net/en\_US/careers) , we cannot guarantee the validity of this posting. For a list of our current internal postings, please visit Xerox Careers (https://xerox.avature.net/en\_US/careers) .

    **Sales:** Your actual On Target Earnings (OTE), which is inclusive of base salary and incentive compensation, will depend on factors such as your skills, qualifications, experience, and work location.

    **Description & Requirements**

    Press space or enter keys to toggle section visibility

    **About Xerox Holdings Corporation**

    For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we’ve expanded into software and services to sustainably power today’s workforce. From the office to industrial environments, our differentiated business solutions and financial services are designed to make every day work better for clients — no matter where that work is being done. Today, Xerox scientists and engineers are continuing our legacy of innovation with disruptive technologies in digital transformation, augmented reality, robotic process automation, additive manufacturing, Industrial Internet of Things and cleantech. Learn more at www.xerox.com and explore our commitment to diversity and inclusion. (https://www.xerox.com/en-us/jobs/diversity)

    Xerox is seeking an Enterprise Account Executive to focus on enterprise solution selling across the United States. This individual may reside anywhere in the United States, but must be willing to and able to travel to client sites frequently.

    **Primary Responsibilities:**

    + Use industry sector experience and client knowledge to assess client unique industry, business and IT environment needs to match Xerox Offerings

    + Builds, maintains/grows client key stakeholder relationships - CIO and Functional VPs, to offer/execute insights and value delivered by service offerings

    + Generate consistent pipeline for business performance

    + Up sell/cross-sell opportunities

    + Define and meet Win Strategy Criteria, using sales specialists, solution architects and other SME roles to craft specific offering and technical requirements for SOW

    + Lead development of proposal/RFP in partnership with Bid Center

    + Partner with delivery to support QBR process to continuously leverage new service offers, retain client accounts and grow profitable revenue

    **Sales:**

    + Responsible for larger, complex, high visibility, strategic, or tactically important, international accounts and a higher than average quota/territory

    + Sells complex products and/or services, develop new accounts and expand existing accounts

    + Has extremely high authority or opportunity to set and negotiate product/service terms

    + May act as a lead in a team when presenting products/services to existing or prospective customers

    + Anticipates client needs and identifies appropriate alternatives

    **Candidate Qualifications:**

    + Experience with establishing and growing director and executive level relationships across all lines of business, and lines of service, within large enterprise accounts

    + Excellent written and verbal communications skills

    + Demonstrated proficiency in conducting client current state studies; business proposal writing skills and presentation to senior management

    + Proven success in influencing, writing and winning RFPs

    + Demonstrated ability to self-develop and to continuously expand your knowledge about your clients and Xerox

    + Proven Enterprise account selling skills

    + Experience in selling and expanding solutions and software sales.

    + Knowledgeable regarding competitive landscape, industry trends and vertical markets.

    + Strong financial acumen and building a strong ROI

    \#LI-MD1

    \#LI-REMOTE

    Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. Learn more at www.xerox.com and explore our commitment to diversity and inclusion: https://www.xerox.com/en-us/jobs/diversity People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to [email protected]. Be sure to include your name, the job you are interested in, and the accommodation you are seeking.


    Employment Type

    Full Time

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Sun City, AZ 85372
     Posted 1 day    

    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**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    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) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    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

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Surprise, AZ 85379
     Posted 1 day    

    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**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    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) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    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 Officer (Underwriter) - Loss Sensitive Large Projects
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted 1 day    

    **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**

    $110,800.00 - $182,800.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    The Account Executive Officer (AEO), Construction Loss Sensitive Large Projects will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

    **What Will You Do?**

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

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

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

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

    + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

    + May assist in the training and mentoring of less experienced Account Executives.

    + Perform other duties as assigned.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Bachelor’s degree.

    + Six to eight years of relevant underwriting experience with experience in construction loss sensitive.

    + Deep knowledge of construction loss sensitive 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.

    + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

    + CPCU designation.

    **What is a Must Have?**

    + 4 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

  • Financial Advisor - Flagstaff
    Thrivent Financial    Flagstaff, AZ 86011
     Posted 1 day    

    Thrivent Financial Advisor

    Meaningful work. Rewarding career.

    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

    At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

    Job Description

    As a Thrivent Financial advisor, you’ll:

    + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

    + Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.

    + Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.

    + Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

    + Have the flexibility to control your schedule, allowing for work-life balance.

    + Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

    Desired Characteristics

    Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

    + Self-disciplined, independent and driven to succeed.

    + Motivated by helping others and seeing them achieve their goals.

    + A natural coach or guide with strong interpersonal skills.

    + Passionate about living a life of generosity by serving others, not just selling products.

    Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

    Requirements

    + Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

    + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

    + Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

    Compensation and Benefits

    You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

    + Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.

    + Medical, dental, vision, disability and accidental death and dismemberment insurance.

    + Pension, 401(k) and retiree medical plans.

    + Ongoing support, training and opportunity for professional growth.

    + Well-being programs to help you manage your physical, emotional and financial health.

    + Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

    + Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

    About Thrivent

    Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

    Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

    To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

    Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.


    Employment Type

    Full Time

  • Financial Advisor - Yuma
    Thrivent Financial    Yuma, AZ 85366
     Posted 1 day    

    Thrivent Financial Advisor

    Meaningful work. Rewarding career.

    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

    At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

    Job Description

    As a Thrivent Financial advisor, you’ll:

    + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

    + Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.

    + Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.

    + Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

    + Have the flexibility to control your schedule, allowing for work-life balance.

    + Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

    Desired Characteristics

    Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

    + Self-disciplined, independent and driven to succeed.

    + Motivated by helping others and seeing them achieve their goals.

    + A natural coach or guide with strong interpersonal skills.

    + Passionate about living a life of generosity by serving others, not just selling products.

    Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

    Requirements

    + Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

    + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

    + Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

    Compensation and Benefits

    You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

    + Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.

    + Medical, dental, vision, disability and accidental death and dismemberment insurance.

    + Pension, 401(k) and retiree medical plans.

    + Ongoing support, training and opportunity for professional growth.

    + Well-being programs to help you manage your physical, emotional and financial health.

    + Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

    + Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

    About Thrivent

    Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

    Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

    To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

    Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.


    Employment Type

    Full Time

  • Financial Advisor - Tucson
    Thrivent Financial    Tucson, AZ 85702
     Posted 1 day    

    Thrivent Financial Advisor

    Meaningful work. Rewarding career.

    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

    At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

    Job Description

    As a Thrivent Financial advisor, you’ll:

    + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

    + Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.

    + Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.

    + Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

    + Have the flexibility to control your schedule, allowing for work-life balance.

    + Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

    Desired Characteristics

    Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

    + Self-disciplined, independent and driven to succeed.

    + Motivated by helping others and seeing them achieve their goals.

    + A natural coach or guide with strong interpersonal skills.

    + Passionate about living a life of generosity by serving others, not just selling products.

    Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

    Requirements

    + Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

    + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

    + Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

    Compensation and Benefits

    You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

    + Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.

    + Medical, dental, vision, disability and accidental death and dismemberment insurance.

    + Pension, 401(k) and retiree medical plans.

    + Ongoing support, training and opportunity for professional growth.

    + Well-being programs to help you manage your physical, emotional and financial health.

    + Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

    + Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

    About Thrivent

    Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

    Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

    To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

    Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.


    Employment Type

    Full Time

  • Entry-Level Financial Analysts
    The Boeing Company    Mesa, AZ 85213
     Posted 1 day    

    **Job Description**

    At Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

    **The Boeing** Company is seeking dynamic individuals to join the Financial Analysis Team in **Mesa, AZ** as **Entry-Level Financial Analysts** . This is your opportunity to contribute to cutting-edge solutions, support key financial operations, and play a pivotal role in guiding critical business decisions.

    **Why Boeing?**

    At Boeing, we don't just build aircraft; we shape the future of aerospace. Our finance professionals are at the heart of this innovation, contributing to aviation and aerospace products that make a difference in the lives of people around the world. We're not just connecting and protecting; we're exploring new frontiers. Be part of a company that thrives on intellectual curiosity and fosters an environment that is welcoming, respectful, and inclusive.

    _Are you ready to embark on an exciting career journey with one of the world's leading aerospace companies?_

    **Functions Supported:**

    + **Compliance of Financial Policy, Process, Procedure, Systems and Tools**

    + **In-Direct Cost Management**

    + **Direct Material, Sub-Contract, and Travel Cost Management, and**

    + **Direct Labor Cost Management**

    **What You Bring:**

    **Fresh Perspective:** Prior financial analysis experience is not required! We are dedicated to the growth and success of new talent.

    **Willingness to Learn:** If you're eager to learn, think critically, and like to take on new challenges, you're exactly who we're looking for.

    **Initiative:** We value individuals who take the initiative, seek opportunities, and contribute proactively to our dynamic team.

    **Excellent written and verbal communication skills:** Must have the ability to convey complex information in a clear and concise manner.

    **Strong leadership skills** : Must have the ability to motivate and inspire team members to achieve common goals.

    **Organizational Skills:** Exceptional attention to detail and ability to multitask in a fast-paced environment; Proficiency in using productivity tools and software.

    **Critical Thinking Skills:** Bring your analytical prowess to the table – we want individuals who can analyze data and make informed decisions that impact our global operations.

    **Collaboration and Independence:** Strike the perfect balance. Collaborate effectively with teams while demonstrating the ability to work independently when needed.

    **Position Responsibilities:**

    + Collect, compile, manipulate and document source data to support analysis of resource forecasts and/or Estimates at Completion (EACs) at the contract, functional, or overhead pool level using advanced Excel functions

    + Assist in developing and maintaining cost and/or schedule performance measurement baselines, including Earned Value Management (EVM), to ensure accurate tracking, forecasting and reporting

    + Run routine weekly/monthly performance reports to provide insights into project progress and identify potential areas of improvement or concern

    + Collaborate with cross-functional teams to gather relevant data and assist in preparing variance analyses to identify deviations from planned target values

    + Support the development of business cases by utilizing appropriate indices and providing accurate data analysis

    + Stay updated with industry trends and best practices related to cost and performance measurement to enhance the effectiveness of analysis and reporting

    + Ensure compliance with applicable Boeing and Governmental regulations concerning financial policies, procedures, processes, systems and tools

    **This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team’s discretion and could potentially change in the future.**

    **This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.**

    **Basic Qualifications (Required Skills/Experience):**

    + Bachelor’s degree or higher in accounting, finance, business or a related field

    + Experience with the Microsoft Excel application using: formulas, VLookups, pivot tables, charts, filters, and linking worksheets

    **Preferred Qualifications (Desired Skills/Experience):**

    + Bachelor’s degree in economics or mathematics acceptable

    + Experience using strong verbal and written communication skills both virtually and in person

    + Experience working with large data sets required (e.g. advanced Excel, Power Pivot, Tableau and/or Microsoft Power BI)

    + Experience with Estimates at Completion, Data Analysis, and/or Budgeting/Cost Performance Reporting

    + Experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities

    + Experience applying Earned Value Management (EVM) methodology and analysis

    + Experience performing compliance monitoring and policy assessments/audits

    + Experience working with a combination of budgets, overhead rates and forecasts

    **Typical Education/Experience:**

    Education/experience typically acquired through advanced education (e.g. Bachelor) or an equivalent combination of education and experience (e.g. 4 years' related work experience).

    **Relocation:**

    Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense.

    **Drug Free Workplace:**

    Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

    **Work Shift:**

    This position is for first shift.

    At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

    The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

    The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

    Pay is based upon candidate experience and qualifications, as well as market and business considerations.

    Summary pay range: $53,550 – $72,450

    Applications for this position will be accepted through July 28th, 2024.

    **What We Offer You:**

    **Industry leading benefits:** Whether you’re just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond competitive compensation, comprehensive health benefits to tuition reimbursement, a leading 401k plan and work life balance such as 9/80 work schedule, wellness programs, education assistance, role specific training and certifications and much more.

    **Career growth and direction:** We are here to support you on your career journey through our career development programs such as tuition reimbursement, Learning Together program and offer much more. Boeing promotes internal movement and growth so you can find the best role for you at any stage of your career. Build your future here and let us be part of it!

    **Work that matters:** Whether it is connecting people across the globe, transporting aid or reaching for Mars, Boeing is leading the way in making our world a better place.

    **Flexible work arrangements:** At home or in the office, we encourage every teammate to feel empowered to bring their best through creativity, innovation, and diversity. We offer a flexible hybrid work schedule where you can get the benefits of working on-site with a hard-working team, and from the comfort of your home.

    **Equal Opportunity Employer:**

    Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

    Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.


    Employment Type

    Full Time


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