Myfutureaz pipelineaz com 94432d03510cb2f3fee00191b6fff6cf22fbc00ddafbfe24fad328f3b76b2a6e

Financial Services

Personal Financial Advisors

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

Salary Breakdown

Personal Financial Advisors

Average

$104,210

ANNUAL

$50.1

HOURLY

Entry Level

$50,280

ANNUAL

$24.17

HOURLY

Mid Level

$77,860

ANNUAL

$37.43

HOURLY

Expert Level

$105,440

ANNUAL

$50.69

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

439

Current Available Jobs

9,180

Projected job openings through 2024


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Degree Recommendations



 Chandler-Gilbert Community College (MCCCD)

 Estrella Mountain Community College (MCCCD)



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

Sales and Marketing

KNOWLEDGE

Administration and Management

SKILL

Speaking

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Active Listening

ABILITY

Oral Comprehension

ABILITY

Written Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • JPMorgan Wealth Management - Central Supervisory Sr Annuity Assoc - Tempe, AZ
    JPMorgan Chase    Tempe, AZ 85282
     Posted about 15 hours    

    The Sr Supervisory Associate Annuity is directly responsible for performing an appropriateness review on an exception basis of transactions placed in client accounts and/or annuity and life insurance applications submitted by Financial Advisors. Responsible for handling escalations and outreach to the field and senior level stakeholders.

    **Primary Responsibilities Include**

    + Conduct suitability reviews associated with a variety of Annuity and Life Insurance products (e.g. Variable, Fixed and Index annuities)

    + Escalate supervisory issues as necessary, providing relevant recommendations as to appropriate actions to be taken

    + Strategically partner with Supervisory Managers or registered personnel in the field to resolve exceptions

    + Project work as assigned by Central Supervision Management

    + Responsible for reviewing certain work items escalated internally by 601 level employees

    + Conduct training of newly hired team members

    **Skills & Competencies**

    + Ability to make sound, risk-based decisions

    + Ability to make independent suitability decisions based on firm policy

    + Demonstrates good research, analytical and problem-solving skills

    + Good interpersonal, verbal, & written communication skills

    + Good organization skills & attention to detail

    + Good computer/navigational skills (Microsoft Office)

    + Proven ability to work in a dynamic team environment that is consistently evolving

    + Good time management skills to meet service level agreements and/or project deadlines

    + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

    + Ability to manage a pipeline of work from assignment to completion

    + Ability to meet or exceed business goals and objectives, while fostering a team atmosphere

    + Knowledge and understanding of risk management

    + Well versed in advisory services, financial products, and client accounts of increasing complexity

    **Required Years of Experience**

    4+ years of experience in the securities and investment industry

    **Licenses, Designations, and Education**

    Active and valid FINRA Series 7 and one or more of the following licenses are required to be considered for the role: FINRA Series 66 (63,65), 9/10 (4,24,53), appropriate State Life & Health Insurance license

    FINRA Series 7, 66 (63,65), 9/10 (4,24,53), and appropriate State Life & Health Insurance licenses are required to perform all job duties associated with the role.

    If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment.

    **Required Education**

    Bachelor's Degree preferred

    Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor's degree

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

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

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Wealth Management - U.S. Private Bank - Client Service Associate - Tempe, AZ
    JPMorgan Chase    Tempe, AZ 85282
     Posted about 15 hours    

    The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Private Banking client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

    Core Responsibilities:

    • Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests

    • Risk & Controls - adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities

    • Market Partnership - effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

    • Business Development - proactively review and identify potential business opportunities for clients to engage in additional products and services

    Qualifications

    • FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire

    • No relocation assistance is being offered for this role

    • College degree or equivalent relationship or client service experience preferred

    • Experience with a wide array of financial products preferred

    • Demonstrated passion for delivering exceptional client service

    • Excellent communication skills, both written and oral

    • Ability to develop and maintain collaborative relationships both internally and with external clients

    • Skilled in multi-tasking and managing priorities effectively

    • Ability to handle complex and challenging situations from origination to completion

    • Ability to identify and escalate issues

    • Team Player

    • Ability to adapt to a rapidly changing and fast paced business and technology environment

    • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines

    • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

    JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Chase Wealth Management - Private Client Advisor - Show Low, AZ
    JPMorgan Chase    Show Low, AZ 85901
     Posted about 15 hours    

    As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **What you will possess:**

    Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.

    Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.

    Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

    One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

    **What you will receive:**

    + Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

    + JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

    + As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

    **Qualifications**

    Licenses, Designations, and Education:

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    A valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses is required or must be obtained within 60 days of starting in the role as a condition of employment.

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    + NOT FDIC INSURED

    + NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    + NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES

    + SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

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

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Wealth Management - Private Bank - Program Analyst Banker - Scottsdale, AZ
    JPMorgan Chase    Scottsdale, AZ 85258
     Posted about 15 hours    

    J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

    J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

    J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

    The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

    **Program Overview:**

    The Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. At the end of the program top performing Analysts will have the opportunity to continue onto the next phase at the firm as an Associate. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance.

    **Role and Responsibilities:**

    As a Banker Analyst on an integrated team you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. We recommend investment, credit and wealth management solutions to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:

    + Help devise customized financial strategies for existing and prospective clients

    + Prepare pitch books and meeting materials

    + Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives

    + Become an expert in a range of proprietary models to provide recommendations on tailored solutions

    + Conduct research and analysis; assist with product development and prospecting efforts

    + Research client inquiries and manage follow up communication and materials

    + As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

    We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions.

    **Specific qualifications include:**

    + No more than two years of work experience following completion of undergraduate program

    + Candidate must hold a Bachelor's degree with a minimum overall GPA of 3.2

    + Experience using Microsoft office programs including excel, power point and Adobe PDF

    + Superior multi-tasking and organizational skills

    + Excellent communication skills and poise giving presentations

    + Demonstrated aptitude for sales and client relationship management

    + Genuine interest in financial markets and macro-level economic trends

    + The ability to be a dynamic member of a team

    + Strong initiative, energy and confidence completing projects with limited supervision

    + Good judgment and discretion working with highly confidential information

    JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Chase Wealth Management- Private Client Advisor - Gilbert, AZ (Warner Lindsay)
    JPMorgan Chase    Gilbert, AZ 85295
     Posted about 15 hours    

    As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **What you will possess:**

    Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.

    Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.

    Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

    One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

    **What you will receive:**

    + Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

    + JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

    + As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

    **Qualifications**

    Licenses, Designations, and Education:

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    A valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses is required or must be obtained within 60 days of starting in the role as a condition of employment.

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    + NOT FDIC INSURED

    + NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    + NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES

    + SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

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

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Financial Analyst - HonorHealth Research Institute
    HonorHealth    SCOTTSDALE, AZ 85258
     Posted 1 day    

    Overview Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference. From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more. Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is a non-profit, local community healthcare system serving an area of 1.6 million people in the greater Phoenix area. The network encompasses six acute-care hospitals, an extensive medical group, outpatient surgery centers, a cancer care network, clinical research, medical education, a foundation, and community services with approximately 13,100 team members, 3,500 affiliated providers and nearly 700 volunteers. HonorHealth was formed by a merger between Scottsdale Healthcare and John C. Lincoln Health Network. HonorHealth’s mission is to improve the health and well-being of those we serve. As a community healthcare system, we have a unique responsibility to keep our facilities as safe as possible to protect our patients and team members. With this in mind, we require all new hires to have received the first dose of a COVID-19 vaccine before their start date and be scheduled for their second dose. New hires who choose to receive the Johnson & Johnson vaccine only need one dose to fulfill this requirement. Reasonable accommodations will be considered. Please note – this organization is a tobacco free campus. In order to be an eligible candidate you will need to test negative on a tobacco (cotinine) test during prescreening. If you test positive you will be unable to reapply for 30 days. If you test positive a second time you will ineligible to reapply for 1 year. Responsibilities Job Summary Under management's direction, the FINANCIAL ANALYST develops, prepares, interprets and monitors moderate–to–complex financial analyses, projections, modeling and reports used in decision-making. This position works closely with Directors, Managers, and Service Line Management, across various departments in the System. Provides support to all phases of the annual operating budget development process, ongoing forecasts and project evaluations, expense controls and management reporting of budget results under the leadership of the System’s Budgeting department, to include system-wide initial budget modeling and serving as Budget Representative for Ancillary Professional Services Division and other departments. Performs monthly, quarterly and year-end analysis of actual results versus plan, forecast and prior year results and makes recommendations regarding any variances to budget and/or last forecast. Provides in-depth analysis and interpretation of financial data to monitor and report on progress of the System and its profit centers compared to business plan targets. Reports, analyzes, and interprets financial and operating data for management, including cost analysis, market niche reporting, profitability analysis, regional performance assessments, contract pricing analysis and wage analysis, and other ad-hoc analysis as directed. Collects, prepares and develops daily, monthly and quarterly statistical reports provided to Executive, Leadership & Management Staff. Qualifications Education Bachelor's Degree in Accounting, Finance or related field Required Experience 3 years experience in healthcare accounting or finance Required


    Employment Type

    Full Time

  • Account Executive, Senior
    Canon USA & Affiliates    Scottsdale, AZ 85258
     Posted 1 day    

    **Overview**

    Responsible for selling Canon's hardware and software technology-based solutions within an assigned account list.

    **Responsibilities**

    - Develops strategies to penetrate accounts with the key decision makers within assigned account list. The focus is on placing Canon equipment and solutions in new accounts.

    - Reports customer activity to management identifying: customer requirements, competitive trends, and changing environments.

    - Develops strategic plans to address customer's requirements on a local basis. Strategy should include short term as well as long-term goals.

    - Provides marketing, technical and administrative support to the named accounts' internal departments to ensure outstanding relations and excellent customer support in all facets of daily activity.

    - Develops plans to introduce/place Canon technology, service, software, and 3rd party solutions to address customer requirements.

    - Establishes high level relationships with customer base that will enhance long term working partnerships.

    - New market share is gained through strategic prospecting and ability to meet customer requirements by utilizing all resources available efficiently.

    **Qualifications**

    Bachelor's degree in a relevant field or equivalent experience required, plus 3-5 years of related experience.

    - Experience in office technology, business to business, outside sales experience.

    - Strong communication skills including the desire to build solid working relationships.

    - An interest in learning new technology in an evolving industry.

    - The ability to work autonomously and excellent time management skills.

    - Some travel required within a local market (valid driver's license and acceptable driving record necessary).

    **Company Overview**

    About our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings. With unwavering dedication to promote professional innovation, Canon Solutions America, Inc. helps drive sustainability, nurture efficiency, and regulate costs through the unification of comprehensive digital and traditional printing and document management solutions. As a wholly owned subsidiary of Canon U.S.A., Canon Solutions America, Inc. is headquartered in Melville, NY and has sales and service locations across the U.S. Our parent company, Canon Inc. (NYSE: CAJ), which earned approximately $30.4 billion in global revenue in 2020, ranks third overall in U.S. patents granted in 2020 and was named one of Fortune Magazine’s World’s Most Admired Companies in 2020.

    Canon Solutions America offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at

    We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

    We are an EEO/AA employer. Minority/Female/Individuals with Disabilities/Protected Veterans.

    If you are not reviewing this job posting on our Careers’ sitecsa.canon.com/careers (https://csa.canon.com/online/portal/csa/csa/company/careers/) , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us atcsa.canon.com/careers (https://csa.canon.com/online/portal/csa/csa/company/careers/) .

    \#CSA

    **Workstyle Description**

    Hybrid - This position is full time and offers a hybrid work schedule requiring you to be in the office two company designated days a week and an option to work from home the remainder of the week (unless a specific business need arises requiring in office attendance on other days). Note that work schedules and office reporting requirements may change from time to time based on business needs.

    **Posting Tags**

    \#PM20 #LI-MR1

    **Location** _US-AZ-Scottsdale_

    **Company** _Canon Solutions America, Inc._

    **Requisition ID** _27952_

    **Category** _Sales/Business Development_

    **Position Type** _Full-Time_

    **Workstyle** _Hybrid_


    Employment Type

    Full Time

  • Senior Commercial Banking Portfolio Manager - Middle Market
    Wells Fargo    Scottsdale, AZ 85258
     Posted 3 days    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you!

    **About this role:**

    Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking team.

    **In this role, you will:**

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

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

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

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

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

    **Required Qualifications, US:**

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

    **Required Qualifications, International:**

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

    **Desired Qualifications:**

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

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

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

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

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

    + Strong analytical skills with high attention to detail and accuracy

    + Excellent verbal, written, and interpersonal communication skills

    **We Value Diversity**

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

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

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

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-178440-2

    **Updated:** Wed Jun 29 11:02:16 GMT 2022

    **Location:** Scottsdale,Arizona


    Employment Type

    Full Time

  • Senior Financial Analyst
    Snap Inc.    Remote, AZ
     Posted 3 days    

    Snap Inc. is a camera company. We believe that reinventing the camera represents our greatest opportunity to improve the way people live and communicate. Our products empower people to express themselves, live in the moment, learn about the world, and have fun together.

    The Finance Team includes Finance Business Partnership, Accounting, Finance Operations, Financial Systems, Internal Audit, Tax, Treasury, and Investor Relations teams. Together, the team partners with leadership to provide insights, information, and guidance to make strategic and operational decisions, inform investors about our business model and progress, and ensure the company is financially healthy and consistently meeting our reporting obligations.

    We’re looking for a Senior Financial Analyst to join Snap Inc! You’ll drive financial planning, analysis, and reporting as well as partner with business leaders to grow Snap. We’re looking for someone with the highest performance standards who can execute well and flourish in a dynamic, entrepreneurial environment.

    What you’ll do:

    + Partner with Snap Inc.'s various business divisions to create near and long-term forecasts, identify key performance drivers, and present analysis to our division leaders to drive meaningful action

    + Drive internal discussions around near-term and long-term financial planning — your work will help our executives make critical decisions

    + Build and maintain financial models to be used for monthly forecast and annual budget cycles

    + Analyze variances between actuals and forecasts, use insights to drive meaningful action and communicate complex issues clearly and concisely

    + Work on building/expanding financial and operational reporting capabilities that provide Snap Inc.’s executive leadership key insights about the business and help drive the right business decisions

    + Partner with Accounting, Tax and other Finance teams to complete projects efficiently and effectively

    + Tackle complex financial projects to drive growth within our business divisions

    Knowledge, Skills & Abilities:

    + Advanced Excel modeling & analytical skills

    + Strong track-record of business partnership, financial planning, and analytical experience

    + Experience in implementing systems and processes

    + Someone who is detail-oriented with business acumen and the ability to influence without authority

    + Ability to dive-deep and take complete ownership of complex projects and handle competing priorities while doing so

    + Strong background in the Technology industry/Computer Science/Engineering or other quantitative heavy fields

    + Ability to parse complex financial analysis into meaningful communications for business leaders

    + A team player who’s willing to get their hands dirty and help where needed

    Minimum Qualifications:

    + Bachelor’s degree in Engineering, Finance, Economics, or related field or equivalent years of experience

    + 5+ years of Financial planning and Analysis experience

    Preferred Qualifications:

    + Master’s degree in related field

    Our Benefits (https://careers.snap.com/benefits) _: Snap Inc. is its own community, so we’ve got your back! We do our best to make sure you and your loved ones have everything you need to be happy and healthy, on your own terms. Our benefits are built around your needs and include paid maternity & paternity leave, comprehensive medical coverage, emotional and mental health support programs, and compensation packages that let you share in Snap’s long-term success_

    At Snap, we believe that having a team of diverse backgrounds and voices working together will enable us to create innovative products that improve the way people live and communicate. Snap is proud to be an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification, in accordance with applicable federal, state, and local laws. If you have a disability or special need that requires accommodation, please don’t be shy and contact us at accommodations-ext@snap.com.

    **About Us**

    Snap Inc. is a camera company. We believe that reinventing the camera represents our greatest opportunity to improve the way people live and communicate. Our products empower people to express themselves, live in the moment, learn about the world, and have fun together.

    At Snap, we believe that having a team of diverse backgrounds and voices working together will enable us to create innovative products that improve the way people live and communicate. Snap is proud to be an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification, in accordance with applicable federal, state, and local laws. EOE, including disability/vets.

    If you have a disability or special need that requires accommodation, please don’t be shy and contact us at accommodations-ext@snap.com .

    Applicant and Candidate Privacy Policy (https://storage.googleapis.com/hris-assets/Applicant\_and\_Candidate\_Privacy\_Policy.pdf)


    Employment Type

    Full Time

  • Sales Account Executive
    Sharp Electronics Corporation    Tucson, AZ 85702
     Posted 3 days    

    **Overview**

    Sharp Business Systems (SBS) is a direct sales division of Sharp Electronics Corporation, the U.S. based subsidiary of Japan's Sharp Corporation. With the strategic solutions set that make up the Simply Smarter Office, Sharp Electronics is viewed as a leading provider of innovative technologies and services ranging from its highly acclaimed AQUOS interactive display panels and portfolio of multifunctional printers, to a proven suite of advanced workflow and managed IT services.

    To support our growing business, we are looking for additional **Sales Account Executives** to increase sales in our Business Systems division. Currently, we are hiring for opportunities in our **Tucson** area sales office.

    The successful candidate will be responsible for establishing contact with existing customers, identifying new opportunities, and following up on potential leads. If you have prior experience in outside sales and a desire to expand your career, we want to hear from you.

    **Responsibilities**

    + Meet established sales quota by selling Sharp technology solutions and services.

    + Plan and organize daily work schedule to call on existing clients and potential new business sales opportunities within assigned territory.

    + Manage sales activities and client relationship information via CRM tool set.

    + Meet weekly with management to plan and review territory prospecting activity.

    + Stay on top of industry trends to identify potential opportunities for growth within assigned sales territory.

    + Resolve customer issues through problem solving process; developing solutions; making recommendations to management.

    + Organize and implement post-sale delivery and implementation of SBS solutions at customer locations.

    **Qualifications**

    + BS/BA in Business administration or related field preferred.

    + Outside sales experience in document technology preferred.

    + Relevant industry experience accepted in lieu of a college degree.

    + Technology competent, understanding of MS Office applications.

    + Experience working with Salesforce.com or similar CRM.

    + Require a valid US driver’s license and means to drive to multiple locations on a daily basis.

    **Desired Skills**

    + Territory Management, prospecting.

    + Solutions oriented, problem solving.

    + Financial / Business acumen.

    + Negotiation / Closing skills.

    + Strong interpersonal, written and oral communication skills

    + Self-motivated and comfortable working with little to no direction.

    + Ability to work with key influencers and senior level decision makers.

    Note: Requires a valid US driver’s license and means to drive to multiple locations on a daily basis

    _Sharp Electronics Corporation is an equal opportunity employer – minority/female/disability/veteran_

    _\#LI - Sd1_

    **Job Location** _US-AZ-Tucson_

    **Posted Date** _15 hours ago_ _(6/30/2022 9:47 AM)_

    **_Job ID_** _2022-7082_

    **_Category_** _Sales_


    Employment Type

    Full Time


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