Financial Services

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

Financial Services Industry

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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


Current Available & Projected Jobs

Personal Financial Advisors

231

Current Available Jobs

6,580

Projected job openings through 2030


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

Supporting Certifications

 Arizona Western College

 Northern Arizona University

Degree Recommendations


 Estrella Mountain Community College (MCCCD)

 Estrella Mountain Community College (MCCCD)

 Central Arizona College

 Chandler-Gilbert Community College (MCCCD)

 Chandler-Gilbert Community College (MCCCD)




 Arizona State University


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

  • Division Financial Analyst
    PulteGroup    Scottsdale, AZ 85258
     Posted 41 minutes    

    We know that BUILDING HOMES & COMMUNITIES BEGINS WITH BUILDING THE BEST TEAM!How would you like to be a part of team that has been providing the American Dream of homeownership to families for more than 60 years? PulteGroup is a FORTUNE 500 company and one of America's top residential builders. We put the consumer at the center of everything we do and we stand above the competition in our commitment to quality.Our Vision is to Build Consumer Inspired Homes & Communities to Make Lives Better and we believe that success starts with having the right people.At PulteGroup, we are committed to diversity and inclusion. We value the differences of each employee and understand that being consumer inspired means that we reflect the diversity of the consumers we serve.A position with PulteGroup offers a rich, fulfilling and rewarding career across multiple geographies and brands. If you are interested in being a part of our team, let's talk about your career with PulteGroup!JOB SUMMARY:Primary responsibility for performing financial analysis to be used by Division Ops team to assess financial and operational performance. Provides support in invoice processing, Land budget controls, annual planning, quarterly forecasting, historical cost and budget analysis, and expense performance comparisons.PRIMARY RESPONSIBILITIES:

    + Assists in the preparation of quarterly forecasts and annual plan

    + Consolidates budget submissions from various departments and perform budget analysis

    + Ensure timely and accurate payment of our vendors and trades

    + Perform month-end responsibilities, not limited to journal entries and reconciliations.

    + Reviews overhead performance and develops benchmarks to monitor performance

    + Prepares reports and analysis to management including, but not limited to variance reports and operational metrics

    MANAGEMENT RESPONSIBILITIES LEVEL: MENTOR / COACH / FEEDBACK Without Direct Reports

    + Not applicable

    SCOPE:

    + Decision Impact: Division

    + Department Responsibility: Single

    + Budgetary Responsibility: No

    + Direct Reports: No

    + Indirect Reports: No

    + Physical Requirements: If applicable

    REQUIRED EDUCATION:

    (degree, licenses, certifications, etc.)

    + Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field)

    + Certified Public Accounting License (active or inactive) preferred

    REQUIRED EXPERIENCE:

    (work related, tools/equipment, software, etc.)

    + Related Functional Experience: Minimum 3 years public and/or corporate accounting experience

    + Good analytical skills

    + Good knowledge or GAAP and financial reports

    + Good verbal and written communication skills

    PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, “Recruiters”) in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

    We are an equal opportunity employer (http://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.

    This Organization Participates in e-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

    Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer.

    California Privacy Policy (https://www.pulte.com/legal/privacy-policy)


    Employment Type

    Full Time

  • Financial Analyst
    Modern Industries    Phoenix, AZ 85067
     Posted about 1 hour    

    Financial Analyst

    Duties/Responsibilities:

    · Responsible for performing technical duties to include the design, implementation and review of financial and internal control reports and processes.

    · Priority is troubleshooting operational results via the repetitive review of reports and creation of additional ad hoc reports – with the goal of reducing errors, driving efficiencies, and maintaining control of internal processes.

    · The primary focus of this role will be cost reduction via spend review and analysis of Fixed Asset and Cost Accounting data.

    · Perform regular and ad hoc analysis & reporting across various systems and processes.

    · Perform the maintenance of the Sage Fixed Asset system and reconcile Fixed Assets, Construction in Progress and Capital Expenditures.

    · Perform diversified and timely analysis of Epicor data (financial and other data) to more accurately report on the results of operations and proactively impact operational results

    · Diagnose identified Epicor issues, propose corrective actions, and participate in the implementation of these corrections.

    · Construct or improve automated data accumulation systems for a cost accounting system.

    · Create and review the controls needed for data accumulation and reporting systems.

    · Active participation in inventory and cost reduction projects.

    Required Skills/Abilities:

    · Knowledge of accounting principles and practices and the analysis and reporting of financial data

    · Proficiency in Excel with the ability to visually interpret the logic of a complex sequence of excel formulas and update or change these as needed

    · Good communication and interpersonal skills to build strong working relationships with key business partners internal and external

    · Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially during period close and reporting cycles

    · Ability to maintain confidential information

    · Strong time management and organizational skills

    · Able to work independently

    Education and Experience :

    · Bachelor’s degree in Accounting/Finance required or equivalent work experience.

    · Financial Analysis: 2-3 Years

    · Modeling: 1 year

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic under applicable law.


    Employment Type

    Full Time

  • NA Enterprise Account Executive (Northeast)
    Lucid Software    Phoenix, AZ 85067
     Posted about 1 hour    

    **NA Enterprise Account Executive (Northeast)**

    at Lucid Software

    Remote, US

    Lucid Softwareis a leader in visual collaboration, helpingteams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Our products, business and workplace culture have received numerous global and regional recognitions, such as being included on the Forbes Cloud 100 and being named a Fortune Best Workplace in Technology. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive. Our employees embody our four core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area.

    Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.

    Enterprise Account Executives (EAEs), lead the strategic business growth for new and existing Lucid customers across their assigned territories. In this role, EAEs will interface with Business Development Representatives (BDRs) to identify target markets and verticals while directing and participating in outbound prospecting efforts. Post prospect qualification, AEs will work directly with potential and existing customers to create business value across multiple personas, continually working to close sales opportunities. EAEs will also work hand-in-hand with Customer Success Managers (CSMs), to ensure renewals, drive expansion and continual customer engagement.

    **Responsibilities:**

    + Identify and close business in your assigned territory

    + Build a territory plan with equal focus on expansion, growth, and net new opportunities

    + Foster strong relationships across all target accounts and build new champions through strategic prospecting efforts

    + Handle complex negotiations that are mutually beneficial and strengthen customer relationships

    + Consult and advise large, strategic customers resulting in increased adoption, success, and enterprise-wide deployments

    + Work closely with and provide mentorship to your assigned development rep

    + Travel when needed (1-3 weeks a quarter recommended)

    + Other duties as assigned

    **Qualifications:**

    + 5+ years of sales experience in tech/SaaS (as an Account Executive, Account Manager, or similar role)

    + Sales experience in enterprise software

    + Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers)

    + Knowledge of cloud applications and complex SaaS solutions

    + Proven track record of exceeding sales quotas

    + Strong interpersonal and presentation skills

    + Skilled in prospecting, territory planning, and team-selling

    + Exceptional verbal and written communication skills

    + Based in the Northeastern US

    **Preferred Qualifications:**

    + Expert user of sales enablement solutions (Salesforce, Outreach, etc.)

    + Detailed knowledge of and passion for SaaS applications

    + Strong technical background

    + Formal sales training

    _If you’d like to confirm job application information found on other hiring websites, please contact us directly at: [email protected]_

    \#LI-MG1 #LI-Remote

    We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: [email protected].


    Employment Type

    Full Time

  • NA Enterprise Account Executive (West)
    Lucid Software    Phoenix, AZ 85067
     Posted about 1 hour    

    **NA Enterprise Account Executive (West)**

    at Lucid Software

    Remote, US

    Lucid Softwareis a leader in visual collaboration, helpingteams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Our products, business and workplace culture have received numerous global and regional recognitions, such as being included on the Forbes Cloud 100 and being named a Fortune Best Workplace in Technology. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive. Our employees embody our four core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area.

    Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.

    Enterprise Account Executives (EAEs), lead the strategic business growth for new and existing Lucid customers across their assigned territories. In this role, EAEs will interface with Business Development Representatives (BDRs) to identify target markets and verticals while directing and participating in outbound prospecting efforts. Post prospect qualification, AEs will work directly with potential and existing customers to create business value across multiple personas, continually working to close sales opportunities. EAEs will also work hand-in-hand with Customer Success Managers (CSMs), to ensure renewals, drive expansion and continual customer engagement.

    **Responsibilities:**

    + Identify and close business in your assigned territory

    + Build a territory plan with equal focus on expansion, growth, and net new opportunities

    + Foster strong relationships across all target accounts and build new champions through strategic prospecting efforts

    + Handle complex negotiations that are mutually beneficial and strengthen customer relationships

    + Consult and advise large, strategic customers resulting in increased adoption, success and enterprise-wide deployments

    + Work closely with and provide mentorship to your assigned development rep

    + Travel when needed (1-3 weeks a quarter recommended)

    + Other duties as assigned

    **Qualifications:**

    + 5+ years of sales experience in tech/SaaS (as an Account Executive, Account Manager, or similar role)

    + Sales experience in enterprise software

    + Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers)

    + Knowledge of cloud applications and complex SaaS solutions

    + Proven track record of exceeding sales quotas

    + Strong interpersonal and presentation skills

    + Skilled in prospecting, territory planning, and team-selling

    + Exceptional verbal and written communication skills

    + Based in the Western US

    **Preferred Qualifications:**

    + Expert user of sales enablement solutions (Salesforce, Outreach, etc.)

    + Detailed knowledge of and passion for SaaS applications

    + Strong technical background

    + Formal sales training

    _If you’d like to confirm job application information found on other hiring websites, please contact us directly at: [email protected]_

    \#LI-MG1 #LI-Remote

    We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: [email protected].


    Employment Type

    Full Time

  • Financial Consultant- Intern
    J.S. Held LLC    Phoenix, AZ 85067
     Posted about 1 hour    

    The Company

    Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

    J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

    The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

    The Team and Job Summary

    We are seeking a Financial Consultant - Intern to join our Corporate Finance team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the corporate finance team, whose responsibilities extend beyond those of a traditional Financial Consultant. The ideal person for this role will need to not only have a strong grasp of finance but also be flexible and a strategic thinker able to take on a variety of tasks.

    Job Responsibilities

    + Assisting office with general administrative tasks

    + Analyzing financial documents to understand trends and identify inaccuracies

    + Analyzing and summarizing financial data and tracing transactions

    + Preparing analytical data for litigation

    + Organizing and maintaining document productions for multiple engagements

    + Organizing and formatting data for reports and exhibits

    Required Qualifications

    + Pursuing a bachelors degree in accounting, finance, or economics

    + Basic Microsoft Office skills (Word & Excel)

    + Familiarity with financial research (Edgar, Reorg, Capital IQ)

    + Strong investigative, analytical, and problem solving skills

    + Excellent numeracy skills with an ability to spot inaccuracies and inconsistencies

    + The ability to handle confidential information

    + Strong attention to detail

    EEO and Job Accommodations

    We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

    J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

    If you are an individual with a disability and would like to request for a reasonable accommodation, please email and include “Applicant Accommodation” within the subject line with your request and contact information.

    #LI-SF1

    #LI-On-site

    Employment Type

    Intern


    Employment Type

    Full Time

  • National Account Executive
    Humana    Phoenix, AZ 85067
     Posted about 1 hour    

    **Become a part of our caring community and help us put health first**

    Are you passionate about contributing to the well-being of the Medicare population? Would you like to play an integral and strategic part in the overall success of a team? If so, the National Account Executive is responsible for managing all available resources to our FMO partners to help achieve sales growth, improve results and operational goals within the assigned market while also helping to coordinate on a national level. The National Account Executive - FMO develops and maintains relationships with small and medium-sized accounts. Humana has an inclusive and diverse culture welcoming candidates with multilingual skill sets to service our consumers.

    The National Account Executive implements and manages strategic action plans for MarketPoint's External Partner Distribution channel, creating a positive first impression of Humana, building trust and sharing the company's value proposition. In this position, you will support partners in all sales-oriented activities; including agent appointments, training, marketing and enrollment; provides support throughout the post-sales process, including compliance and compensation activities, to achieve revenue targets; and troubleshoots issues.

    **Specific responsibilities:**

    + Coordinate with sales teams and Humana internal departments to effectively onboard new partners and maintain existing relationships

    + Deliver high-touch personalized service in order to build, grow and maintain strong and profitable external relationships

    + Develop tools to enhance efficiencies making Humana easy to work with and the carrier of choice for external agencies

    + Meet measurable success criteria to monitor individual progress toward departmental goals

    **Use your skills to make an impact**

    **Required qualifications:**

    + Associate's Degree

    + 3+ years of Medicare experience

    + Valid Health Insurance License (must obtain within 90 days of hire)

    + 1+ years of Microsoft Word, Outlook and Excel experience

    + Excellent communication skills, both verbal and written

    + 1+ year of account management experience or related area

    + 1+ year of presentation experience in mid to large group setting (all levels of leadership)

    + Able to travel 25% of the time or based upon business need

    **Preferred qualifications:**

    + Bachelor's Degree

    **Work at Home Requirements**

    + Must have the ability to provide a high speed DSL or cable modem for a home office (satellite and wireless internet service is NOT allowed for this role). Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense.

    + A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required.

    + A dedicated space conducive to learning and keeping protected health information (PHI / HIPAA) of our members confidential. Your designated work location must be located away from other household distractions, including but not limited to ensuring that alternate caregiving arrangements are made for dependents or other members in the household.

    **Additional information**

    + Position can be located anywhere in the continental US

    + Travel: This position could require approximately 25% travel

    + Upon offer acceptance you must be able to complete and pass the AHIP certification (paid for by Humana)

    + **Schedule is b** **etween the hours of 9:00am-5pm EST (Monday-Friday) some possible weekends and overtime but only as needed by the business.**

    + Benefits day one! Medical, Dental, Vision, Short-Term and Long-Term Disability, Tuition Assistance, and Wellness Programs.

    + Any Humana associate who speaks with a member in a language other than English must take a language proficiency assessment, provided by an outside vendor, to ensure competency. Applicants will be required to take the Interagency Language Rating (ILR) test as provided by the Federal Government.

    + As part of our hiring process for this opportunity, we will be using an exciting interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule. If you are selected for a first-round interview, you will receive an email correspondence (please be sure to check your spam or junk folders often to ensure communication isn't missed) inviting you to participate in a HireVue interview. In this interview, you will listen to a set of interview questions over your phone, and you will provide recorded responses to each question. You should anticipate this interview to take about 15 to 30 minutes. Your recorded interview will be reviewed, and you will subsequently be informed if you will be moving forward to next round of interviews.

    + **Alert:** Humana values personal identity protection. Please be aware that applicants selected for leader review may be asked to provide a social security number, if it is not already on file. When required, an email will be sent from [email protected] with instructions to add the information into the application at Humana's secure website.

    **Scheduled Weekly Hours**

    40

    **Pay Range**

    The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.$90,800 - $124,900 per yearThis job is eligible for a commission incentive plan. This incentive opportunity is based upon company and/or individual performance.

    **Description of Benefits**

    Humana, Inc. and its affiliated subsidiaries (collectively, 'Humana') offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

    **About us**

    Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

    **Equal Opportunity Employer**

    It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

    Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.


    Employment Type

    Full Time

  • Sr Financial Analyst - Unclaimed Property
    CVS Health    Scottsdale, AZ 85258
     Posted about 1 hour    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    Position Summary

    The Unclaimed Property Sr Financial Analyst requires a motivated and eager individual who is detail oriented and can multi-task while maintaining data integrity. The Sr Financial Analyst is responsible for data clean up and stale dating, creating and posting journal entries, high dollar research, handling unclaimed property daily production items and must follow procedures and maintain proper controls and documentation. This position will interact with both internal and external customers and must be willing to build good working relationships. This role requires 2 -3 days in office and will be responsible for processing due diligence responses received from payees in a timely and accurate manner. The position will handle requests for more information and must be articulate when speaking on the phone and written correspondence. Must be able to read cursive and handwritten documents. This position is part of our Accounting Operations department which is fast paced and interacts with several areas of the company and requires organizational and communication skills.

    Required Qualifications

    + 1 - 3 years in an accounting position

    + 1-3 years of experience with Unclaimed Property software, SAP accounting system, Adobe Pro, Excel and Access.

    Education

    + High School Diploma or Equivalent Experience

    Pay Range

    The typical pay range for this role is:

    $43,700.00 - $102,000.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

    We anticipate the application window for this opening will close on: 04/25/2024


    Employment Type

    Full Time

  • Strategic Account Executive Senior Manager
    CVS Health    Phoenix, AZ 85067
     Posted about 1 hour    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    As a Strategic Account Executive (SAE), Sr Mgr, for the Commercial Sales Elevance team, you will serve as the liaison leader supporting a PBM and their clients. This is an excellent opportunity to interface with Executive Leadership both internally and externally. In this role, you will use your expertise to grow our business through support of new business, renewals and up-selling of existing clients.

    You will accomplish this through:

    - Building strong relationships both internally as well as with the key client stakeholders,

    - Increasing adoption of our enterprise solutions with a focus on growth,

    - Partnering in new sales activities, product ideation and opportunities,

    - Consultation on managing the changing regulatory landscape,

    - Partnering with Account Management, Clinical and Operations to deliver on client satisfaction up-sell opportunities and service delivery,

    - Providing leadership on key strategic initiatives that affect your clients' marketplace and the division,

    - Supporting client renewals by building relationships with key client stakeholders and asking effective probing questions that lead to innovation pharmacy benefit plan designs benefiting both the client and CVS Health,

    - Providing critical day-to-day leadership over project level resources and general initiative oversight,

    - Improving Client Satisfaction by ensuring high quality consulting and service while developing strong, long-term relationships,

    - Demonstrating strong communication skills and ability to effectively work across two very large and highly matrixed organizations,

    - Formulating responses to Request for Proposals (RFPs) through collaboration with primary internal partners such as underwriting and proposals.

    Your success as a Strategic Account Executive will be driven by your ability to help the client grow and achieve above average client satisfaction scores. You will function as a leader for the account team and your ability to influence others to deliver results for your client will also be a key factor in your success. Your understanding of the PBM and managed care environment as well as keeping up to date on market trends will enable you to position CVS Health programs and solutions effectively to client decision makers. The contributions you will make as a Strategic Account Executive will position both our client and CVS Health for long term growth in the competitive PBM marketplace. Our division requires a thoughtful individual that can think strategically and creatively, while leverage their existing knowledge to drive the desired outcomes.

    This position can be remotely based or in a CVS Corporate Hub. You must have ability to travel up to 10% of the time. Travel may require, but is not limited to, flights, overnight stays, local travel, travel on short notice and other travel deemed necessary by the Company.

    Required Qualifications:

    · 3+ years of cumulative Sales, Account Management, Clinical or equivalent client-facing experience in healthcare or the PBM industry,

    · Ability to lead cross functional sales opportunities that touch various departments from concept to completion.

    Education:

    · Bachelor's Degree in related field or equivalent work experience required

    You must have ability to travel up to 10% of the time. Travel may require, but is not limited to, flights, overnight stays, local travel, travel on short notice and other travel deemed necessary by the Company.

    Pay Range

    The typical pay range for this role is:

    $67,900.00 - $174,200.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

    We anticipate the application window for this opening will close on: 05/10/2024


    Employment Type

    Full Time

  • Financial Planner
    Ford Motor Company    Phoenix, AZ 85067
     Posted 1 day    

    We are the movers of the world and the makers of the future. We get up every day, roll up our sleeves and build a better world -- together. At Ford, we’re all a part of something bigger than ourselves. Are you ready to change the way the world moves?

    **Enterprise Technology** plays a critical part in shaping the future of mobility. If you’re looking for the chance to leverage advanced technology to redefine the transportation landscape, enhance the customer experience and improve people’s lives, this is the opportunity for you. Join us and challenge your IT expertise and analytical skills to help create vehicles that are as smart as you are.

    **In this position:** ERP PDO Planner, working closely with both IT and Finance counterparts in the Product Driven Organization. You will be joining the Office of The CIO (OCIO) responsible for maintaining budget framework within approved levels as it related to investment, consumption, and headcount; leading planning activities, including business planning, budget setting, cycle planning, and metrics.

    + Manage budget to approved target levels, monitor forecast, variance analysis

    + Create monthly x+y forecast

    + Create deck and facilitate monthly x+y reviews

    + Tracking program lifetime spend, support BoD reviews, Cap/Exp impact

    + Coordinate Purchase Orders thru approval process (Requestor, Sourcing, Legal, Buyer, IT Finance, IT)

    + Create AET (Annual Estimation Tool) input for approvals

    + Facilitate AR (Appropriation Request) approvals & Controller Revisions

    + Create & Manage ITSAs

    + Invoice Receipting

    + Excellent presentation skills (written and oral) ; ability to clearly present ideas and concepts

    + Strong leadership skills and the ability to engage senior business and IT leadership

    + Proficient in MS Office & Powerpoint

    + Strong Excel, including pivot tables and complex formulas

    + Demonstrated ability to mange and deliver multiple simultaneous assignments

    + Understanding of project financials (develop budgets, forecasting, tracking, and performance)

    + Experience in SAP S4/Hana, Apptio, Qliksense Dashboards, Nicus

    You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply!

    **As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder…or all of the above? No matter what you choose, we offer a work life that works for you, including:**

    • Immediate medical, dental, and prescription drug coverage

    • Flexible family care, parental leave, new parent ramp-up programs, subsidized back-up child care and more

    • Vehicle discount program for employees and family members, and management leases

    • Tuition assistance

    • Established and active employee resource groups

    • Paid time off for individual and team community service

    • A generous schedule of paid holidays, including the week between Christmas and New Year’s Day

    • Paid time off and the option to purchase additional vacation time.

    **For a detailed look at our benefits, click here:** Benefit Summary (https://urldefense.com/v3/\_\_https:/fordcareers.co/GSR-HTHD\_\_;!!N\_LtwI-RPugbI9wg0dJn!DsiF5SEXdZDVZwdZgnRezGpR7r347NCo7gj6QzTiwtjge5\_qTcqMFhCCblgcCy1Vja\_vkencOcNa-g$)

    **Visa sponsorship is not available for this position.**

    **Southeast Michigan Residents:** Please note this job is posted as remote unless the selected candidates lives within 50 miles, then it will be hybrid.

    Candidates for positions with Ford Motor Company must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

    We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, If you need a reasonable accommodation for the online application process due to a disability, please call 1-888-336-0660.

    **\#** LI-Hybrid

    **Requisition ID** : 27644


    Employment Type

    Full Time

  • Transitional Financial Advisor 100% Travel
    Edward Jones    Tempe, AZ 85282
     Posted 1 day    

    **Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.**

    Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

    **Job Overview**

    Position Schedule: Full-Time

    **Are you a financial advisor who does not enjoy prospecting? Are you someone who loves to travel and help where there's a need? Do you build relationships easily? If you answered yes to these questions, the Transitional Financial Advisor may be the perfect role for you!**

    Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. The position requires flexibility, reliability and traveling full time to work in open offices until a full time FA is hired.

    Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be available to travel 100% of the time during the week; you will be home every other weekend.

    **What you'll do...**

    + Preserve and restore customer relationships when a former Financial Advisor is unable to meet those obligations

    + Provide excellent client service and suitable investment advice during the transition period

    + Provide initial contact and ongoing guidance and service to the clients

    + Research and resolve any service issues or unfinished tasks

    + Work in partnership with the Business Office Administrators to ensure a high level of customer service

    + Keep the department apprised of any Compliance/Field Service concerns

    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

    Hiring Minimum: $59886

    Hiring Maximum: $98752

    **Skills/Requirements**

    **What you'll need**

    + 2+ years of experience as a Financial Advisor

    + Series 7 and 66 licenses required

    + Insurance licenses required: life, health and variable annuity

    + Commit to 100% travel

    + Extensive flexibility, reliability and strong decision-making skills

    + Strong communication and organizational skills

    + Strong telephone and customer-service skills

    + Bachelor's degree in a business-related field is preferred

    *****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.*****

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-HO


    Employment Type

    Full Time


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