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

$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

214

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

Degree Recommendations


 Arizona Western College


 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

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

  • Senior Wealth Management Banking Coordinator (SAFE)
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted about 18 hours    

    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 Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com .

    **In this role, you will:**

    + Support more experienced level Affluent Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities

    + Assist in providing service to Affluent client relationships, with focus in opening accounts, relationship account maintenance and due diligence.

    + Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines

    + Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts

    + Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts

    + Research and resolve operational issues related to complex accounts

    + Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support

    + Interpret policies, procedures, and compliance requirements

    + Potentially provide work direction and training to less experienced associates

    + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

    + Interact with internal customers

    + Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

    + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

    **Required Qualifications:**

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

    **Desired Qualifications:**

    + Experience in Wealth Management/Private Banking

    + Knowledge and understanding of opening new consumer & business deposit or loan accounts, account maintenance, processing, KYC's and TE's.

    + Experience in a support role within a banking and trust environment

    + Ability to develop and manage clients and business relationships

    + Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPER.

    + Ability to take initiative with work independently with minimal supervision in a structured environment

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

    + Excellent verbal, written, and interpersonal communication skills

    + Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members

    + Strong telephone etiquette skills

    + Strong attention to detail and accuracy skills

    + Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

    **Job Expectations:**

    + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

    **Pay Range**

    $23.13 - $41.11

    **Benefits**

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    + 401(k) Plan

    + Paid Time Off

    + Parental Leave

    + Critical Caregiving Leave

    + Discounts and Savings

    + Health Benefits

    + Commuter Benefits

    + Tuition Reimbursement

    + Scholarships for dependent children

    + Adoption Reimbursement

    **We Value Diversity**

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

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

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

    **Drug and Alcohol Policy**

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

    **Company:** WELLS FARGO BANK

    **Req Number:** R-287866-6

    **Updated:** Sun Oct 01 00:00:00 UTC 2023

    **Location:** SCOTTSDALE,Arizona


    Employment Type

    Full Time

  • Enterprise Account Executive
    Rubrik    Phoenix, AZ 85067
     Posted about 18 hours    

    **About Team & About Role:**

    Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

    As an Enterprise Account Executive, you will have ownership of all elements of bookings growth in new and existing accounts in Arizona and Hawaii. We are seeking a relentless self-starter who is hyper-focused on acquiring new logos by discovering and developing new opportunities, managing pipeline and executing account strategies, while also encouraging existing customer expansion. The AE must drive pipeline generation daily while working with Sales Engineers, Sales Development, Channel Development and Rubrik Channel Partners to exceed sales quotas.

    **What You’ll Do:**

    + Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

    + Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

    + Identify and close new opportunities for growth working with a mix of mid-enterprise accounts

    + Present Rubrik, Inc. solutions within complex data center design environments

    + Co-sell and strategize with partners, distributors and VAR’s to enable rapid growth

    + Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

    **Experience You’ll Need** :

    + 5 years Tech sales experience (selling either IT Infrastructure or SaaS Security)

    + Consistent track record landing “net new logos". WE NEED HUNTERS.

    + Strong track record of performance selling to many accounts across various verticals.

    + Understanding and experience working with channel

    + Consistent overachievement

    + Highly driven, goal oriented "get it done" attitude

    + Experience selling a complex solutions

    \#LI-CG1

    The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

    US Pay Range

    $138,150—$174,700 USD

    About Rubrik:

    Rubrik, the Zero Trust Data Security Company™, delivers data security and operational resilience for enterprises. Rubrik’s big idea is to provide data security and data protection on a single platform, including Zero Trust Data Protection, Ransomware Investigation, Incident Containment, Sensitive Data Discovery, and Orchestrated Application Recovery. This means your data is ready so you can recover the data you need, and avoid paying a ransom. Because when you secure your data, you secure your applications, and you secure your business.

    We are a leader in data security (https://www.rubrik.com/lp/analyst-reports/gartner-mq) , have been recognized as a Forbes Cloud 100 Company, named as a LinkedIn Top 10 Startup and are proud to have earned Great Place to Work® Certification™. There has never been a more exciting time to join Rubrik, and our future is even brighter. The work you do will help propel our next chapter of growth as you do the best work of your career.

    Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | Twitter (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com |

    Diversity, Equity & Inclusion @ Rubrik:

    At Rubrik we are committed to building and sustaining a culture where people of all backgrounds are valued, know they belong, and believe they can succeed here.

    Rubrik's goal is to hire and promote the best person for the job, no matter their background. In doing so, Rubrik is committed to correcting systemic processes and cultural norms that have prevented equal representation. This means we review our current efforts with the intent to offer fair hiring, promotion, and compensation opportunities to people from historically underrepresented communities, and strive to create a company culture where all employees feel they can bring their authentic selves to work and be successful.

    Our DEI strategy focuses on three core areas of our business and culture:

    + Our Company: Build a diverse company that provides equitable access to growth and success for all employees globally.

    + Our Culture: Create an inclusive environment where authenticity thrives and people of all backgrounds feel like they belong.

    + Our Communities: Expand our commitment to diversity, equity, & inclusion within and beyond our company walls to invest in future generations of underrepresented talent and bring innovation to our clients.

    Equal Opportunity Employer/Veterans/Disabled: Rubrik 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.

    Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at [email protected] if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

    EEO IS THE LAW (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

    EEO IS THE LAW - POSTER SUPPLEMENT

    PAY TRANSPARENCY NONDISCRIMINATION PROVISION (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_English\_unformattedESQA508c.pdf)

    NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS


    Employment Type

    Full Time

  • Financial Advisor - Sun City, AZ
    Edward Jones    Sun City, AZ 85372
     Posted about 19 hours    

    **The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.**

    While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice.

    **Job Overview**

    **READY**

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over seven million clients.

    Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. We don't often brag, but we're frequently recognized and awarded as a top place to work. We were named one of the "100 Best Companies to Work For®" by Great Place to Work® and FORTUNE magazine¹. Edward Jones captured the No.35 spot on the prestigious 2022 list.

    Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in the community where you live.

    **SET**

    **What characteristics would make you a successful financial advisor?**

    • An interest in financial services/markets and how they work

    • Love of learning and challenges, including determination to succeed

    • Skilled in long-term relationship building

    • Comfortable in your ability to think critically

    • Passion for new opportunities

    **Can you see yourself...**

    • Learning to be a financial advisor through our comprehensive training program?

    • Delivering personalized investment and financial solutions to your clients?

    • Taking ownership of your business's growth and success?

    • Meeting professional and personal objectives as they relate to building your practice?

    • Working in and positively impacting your local community?

    **If so, we'll give you the support you need.**

    Our team will be there every step of the way, providing:

    • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program².

    • Salary for the first four years as you begin to build your practice

    • A firm-provided branch office in the community

    • Branch office support to help lighten the load so you can focus on your clients

    • A support network that extends from your branch office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.

    **You can also expect...**

    • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

    • A compensation package that includes opportunities for commissions, profit sharing and incentive travel

    • The flexibility that you need to balance your personal and professional lives - the best of both worlds

    **GROW!**

    Take the next step toward a new beginning with Edward Jones.

    **Don't wait, apply today!**

    1 **2022 Fortune's 100 Best Companies to Work For®** , published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

    2 For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list. **2000-2022 Training Magazine Training Apex Award** , published January-March each year, data as of September of prior year, an application fee was required for consideration.

    **Skills/Requirements**

    Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.

    **Awards & Accolades**

    + Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.

    + **2022 Fortune's 100 Best Companies to Work For®** , published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

    + Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ+ Equality

    + **2022 Best Places to Work For LGBTQ+ Equality** , Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.

    + For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.

    + **2000-2022 Training Magazine Training Apex Award** , published January-March each year, data as of September of prior year, an application fee was required for consideration.

    + Edward Jones ranked Highest in Employee Advisor Satisfaction among Financial Investment Firms.

    + **2022 Highest in Employee Advisor Satisfaction among Financial Investment Firms in the J.D. Power U.S. Financial Advisor Satisfaction Study** , published by JD Power July 2022, data as of May 2022. Compensation provided for using, not obtaining, the rating. For J.D. Power 2022 award information, visit jdpower.com/awards.

    **About Us**

    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

    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-JS


    Employment Type

    Full Time

  • Personal Financial Consultant I / II (Teller)
    Copper State Credit Union    Glendale, AZ 85304
     Posted 1 day    

    Are you looking for an opportunity to let your skills shine? Come join the team at Canyon State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 70 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Canyon State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.

    As a Personal Financial Consultant I / II you will:

    + Demonstrate a highly motivated, positive, outgoing, influential personality with a strong results orientation to ensure the credit union maximizes lending and sales opportunities with members.

    + Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks.

    + Assist with vault counting, balancing, and the ordering of cash. Balance night drop, branch, ATMs, money orders, etc.

    + Interview members to discuss member’s overall financial position and complete all aspects of the lending and account opening process for savings, checking, credit cards, personal loans, money markets, and CDs.

    + Obtain signatures on loans, verify identity, satisfy any disbursement conditions, and fund loan. Set up automatic payments complete checklist making sure all system changes/entries are completed. Forward all documents to the Consumer Lending Department

    + Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including mortgage lending and financial advisor. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service.

    + Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments. Works closely with other departments in obtaining information and ascertaining necessary corrections. Coordinates a response to member inquiries and ensures prompt answers.

    + Serve as a trusted advisor to membership by viewing situations from the member’s perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member by promoting member care, answering member queries, and researching member accounts.

    To be successful in this role, you will need the following competencies:

    Technologically Astute - Demonstrates the ability to use technology to effectively and efficiently perform job functions.

    Results Orientation - Is keenly aware of personal, team, departmental and company wide goals and is able to prioritize work to achieve funding goals. Demonstrates the ability to excel in a high stress environment and is able to meet goals and deadlines.

    Service - Demonstrates an unsurpassed commitment to exceptional member service. Explains recommendations, products and services in ways employees can easily understand. Demonstrates patience, respect and empathy when dealing with employees or their complaints. Personifies CSCU's role as a Trusted Advisor.

    Initiative - Motivated self-starter who measure self against standards of excellence. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration.

    Accountability - Demonstrates responsibility for providing timely and accurate information, responses and decisions to internal and external members. Willingly accepts and embraces constructive coaching and feedback as needed.

    Effective Communicator - Persuasive and confident. Explains recommendations, products and services in ways employees and members can easily understand.

    Teamwork - Builds rapport with fellow teammates and credit union staff.

    Skills/ Requirements

    + Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred.

    + At least 6 months of customer service and/or cash handling experience required. At least 1 year previous sales experience and/or teller experience preferred.

    + Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments.

    + Requires sound and accurate judgment. Displays a willingness to make decisions in a timely manner, usually within established guidelines. Includes appropriate people in decision-making process and can support and explain reasoning for decisions.

    + Requires excellent interviewing and interpersonal skills, ability to listen to members’ needs and promote appropriate credit union products and services.

    + Knowledge of consumer lending and account opening and closing preferred.

    + Knowledge of PC applications including Word and Excel required. Experience with automated core banking system preferred. Experience utilizing smartphone and tablet applications preferred.

    + Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

    Join a winning team and a dedicated Credit Union! We have been offering quality financial service to members and their families since 1951. As a credit union, we are a not-for-profit financial cooperative, which means we operate to serve our member-owners. This makes us quite different from other financial institutions. Since 1951, we have focused on building lifetime relationships by continually expanding our products and services while emphasizing financial security, quality, and convenience in an environment that values and respects members, employees, and business partners.

    Powered by JazzHR


    Employment Type

    Full Time

  • Financial Analyst III Boswell and Del Webb Medical Centers
    Banner Health    Sun City West, AZ 85375
     Posted 1 day    

    **Primary City/State:**

    Sun City West, Arizona

    **Department Name:**

    Facility Finance-Hosp

    **Work Shift:**

    Day

    **Job Category:**

    Finance

    Banner Health has been recognized by Becker’s Healthcare as one of the 150 top places to work in health care. In addition, we recently made Newsweek’s list of America’s Greatest Workplaces 2023 for Diversity.

    These recognitions reflect Banner Health's investment in team members' professional development, wellness benefits, and continued education. It highlights our commitment to advocating for diversity in the workplace, promoting work-life balance, and boosting employee engagement.

    Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, we want to hear from you!

    At **Banner Del Webb and Boswell** , we’re creating a world class medical organization that brings together a leadership team committed to a physician-focused structure, while navigating the challenges of moving from a volume-based to value-based health care system.

    As a **Financial Analysis III** supporting this team you will assist with monthly close process and quarterly rolling forecast. Your duties will include various reports and analysis that need to be completed and submitted to your corporate partners. You will collaborate with many team members inside and outside of Finance. Projects will also be assigned as they are identified.

    This is a full-time salary position. Monday-Friday 8:00 AM - 5:00 PM. This position will work from the **Banner Del Webb and Banner Boswell campus locations.**

    Since 1970, Banner Boswell Medical Center has provided exceptional care to the people in the northwest area of metropolitan Phoenix. Today, our 501-bed acute-care hospital is recognized by U.S. News and World Report as one of Phoenix''s Best Hospitals and offers a full range of acute care services, including cardiology, oncology, orthopedics, neurology, surgery, rehabilitation, emergency, stroke, intensive care, pulmonary, urology, wound management and sleep disorders. We''ve earned the Gold Seal of Approval from The Joint Commission for Primary Stroke Centers. We''re also in the nation''s top five percent for preventing mortality and complications.

    POSITION SUMMARY

    This position provides analytical support for the financial positioning and future growth of assigned area/region. This position leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.

    CORE FUNCTIONS

    1. Provides high level of financial expertise through analysis and interpretation of data gathered for decision support. Gather and challenge assumptions from various multi-disciplinary teams, develop financial proformas, and assist in preparation and presentation of business plans.

    2. Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.

    3. Ensures regulatory compliance within the assigned business unit(s). Provides assistance, coordination and education, as necessary to internal customers for compliance within contractual and regulatory requirements.

    4. Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.

    5. Implements and help guide processes to implement changes based on data. Provides strategic financial guidance based on high level analysis of various data elements.

    6. Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality. Develops and presents ongoing financial indicators and education programs based on the needs of assigned business unit(s).

    7. Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.

    8. Assignments located at various Banner locations will have regional accountability and will provide financial analysis support for multiple facilities within Banner.

    9. Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors. Proven advanced analytical and modeling skills are necessary. Must be able to work with minimal supervision and prioritize multiple projects and use of sophisticated software programs. Exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Position interacts with Regulatory Agencies, Information Services Benefits, Finance and Human Resources ensure timely, accurate and efficient reporting of data and processes. Incumbent must be able to read and understand technical pronouncements, identify compliance issues and make independent decisions. Assignments with in the Western Region will have regional scope and accountability.

    MINIMUM QUALIFICATIONS

    Requires a Bachelor’s degree in Accounting, Finance or Business Administration or equivalent experience.

    Requires a proficiency level typically attained with 7+ years of experience in financial management. Must be able to work with minimal supervision and prioritize multiple projects. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.

    Must be proficient in the use of sophisticated software programs. Proven advanced, analytical, and modeling skills are necessary. Must possess operational skills and knowledge in healthcare, strong leadership, and confidence.

    PREFERRED QUALIFICATIONS

    Previous supervisory/team leadership experience preferred. Master of Business Administration (MBA) preferred. Experience in healthcare financial management preferred.

    Additional related education and/or experience preferred.

    EOE/Female/Minority/Disability/Veterans

    Our organization supports a drug-free work environment.

    Privacy Policy

    EOE/Female/Minority/Disability/Veterans

    Banner Health supports a drug-free work environment.

    Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability


    Employment Type

    Full Time

  • Mid Market Account Executive
    ADP    Tempe, AZ 85282
     Posted 1 day    

    ADP is hiring a **Sales Representative, Human Resources Outsourcing (HRO).**

    + **Are you ready for your next best job where you can elevate your financial future?**

    + **Are you looking to grow your career with a formal career path at an established, respected, global leader?**

    + **Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?**

    If so, this may be the opportunity you've been searching for. Read on and decide for yourself.

    In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.

    You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.

    **A little about ADP:** We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the **OneTen** coalition to create one million jobs for Black Americans over the next ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI\_Videos.

    Ready to #MakeYourMark? **Apply now!**

    **To learn more about Sales at ADP** , watch here: http://adp.careers/Sales\_Videos

    **WHAT YOU'LL DO** : Responsibilities

    + **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.

    + **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.

    + **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.

    + **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.

    **TO SUCCEED IN THIS ROLE** : Required Qualifications

    + **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.

    + **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.

    + **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.

    A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:

    + Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.

    + Military experience skills including teamwork, resilience, negotiation, trust-building, and a "never lose" mentality will help you build team and client relationships, identify solutions, and achieve success.

    **Bonus points for these:** Preferred Qualifications

    + Ability to successfully build a network and effectively use social media for sales

    **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**

    + **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.

    + **Belong** by joining one of nine Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.

    + **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.

    + **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.

    + **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.

    + **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.

    + **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.

    + **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.

    + **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.

    What are you waiting for? **Apply now!**

    **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

    **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP's culture and our full set of values.


    Employment Type

    Full Time

  • Sr Financial Analyst - External Reporting (Remote in Arizona)
    Republic Services    Phoenix, AZ 85067
     Posted 1 day    

    **Republic Services is a leader in Environmental Services, partnering with customers to create a more sustainable world.**

    **We are Sustainability in Action — our promise to be environmentally responsible and to help our customers be environmentally responsible too.**

    **Why choose** **Republic?**

    **Joining Republic isn’t just about taking on a new job, it’s about making a commitment to create a more sustainable world together. Our people provide an essential service, serving and impacting customers, neighborhoods, and communities everywhere.**

    **As a company, we are proud of our values and encourage those who share in our aspirations to join our team:**

    + We protect our colleagues and communities through safe practices everywhere, every day.

    + We are committed to serving our customers and communities by going above and beyond to exceed expectations.

    + We take action to improve neighborhoods and communities by being environmentally responsible and creating a more sustainable world.

    + We are driven to deliver results in the right way.

    + We encourage a human centered culture that honors the unique potential and dignity of every person.

    **POSITION SUMMARY:** The Senior Financial Analyst, External Reporting assists the External Reporting team in the production of timely and accurate U.S. Securities and Exchange Commission (SEC) and other external filings (i.e., Form 10-K, Form 10-Q, DEF 14A, and Registration Statements / Security Offerings) as well as applicable internal reports. The Senior Financial Analyst is also responsible for preparing and analyzing certain account reconciliations in connection with the Company’s monthly close process and completing other various projects as determined on an ad hoc basis. The Senior Financial Analyst works closely with the Corporate and Field organizations to ensure accounting issues are appropriately identified, analyzed, and documented in technical position memos and reported in external reports and internal presentations. The Senior Financial Analyst also utilizes knowledge of technical accounting matters, Generally Accepted Accounting Principles (GAAP), and SEC regulations to effectively and efficiently perform reporting requirements and assist the Company in ensuring reporting compliance.

    **PRINCIPAL RESPONSIBILITIES:**

    + Completes or assists with the creation of ad hoc analysis, reports and other projects using Essbase data extracts from Oracle and other system tools.

    + Assists in preparation of the monthly internal financial reporting package.

    + Prepares and reviews account reconciliations and rollforwards in connection with the Company’s monthly close process. Reviews and validates reconciliations and makes suggestions for improvements.

    + Assists with complex accounting areas, including self-insurance accruals, stock-based compensation, derivatives and other financial instruments, acquisitions, asset retirement obligations (AROs), legal accruals, revenue recognition, and leases.

    + Regularly interacts with the Corporate and Field organizations to assist in the identification, analysis and research of technical accounting issues resulting from the Company’s operations.

    + Assists with the implementation of new accounting and reporting requirements, as needed.

    + Assists in the preparation of reports that include financial statements, footnotes and other financial information filed with, or furnished to, the Securities and Exchange Commission (SEC) such as 10-Ks, 10-Qs, 8-Ks, proxy statements, registration statements and annual reports; maintains related documentation; and maintains XBRL tagging and related support files.

    + Monitors current developments related to accounting standard setting bodies and remains current on technical accounting literature to identify/assess possible changes to accounting policies and practices. Examples include SEC, FASB, PCAOB, Technical Bulletins and other accounting policy and practice pronouncements.

    + Maintains and updates, as applicable, the Company’s accounting policy manuals.

    + Assists with maintaining Company processes and procedures related to the Sarbanes-Oxley Act of 2002 (SOX).

    + Assists the team in continuing to leverage existing technology and accounting knowledge to increase department efficiency and streamline the close and External Reporting processes.

    + Performs other job-related duties as assigned or apparent.

    **QUALIFICATIONS:**

    + Certified Public Accountant preferred.

    + Knowledge of technical accounting matters, GAAP and SEC regulations.

    + Knowledge of Oracle, Essbase reporting tool.

    **MINIMUM REQUIREMENTS:**

    + Minimum of 3 years of combined public and corporate accounting experience.

    **Rewarding Compensation and Benefits**

    Eligible employees can elect to participate in:

    • Comprehensive medical benefits coverage, dental plans and vision coverage.

    • Health care and dependent care spending accounts.

    • Short- and long-term disability.

    • Life insurance and accidental death & dismemberment insurance.

    • Employee and Family Assistance Program (EAP).

    • Employee discount programs.

    • Retirement plan with a generous company match.

    • Employee Stock Purchase Plan (ESPP).

    _The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

    EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.


    Employment Type

    Full Time

  • Asset & Wealth Management Tax, Director
    PwC    Phoenix, AZ 85067
     Posted 1 day    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

    Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Support team to disrupt, improve and evolve ways of working when necessary.

    + Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.

    + Identify gaps in the market and spot opportunities to create value propositions.

    + Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.

    + Create an environment where people and technology thrive together to accomplish more than they could apart.

    + I promote and encourage others to value difference when working in diverse teams.

    + Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.

    + Influence and facilitate the creation of long-term relationships which add value to the firm.

    + Uphold the firm's code of ethics and business conduct.

    **Additional Responsibilities** :

    PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

    **Custom Orgs** :

    **Global LoS** :

    Tax

    **Other - Justification** :

    recruiting need

    **Job Requirements and Preferences** :

    **Basic Qualifications** :

    **Minimum Degree Required** :

    Bachelor Degree

    **Required Fields of Study** :

    Accounting

    **Minimum Years of Experience** :

    5 year(s)

    **Certification(s) Required** :

    CPA or Member of the Bar

    **Preferred Qualifications** :

    **Preferred Knowledge/Skills** :

    Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

    Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

    + Building, maintaining, and utilizing networks of client relationships and community involvement;

    + Communicating value propositions;

    + Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

    + Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

    + Seeking diverse views to encourage improvement and innovation; and,

    + Coaching staff including providing timely meaningful written and verbal feedback.

    Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

    Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

    + Innovating through new and existing technologies, along with experimenting with digitization solutions;

    + Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

    + Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

    We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    For positions in California, Colorado, Nevada, New York State, or Washington State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxdirector


    Employment Type

    Full Time

  • Asset & Wealth Management Tax, Senior Manager
    PwC    Phoenix, AZ 85067
     Posted 1 day    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

    Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

    + Deal effectively with ambiguous and unstructured problems and situations.

    + Initiate open and candid coaching conversations at all levels.

    + Move easily between big picture thinking and managing relevant detail.

    + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

    + Contribute technical knowledge in area of specialism.

    + Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

    + Navigate the complexities of cross-border and/or diverse teams and engagements.

    + Initiate and lead open conversations with teams, clients and stakeholders to build trust.

    + Uphold the firm's code of ethics and business conduct.

    **Additional Responsibilities** :

    PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

    **Custom Orgs** :

    **Global LoS** :

    Tax

    **Other - Justification** :

    recruiting need

    **Job Requirements and Preferences** :

    **Basic Qualifications** :

    **Minimum Degree Required** :

    Bachelor Degree

    **Required Fields of Study** :

    Accounting

    **Minimum Years of Experience** :

    5 year(s)

    **Certification(s) Required** :

    CPA or Member of the Bar

    **Preferred Qualifications** :

    **Preferred Knowledge/Skills** :

    Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

    Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

    + Building, maintaining, and utilizing networks of client relationships and community involvement;

    + Communicating value propositions;

    + Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

    + Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

    + Seeking diverse views to encourage improvement and innovation; and,

    + Coaching staff including providing timely meaningful written and verbal feedback.

    Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

    Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

    + Innovating through new and existing technologies, along with experimenting with digitization solutions;

    + Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

    + Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

    We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    For positions in California, Colorado, Nevada, New York State, or Washington State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniormanager


    Employment Type

    Full Time

  • Account Executive
    Paladin Technologies    Phoenix, AZ 85067
     Posted 1 day    

    Are you looking for a new opportunity in the electronic security industry? Join Paladin Technologies, one of the top security integrators in the United States, as an Account Executive. We are seeking candidates who are interested in furthering their career in account management by building Trusted Business Relationships with new local and national customers. We won’t limit you to a geography or vertical market, but we do promise to provide you with the support you need to build your pipeline. This is a tremendous opportunity to join a growing company in a growing market.

    Responsible for generating new business and grow existing accounts in all lines of business including service and installation solutions for new and/or existing customers. Prospects and develops new client relationships in line with PTI identified priorities. Develops and increases Key and National Account relationships to drive increased market share and sales opportunities. Identifies potential project risks and develops/implements strategies to minimize impact and control deviations from estimated costs and project deadlines.

    SPECIFIC ACCOUNTABILITIES:

    + Identify Client security requirements and effectively communicate the Company’s applicable services and products to meet those requirements.

    + Prepare proposals, RFP’s, and/or assist with bid proposals that: identify and distinguish the features/benefits of the Company, meet Company GPM, and operational requirements.

    + Develop and implement a proactive methodology for follow-up communication and proposal generation of all prospects.

    + Maintain a proactive continuing relationship with Client’s in order to determine: satisfaction, provide assistance with future needs, solicit referrals, and assist in resolving collections of past due accounts.

    + Assist in the selling of Service Contracts to existing Clients and 2nd year Service Contracts for system upgrades/replacements.

    + Solicit equipment upgrades, replacement projects, and/or Company promotions for existing clients.

    + Present final contract to Client for signature and ensure requirements such as deposit retainer, appropriate taxes, invoicing information, and project information are complete.

    + Complete Sales Order, scope, plans, and other project documentation timely, in accordance with Company procedures, and within applicable contract requirements.

    + Work with Project Managers to implement timely and profitable installations that meet Client and Company expectations.

    + Provide oversight as projects proceed by maintaining close communications with Project Managers regarding: project status, unresolved issues, change orders, and close out requirements.

    + Be well versed in the communication of Company values, mission and strategy to achieve Trusted Business Partner status.

    GENERAL ACCOUNTABILITIES:

    + Represent Company in a business-like professional manner in both conduct and appearance, to maximize client satisfaction.

    + Maintain knowledge of current industry standards and emerging technologies as well as the latest products and services offered by the Company. Attend manufacturer and technology education online and in person as necessary and available.

    + Interface proactively and in a positive manner with co-workers in all departments to maximize customer satisfaction, exceed profit margins, and cash flow goals.

    + Effectively communicate and respond in a timely manner to all Client and Company needs or inquiries.

    + Work in compliance with the Company’s policies and procedures including safety manual with safety of self and other in mind at all times.

    + Participate in Industry and networking functions which foster the company’s values and goals.

    + Provide activity reports as requested by management in a timely and acceptable format.

    + Available to work outside of, or in addition to, normal businesses hours.

    + Maintain and protect assigned Company assets.

    REQUIRED QUALIFICATIONS:

    + High school diploma or equivalent required.

    + Minimum 3 years sales experience in technology, security or similar industry.

    + Valid US driver's license with an acceptable driving record

    + Ability to pass pre-employment screening

    PREFERRED QUALIFICATIONS:

    + Minimum 1 year security industry experience

    + Continuing education is highly valued – Technical, Associate’s, Bachelor’s degree or security industry certifications

    PROFESSIONAL COMPETENCIES:

    + Results oriented networking and prospecting.

    + Excellent customer relation skills.

    + Excellent written and verbal skills in one on one and large group situations.

    + Excellent inter-personal skills including client and employee relations.

    + Ability to organize workload for effective implementation.

    + Ability to multi-task while working under deadlines and time constraints.

    + Efficient in standard business software (Microsoft Office, Outlook, Onenote, Visio).

    + Ability to interact effectively at all levels and across diverse cultures.

    + Ability to function as an effective team member in a collaborative sales environment.

    + Ability to adapt as the external environment and organization evolves.

    PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    + Must be able to effectively communicate, (i.e. see, hear, speak and write clearly) in order to communicate with employees and/or customers; manual dexterity required for frequent reaching, and lifting of small objects, and operating office equipment.

    WORKING CONDITIONS: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job.

    + The office is clean, orderly, properly lighted and ventilated. Noise levels are considered low to moderate

    + Travel may be required.

    Pay: Base Pay plus Commission, DOE

    Company Info:

    Paladin Technologies is a premier North American complex systems integrator for building technology solutions, including IP security, alarms & monitoring, audio visual, low-voltage infrastructure, and networking. As a leader in the design, deployment, optimization, management, and maintenance of communication and digital networks, Paladin can meet the needs of clients on a national scale, while providing local support. Our team is the best in the industry, with manufacturer trained technicians, PMP-certified project managers, CTS- and RCDD-certified design engineers, coordinators, and administrative resources. Paladin has offices coast to coast across the United Stated and Canada, and nearly 1,500 talented and committed professionals dedicated to custom-crafting and installing technology solutions for clients requiring Integrated Security, Network Infrastructure, Audio Visual, Fiber Optics/OSP, Structured Cabling, and more. We are always at the forefront of the changing technology landscape, and through continued training, complex client projects, and company support, we provide our colleagues with exciting challenges and a rewarding career as Paladin continues to grow. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are an equal opportunity employer, 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. If you need accommodation for any part of the application process, please send an email or call 858-668-1705 to speak with Human Resources and let us know the nature of your request. We thank you for your application, however only those selected for an interview will be contacted.

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    Employment Type

    Full Time


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