Financial Analyst Client-Facing Kforce Inc.Financial Analyst Client-FacingScottsdale, AZ$80,000–$90,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryPhoenix, AZClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryPhoenix, AZTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Senior Regional Manager, Schwab Wealth Advisory The Charles Schwab CorpSenior Regional Manager, Schwab Wealth AdvisoryPhoenix, AZSchwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
Vice President, Advisory Billing, Performance & Data Reconciliation LPL Financial Holdings IncVice President, Advisory Billing, Performance & Data ReconciliationTempe, AZ$115,051–$191,683 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewSr. Specialist, Service Concierge Schwab Wealth Advisory The Charles Schwab CorpSr. Specialist, Service Concierge Schwab Wealth AdvisoryPhoenix, AZAs a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows. You will be responsible for delivering extraordinary and consistent business partner support experiences, proactively engaging client base in accordance with casework, and strengthening client and business partner relationships.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryPhoenix, AZCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Associate General Counsel II - Investment Advisory Edward D Jones & Co LPAssociate General Counsel II - Investment AdvisoryTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). As an Associate General Counsel II - Investment Advisory Attorney, you will provide legal advice and counsel related to the Firm's investment advisory platform and programs.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneyTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Advisory Trading Operations Specialist Edward D Jones & Co LPAdvisory Trading Operations SpecialistTempe, AZCommunicate and collaborate effectively with team members, home office leaders, financial advisor/branch teams, and cross‑functional partners to resolve issues, support escalations, answer questions, build strong working relationships, and carry out responsibilities successfully. The primary team functions support the firm's systematic trading for our managed accounts, including rebalancing, client-initiated allocation and model changes, trade completeness and controls, ineligible assets trading, and tax loss harvesting enrollment and oversight.
Director of M&A Advisory Services Cardone Ventures LLCDirector of M&A Advisory ServicesScottsdale, AZ$230,000–$275,000 / yearPart timeDeep working knowledge of the full spectrum of M&A products and services including buy-side and sell-side deal execution, partnership buyouts, capital structure advisory, valuations, and recurring revenue assessments, with the ability to advise clients across each service line with credibility and precision. Proficiency in building and interpreting financial models including DCF analysis, enterprise valuation, EBITDA normalization, and deal structure modeling, with the ability to translate outputs into clear, client-ready deliverables.
Financial Advisor GoldBook FinancialFinancial AdvisorScottsdale, AZ$50,000–$150,000 / yearThe Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
Treasury Advisory Manager/ Senior Manager Accenture PlcTreasury Advisory Manager/ Senior ManagerScottsdale, AZAs a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.
Wealth Management Investment Consultant, Advisory Services U.S. BankWealth Management Investment Consultant, Advisory ServicesTempe, AZ$64,855–$76,300 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - At least six months of financial services, investments, or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 Preferred Skills/Experience - Applicable state licenses - CRPC, CFP designations - Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Past experience with salesforce and MoneyGuide pro - A passion for building relationships with clients If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
Healthcare Workforce Advisory Senior Manager Accenture PlcHealthcare Workforce Advisory Senior ManagerScottsdale, AZThis role helps clients quantify workforce supply-demand gaps, evaluate labor cost and productivity, define current and future skill needs, design talent and career pathway strategies, and build sustainable workforce approaches across provider, state, and market contexts. Support care team and role redesign where needed, including team-based care, CHW integration, telehealth-enabled staffing models, provider support models, and new clinical / operational roles.
Director of M&A Advisory Services Cardone Ventures CareerDirector of M&A Advisory ServicesScottsdale, ArizonaDeep working knowledge of the full spectrum of M&A products and services including buy-side and sell-side deal execution, partnership buyouts, capital structure advisory, valuations, and recurring revenue assessments, with the ability to advise clients across each service line with credibility and precision. Proficiency in building and interpreting financial models including DCF analysis, enterprise valuation, EBITDA normalization, and deal structure modeling, with the ability to translate outputs into clear, client-ready deliverables.
Financial Analyst Senior TRC Talent SolutionsFinancial Analyst SeniorPhoenix, AZTemporarySummary: The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives.
Senior Financial Analyst, Operational Finance Kforce Inc.Senior Financial Analyst, Operational FinancePhoenix, AZRemote$85,000–$110,000Overview: This is a highly visible role that sits at the intersection of finance and the business, supporting key operational leaders with actionable insights, financial modeling, and performance analysis that directly impact decision-making. Plays a key part in ad hoc analysis, helping leadership evaluate new initiatives, investments, and business changes with a data-driven approach.
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required) Bank of America CorpFinancial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)Chandler, AZDesired Skills:Capable of effectively operating in a team oriented and highly collaborative environmentSuccessful experience and track record achieving sales goalsExtraordinary interpersonal skills, a strong team orientation and resiliencyAbility to effectively manage workloadSuperior client service proficiency including excellent verbal, written, and listening skillsFinancial services industry experienceStrong understanding and ability to communicate the suite of Merrill Lynch products and servicesBachelor's degree strongly preferredShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Job Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions.
Sr. Financial Analyst Advisor GroupSr. Financial AnalystScottsdale, AZRole Type: Full-time Salary: $85,000 - $100,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Summary: The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making.
Sr Financial Analyst Spotless BrandsSr Financial AnalystScottsdale, ArizonaWe use E-Verify to check employment eligibility: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf and https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf . Reporting to the Director of Finance, this role partners closely with cross-functional teams – including operations, accounting, and executive leadership – to provide financial visibility, optimize performance, and support corporate initiatives.
Sr. Financial Analyst OsaicSr. Financial AnalystScottsdale, AZ$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making.
NewCentralized Financial Advisor Desert Financial Credit UnionCentralized Financial AdvisorPhoenix, AZOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Financial Analyst II Advisor GroupFinancial Analyst IIScottsdale, AZSummary: The Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. Role Type: Full-time Salary: $80,000 – $90,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Financial Analyst Discovery Land CompanyFinancial AnalystScottsdale, ArizonaResponsible for preparing the monthly investor report, which includes aggregating necessary financial information and preparing analytical commentary, soliciting and incorporating review comments from key project leaders, and assisting with the distribution of the report and preparation for monthly investor presentations on reported materials. • Ability to meet the physical demands of the position including, but not limited to, working indoors and outdoors in all weather conditions, standing, walking, and moving for periods of greater than eight (8) hours, and lifting and carrying items sometimes greater than fifty (50) pounds.
Sr. Financial Analyst The Intersect GroupSr. Financial AnalystPhoenix, AZThis role owns forecasting, budgeting, and planning across several lines of business and works closely with senior leadership to drive financial insights and accountability. What Youll Do Act as the dedicated FP&A partner for a portfolio of 5 business lines (including HOA, Mortgage Services, Consumer Digital, and others).
Financial Analyst II OsaicFinancial Analyst IIScottsdale, AZ$80,000–$90,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning.
Sr. Financial Analyst Osaic IncSr. Financial AnalystScottsdale, AZ$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerAZ$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
NewFinancial Analyst RunBuggy OMI IncFinancial AnalystTempe, AZ$80,000–$90,000 / yearSince launching in 2019, RunBuggy has grown to over 190 team members, facilitated the movement of hundreds of thousands of vehicles, and attracted tens of thousands of transporters across the U.S. We're not just building a better logistics platform - we're redefining the future of automotive transportation. Bonus if you have: hands-on experience with AI tools (Claude or Copilot), CRM (Zoho or HubSpot), SQL, BI tools (Tableau or PowerBI), and FP&A tools (Aleph, Datarails, or Vena).
Senior Financial Analyst Ventura Community PartnersSenior Financial AnalystScottsdale, AZIf driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver’s license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. The ideal candidate will bring strong financial acumen, business insight, and a proactive mindset to drive financial performance and support leadership with actionable insights.
Financial Analyst II Osaic IncFinancial Analyst IIScottsdale, AZ$80,000–$90,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Financial Analyst is primarily responsible for supporting Osaic's Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning.
Financial Analyst - Level 2 or Level 3 Northrop Grumman CorpFinancial Analyst - Level 2 or Level 3Chandler, AZ$65,500–$98,300 / yearNorthrop Grumman has opportunities waiting for you that play a vital role in human space exploration, national defense, and scientific discovery, supporting multiple programs across the universe. Level 3 - Bachelor's degree with 5+ years of industry related experience in Finance, Accounting, or Program Control - OR - Master's degree with 3+ years of industry related experience in Finance, Accounting, or Program Control.
Financial Analyst Rogers CorpFinancial AnalystChandler, AZThis position partners closely with business leaders and finance stakeholders to analyze cost drivers, manage budgets, explain variances, and deliver insights that enable informed decision-making. Support annual budget, rolling forecast, and long‑range planning cycles through consolidation and review of business inputs, assumption validation and risk identification, and gap analysis versus enterprise targets.
NewFinancial Solutions Advisor - Participant Services (Series 7 required) Bank of AmericaFinancial Solutions Advisor - Participant Services (Series 7 required)Chandler, ArizonaMerrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Consultant (FSB) Phoenix, AZ The Charles Schwab CorpFinancial Consultant (FSB) Phoenix, AZPhoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.
Financial Analyst - Level 2 Northrop Grumman CorpFinancial Analyst - Level 2Chandler, AZ$65,500–$98,300 / yearBasic Qualifications: Bachelor's degree in Accounting, Finance, Business Management, or related field with 2+ years of professional experience in Accounting, Finance, or Business - OR - Master's degree in Accounting, Finance, Business Management, or related field with 1+ years of professional experience in Accounting, Finance, or Business. This position offers an ideal opportunity to develop technical, analytical, and teamwork skills in a supportive and dynamic environment, making it an excellent starting point for someone eager to build a successful career in finance and contribute meaningfully to organizational goals.
Financial Planning and Analysis Senior Analyst Western Alliance BancorpFinancial Planning and Analysis Senior AnalystPhoenix, AZAnalyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Financial Analyst Southern Veterinary Partners LLCFinancial AnalystChandler, AZacceptAllText":null,"rejectAllText":null,"saveText":null,"settingsText":null,"showNewTexts":false}' >" data-css="[data-component="cookie-banner"] { --a-cookieBannerWidget-wrapper-color: #0000004D; --a-cookieBannerWidget-text-font-weight: 400; --a-cookieBannerWidget-label-font-weight: 600; --a-cookieBannerWidget-text-margin-top: 0px; --a-cookieBannerWidget-text-margin-right: 0px; --a-cookieBannerWidget-text-margin-bottom: 0px; --a-cookieBannerWidget-text-margin-left: 0px; --a-cookieBannerWidget-text-padding-top: 0px; --a-cookieBannerWidget-text-padding-right: 0px; --a-cookieBannerWidget-text-padding-bottom: 0px; --a-cookieBannerWidget-text-padding-left: 0px; }">. As we rapidly scale toward 1,000 hospitals, our forward-thinking team of more than 20,000 teammates is making bold investments in people, technology, and process that will prepare us for a future IPO.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistGilbert, AZ$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Sr. Financial Analyst, Global Legal, Regulatory & HR Align Technology IncSr. Financial Analyst, Global Legal, Regulatory & HRTempe, AZWe celebrate our differences, and the many ways we support one another- ultimately creating a more inclusive organization and world as we continue transforming smiles and changing lives. As we grow, we are committed to building a workforce rich in diverse cultural backgrounds and life experiences, fostering a culture of open-mindedness and compassion.
Financial Analyst - Level 4 Northrop Grumman CorpFinancial Analyst - Level 4Chandler, AZ$101,400–$152,200 / yearThe above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate''s experience, education, skills and current market conditions. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, national defense, and scientific discovery, supporting multiple programs across the universe.
Financial Analyst Rise Services IncFinancial AnalystMesa, AZSince that time, services have grown to support children, adults, and families with a variety of needs across multiple states that include residential settings, day programs, employment assistance, managed care, and home and community based services. WORK ENVIRONMENT & EQUIPMENT USED: Vehicle, computer, copy machine, fax machine, printer, phone, projector, speakers, basic audio/video equipment, and other office equipment as necessary.
Associate Financial Analyst Imagine Learning IncAssociate Financial AnalystTempe, AZ$62,470–$75,000 / yearWe're shaping the future of learning through our Curriculum-Informed AI approach - technology that understands instructional context, respects educator judgment, and transforms how teachers personalize learning at scale to unlock each student's potential. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial performance, contributing to budgeting, and forecasting processes, and ensuring contractor spend aligns with approved budgets.
Senior Financial Analyst- Corporate FP&A Align Technology, Inc.Senior Financial Analyst- Corporate FP&ATempe, AZSkills: Excellent problem-solving skills and have a positive “can-do” attitude, strong analytically, and proficiency in financial modeling, and data analysis. • Assist in driving the global finance team to complete business deliverables for forecasting, reporting, budgeting, and other corporate requirements.
Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, AZEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
NewSmall Business National Financial Solutions Advisor (Series 7 and 66 Required) Bank of AmericaSmall Business National Financial Solutions Advisor (Series 7 and 66 Required)Chandler, ArizonaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Scottsdale Area Bank of AmericaFinancial Solutions Advisor - Scottsdale AreaScottsdale, ArizonaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerScottsdale, AZThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Senior Financial Advisor GallagherSenior Financial AdvisorPhoenix, ArizonaFull timeThe Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.