Investment Fund Managers

Wealth Management Fraud & Claims - Sr. Fraud Analyst

Chandler, Arizona

**Job Description:**

pAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients’ bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

**Responsibilities:**

+ Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity

+ Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment

+ Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss

+ Participates in triage related to Executive Escalations & Incident Response fraud activities

+ Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulation

+ Assist clients and internal partners with banking claim and suspicious alert inquiries, initiation and updates

**Hours vary between 10a-9p EST MUST be available to work a weekend shift**

**Required Qualifications:**

+ 1+ years of fraud servicing or call center experience.

+ Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information

+ Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

+ Communicates effectively and confidently with all clients to make their financial lives better

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

**Desired Qualifications:**

+ Experience in a call center or a financial/banking center

+ Customer service experience

+ Has 1-2 years of fraud servicing or call center experience.

+ Fraud Detection and Prevention

+ Credit Risk

**Skills:**

+ Customer and Client Focus

+ Data Collection and Entry

+ Due Diligence

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Attention to Detail

+ Policies, Procedures & Guidelines

+ Written Communications

+ Business Acumen

+ Collaboration

+ Critical Thinking

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Advisor Development Program - Financial Solutions Advisor Trainee: Fiesta Financial Center

Maricopa, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. 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.

**Role Specifics:**

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

**Required skills:**

+ Sets and accomplishes goals, achieving whatever you put your mind to.

+ Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

+ Communicates clearly and confidently with clients from all walks of life.

+ Works well with others and collaborates productively to get things done.

+ Can manage complexity, prioritize tasks and execute in a fast-paced environment.

+ Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

+ Efficiently manages your time and capacity.

+ Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired skills:**

+ Bilingual Spanish Preferred.

+ Strong computer skills with an ability to multitask in a demanding environment.

+ A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor - Consumer Investments - Tucson Area

Tucson, Arizona;Sierra Vista, Arizona

**Job Description:**

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Sets and accomplishes goals, achieving whatever you put your mind to.

+ Builds and nurtures strong relationships.

+ Collaborates effectively with others to get things done.

+ Communicates effectively and confidently and is comfortable engaging all clients.

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

+ Likes to learn, adapts to new information and seeks the right solutions for clients.

+ Efficiently manages your time and capacity.

+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

+ Strong computer skills with an ability to multitask in a demanding environment.

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Ajo & Mission

Tucson, Arizona

**Job Description:**

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

• **Get training and one-on-one coaching** from Academy managers who are invested in your success.

• **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

• **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

• **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor Stage I, you can look forward to**

• Unlimited potential for financial growth.

• A strong referral base from across the business through our relationship with one in every two households.

• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

**We’re a culture that**

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required Qualifications:**

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired Qualifications:**

• Strong computer skills with an ability to multitask in a demanding environment.

• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor - Consumer Investments - Tucson Area

Tucson, Arizona;Sierra Vista, Arizona

**Job Description:**

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Sets and accomplishes goals, achieving whatever you put your mind to.

+ Builds and nurtures strong relationships.

+ Collaborates effectively with others to get things done.

+ Communicates effectively and confidently and is comfortable engaging all clients.

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

+ Likes to learn, adapts to new information and seeks the right solutions for clients.

+ Efficiently manages your time and capacity.

+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

+ Strong computer skills with an ability to multitask in a demanding environment.

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - West Valley

Peoria, Arizona;Phoenix, Arizona; Prescott Valley, Arizona

**Job Description:**

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

• **Get training and one-on-one coaching** from Academy managers who are invested in your success.

• **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

• **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

• **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor Stage I, you can look forward to**

• Unlimited potential for financial growth.

• A strong referral base from across the business through our relationship with one in every two households.

• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

**We’re a culture that**

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required Qualifications:**

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired Qualifications:**

• Strong computer skills with an ability to multitask in a demanding environment.

• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Wealth Management**

The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the market. This role will also be responsible for executing against strategic business plans to meet customer needs and achieve strategic and financial goals. This role will be key to ensuring a seamless client experience for both our clients.

**Key Responsibilities and Duties**

+ Oversight and management of an assigned group of Wealth Management Advisors.

+ Grows and maintains strong client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores.

+ Ensures the delivery of a seamless client experience through coaching the team to adopt the prescribed engagement practices. In support of ensuring an optimal experience for clients and participants, will establish relationships across all touch points (NCC, Retail Operations, Technology, etc.) to ensure advocacy for client/participant needs.

+ Ensures client facing advisors are utilizing TIAA’s broad range of resources, including estate planning, portfolio management, and insurance planning.

+ Evaluates and assigns Advisors appropriate books of clients; assists Advisors in reviewing planning and advice cases for complex client accounts.

+ Implements appropriate strategies to increase market share

+ Assists leaders in charting strategy and direction for the wealth management group. Develops and maintains a good understanding of TIAA’s competitors within the individual and institutional landscape.

+ Manages the performance of team leaders through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional Institutional Retirement strategies and to foster manager engagement, motivation, and development.

**Educational Requirements**

+ University (Degree) Preferred

**Work Experience**

+ 8+ Years Required; 10+ Years Preferred

**FINRA Registrations**

+ SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24 or Series 9/10

**Physical Requirements**

+ Physical Requirements: Sedentary Work

**Career Level**

10PL

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

**Anticipated Posting End Date:**

2025-04-04

Base Pay Range: $120,000/yr. - $165,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

**Company Overview**

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

**Benefits and Total Rewards**

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

**Equal Opportunity**

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

**Accessibility Support**

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

**Privacy Notices**

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

**Privacy Notices**

+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

+ For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

+ For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

**Nondiscrimination & Equal Opportunity Employment**

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)

**Job Description**

At Boeing, we innovate and collaborate to make the world a better place. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

The Boeing Company is looking for two (2) **Associate** **Procurement Financial Analysts** based out of **Mesa, AZ.**

This unique role focuses on non-traditional finance, specifically evaluating supplier proposals to ensure that we secure fair and reasonable pricing for materials in compliance with government regulations.

**Key Responsibilities:**

+ Analyze supplier proposals and assess the cost of materials, labor, and overhead rates to determine fair pricing

+ Ensure compliance with government regulations and prepare for potential audits of the procurement process

+ Conduct thorough analyses of material items, labor rates, and supplier bids to support Boeing's purchasing decisions

+ Collaborate with the supply chain team to identify and invite suitable suppliers to bid on contracts, including low-value items

+ Evaluate proposals for military programs, ensuring that Boeing receives competitive pricing on purchases related to space, fighters, helicopters, and Air Force One

+ Utilize estimating experience to provide insights and recommendations on supplier proposals and pricing strategies

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

+ Bachelor’s degree in Finance, Economics, or a related field

+ 2+ years of experience in a business or finance-related position

+ Experience in a role that required analytical skills with the ability to interpret complex data and make informed decisions

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

+ Experience in procurement cost analysis or estimating

+ Knowledge of government procurement regulations and compliance requirements

+ Excellent communication and collaboration skills to work effectively with cross-functional teams

**Drug Free Workplace:**

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

**Total Rewards & Pay Transparency:**

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

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

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

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

Summary pay range: $66,300 - $89,700

Applications for this position will be accepted until **Mar. 31, 2025**

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

**Export Control Details:** US based job, US Person required

**Education**

Bachelor's Degree or Equivalent Required

**Relocation**

Relocation assistance is not a negotiable benefit for this position.

**Visa Sponsorship**

Employer will not sponsor applicants for employment visa status.

**Shift**

This position is for 1st shift

**Equal Opportunity Employer:**

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

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

**Date Posted:**

2025-03-27

**Country:**

United States of America

**Location:**

AZ848: RMS AP Bldg 848 1151 East Hermans Road Building 848, Tucson, AZ, 85756 USA

**Position Role Type:**

Onsite

**This position will offer relocation**

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

The Air & Space Defense Systems (ASDS) Air Dominance Business Office is seeking an experienced and motivated financial analyst looking to expand their business acumen within the sustainment portfolio of the Air Dominance SSBU. This subset of the portfolio consists of both fixed-price and cost-type contracts and ranges from discrete Engineering labor to interaction with the factory on material order coverage, as well as HPU forecasting and delivery-based invoicing. The overall Sustainment portfolio averages 200+ FTEs, include annual sales of ~$100M, and has an extremely strong long-range plan. In this role, you will be responsible for the financial operations, forecasting review with cross-functional teams, and building relationships with internal and external customers. These are high visibility contracts with significant complexities and potential impact to portfolio metrics given the P&L impact associated with their performance.

Given the heavy interaction with the factory and our on-site functional partners the role promotes transparency and open communication, which requires an on-site presence. This candidate should also be familiar with or excited to gain experience in the financial lifecycle from cradle to grave (proposal, negotiation, contract setup, baselining, execution, contract close-out). We are looking for someone who has a love of learning and eager to develop process improvements.

The ideal candidate for this role will be an excellent communicator with a strong desire to learn while being challenged to utilize inductive and deductive reasoning. You will be able to partner with program leadership and cross functional partners (PMO, supply chain, contracts, engineering. security, DCMA, USG, etc.) to drive execution and influence change. You would be part of a team that is critical in providing business partners insight and analysis for strategic decisions that impact the bottom-line. This position will provide an opportunity to improve skills in financial planning, APEX/PRISM, estimates at complete and variance analysis and apply them to existing and future pursuits.

**What You Will Do**

+ Drive collaboration with your program team to develop quarterly Estimates at Complete (EAC); and support related financial forecasting.

+ Maintain coordination with program leadership and factory management for unit delivery plans, keeping these tied to key financial forecasting metrics (sales, receipts, etc.)

+ Analysis of program performance, utilization of APEX/PRISM tools, assisting with initial baseline for new awards then continue supporting programs through review and forecasting of Bookings, Sales, Earnings and Cash for Financial Planning

+ Submit summary contract level inputs and updates to Long Range Plan (LRP) and 5-year sales objectives in line with full life cycle of current and future contracts

+ Work successfully with program and functional partners to properly manage, report, and close multiple contracts within the program area. This includes working with billing, supply chain, contracts, and other support team members on a recurring basis.

+ Develop, utilize, and disseminate process improvement and tool improvement opportunities to enhance analytical opportunities for the entire finance team

+ Contribute to cross-functional teams with an emphasis on financial implications of team decisions and ensure finance team knowledge of program decisions

**Qualifications You Must Have**

+ Typically requires a Bachelor’s and a minimum of 2 years prior relevant experience, or an Advance Degree in a related field

+ Experience with tools such as SAP (APEX and/or Prism) and the Microsoft Office Suite

+ **The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.**

**Qualifications We Prefer**

+ Experience communicating with various functional groups in a cross-matrix organization to build relationships in business unit

+ Experience multitasking and working in a fast-paced environment, while maintaining on time delivery

+ Working experience in Financial Planning and Analysis

+ Advanced Excel skills for development of process and reporting improvements

+ Proven analytical reasoning, excellent written and verbal communication abilities for collaboration and influential decisions making

+ EVMS certification or achieve EVMS Certification within 6 months of hiring

+ Strong presentation, communication, and professional skills and the ability to work independently and with some supervision and oversight – to include internal and external (USG, DCMA) communications

+ Experience with SAP Production system tools and advanced usage of Power Query, Power Pivot, and Excel AO

+ Experience with accounting policies and processes (contract close-out, EACs, BSEC, etc.)

+ Experience with invoicing best practices or cancelling funds

**What We Offer**

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

**Learn More & Apply Now!**

Please consider the following role type definition as you apply for this role.

Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

_RTX 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, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

**Privacy Policy and Terms:**

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

**Summary:**

Meta is seeking a proactive and experienced Energy Research Analyst to support our energy industry research efforts within our Global Energy organization. The successful candidate will support a cross-functional effort, providing real-time, actionable insights on broader industry-related energy initiatives.

**Required Skills:**

Energy Research Analyst Responsibilities:

1. Track clean energy deals and investments, energy efficiency initiatives, and the use of new energy technologies to support data center strategies.

2. Monitor potential power sources for new data center campuses, both grid-connected and behind-the-meter.

3. Prepare industry research reports and create and maintain real-time dashboards and databases tracking new clean energy and energy efficiency projects.

4. Produce regular reports summarizing market strategies and investments and identifying potential opportunity areas.

5. Develop executive briefings on emerging trends in data center energy infrastructure and clean energy deployments.

6. Build and maintain relationships with internal partners including across Energy, Sustainability, Infrastructure Data Center Strategy, and policy organizations.

**Minimum Qualifications:**

Minimum Qualifications:

7. Bachelor's degree in a relevant field (e.g., economics, business, engineering, etc.)

8. 5+ years of experience in research, analysis, or related field

9. Demonstrated analytical and problem-solving skills

10. Proven communication, organizational and program management skills, with experience managing multiple projects and coordinating across internal and external stakeholders

11. Experience managing time-sensitive projects to completion while balancing evolving priorities

12. Experience building and maintaining cross-functional relationships enabling clear information flow across wide-ranging teams

13. Experience working as part of a team as well as under your own initiative, seeking feedback and input where appropriate

14. Experience and knowledge of energy market fundamentals and dynamics

15. Intermediate MS Office (Excel and PowerPoint) and G-Suite (Google Docs, Google Slides, Google Sheets)

**Preferred Qualifications:**

Preferred Qualifications:

16. Experience with data visualization tools (e.g., Tableau, Power BI)

**Public Compensation:**

$126,000/year to $179,000/year + bonus + equity + benefits

**Industry:** Internet

**Equal Opportunity:**

Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.

Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.