Personal Financial Advisors

**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.

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com .

• This position is housed within the marketing unit within the Corporate Marketing and Communications Department at Public Consulting Group (PCG), which oversees all external and internal company communications. The role reports jointly to the Corporate Director of Communications and Public Relations and the Creative Director.

• The Lead Marketing Account Executive plays a critical role overseeing the day-to-day activities of two account executives staffed by a partner organization, and facilitating support, resources, and leadership to drive and measure proactive and responsive strategies and tactics to advance the success of marketing goals and objectives of business lines within PCG’s four practice areas.

• The right candidate will be proactive, strategic, adaptable, organized, and initiative-driven, identifying marketing and awareness opportunities for internal clients often before a need or gap has been stated, and taking the initiative to advance work and ideas. In this role, the selected candidate will perform as follows:

Marketing Strategy and Client Service Oversight and Support

+ Support and advance the development and execution of comprehensive marketing plans balancing product and brand

+ Gathering data on customer needs, market trends, and competitor landscape to inform strategy development

+ Supervising and guiding AE coordination with communications, creative, public relations, government relations to support the design and implementation of targeted marketing campaigns across various channels like digital, social media, print, and email

+ Monitoring and reporting on campaign performance to department and firm leadership

+ Staying aware of and leveraging knowledge of industry trends in counsel and execution

+ Supporting continued alignment of marketing efforts with overall business strategy

Account Management:

+ Work alongside account executives to facilitate day-to-day strategic and tactical account servicing for major business lines, including immersion in relevant day-to-day practice area operations, meetings, culture, etc.

+ Ensuring responsiveness to articulated business line/practice area marketing, collateral, campaign, and/or other needs as well as proactive efforts to anticipate new needs before they materialize

+ Build and maintain relationships with internal clients and stakeholders

+ Write creative briefs and guide AEs in project management and execution, including setting and managing scope, tracking project expenses and securing authorization for department budget expenses, and timelines for projects in support of business line marketing strategies.

+ Facilitate major business line client check-ins and feedback loops to ensure alignment with evolving business needs

+ Provide collaborative guidance and support to drive awareness, engagement, and lead generation for major business lines

+ Report and record relevant activities in CRM system

Departmental relations, support, and resourcing

+ Support, guide, and track operations of cross-functional teams designed to foster best-practice execution of marketing strategies, plans, and tactics

+ Collaborate with public relations, internal communications, creative services and government relations teams to support marketing and communications strategies and tactics, and as needed, crisis communications, media relations, and external partnerships

+ Negotiate with internal clients and advocate for marketing priorities within Marketing and Communications operations and leadership to achieve optimal results for practice area and support efficient, effective allocation of department resources

+ Identify opportunities to tell stories to build awareness of PCG as both an employer of choice and an industry-leading consulting firm

Performance and accountability

+ Regularly report to department leadership on performance of marketing campaigns, strategies, and tactics

+ Interact with company leadership and employees to support marketing project advancement or related activities

+ Emphasize and rely on data, analytics, and market research – obtained both within the department or via vendors or partner organizations, with a goal of embedding data-driven decision-making more deeply into the team’s culture.

+ Develop and/or deliver performance reports as needed for senior and executive leadership

+ Track KPIs, report on campaign performance, and refine strategies based on data insights

+ Own feedback loops and lead client check-ins to ensure satisfaction with marketing services

General support and expertise

+ Ensure organization and accessibility of brand assets, collateral and other materials for key stakeholders

+ Learn about and stay abreast of industry trends and relevant government funding and policy to support identification of opportunities and guide product positioning

+ Manage and coordinate planned and ad hoc communications projects and initiatives in collaboration with PA leadership and department leadership in support of , corporate, and/or firmwide objectives and goals

+ Other duties as assigned

QUALIFICATIONS

Education

+ Bachelor’s Degree in Marketing, Advertising, Communications, Public Relations, English, or related field Minor or career interest in Public Affairs or government a plus.

Experience

+ 2-3 years’ experience in an agency or in-house marketing and communications setting.

Required skills, attributes, and experience

+ Communications, marketing, and/or public relations experience, preferably in a professional services or marketing/communications agency environment

+ Ability to develop own ideas, take initiative, and assume responsibility

+ Strong emotional intelligence and collaborative skills

+ Bias toward action

+ Experience working in a public-sector environment and conceptual understanding of public policy development, implementation and funding

+ Experience coordinating and prioritizing multiple projects and stakeholders

+ Ability to manage multiple accounts while seeking new opportunities

+ Ability to understand client needs and negotiate costs and services

Preferred skills and experience

+ Writing, editing, and content planning

+ Strong communications

+ Experience in product marketing

+ Working knowledge and experience coordinating digital marketing, SEO, and social media strategies and tactics

+ Experience with data analysis tools or insights-driven marketing.

+ Government, government relations, or nonprofit experience

+ Interest in and/or basic understanding of functions within government

+ Experience overseeing budgets and expenses

+ Experience developing internal processes and filing systems

+ Working knowledge or functional understanding of CRM software and an aptitude for learning new systems

**Qualifications**

**Education:**

Bachelor’s Degree in Marketing, Advertising, Communications, Public Relations, English, or related field Minor or career interest in Public Affairs or government a plus.

**Experience:**

2-3 years’ experience in an agency or in-house marketing and communications setting.

\#LI-remote

**Remote Work Statement:**

This position is a remote, work from home position. PCG is a remote-friendly organization and is committed to creating a culture where remote work remains a vital part of the company’s success. To be successful in a remote work role at PCG, you must:

+ be available during your set working hours.

+ have a safe, private, and distraction-free environment in which to complete your work, and

+ be able to give your full attention to the completion of your PCG job duties.

​

Some travel to the office or elsewhere may be required for team meetings, client meetings, etc.

We are accepting applications on an ongoing basis until filled.

**As required by applicable law, PCG provides the following reasonable range of compensation for this role: $80,000 to $100,000. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.**

**Compensation:**

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides the following reasonable range of compensation for this role below. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

**EEO Statement:**

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.

PacSci EMC is seeking a talented and detail-oriented Financial Analyst to join our team. This role offers an excellent opportunity to gain comprehensive experience in program cost analysis with exposure to all corporate Financial Planning & Analysis (FP&A) responsibilities. The ideal candidate will have a strong analytical mindset and a desire to contribute to the financial success of a dynamic and growing company.

**Key Responsibilities:**

+ Conduct detailed program cost analysis, including tracking actual costs against budgets and forecasts.

+ Support the development and maintenance of program budgets and forecasts.

+ Analyze financial data to identify trends, variances, and areas of opportunity or concern.

+ Prepare and present financial reports and dashboards to senior management.

+ Assist in the preparation of monthly, quarterly, and annual financial statements and reports.

+ Collaborate with cross-functional teams to gather and analyze financial data and metrics.

+ Support company-wide FP&A activities, including budgeting, forecasting, and long-term financial planning.

+ Perform ad-hoc financial analysis and modeling to support strategic decision-making.

+ Participate in the development and implementation of process improvements to enhance the efficiency and effectiveness of the finance function.

+ Assist in special projects and initiatives as assigned by the finance leadership.

**Qualifications:**

+ Bachelor's degree in Finance, Accounting, Economics, or a related field.

+ 2-4 years of experience in financial analysis, budgeting, forecasting, or related roles.

+ Strong analytical and quantitative skills, with attention to detail.

+ Proficiency in Microsoft Excel and other Microsoft Office applications.

+ Excellent verbal and written communication skills.

+ Ability to work independently and collaboratively within a team.

+ Strong organizational skills and the ability to manage multiple tasks simultaneously.

+ A proactive and problem-solving mindset.

**Preferred Qualifications:**

+ Experience in program cost analysis or project accounting.

+ Familiarity with financial modeling and data tools (Power BI).

+ Knowledge of ERP systems (e.g., SAP, Oracle).

+ Experience in the aerospace, defense, or manufacturing industries. **What We Offer:**

+ An opportunity to gain experience in almost every aspect of corporate finance.

+ A dynamic and supportive work environment.

+ Competitive salary and benefits package.

+ Professional development and growth opportunities.

+ The chance to work with a team of experienced finance professionals.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 17,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Fortive Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.fortive.com/inclusion-diversity

We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position (in local currency) is 71,100.00 - 132,100.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

This position is also eligible for bonus as part of the total compensation package.

The salary range for this position (in local currency) is 71,100.00 - 132,100.00

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

**Company Summary**

EchoStar is reimagining the future of connectivity. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products.

Today, our brands include Boost Mobile, DISH TV, Gen Mobile, Hughes and Sling TV.

**Department Summary**

Our Retail Wireless team, serving our Boost Mobile and Gen Mobile brands, is redefining consumer expectations through new platforms, new business models and new ways of thinking. Equipped with a first-of-its-kind 5G network, a passion for change and the power to drive it, we’ll emerge as the nation’s fourth facilities-based wireless carrier and a disruptive force in the market at large.

**Job Duties and Responsibilities**

The Account Executive will manage performance across a territory of Boost Mobile stores. You will work and consult with retail store owners on their business and ensure compliance at all store types throughout the assigned territory. You will manage projects and teams and provide coaching and sales training to front line sales teams. You will get to build relationships throughout your territory with external partners, internal team and vendor partners to help drive performance, and you’ll serve as the primary point of contact for questions and issues at retail stores. This role includes a company vehicle.

**Key Responsibilities:**

+ Visit retail store locations to provide coaching, training through role plays, and side-by-side selling with sales representatives

+ Inspect and drive marketing campaigns while ensuring Boost brand standards across stores in the territory

+ Make daily calls to stores to drive performance and assist with customer escalations as the first point of contact

+ Collaborate with store owners to enhance sales performance and implement plans to exceed sales quotas

+ Leverage local knowledge and real estate contacts to identify new retail distribution points

+ Maintain expert-level knowledge of all Boost products and services to support sales efforts

**Skills, Experience and Requirements**

**Education and Experience:**

+ Bachelor’s degree and four years related work experience or eight years related work experience post-high school

+ Four years of sales and/or account management experience

+ Three years of training, relationship development, planning, or business management

+ One-year selling wireless products or services

+ Contract or vendor relationship experience

**Skills and Qualifications:**

+ Must have a valid driver’s license, three years of active driving history, completed driver’s safety training, and otherwise comply with DISH’s Driver Safety Policy and guidelines

+ Must adapt well to change and enjoy working in a fast-paced sales environment

+ Be available to quickly formulate and provide solutions for escalations that arise during retail business hours

+ Exhibit excellent time management skills and the ability to balance multiple priorities simultaneously

+ Ability to provide sales and marketing counseling to owners and sales representatives

+ Must demonstrate excellent written and verbal communication skills

+ Must be able to work well individually and as a member of a team

**Compensation:**

+ In addition to the annual salary, there is an uncapped commission component with a potential of $20,000 at 100% of hitting performance goals

+ Base salary is determined on the cost of living in the designated territory as well as years of industry experience

**Other perks** :

+ Company vehicle and company gas card is provided!

+ Free cell phone service!

+ The most flexible schedule in wireless!

Visa sponsorship not available for this role

**Salary Ranges**

Compensation: $49,200.00/Year - $70,300.00/Year

**Benefits**

We offer versatile health perks, including flexible spending accounts, HSA, a 401(k) Plan with company match, ESPP, career opportunities, and a flexible time away plan; all benefits can be viewed here: DISH Benefits .

The base pay range shown is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, and competencies; compensation is based on the role's location and is subject to change based on work location.

Candidates need to successfully complete a pre-employment screen, which may include a drug test and DMV check. Our company is committed to fostering an inclusive and equitable workplace where every individual has the opportunity to succeed. We are dedicated to providing individuals with criminal or arrest records a fair chance of employment in accordance with local, state, and federal laws.

The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled.

We pride ourselves on developing and promoting talent as an Equal Employment Opportunity Employer - Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. All qualified applicants with arrest or conviction records will be considered for employment in accordance with local, state, and federal law. We are a true merit-based organization and work hard so there are no artificial barriers to one's potential success. DISH is committed to a workforce where everyone's opportunities are limitless. Please note that you may redact or remove any information that identifies age, date of birth or dates of school attendance/graduation from your application documents before submission and throughout our interview process.

Wealth Management Client Associate

Tucson, 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.

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

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 - Tucson Area

Sierra Vista, Arizona;Tucson, 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.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Tucson Area

Sierra Vista, Arizona;Tucson, 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.

Join Vanguard as a Certified Financial Planner in Scottsdale, AZ

Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.

As a Vanguard Advisor, You Will:

+ Establish, grow, and maintain long-term relationships with clients.

+ Partner with investors to help them plan their financial goals.

+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support.

+ Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Why You’ll Love Working Here:

+ Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

+ Professional Growth: Benefit from a workplace that prioritizes your professional development.

+ Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and Benefits:

+ At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

+ Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.

+ Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

+ Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/

Qualifications:

+ CFP® designation required.

+ Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).

+ Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

+ Shown experience managing a book of business with a track record of client satisfaction and loyalty.

+ Apply trust and estate planning knowledge to help preserve client’s wealth.

+ In-depth knowledge of financial planning, investment strategies, and industry regulations.

+ Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Special Factors:

+ Vanguard is not offering visa sponsorship for this position.

+ Relocation available to those who qualify.

+ We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.

Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.