Business & Computer Information Systems

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

A Day In The Life

Business & Computer Information Systems Field of Interest

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

186

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Certifications

 Arizona Western College

Supporting Programs

Personal Financial Advisors

Sort by:


Arizona Western College
 Credential  

Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Senior Financial Analyst
    RTX Corporation    Tucson, AZ 85702
     Posted about 12 hours    

    Date Posted:

    2024-12-02

    Country:

    United States of America

    Location:

    AZ810: RMS AP Bldg 810 1151 East Hermans Road Building 810, Tucson, AZ, 85756 USA

    Position Role Type:

    Onsite

    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 boldness. 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 Evolved Sea Sparrow Missile (ESSM) business office has an immediate and exciting opportunity for a Principal Financial Analyst to support program efforts. ESSM is a dynamic and growing program with both production and development efforts spanning across missile and launcher businesses. The unique business model allows for international exposure with our international partners. Finance serves as a critical business partner by providing the analysis, insight and guidance to enable strategic decision making and achieve bottom-line results. This position will support ESSM Launcher contracts and may help cover other program deliverables.

    What You Will Do

    + EAC (Estimate at Complete) coordination, preparation, review and submission.

    + Management of cost / schedule progress in comparison to budgets and forecasts of Bookings / Sales / Profit / Cash monthly.

    + Support as require annual proposals (Gate 4’s) and contract baselines (Gate 5’s).

    + Aid in the development of Long Range Plan (LRP).

    + Internal Earned Value Management Systems (EVMS) implementation and maintenance, variance analysis, data reviewing and reporting.

    + Frequent interaction with various program managers, functional leaders, and multiple layers of the organization.

    Qualifications You Must Have

    + T ypically requires a University Degree or equivalent experience and minimum 2 years of prior relevant experience. .

    + Experience interfacing and conducting business with various functional disciplines (Engineering, Supply Chain, Contracts, Operations, etc.).

    + Experience in MS Office (Excel, Word and PowerPoint).

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

    Qualifications We Prefer

    + Excellent presentation, communication, and professional skills and the ability to work independently and with some supervision and oversight.

    + Ability to meet critical deadlines and develop and apply solutions and process improvements.

    + Demonstrated experience with SAP Business Systems including Business Warehouse (BW), or other major Enterprise Resource Planning (ERP) software.

    + Demonstrated experience in developing EAC’s, budget baselines and forecasts including variance analyses.

    + Advanced Excel Proficiency (VLOOKUP, Pivot Tables, sumifs, graphing, macros).

    + Exceptional analytical ability and attention to detail.

    + Understanding of LRP process, program forecasting and metrics.

    + Experience with SAP Earned Value.

    + Experience with Program Management Excellence (PMX) Tool Suite.

    Additional Information

    + This position is grade P2, Senior Financial Analyst.

    + 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.

    + Relocation assistance is not available.

    What We Offer

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

    + Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs.

    + Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

    + We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    The salary range for this role is 64,000 USD - 128,000 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/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.

    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.


    Employment Type

    Full Time

  • Principal Financial Analyst
    RTX Corporation    Tucson, AZ 85702
     Posted about 12 hours    

    Date Posted:

    2024-11-21

    Country:

    United States of America

    Location:

    AZ810: RMS AP Bldg 810 1151 East Hermans Road Building 810, Tucson, AZ, 85756 USA

    Position Role Type:

    Onsite

    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 boldness. 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 Evolved Sea Sparrow Missile (ESSM) business office has an immediate and exciting opportunity for a Principal Financial Analyst to support program efforts. ESSM is a dynamic and growing program with both production and development efforts spanning across missile and launcher businesses. The unique business model allows for international exposure with our international partners. Finance serves as a critical business partner by providing the analysis, insight and guidance to enable strategic decision making and achieve bottom-line results. This position will support ESSM Launcher contracts and may help cover other program deliverables.

    What You Will Do

    + EAC (Estimate at Complete) coordination, preparation, review and submission.

    + Management of cost / schedule progress in comparison to budgets and forecasts of Bookings / Sales / Profit / Cash monthly.

    + Support as require annual proposals (Gate 4’s) and contract baselines (Gate 5’s).

    + Aid in the development of Long Range Plan (LRP).

    + Internal Earned Value Management Systems (EVMS) implementation and maintenance, variance analysis, data reviewing and reporting.

    + Frequent interaction with various program managers, functional leaders, and multiple layers of the organization.

    Qualifications You Must Have

    + Typically requires a Bachelor’s Degree in Finance, Accounting, Business Administration or equivalent experience and minimum 5 years prior relevant experience, or An Advanced Degree in a related field and minimum 3 years experience.

    + Experience interfacing and conducting business with various functional disciplines (Engineering, Supply Chain, Contracts, Operations, etc.).

    + Experience in applications of EVMS, Program Controls, and/or Cost/ Schedule Integration or a similar system.

    + Experience in MS Office (Excel, Word and PowerPoint).

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

    Qualifications We Prefer

    + Excellent presentation, communication, and professional skills and the ability to work independently and with some supervision and oversight.

    + Ability to meet critical deadlines and develop and apply solutions and process improvements.

    + Demonstrated experience with SAP Business Systems including Business Warehouse (BW), or other major Enterprise Resource Planning (ERP) software.

    + Demonstrated experience in developing EAC’s, budget baselines and forecasts including variance analyses.

    + Advanced Excel Proficiency (VLOOKUP, Pivot Tables, sumifs, graphing, macros).

    + Exceptional analytical ability and attention to detail.

    + Understanding of LRP process, program forecasting and metrics.

    Experience with SAP including APEX & PRISM.

    Additional Information

    + This position is grade P3, Principal Financial Analyst.

    + 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.

    + Relocation assistance is not available.

    What We Offer

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

    + Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs.

    + Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

    + We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    The salary range for this role is 77,000 USD - 163,000 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/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.

    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.


    Employment Type

    Full Time

  • Government Compliance Principal Financial Analyst
    Amentum    Phoenix, AZ 85067
     Posted about 12 hours    

    Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents.

    Amentum seeks a **Government Compliance Principal Financial Analyst** responsible for performing high-level technical research, serving as a liaison between the DCAA and various internal departments, ensuring compliance with FAR, CAS and other applicable Government regulations, and developing well-written responses to Government requests based on situational facts and regulations. May be called upon to lead cross-departmental or team projects as needed as well as coordinate projects between groups to improve process efficiencies.

    **US Citizenship is required. This is a remote-telework role.**

    **Principal Accountabilities:**

    + Responsible for researching and subsequent development of company position on highly technical accounting, regulatory, and business system related issues.

    + Ensure compliance with internal policies and procedures as well as **FAR, CAS** and other Government regulations.

    + Assist in preparing incurred cost submissions, cost impacts resulting from accounting changes, and advance agreements, as appropriate.

    + Coordinate and support **DCAA** and **DCMA** audits and requests as well as the related responses that may involve multiple departments.

    + Provide assistance in implementing compliance programs, including developing policies and procedures regarding DCAA business system audits and allowability governance.

    + Assist Direct Management with supervision of direct reports, which may include providing input and recommendations regarding employee performance, addressing escalated issues, setting priorities, reviewing/approving/auditing work, and mentoring/developing staff.

    + Other duties as assigned.

    **Knowledge and Skills:**

    + Knowledge of Federal Acquisition Regulations **(FAR),** Cost Accounting Standards **(CAS),** and other Government regulations.

    + Advanced analytical skills with an ability to interpret regulations and legal cases and apply those concepts to a variety of situations.

    + Excellent written and verbal communication skills to communicate effectively with a variety of levels and positions in the organization.

    + Ability to develop creative solutions in a fast-paced environment.

    + Ability to deliver all assigned work on schedule, meeting **DCAA’s** requests and deadlines and ensuring favorable rapport is maintained.

    + Proficient in Microsoft office applications including Excel, Word and Power Point.

    **Experience and Education:**

    + **Bachelor’s degree** , major field of accounting or finance discipline **preferred.**

    + **Six (6) or more years** **of relevant experience.**

    + **US Citizenship is required.**

    + Demonstrated experience developing technical position papers.

    + Prior experience in a **government finance/compliance position preferred.**

    **Light Travel:**

    + Ability to travel domestically and internationally on a limited basis.

    Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran’s status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans (https://www.dol.gov/agencies/ofccp/posters) and Labor Laws Posters (https://protect-us.mimecast.com/s/MI5TC2kqOqsOBPMVfnZ32U) .


    Employment Type

    Full Time

  • Senior Financial Analyst
    American Express    Phoenix, AZ 85067
     Posted about 12 hours    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.

    This position serves as a key member of the Global Rewards Center of Excellence, Membership Rewards Transformation Team. Working closely with Loyalty Technology, Finance Technology teams and other Finance stakeholders, this position will support both Global Rewards Platform Transformation and Business Development initiatives by ensuring accurate accounting and financial reporting through implementation of controlled End to End processes.

    The successful candidate should have familiarity with American Express financial systems, operational and technical accounting, internal controls, overall business acumen along with very strong interpersonal skills.

    The position will be responsible for:

    +

    * Supporting Rewards monthly accounting & reporting activities and ensuring integrity of financial results, constantly driving innovation and change

    +

    * Supporting Rewards platform (R42) Modernization and Business Development by partnering with Technology groups to assess and draft requirements, perform User Acceptance Testing (UAT), and support post implementation tracking to ensure a smooth controlled transition to the new platform require

    +

    * Supporting projects and business initiatives to ensure Financial and Control requirements / considerations are addressed

    +

    * Interfacing with key reporting systems and interaction with technologies groups

    +

    * Partnering closely with all areas of the Company involved in the Rewards process to drive automation and efficiency

    +

    * Supporting the maintenance of a robust control environment for E2E Rewards

    +

    * Supporting and facilitating internal and external audit requests.

    +

    * Driving documentation and memorializing key decisions and assessments throughout the platform modernization journey.

    Required Skills/Qualifications:

    +

    * Results driven, self-starter; able to lead and influence without authority

    +

    * Strong organization, communication and relationship skills

    +

    * Ability to handle high pressure environment with ambitious deadlines while balancing long term / short term impacts

    +

    * Strong collaborator - can work across the Enterprise to drive results while understanding and incorporating multiple viewpoints

    +

    * Good knowledge of internal controls and overall business acumen

    +

    * Proven analytical skills, proficiency with or willingness to learn SQL, HIVE, LUMI, and data visualization tools.

    +

    * Knowledge of how benefits, rewards or promotional offerings are delivered to cardmembers is a plus.

    +

    * 3 to 5 years of work experience in Controllership, Accounting or Finance roles with a degree in Accounting or Finance; CA/CPA/MBA a plus.

    +

    * Basic understanding of the Project lifecycle and familiarity with Agile methodologies is essential to the role.

    +

    * Experience with crafting project documentation including creating process, system and accounting flows.

    +

    * Good understanding of enterprise system infrastructure technologies in the loyalty space is a plus.

    **Qualifications**

    Salary Range: $55,000.00 to $105,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue

    visa sponsorship for these positions.

    **Job:** Finance

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24021635


    Employment Type

    Full Time

  • Customer Service Representative (Wealth Management Company)
    TEKsystems    Tempe, AZ 85282
     Posted 1 day    

    Description

    Hybrid Job - Must be local to Tempe, AZ area

    Equipment provided

    6-8 weeks of training, open book tests

    Will be required to take the SIE exam at 4th month of employment

    Our Financial Service Professionals spend their days on a dynamic set of activities including:

    - World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

    - Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

    - Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

    - Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

    - Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community.

    Pay and Benefits

    The pay range for this position is $24.00 - $24.00

    • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

    Workplace Type

    This is a hybrid position in Tempe,AZ.

    Application Deadline

    This position will be accepting applications until Dec 5, 2024.

    About TEKsystems:

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.


    Employment Type

    Full Time

  • NA Enterprise Account Executive, New Jersey
    Lucid Software    Phoenix, AZ 85067
     Posted 1 day    

    NA Enterprise Account Executive, New Jersey

    Remote, US

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

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

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

    **Responsibilities:**

    + Identify and close business in your assigned territory

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

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

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

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

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

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

    + Other duties as assigned

    **Requirements:**

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

    + Proven track record of success (meeting/exceeding quotas)

    + Sales experience in enterprise software

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

    + Knowledge of cloud applications and complex SaaS solutions

    + Strong interpersonal and presentation skills

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

    + Exceptional verbal and written communication skills

    + Based in the Northeast US (New Jersey preferred)

    **Preferred Qualifications:**

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

    + Detailed knowledge of and passion for SaaS applications

    + Strong technical background

    + Formal sales training

    \#LI-Remote

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


    Employment Type

    Full Time

  • Account Executive (Northeast)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 2 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Northeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience

    \#LI-BM1

    MIN: $130k

    MAX: $150k

    Verint Systems Inc. is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment, based on one’s race (including but not limited to natural hair, hair texture, hair type and protective hairstyles), color, religion, national origin, or sex, pregnancy (including childbirth and medical conditions related to pregnancy, childbirth or breastfeeding), sex stereotyping, (including assumptions about a person’s behavior or appearance, gender roles, gender identity, gender expression including gender dysphoria, or transgender status), disability, alienage or citizenship or immigration status, marital status, creed, genetic information, predisposition or carrier status, sexual orientation, military or Veteran status, political affiliation, familial status, caregiver status, status as a victim of domestic violence, unemployment status, natural hairstyles, sexual and other reproductive health decision-making, or any other classification or characteristic protected by applicable federal, state or local laws (collectively, “Protected Characteristics”), will not be tolerated. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, compensation, training, leave of absence or termination.

    **For US Applicants**

    _2024 Benefits Offering (https://fa-epcb-dev1-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000160018102&Title=Verint+2024+Benefits)\_


    Employment Type

    Full Time

  • TravelBank Account Executive
    U.S. Bank    Phoenix, AZ 85067
     Posted 2 days    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    *Requires strong experience in travel or expense management*

    Manages all relationship management activities for clients in the assigned business segment and/or geographical region. Reviews and recommends objectives and procedures related to TravelBank products and best practices. Identifies business opportunities and solicits referrals. Coordinates the business development programs and call schedules. Manages client negotiations; pricing of the product within the target rate of return; proper documentation and closing the transaction; and compliance and conformance with company policy and regulatory requirements. Monitors and analyzes relationship plan results and account activities. Develops solutions for problem accounts. Nurtures partner relationships and effectively manages territories in order to drive new revenue opportunities.

    Basic Qualifications

    - Bachelor's degree, or equivalent work experience

    - 5+ years of sales experience selling SaaS products. FinTech and/or Financial Services Industry experience is an asset.

    -Experience managing full sales cycles, from Discovery, to Product Demo, to Proposal and Negotiation.

    - Ability to travel

    Preferred Skills/Experience

    - Travel Management, Expense Management, and Corporate Card experience/knowledge is a plus.

    - Ability to manage and nurture partner relationships

    - Strong understanding of software products, software-as-a-service, and value propositions of digitization

    - Self motivated, with a learner's mindset

    - Demonstrated sales and marketing skills and abilities

    - Strong organizational and managerial skills

    - Ability to work independently and in teams

    - Ability to develop and administer budgets

    - Excellent interpersonal, verbal and written communication skills

    - Excellent presentation skills

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $83,810.00 - $98,600.00 - $108,460.00

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Account Executive
    Univision Communications, Inc    Tucson, AZ 85702
     Posted 2 days    

    TelevisaUnivision Local Media has an opportunity for motivated sellers that can perform in a hybrid work environment. This is a great career opportunity for experienced, dynamic individuals with an entrepreneurial spirit to join our local sales team. This position is considered an outside sales position selling to new clients and servicing established accounts. Candidates should possess strong presentation & time management skills & also understand the importance of successful new business generation.

    ABOUT YOU:

    You are a strategic, motivated, enthusiastic self-starter who can work effectively in a dynamic sales environment.

    YOUR DAY-DAY: (aka Responsibilities)

    + Develop strong executive level client and agency relationships and sell TelevisaUnivision’s various platforms.

    + Strong emphasis on relationship management between the client and station.

    + Develop client-specific pitches, attend client meetings, make presentations, and close sales.

    + Handle an active list and maintain and grow existing and new accounts.

    + Prospect, negotiate, and generate new leads, as well as qualify leads generated by support functions.

    + Attend promotional events and other client networking events.

    + Work in partnership with support team on pre-sale/post-sale processes

    YOU HAVE: (aka Qualifications)

    + Proven track record of success in media at agencies and on client side

    + Proficient in MS Office, Matrix, and Wide Orbit Traffic

    + Preferred experience in Vivvix, and Strata

    + Executive presence, heavy focus on research and business development

    + Strategic, creative, analytical and possess the ability to multi-task.

    + Bachelor's degree in business and/or marketing or previous advertising/media sales experience preferred

    + Must be willing to work in office & virtually in TU location.

    + Must have unrestricted authorization to work in the United States

    + Must possess a good driving record and a valid driver’s license.

    Salary Range

    100% Commission Structure with recoverable draw + benefits

    Exact compensation may vary based on skills, experience, and location. Please note the national salary range listed in the job posting reflects the new hire salary range across levels and U.S. locations that would be applicable to the position.

    OUR BENEFITS:

    TelevisaUnivision believes that a happy, well-balanced employee is what makes our culture thrive. We offer a wide selection of perks and benefits including PTO; tuition reimbursement; wellness and employee support programs; 401K; and life and other insurance plans. This is all in addition to our comprehensive and competitive health benefits package featuring medical, dental and vision coverage options.

    Univision is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

    About TelevisaUnivision

    As the leading Spanish-language media and content company in the world, TelevisaUnivision features the largest library of owned content and industry-leading production capabilities that power its streaming, digital and linear television offerings, as well as its radio platforms. The Company’s media portfolio includes the top-rated broadcast networks Univision and UniMás in the U.S. and Las Estrellas and Canal 5 in Mexico. TelevisaUnivision is home to 36 Spanish-language cable networks, including Galavisión and TUDN, the No. 1 Spanish-language sports network in the U.S. and Mexico. With the most compelling portfolio of Spanish-language sports rights in the world, TelevisaUnivision has solidified its position as the Home of Soccer. TelevisaUnivision also owns and manages 59 television stations across the U.S. and four broadcast channels in Mexico affiliated with 222 television stations, Videocine studio, and Uforia, the Home of Latin Music, which encompasses 57 owned or operated U.S. radio stations, a live event series and a robust digital audio footprint. TelevisaUnivision is home to the global streaming services ViX and Blim TV, which altogether host over 50,000 hours of high-quality, original Spanish-language programming from distinguished producers and top talent. The company’s prominent digital assets include Univision.com, Univision NOW, and several top-rated digital apps. For more information, visit televisaunivision.com.

    Sobre TelevisaUnivision

    Como la compañía líder de contenidos y medios en español en el mundo, TelevisaUnivision cuenta con la biblioteca de contenido propio más grande y capacidad de producción líder en la industria, mismas que impulsan sus ofertas de transmisión digital y lineal, así como sus plataformas de radio. La cartera de medios de la Compañía incluye las cadenas de transmisión líderes Univision y UniMás en Estados Unidos, y Las Estrellas y Canal 5 en México. TelevisaUnivision es el hogar de 36 canales de televisión de paga en español, incluidos Galavisión y TUDN, el canal de deportes en español número 1 en Estados Unidos y en México. Con la cartera de derechos deportivos en español más atractiva del mundo, TelevisaUnivision ha consolidado su posición como la Casa del Fútbol. TelevisaUnivision también posee y administra 59 estaciones de televisión en Estados Unidos y cuatro canales de transmisión en México con 222 estaciones de televisión asociadas, los estudios de Videocine y Uforia, the Home of Latin Music, que abarca 57 estaciones de radio propias u operadas en Estados Unidos, una serie de eventos en vivo y una sólida huella de audio digital. TelevisaUnivision es el hogar de los servicios de transmisión digital premium ViX y Blim TV, que en conjunto presentan más de 50,000 horas de programación original en español de alta calidad de productores distinguidos y talento destacado. Los activos digitales más relevantes de la empresa incluyen Univision.com, Univision NOW y varias aplicaciones digitales de primera categoría. Para obtener más información, visite televisaunivision.com


    Employment Type

    Full Time

  • Commercial Surety Underwriter/Financial Analyst
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted 2 days    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**

    Underwriting

    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $68,600.00 - $113,000.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.

    This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.

    The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business.

    As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of a typically smaller assigned book of business.

    + Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.

    + Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Execute agency, region, and group sales plans with guidance from management.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Applicable professional experience.

    + Bachelor’s degree.

    + One to three years of applicable underwriting experience.

    + Working knowledge of products, the regulatory environment, and local market conditions.

    + Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.

    + Communication skills with the ability to negotiate with agents and brokers.

    **What is a Must Have?**

    + One year of related professional experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time


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