Business, Entrepreneurialism, and Management

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, Entrepreneurialism, and Management Area of Interest

Are you interested in training?

Contact an Advisor for more information on this career!

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

228

Current Available Jobs

6,580

Projected job openings through 2030


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

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments - 20th and Camelback
    Bank of America    Phoenix, AZ 85016
     Posted about 7 hours    

    The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.

    The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.

    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 disciplinary action up to and including termination.

    Required Qualifications:

    Demonstrates willingness to complete required industry licensing

    Displays confidence working in a sales role

    Builds strong client relationships through effective communication and collaboration

    Displays a proactive mindset and effective time management

    Demonstrates a results-driven mindset and prioritizes client interests

    Identifies appropriate client solutions through application of learnings and new information

    Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

    Desired Qualifications:

    Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

    Learns and adapts to new technology or applications

    Executes multiple tasks simultaneously


    Area of Interest

    Financial Services

    Employment Type

    Full Time

  • Wealth Management Client Service Associate
    Bank of America    Chandler, AZ 85224
     Posted about 7 hours    

    Job Description:

    Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

    The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
    You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
    For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.
    Responsibilities include:

    End-to-end onboarding process; including systems, documentation, and follow-up
    New account opening and maintenance
    Phone coverage for assigned advisors
    IAP enrollment and maintenance
    Process and manage client servicing requests and account maintenance
    Drive digital client engagement
    Use Salesforce to track daily activities

    Required Skills:

    Minimum of 1+ years of professional or relevant internship experience
    Knowledge of investment and banking products, policies & procedure
    Strong client service & technical skills (MS Word & Excel)
    Strong communication, time management, and organizational​

    Desired Skills:

    Undergraduate Degree
    Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
    The candidate should respond well to changing and evolving job duties and expectations.
    Strong technological skills are desired
    Bilingual - Mandarin or Cantonese Chinese

    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


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Area of Interest

    Financial Services

    Employment Type

    Full Time

  • SLED Account Executive - AZ/NV/UT
    Rubrik    USA, AZ
     Posted about 23 hours    

    **About Team & About Role:**

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

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

    **What You’ll Do:**

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

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

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

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

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

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

    **Experience You’ll Need** :

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

    + SLED experience

    + consistent track record landing “net new logos" within SLED. WE NEED HUNTERS.

    + understanding and experience working with channel

    + consistent over-achievement

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

    + Experience selling a complex solution

    \#LI-DNI

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

    US (SF Bay Area, DC Metro, NYC) Pay Range

    $115,100—$183,900 USD

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

    US2 (all other US offices/remote) Pay Range

    $109,400—$174,700 USD

    **Join Us in Securing the World's Data**

    Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

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

    **Diversity, Equity & Inclusion @ Rubrik**

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

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

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

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

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

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

    **Equal Opportunity Employer/Veterans/Disabled**

    Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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

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

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

    EEO IS THE LAW - POSTER SUPPLEMENT

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

    NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ
    JPMorgan Chase    Scottsdale, AZ 85258
     Posted about 23 hours    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Financial Analyst Senior
    Highmark Health    Phoenix, AZ 85067
     Posted about 23 hours    

    **Company :**

    Allegheny Health Network

    **Job Description :**

    **GENERAL OVERVIEW:**

    Perform a wide range of project task and acts as a financial and operational liaison for operations, regulatory agencies, or other outside entities. Serves as the technical expert for team members. Analyzes financial or contractual results, trends, performance metrics and provides root cause analysis to support business decisions. May analyze products and plans. Recommends, based on trends, and historical analysis revenue budget adjustments, and other cost improvement measures. May be responsible for management and reporting functions for specific or programs funded by commercial, federal, state, local, foundation or industry partners through grants, contracts, or service agreement mechanisms.

    **ESSENTIAL RESPONSIBILITIES:**

    + Records, classifies and summarizes or contractual transactions and events in accordance with generally accepted accounting principles. Interprets transactions and events for users at all levels of the organization who must make economic or business decisions. (20%)

    + Depending on role develops and/ or maintains processes and performs complex calculations to support the short and long term strategic plans and operating budgets, supports monthly close or contracting process and the generation of the monthly and/or annual financial statements. May be responsible for negotiations and comparisons of payor performance . (20%)

    + As required provides expertise and education related to budgeting, revenue recognition, reimbursement, and system and processes changes. Correlates Revenue/Expense to volumes and prepares reports to assist financial management in assessing financial performance. (20%)

    + Evaluates, updates, and maintains processes in support of regulatory and third party changes, quarterly workpapers, annual audits, cost accounting, and third party cost reporting. (10%)

    + Performs detailed variance analysis against expected budget, forecast, prior periods, modeling or other revenue benchmarks as required to support operations. (10%)

    + Stays abreast of issues impacting the healthcare industry and/or third party payor regulations/requirements, sponsored project research, especially those that have a financial impact to AHN and communicates those issues to team and management. Makes recommendations for financial and performance improvement. (5%)

    + Analyzes contractual or financial results, trends, performance metrics and provides root cause analysis to support contracting and/or business decisions. Recommends budget adjustments, and other cost/revenue improvement measures. (15%)

    + Performs other duties as assigned or required.

    **QUALIFICATIONS** :

    **Minimum**

    + BA/BS Degree in Accounting, Finance, Business Administration or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree

    + Minimum of 4 years’ financial analysis experience.

    + Proficiency with spreadsheet applications and database management.

    **Preferred**

    + Master's Degree or equivalent experience.

    + CPA, CMA, FHFMA, CHFMA or CRA.

    + Sponsored program administration.

    + Demonstrated ability to understand and apply complex federal regulations and policy.

    **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

    **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

    _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

    _Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

    **Pay Range Minimum:**

    $28.18

    **Pay Range Maximum:**

    $43.80

    _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

    Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.

    EEO is The Law

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _https://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf_ )

    We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.

    For accommodation requests, please contact HR Services Online at [email protected]

    California Consumer Privacy Act Employees, Contractors, and Applicants Notice

    Req ID: J248501


    Employment Type

    Full Time

  • Account Executive
    Indeed    Scottsdale, AZ 85258
     Posted about 23 hours    

    **Your job**

    Account Executives at Indeed are on the front lines of helping organizations more effectively maximize their online recruitment strategy. You will advocate job search technology to prominent companies across multiple regions and promote the power of our products to make them more productive, collaborative and mobile. Your drive to learn from and establish connections with others will ultimately help more organizations find and hire great people.

    **Who you are**

    + Build and develop account relationships and close sales efficiently

    + Evaluate and assess trends to present monthly analytics reports to your clients

    + Target potential revenue opportunities (cold call) and build a pipeline to achieve quota

    + Conduct live product demonstrations over the phone and via webinar

    + Develop relationships through phone, email, social media and professional networking

    + Drive growth by selling pay-per-click advertising (PPC) services to small-to-medium sized employers

    **Who we are**

    + 1+ years of experience in a sales environment

    + You have a drive to hunt (cold-call), and educate - you're not easily intimidated by new relationships

    + Exceptional written and verbal communication, telephone etiquette, and delivering engaging presentations.

    + You are data focused and self-driven

    + The aptitude to learn and apply new concepts

    **Our mission**

    As the world’s number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.

    (*comScore Total Visits, September 2023)

    **Salary Range Disclaimer**

    The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), an open Paid Time Off policy, and many region-specific benefits.

    **Salary Range Transparency**

    Scottsdale 18.75 - 25.48 USD per hour $110-100 OTE

    **EEO and Accommodations**

    Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neuro-diversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds.

    Indeed is committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact Talent Attraction Accommodations at 1-855-567-7767, or by email at [email protected] . If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.

    **Fair Chance Hiring**

    We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.

    Applicants must be authorized to work in country where we are hiring.

    **Privacy Policy**

    Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site’s user and privacy policy found at https://www.indeed.com/legal , we also want to make you aware of our recruitment specific privacy policy found at https://www.indeed.com/legal/indeed-jobs .

    Apply now (https://careers-indeed.icims.com/jobs/45419/account-executive/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834446294)

    **ID** _2025-45419_

    **Job Locations** _US-AZ-Scottsdale_


    Employment Type

    Full Time

  • Financial Advisor - Career Change Opportunity
    Edward Jones    Goodyear, AZ 85338
     Posted 2 days    

    **Job Overview**

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

    Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

    **We'll give you the support you need. Our team will be there every step of the way, providing:**

    + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.

    + Salary for the first five years as you begin to build your practice²

    + A firm-provided branch office in the community

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

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

    **You can also expect...**

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

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

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

    + A culture of continuous improvement and professional development

    **Key Responsibilities**

    + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

    + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

    + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

    + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

    + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

    ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration

    ² As your new asset compensation and commissions increase over the first five years, salary will decrease

    **Benefits:**

    Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

    **Compensation:**

    We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

    For more information regarding compensation please click the link below.

    New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)

    Supplemental Starting Salary Range $45,000 - $100,000

    Read More About Job Overview

    **Skills/Requirements**

    Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

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

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

    + Love of learning and challenges, including determination to succeed

    + Skilled in long-term relationship building

    + Comfortable in your ability to think critically

    + Passion for new opportunities

    **Can you see yourself...**

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

    + Delivering personalized investment and financial solutions to your clients?

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

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

    + Working in and positively impacting your local community?

    **Skills/Requirements**

    **Candidates should have at least one of the four qualifications bullets listed below:**

    + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry

    + Financial services and/or sales experience

    + Financial services registration, licensing, or certification

    + Professional and/or military career progression

    **Licensing:**

    + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.

    + FINRA registrations required within three months. State insurance licenses will be required.

    + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

    Read More About Skills/Requirements

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

    Read More About Awards & Accolades

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-USFATA


    Employment Type

    Full Time

  • Account Executive
    EDB    Phoenix, AZ 85067
     Posted 2 days    

    **A Little About Us**

    EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB’s data-driven solutions enable customers to modernize legacy systems and break data silos while leveraging enterprise-grade open source technologies. EDB delivers the confidence of up to 99.999% high availability with mission critical capabilities built in such as security, compliance controls, and observability. For more information, visit www.enterprisedb.com

    **Job Description:**

    In this role as an Account Executive, you'll be at the forefront of expanding our reach, engaging with new enterprise accounts through hands-on prospecting and strategic hunting. You’ll be part of the team leading the charge at a top-tier company, well-recognized for revolutionizing the industry with our advanced Postgres toolset. It's a position for someone ready to drive growth and eager to contribute to a trailblazing journey in a dynamic environment.

    **What your impact will be:**

    + Identify new opportunities for sales expansion through thorough market research. Tailor sales processes for enterprise-level prospects and create customized sales pitches to engage high-value clients successfully.

    + Drive revenue growth by generating leads and cultivating relationships with potential clients. Achieve and aim to exceed sales targets through strategic selling methods. Craft and execute sales plans that successfully lead to revenue generation. Keep a pulse on sales performance with detailed metrics analysis to predict income trends.

    + Discuss the terms and conditions of sales contracts with enterprise clients, ensuring that all agreements are favorable. Work in unison with legal teams to draft and review all contract documents meticulously.

    **What you will bring:**

    + 5+ years in enterprise sales experience

    + Skills in market research and analysis to identify sales opportunities

    + Ability to craft customized sales pitches for enterprise-level clients

    + Expertise in lead generation strategies for B2B sales

    + Proficiency in strategic hunting and prospecting techniques

    + Track record of achieving and exceeding sales targets

    + Proven success in leading revenue growth

    EDB is committed to supporting our employees' overall well being by offering a range of benefits and resources to promote a healthy work-life balance and wellness. We provide access to CuraLinc to aid employees in health and wellness tips and practices, as well as Wellness Fridays extending to December 2025! Check out our career site for more information on perks and benefits and reach out to our Talent Acquisition team for region specific benefits.

    We know it takes a unique mix of people and skills to help us in our mission to supercharge Postgres, and we understand that not everyone will check every box. We’d love to hear from you and we want you to apply!

    EDB is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. EDB was built on a commitment to trust and respect each other and to embrace an array of people and ideas. These values remain at the center of our culture and are key to our company’s integrity.

    EDB does not seek or accept unsolicited resumes or CVs from recruitment agencies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee.

    \#LI-Remote #BI-Remote


    Employment Type

    Full Time

  • Account Executive, New Verticals
    DoorDash    Phoenix, AZ 85067
     Posted 2 days    

    About the Team

    On the New Verticals team, our mission is building the future of local commerce through expanding our product offerings on the DoorDash platform. Stationed regionally, this team owns new business development by creating deep partnerships with the most coveted local and regional merchants across the US in our Grocery, Convenience, Liquor, Retail, and Flower segments.

    You’ll focus on leading the sales cycle and closing partnerships with prospective merchants while promoting the DoorDash brand.

    About the Role

    We are looking for an Account Executive (AE) to join our New Verticals team. As an Account Executive, you are responsible for bringing on the best local and regional small and mid-size merchants (SMB) onto DoorDash. You will own the complete sales process from start to finish while operating in a transactional deal cycle, leading the full sales cycle from prospecting to closing deals. In this role, you will creatively engage with prospects while achieving metrics. You will report to the Inside Sales Manager on our New Verticals team, where you'll have direct access to grow your career to the next level.

    We expect this role to be flexible, with some time in office and some time remote. You will need the ability to travel as needed for in-person collaboration through training, offsites, team-building events, and other business-related necessities.

    You’re excited about this opportunity because you will…

    + Help transform the way stand-alone liquor stores monetize through our on-demand delivery service

    + Create a great first impression with merchants and build a pipeline of qualified leads

    + Lead the full sales cycle while closing transactions to attain new business from small to midsize merchants

    + Master email marketing automation tools to creatively engage prospects

    + Make a high volume of cold calls (80+) and emails to prospects daily

    We’re excited about you because…

    + You have 3-4 years of experience working in a high volume inside sales environment

    + You have experience in Small - Medium (SMB) business to business sales

    + You have managed a full sales cycle and have been in a closing or lead generation sales role

    + You are genuinely curious about people, local businesses, and technology

    + You have a dynamic personality with a customer-focused mindset

    + You are creative, persistent, and passionate about sales

    + You can navigate sales and internal tools quickly (Salesforce, Outreach, Sales Navigator, Google Apps)

    Applications for this position are accepted on an ongoing basis

    Compensation

    Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Base salary is localized according to employee work location.

    In addition to base salary, the compensation for this role includes opportunities for equity grants and sales commission. Talk to your recruiter for more information.

    DoorDash cares about you and your overall well-being. That’s why we offer a comprehensive benefits package for all regular employees that includes a 401(k) plan with an employer match, paid time off, paid parental leave, wellness benefit and several paid holidays. Paid sick leave in compliance with applicable laws (i.e. Colorado Healthy Families and Workplaces Act).

    Additionally, for full-time employees, DoorDash offers medical, dental, and vision benefits, disability and basic life insurance, family-forming assistance, a commuter benefit match and a mental health program, among others.

    To learn more about our benefits, visit our careers page here (https://careers.doordash.com/) .

    The base pay for this position ranges from our lowest geographical market up to our highest geographical market within the United States.

    $18.42 — $27.12 USD

    The total on-target earnings (base + commissions) for this position ranges from our lowest geographical market up to our highest geographical market within the United States.

    $30.70 — $45.20 USD

    About DoorDash

    At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods.

    DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees’ happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more.

    Our Commitment to Diversity and Inclusion

    We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.

    Statement of Non-Discrimination : In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination.

    Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.

    If you need any accommodations, please inform your recruiting contact upon initial connection.


    Employment Type

    Full Time

  • Strategic Account Executive
    DoorDash    Tempe, AZ 85282
     Posted 3 days    

    About the Team

    On the Inside Sales team, our mission is to promote growth in local economies by building connections with businesses across the nation and promoting the DoorDash platform. Stationed locally, this team owns new business development by creating deep partnerships with the most coveted local and regional restaurants across the US.

    About the Role

    We're looking for a Strategic Account Executive to join our team to help bring the most valuable merchants onto the DoorDash platform. As part of our Inside Sales team, you'll join a team of experienced sales professionals who have excelled in the art of leading deliberate sales processes. You'll be focused on new restaurant acquisitions with a transactional deal cycle targeting our most important strategic markets. You will have the freedom and autonomy to manage your day to hit your targets.

    You will report to the Inside Sales Manager where you'll have direct access to grow your career to the next level. We expect this role to be flexible in terms of time spent remote and in-office with the ability to travel as needed for in-person collaboration through trainings, offsites, team-building events, and other business related necessity.

    You’re excited about this opportunity because you will…

    + Help transform the way restaurants monetize through our on-demand delivery service

    + Create a great first impression with merchants and build a pipeline of qualified leads

    + Lead the full sales cycle while closing transactions to attain new business from small to midsize merchants

    + Master email marketing automation tools to creatively engage prospects

    + Make a high volume of cold calls (80+) and emails to prospects daily

    + Ability to travel as needed for in-person collaboration through trainings, offsites, team-building events, and other business related necessity

    We’re excited about you because…

    + You have 2+ years of experience working in a high volume inside sales environment

    + You have experience in Small - Medium (SMB) business to business sales

    + You have managed a full sales cycle and have been in a closing or lead generation sales role

    + You are genuinely curious about people, local businesses, and technology

    + You are passionate and persistent about sales

    + You can navigate sales and internal tools (Salesforce, Outreach, Sales Navigator, Google Apps)

    Applications for this position are accepted on an ongoing basis

    Compensation

    Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Base salary is localized according to employee work location.

    In addition to base salary, the compensation for this role includes opportunities for equity grants and sales commission. Talk to your recruiter for more information.

    DoorDash cares about you and your overall well-being. That’s why we offer a comprehensive benefits package for all regular employees that includes a 401(k) plan with an employer match, paid time off, paid parental leave, wellness benefit and several paid holidays. Paid sick leave in compliance with applicable laws (i.e. Colorado Healthy Families and Workplaces Act).

    Additionally, for full-time employees, DoorDash offers medical, dental, and vision benefits, disability and basic life insurance, family-forming assistance, a commuter benefit match and a mental health program, among others.

    To learn more about our benefits, visit our careers page here (https://careers.doordash.com/) .

    The base pay for this position ranges from our lowest geographical market up to our highest geographical market within the United States.

    $25.50 — $37.50 USD

    The total on-target earnings (base + commissions) for this position ranges from our lowest geographical market up to our highest geographical market within the United States.

    $43.50 — $73 USD

    About DoorDash

    At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started with door-to-door delivery, and we are looking for team members who can help us go from a company that is known for delivering food to a company that people turn to for any and all goods.

    DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees’ happiness, healthiness, and overall well-being by providing comprehensive benefits and perks including premium healthcare, wellness expense reimbursement, paid parental leave and more.

    Our Commitment to Diversity and Inclusion

    We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.

    Statement of Non-Discrimination : In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at DoorDash. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination.

    Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.

    If you need any accommodations, please inform your recruiting contact upon initial connection.


    Employment Type

    Full Time


Related Careers & Companies

Business, Entrepreneurialism, and Management

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry