Personal Financial Advisors

**Your opportunity**

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.

**What you have**

**Required Qualifications:**

+ A valid and active Series 7 license is required ( _license may be obtained under a condition of employment through Branch Network Licensing Program_ )

+ A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of employment_ )

**Preferred Qualifications:**

+ 3+ years of Financial Services Industry Experience

+ Strong written and verbal communication skills

+ Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize

+ Ability to identify new relationship development

+ Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)

+ Ability to uncover and meet client needs and effectively manage client expectations

+ Ability to build and maintain good cross-enterprise working relationships

+ Capability to become a Notary

+ Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool

+ Openness to manage local events, as needed

**What’s in it for you**

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

**Primary City/State:**

Phoenix, Arizona

**Department Name:**

Admin-Clinic

**Work Shift:**

Day

**Job Category:**

Finance

Health care is constantly changing, and at Banner Health, we are at the front of that change. We are leading health care to make the experience the best it can be. We want to change the lives of those in our care – and the people who choose to take on this challenge. If changing health care for the better sounds like something you want to be part of, we want to hear from you.

We are growing and seeking a **Senior Financial Analyst** to be part of this important and exciting work supporting the Banner Phoenix Primary Care service line. In your role as a senior financial analyst, you will primarily be responsible for managing financial reporting for the clinics, month-end journal entries, budget forecasting, ad hoc analysis etc. The role requires strong Excel skills, an ability to work independently, and demonstrated strong analytical aptitude. This role will also assist with A/R reconciliations and will interface with finance and operations teams. We are seeking someone who is a team player and can see the bigger picture as well as understand the detail.

**Location** : This is a remote hybrid role, this role requires travel to our Phoenix Metro Banner Medical Group Primary Care Clinics & to Phoenix Corporate as needed.

**Schedule** : Exempt Mon-Fri

At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.

POSITION SUMMARY

This position is responsible for providing coordination and/or collection of relevant financial data to prepare and interpret financial reports for management in an accurate and timely manner. This position provides maintenance/updates as necessary to ensure the integrity of assigned financial systems and databases.

CORE FUNCTIONS

1. Gathers data from various sources to document and analyze statistics and financial information necessary to complete projects in assigned area. Generates various monthly or bi-weekly financial reports or ad hoc reports that enable management to control and analyze operations.

2. Works with management and staff of various departments to assist with financial data gathering and/or interpretation. Ensures accuracy of financial information systems and maintenance of reporting. Ensures the integrity of statistical files and databases used for financial reporting.

3. Works with other analysts to manage key financial processes within the organization (including operating budgets, forecasts program reporting and analysis, charge management, cost accounting, decision support and reimbursement analysis).

4. Provides financial modeling resources for special projects assigned to the department by management for analysis. Brings strength in logic and analysis of data, sorts through data and determines which elements are useful or pertinent to the assigned project. Identifies outliers and recognizes trends, presents data and analysis results to appropriate parties.

5. Prepares timely and accurate reports and presentations for state and federal agencies, administration and corporate to satisfy mandated reporting requirements policy, law or management. Maintains accurate statistical, contractual or other financial databases, as assigned.

6. Assists in identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis. Educates users of the assigned financial reporting system on the utilization of reports and the functionality of those reports.

7. Provides education on available financial tools and resources and provides learning to non-financial staff so they can break down analysis in simple terms.

8. Assignments located in the Western region will have regional accountability and will provide financial analysis support for multiple facilities within the Western Region.

9. Uses specialized knowledge to analyze information and solve business problems. Works independently under general supervision. Provides management with accurate and timely information necessary to effectively manage financial operations for revenues in excess of $300m annually. Consults internally with Department Directors, Administration, Data Operations, Financial Services Department Personnel and Banner Health System personnel. Works with State governmental agencies, colleagues as other healthcare facilities, professional organizations and outside vendors. Assignments with in the Western Region will have regional scope and accountability.

MINIMUM QUALIFICATIONS

Requires a Bachelor’s degree in Accounting, Finance or Business Administration or equivalent experience.

Requires a proficiency level typically attained with three to four years of experience in healthcare financial management/analysis work. Must have excellent analytical and organizational skills and the ability to manage multiple priorities with changing needs and deadlines. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.

Requires strong abilities in statistical analysis, data interpretation, computer software applications, database and spreadsheet programs, plus a proficiency in financial modeling techniques to generate management reports, projections, allocations, and analyses.

PREFERRED QUALIFICATIONS

Additional related education and/or experience preferred.

**EEO Statement:**

EEO/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

Our organization supports a drug-free work environment.

**Privacy Policy:**

Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

EOE/Female/Minority/Disability/Veterans

Banner Health supports a drug-free work environment.

Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability

Overview Pre-Services Financial Counselor $1500 New Hire Bonus! Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference. From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more. Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is one of Arizona’s largest nonprofit healthcare systems, serving a population of five million people in the greater Phoenix metropolitan area. The comprehensive network encompasses nine acute-care hospitals, an extensive medical group with primary, specialty and urgent care services, a cancer care network, outpatient surgery centers, clinical research, medical education, a foundation, an accountable care organization, community services and more. With more than 16,000 team members, 3,700 affiliated providers and over 1,100 volunteers dedicated to providing high quality care, HonorHealth strives to go beyond the expectations of a traditional healthcare system to improve the health and well-being of communities across Arizona. Learn more at HonorHealth.com. Responsibilities Job Summary Ensures that an account is established for every scheduled patient. Obtains complete and accurate patient demographics, insurance plan and benefits information, and ensures treatment authorization is secured in advance of the scheduled procedure while maintaining a minimum accuracy rate on reviewed accounts as defined by departmental standards. Verifies patients’ insurance coverage, eligibility, and Point of Service financial obligation for all scheduled services, and documents the system in detail. Adheres to all third party payer requirements for both government and commercial payers. Determines insurance eligibility and coverage, obtains/confirms authorization to avoid non-compliance and penalties to the patient, health system and physician. Communicates current Medicare requirements, HIPAA compliance and reimbursement criteria. Collaborates with Case Management to ensure patient status is correct and documentation is provided to insurances as needed. Creates and/or updates hospital account. Obtains and enters into hospital information system required patient demographics and insurance information in a timely manner after procedure is scheduled. Documents all information according to departmental guidelines. Provides feedback to supervisor on changes/updates implemented by insurances as obtained. Contacts patients to verify demographic information and to perform financial counseling prior to time of service. Collects patient responsibility due, provides information on payment plans and financial assistance as necessary. Follows department and network policies concerning discounts, package rates and basic financial assistance. Qualifications Education High School Diploma or GED Required Experience 1 year in healthcare field including medical office insurance/front desk, hospital registration, hospital business office (billing or collections) Required

**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.

The Product Line Specialist AE is a technical sales professional characterized by intimate understanding of their specific product, the pain it resolves, the competitors, market, qualification, objections, and value proposition. Through a quantity of focused interactions they become exceedingly specialized and competent in their discipline making great impressions on prospects and core sales team alike. They own the product number, are hungry to overachieve it. Their success is ensured by their expertise, their champion building, and their high level of effective activity. They champion and evangelize their product in the field, internally and externally, and with our resellers. They are the point of contact for PnP, PM, PMM as a consolidated voice of field and customer.

**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 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 direct field team, 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

**Preferred Qualifications:**

+ 3+ years SaaS security and/or infrastructure sales experience as customer facing, variable comp.

+ Consistent track record of success/overachievement

+ Higher than average business acumen & deal sense

+ Proven ability to build champions/work cross functionally

+ Bias for action, self starter

\#LI-CG1

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 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

**POSITION SUMMARY:** The Account Executive is responsible for identifying leads and proactively prospecting and selling new and profitable business within an assigned geographic area. The Account Executive is required to sell the full suite of Republic Services products’, which includes small and large container for municipal solid waste and recycling, as well as electronic and universal recycling. The Account Executive meets regularly with prospective new clients in his or her assigned market area to deliver sales presentations, follow up with key decision makers and sell all services, including total waste stream management solutions, as appropriate.

**PRINCIPAL RESPONSIBILITIES:**

+ Identifies viable leads, manages prospects and acquires new, profitable commercial, industrial and recycling business to meet and exceed monthly established targeted revenue goals.

+ Follows up on the leads received by the Lead Generators within 2 hours and always creates a follow up task in Salesforce to determine the next step.

+ Utilizes Salesforce on a daily basis, schedules and documents all activities, and develops robust information profiles on prospective customers to facilitate acquisition of new customers.

+ Prepares and delivers sales presentations to prospective new clients; follows up with key customer decision makers to close sales.

+ Completes consistently scheduled phone blocks and cold call prospecting activities to establish initial and follow-up appointments with decision-makers.

+ Develops and maintains an awareness of market behavior and competitive trends in designated markets to anticipate changing customer needs.

+ Maintains a thorough knowledge of the Company’s available services, lines of business, and pricing structures; offers additional services to existing and potential commercial, industrial and recycling clients, including total waste stream management solutions, as appropriate, to grow targeted profitable revenue and contribute to Company goals and objectives.

+ Completes required Customer Service Agreements, reports and other paperwork in a timely manner and in accordance with Company policy.

+ Regularly meets with Sales Manager to review weekly customer retention and relationship activities, progress versus goals and status of key customer relationships.

+ Builds relationships and increases Company visibility through participation in Company-sponsored activities as required; attends trade shows, chamber of commerce events and other events, as necessary. Acts as a Company representative at community events, where required.

+ Performs other job-related duties as assigned or apparent.

**PREFERRED QUALIFICATIONS:**

+ Waste or service industry experience.

**MINIMUM QUALIFICATIONS:**

+ Minimum of 2 years of direct selling experience in a customer-facing role that includes identifying and addressing customer needs. (Required)

+ Valid driver’s license. (Required)

**Rewarding Compensation and Benefits**

Eligible employees can elect to participate in:

• Comprehensive medical benefits coverage, dental plans and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan with a generous company match.

• Employee Stock Purchase Plan (ESPP).

_The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.

**ABOUT THE COMPANY**

Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

Our company values guide our daily actions:

+ **Safe** : We protect the livelihoods of our colleagues and communities.

+ **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

+ **Environmentally Responsible:** We take action to improve our environment.

+ **Driven** : We deliver results in the right way.

+ **Human-Centered:** We respect the dignity and unique potential of every person.

We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

**STRATEGY**

Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

**Recycling and Waste**

We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

**Environmental Solutions**

Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

**SUSTAINABILITY INNOVATION**

Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

**RECENT RECOGNITION**

+ Barron’s 100 Most Sustainable Companies

+ CDP Discloser

+ Dow Jones Sustainability Indices

+ Ethisphere’s World’s Most Ethical Companies

+ Fortune World’s Most Admired Companies

+ Great Place to Work

+ Sustainability Yearbook S&P Global

Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides* *you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Stanley - VCS you’ll have the unique opportunity to join a team of highly skilled Financial Advisors dedicated to providing personalized virtual advice for the modern investor.

All client interactions are phone-based, complemented by digital touchpoints. You will be surrounded by a team that focuses on deepening and growing an existing book of Morgan Stanley relationships. As a *Licensed/Registered**Virtual Client Financial Advisor – Gilbert, AZ* your primary focus is to help clients establish a strong foundation that will ultimately position them to reach their financial goals – helping to simplify the goals-based planning process, so clients can focus on what matters most.*This position will be starting in May 2025.***

This is achieved through accessing the intellectual capital of the Firm, including some of the best investment research in the industry, which will empower you to confidently navigate complex market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client’s goals, but help you deliver against your new asset objectives.

Your local leadership team will be by your side to support you in your growth and development by providing ongoing coaching to advance your skillset and progress your career.

*The Value You’ll Add:*

§ In a team-based environment, via inbound and outbound communication, retain and build client relationships by providing advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and closing new asset opportunities.

§ Have a deep understanding of current financial markets, the Firm’s products, and those of its strategic partners. Leverage these tools to tailor advice and guidance for each client’s circumstances, investment objectives and goals.

§ Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness, and follow-through.

§ Focus on meeting business objectives, and doing so in a professional manner.

§ Acting with the highest ethical standard and integrity to put clients’ needs above all other considerations.

§ Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines

*The Experience You’ll Gain*:

The Morgan Stanley Client Solutions Training program is a three-phase program, consisting of 2-3 months training and development designed to ensure that Financial Advisors are fully prepared to take their place among our Financial Advisor workforce.

*/Upon completion of this program the Financial Advisor will be able to:/*

§ Understand the purpose and vision of Morgan Stanley Financial Advisor role.

§ Provide exceptional client experience and ask effective questions to understand and fulfill the clients need.

§ Demonstrate proficiency in the use of Morgan Stanley tools.

§ Build a recommendation that aligns to the client's financial goals.

§ Deepen the client relationship by conveying the value Morgan Stanley products and services can provide the client.

§ Listen for opportunities to educate clients on firm capabilities.

*Required Qualifications*:

§ Bachelor's degree or equivalent

§ *Required Active Licenses: *Series 7 and Series 66 (or 63 & 65)

§ 1-3 years of relevant financial services or brokerage sales experience preferred

§ Excellent communicator with strong client service skills

§ *Able to start with the firm in May 2025***

*Why Morgan Stanley*:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

**Job:** **Wealth Management*

**Title:** *Licensed/Registered Virtual Client Financial Advisor - Gilbert, AZ*

**Location:** *Arizona-Gilbert*

**Requisition ID:** *3263986*

**Your role at Dynatrace**

We are looking for a candidate to fill a newly created position as an Enterprise Expansion Account Executive. In this role, you will drive sales growth through targeted acquisition and expansion efforts across various industry segments.

It’s all about a “land and expand” approach amongst enterprise-grade organizations. As part of your responsibilities, you’ll oversee 7 to 10 existing customer accounts. Your focus will be on nurturing these relationships and expanding partnerships. Additionally, you’ll engage with 5 to 8 potential customers, introducing them to our offerings. After successfully converting prospects, you’ll have the chance to maintain those accounts and explore opportunities for upselling and cross selling our solutions. Additionally, you’ll benefit from mentorship provided by our award-winning leadership team. Collaborating closely with our high-performing sales professionals, SDRs, and partners, you’ll be on the path toward achieving ultimate success.

**_What you will be focusing on as an Enterprise Expansion Account Executive_**

+ Execute on territory plans to deliver maximum revenue potential within a pool of regionally focused Enterprise accounts.

+ Collaborative pre-defined SE support based on region.

+ 7-10 customers, 5-8 prospects, with 18 total accounts.

+ Drive new logo customers whilst also focusing on expanding Dynatrace usage within existing accounts.

+ Consult with Vice President and C-level executives to develop and implement an effective enterprise-wide strategy that maximizes the value delivered by Dynatrace; position Dynatrace relative to the competition.

+ Generate velocity by establishing Dynatrace in new markets through product demonstrations, in-market events and account specific initiatives.

+ Develop a contact network within named accounts and channel partners to ensure Dynatrace can be sold broadly and effectively.

+ Work closely with Dynatrace functional areas such as sales engineering, marketing, legal, finance and other lines of business to develop and execute a solution strategy to meet customer business needs.

+ Ensure your customers’ implementations are wildly successful.

**What will help you succeed**

**Minimum Requirements:**

+ HS diploma or GED AND a minimum of one year of experience in closing enterprise software sales.

**Preferred Requirements:**

+ You show a successful track record in Enterprise software sales across many business functions within the executive level of a customer.

+ You can manage sales cycles within complex organizations, while compressing decision cycles.

+ You have outstanding organizational and communication skills (written and oral, negotiation and presentations skills).

+ You are confident in building a diverse territory plan and have familiarity in leveraging a sales ecosystem.

+ You have proven experience in acquiring new business.

+ You thrive in high-velocity situations and can think/act with a sense of urgency.

+ You are a motivated and tenacious self-starter who consistently delivers high performance against quota, driven by VP- and C-level relationships.

+ You know how to build and execute business plans and sales plays.

+ You know how to collaborate and co-sell internally across all supporting resources to maximize your effectiveness and advance the sales process (familiar with MEDDPIC). You are familiar with the observability and modern application market.

**Why you will love being a Dynatracer**

+ Dynatrace is a leader in unified observability and security.

+ We provide a culture of excellence with competitive compensation packages designed to recognize and reward performance.

+ Our employees work with the largest cloud providers, including AWS, Microsoft, and Google Cloud, and other leading partners worldwide to create strategic alliances.

+ The Dynatrace platform uses cutting-edge technologies, including our own Davis hypermodal AI, to help our customers modernize and automate cloud operations, deliver software faster and more securely, and enable flawless digital experiences.

+ Over 50% of the Fortune 100 companies are current customers of Dynatrace.

**Compensation and Rewards**

+ The base salary range for this role is $120,000 - $150,000. When determining your salary, we consider your experience, skills, education, and work location.

+ Our total compensation package includes unlimited personal time off, an employee stock purchase plan, and a reward system.

+ We also offer medical/dental benefits, and a company matching 401(k) plan for retirement.

INTERN - Financial Analyst

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INTERN - Financial Analyst

Salary

$20.00 Hourly

Location

Headquarters - Phoenix 85024, AZ

Job Type

Limited Duration

Remote Employment

Flexible/Hybrid

Job Number

1253

Department

Financial Planning & Analysis

Opening Date

12/18/2024

Closing Date

2/12/2025 11:59 PM Arizona

+ Description

+ Benefits

+ Questions

Overview & Purpose

PAID INTERNSHIP: $20.00/Hour

APPLY BY: 2/12/25

Target 11-week Internship Dates: 5/19/25 – 7/31/25

(4-10 work schedule M-Th 6:30am - 5:00pm) Some flexibility with scheduled hours. May have the opportunity for one day a week remote work (conditions apply).

The purpose of this internship is for an individual to contribute towards the Finance Department’s responsibility to provide oversight and accountability of the District’s finances. The Department is responsible for all financial-related activities within CAP. The focus will be on budget development and forecasting, long-range financial planning, accounts receivable, and reserve planning. Financial oversight and reporting on capital improvement/Extraordinary Maintenance projects and power and transmission will also occur.

This internship will provide opportunities to work side-by-side with Finance staff, analyze revenue and expense data, coordinate with CAP staff during budget development and quarterly forecasting, and to attend site visits with an assigned mentor. The goal of the internship is to provide relevant experience that could potentially lead to a career in the public sector.

POSITION RESPONSIBILITIES:

+ Support Finance staff in biennial budget development and with quarterly forecasting.

+ Become familiar with various financial analysis and forecasting techniques, including financial modeling and financial performance.

+ Assist with identifying and resolving budget and forecast discrepancies.

+ Conduct research and develop analytical models.

+ Continually assess and enhance critical thinking and leadership skills.

+ Work independently to gather, evaluate, and analyze information for an assigned project. (Deliverables may be incorporated into a larger work product that Finance produces)

At end of the 11-week engagement, intern will prepare and deliver a capstone presentation including:

+ A summary of work completed.

+ Key takeaways & lessons learned.

+ An evaluation of the internship experience at CAP, and within Finance.

+ Recommendations for future interns.

CANDIDATE REQUIREMENTS:

+ Junior or higher-level student (or recent grad) majoring in Accounting, Finance, Economics, Public Administration, or related field (may be an undergraduate or graduate student).

+ Proficiency in Microsoft Office products (Excel, Word, Power Point, Publisher, Teams, etc.).

+ Excellent analytical and problem-solving skills.

+ Ability to communicate effectively, both orally and in writing.

+ Ability to review financial and technical documents for accuracy.

+ Ability to multi-task, adapt to various personality types, and function in a rapidly moving multi-disciplinary environment.

+ Must submit transcripts (unofficial or official) with the online application.

+ Must be legally authorized to work a paid internship in the United States.

Welcome to the Central Arizona Project - YouTube

Paid sick leave. There are no other benefits associated with this position.

01

This internship is for a full-time paid ($20/hour) work experience M-Th for the duration of 5/19/25 - 7/31/25. This position does not come with additional company benefits. Can you commit to participating in this summer Internship Program for at least 90% of the full 11-week period?

+ Yes

+ No

02

Are you currently a junior level or higher student (or recent grad) enrolled in a declared major closely related to this internship?

+ Yes

+ No

03

What is your college and/or grad school major(s)?

04

What is your current cumulative GPA?

05

Are you proficiency in Microsoft Office products (Excel, Word, Power Point, Publisher, Teams, etc.)?

+ Yes

+ No

06

Are you legally authorized to work a paid full-time summer internship in the United States?

+ Yes

+ No

07

Would you have reliable transportation to the CAP headquarters location at 23636 N. 7th Street in Phoenix (not easy walking distance to public transportation)?

+ Yes

+ No

08

IMPORTANT! To be considered for this internship, you must attach the (official or unofficial) transcripts of your college coursework (pdf or Word). Did you successfully attach / upload your transcripts to this online application? (If you did not attach them with this application, please email them to [email protected] by the posting closing date).

+ Yes

+ No

09

Please briefly describe 1) why you are interested in this internship program, 2) your career objectives, and 3) how both you and CAP would benefit if you were selected for this internship.

Required Question

Agency

Central Arizona Project

Address

23636 N. 7th Street

Phoenix, Arizona, 85024

Website
http://www.cap-az.com

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**Job Description**

The Account Executive is responsible for achieving their quarterly and annual sales plan by securing new client appointments and optimally building a sales pipeline through continuous, ongoing prospecting for new customers. The Account Executive is responsible for gathering client intelligence prior to the first appointment and building a program to meet client needs, driving close rates. This role will negotiate pricing, product, and equipment options, and coordinate vital program demos.

***Base Salary - $55,000**

***Full Benefits**

***Uncapped Monthly Commission with on target earnings of $100,000-$120,000 annually**

***Monthly Car Allowance - $500 + Mileage Reimbursement**

**Job Responsibilities**

? Meet or exceed quarterly and annual sales revenue targets by developing a territory-specific growth plan.

? Meet or exceed prospecting activity expectations as determined by Sales Management.

? Secure prospective client appointments via participation in targeted telemarketing, drop-offs, cold calling, and other selling strategies

? Update sales software database daily/weekly as advised by Sales Management

? Prepare for client appointments by performing client research, tailoring sales materials, and using available resources

? Meet with prospective clients to secure their business.

? Implement appropriate follow-up client meetings to complete the sales process.

? Meet client timelines and deliverables for installation via close coordination with client partners.

At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.

**Qualifications**

? Bachelor's degree preferred with a minimum of 3+ years of business-to-business, outside sales experience focused on new account generation, preferably selling a service

? Shown success in developing new business and generating sales leads within an assigned sales territory

? Strong presentation and communication skills with a consultative selling approach

? Ability to influence decision makers at all levels of an organization, from a CEO to a front office professional

? Proficiency in Microsoft Office and Salesforce.

? A valid driver?s license

\#FS-300

**Education**

**About Aramark**

**Our Mission**

Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.

At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.

**About Aramark**

The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at http://www.aramarkcareers.com or connect with us on Facebook , Instagram and Twitter .

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**

As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be responsible for providing personalized financial consulting services through telephone conversations. You will receive calls while managing a queue as well as proactively contact and profile customer’s/prospect’s financial situations to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. You will also source clients/prospects through referrals received through our affiliate partner, U.S. Bank, as well as other sources. No cold prospecting is done in this role. You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction. You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for the ongoing service model of clients.

We offer flexibility in scheduling, employing a hybrid work model that allows you to work at home 2 days a week.

**Schedule: M-F; 9:30am-6pm CST**

**** Schedule can vary****

Our compensation model offers a competitive base salary with a quarterly variable compensation plan.

**Basic Qualifications**

- Bachelor's degree, or equivalent work experience

- At least six months of financial services, investments, or related experience

- One to two years of job-related experience in a financial sales position

- FINRA licenses: Series 7, 63 and 65 or Series 7 and 66

_- Partially licensed candidates will be considered. Under-licensed candidates will have 6 months to complete required licensing._

**Preferred Skills/Experience**

– Spanish Speaking

- Applicable state licenses

- CRPC, CFP designations

- Demonstrated sales and marketing abilities

- Strong analytical skills to assess client needs

- Proficient computer navigation skills using a variety of software packages including Microsoft Office

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Well-developed analytical and problem-solving skills

- Excellent interpersonal, verbal and written communication skills

- Past experience with salesforce and MoneyGuide pro

- A passion for building relationships with clients

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

**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: $24.18 - $32.21 - $35.43

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.