Personal Financial Advisors

**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

**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:**

+ Bachelor’s Degree or 5 years relevant sales experience. (Required)

+ 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.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities** :

PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

**Custom Orgs** :

**Global LoS** :

Tax

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

5 year(s)

**Certification(s) Required** :

CPA or Member of the Bar

**Preferred Qualifications** :

**Preferred Knowledge/Skills** :

Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-taxseniormanager

\#LI-Remote

As an S&P 500 software company with innovation at its core, Paycom empowers employees to manage their own data while equipping businesses with the HR technology they need to thrive.

At Paycom, our people drive our success. Our values are simple: We innovate, we win, we serve, we care and we believe. Paycom sales employees enjoy a fast-paced, engaging work environment empowering them to set and achieve their personal and professional goals.

**Account Executive Pay Transparency Statement**

This position has a starting salary of $100,000 per annum, consisting of $80,000 base pay and $20,000 supplemental pay with an additional uncapped commission plan. Paycom provides health insurance to employees at an employee cost of $1 per pay period; a 401(k) plan with company match; available flexible spending accounts; $50,000 basic life and AD&D; paid vacation, holidays and sick leave; employee stock purchase plan; paid family leave; and many other benefits.

**Your Role at Paycom**

As an Account Executive (internally known as Outside Sales Representative) for Paycom, you will be responsible for selling net new prospects, from generating the first appointment through closing. You’ll contact prospects, set appointments, demonstrate our software, negotiate agreements and secure new business accounts. You will be accountable for hitting weekly metrics that lead to selling Paycom’s human capital management technology products and services to clients in an assigned region, with support from our leadership and sales enablement teams.

**RESPONSIBILITIES**

+ Demonstrate essential skill competencies throughout new-hire training by maintaining and/or exceeding assigned metrics

+ Make cold calls to potential clients according to assigned standards and goals

+ Set appointments with leads from companies with 50 or more employees when assigned

+ Cultivate a consistent sales pipeline to meet goals for new business by holding and progressing in-person meetings with prospects

+ Build value-added relationships with decision makers and C-level executives within assigned territory

+ Close net new accounts, collecting critical items for implementation quickly and efficiently

+ Support new clients by participating in initial kickoff meetings for implementation

+ Build and maintain expert knowledge of Paycom products and services, continually enhancing knowledge through weekly team meetings and sales training

+ Perform other duties as assigned

**Travel**

+ Up to 25% travel — may include overnight on all avenues of transportation (plane, train and/or automobile)

+ Required to attend in-person new hire, regional and department trainings

**Perks and Benefits**

At Paycom, we offer unique perks and benefits that support you in all areas of your life. Here’s what you can expect from a Paycom career:

+ Base salary, transportation allowance and an uncapped commission plan

+ $1-per-pay-period individual health insurance coverage for employees

+ Paid vacation, sick, holiday and personal days to encourage you to accomplish your goals outside work

+ 401(k) with matching + employee stock purchase program to help you build wealth for the future

+ Company + team-based events to create community

+ Ongoing companywide roundtable discussions called _Better Conversations_ to promote diversity, equity and inclusion

+ Paid family leave programs to ensure you have support and time off when you need it most

+ Employee referral bonuses to reward you for introducing other great people to Paycom

+ Award-winning learning and development programs to enable your long-term growth with Paycom

**Qualifications**

**Education/Certification:**

+ **Bachelor’s degree**

**Experience:**

+ **Experience in a competitive environment with a record of success exceeding goals, which may be demonstrated through previous sales work, competitive internships or excelling in collegiate sales competitions.**

**PREFERRED QUALIFICATIONS**

**Education/Certification:**

+ **Bachelor’s degree in business or professional selling**

**Experience:**

+ **1-3 years of demonstrated sales experience**

+ **Strategic sales and closing experience**

**Skills/Abilities:**

+ **Achieves/exceeds appointment and sales metrics**

+ **Ability to work in a structured and fast-paced team sales environment**

+ **Ability to analyze client needs and provide strategic business solutions**

+ **Solid problem-solving and consultative skills required**

+ **Product and payroll knowledge is a plus**

+ **Excellent written and verbal communication**

+ **Highly self-motivated and results-oriented**

+ **Strong presentation, organization, multitasking and time management skills**

+ **Experience with Microsoft Office, including PowerPoint, Excel and Outlook**

**Culture and commitment to diversity**

**Our people are our priority. Paycom engages and empowers our employees through a culture steeped in growth and innovation. At Paycom, each team member is equipped with the tools, resources and leadership to become their best selves. This includes our commitment to diversity, equity and inclusion. We have zero tolerance for racism, harassment or discrimination. Our teams are encouraged to form deeper relationships with those around them based on mutual respect, dignity and understanding. To help further these goals, we are committed to equal employment opportunity and affirmative action policies.**

**_Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information:_** **_paycom.com/careers/eeoc_**

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. For those in eligible roles, discretionary incentive compensation which may be 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

Financial Solutions Advisor Development Program - Consumer Investments - 7th & Bell Financial Center

Phoenix, Arizona

**Job Description:**

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

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

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

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

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

**We’ll help you**

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

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

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

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

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

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

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

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

• Unlimited potential for financial growth.

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

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

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

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

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

**We’re a culture that**

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

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

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

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

**Required Qualifications:**

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

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

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

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

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

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

• Efficiently manages your time and capacity.

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

**Desired Qualifcations:**

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

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

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

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

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

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Registered Wealth Management Client Associate

Scottsdale, Arizona

**Job Description:**

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

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

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

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

**Job Description:**

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

**Responsibilities:**

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

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

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

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

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

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Requirements:**

+ Candidates are required to currently hold Series 7 & 66 or 63/65

+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

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

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

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

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Description

We are a growing company located in Scottsdale, AZ, seeking a Contract-to-Hire Financial Analyst to join our team. The ideal candidate will have strong analytical skills and experience working with Oracle software.

Responsibilities:

+ Analyze financial data and trends to provide insights and recommendations to management

+ Prepare and review financial reports, budgets, and forecasts

+ Conduct variance analysis and identify areas for improvement

+ Assist with month-end and year-end closing processes

+ Develop financial models and scenarios to support decision-making

+ Collaborate with other departments to gather and analyze financial information

+ Perform ad hoc analysis and reporting as requested by management

+ Ensure compliance with financial regulations and company policies

+ Support audit preparations and interact with auditors as needed

+ Provide support for special projects and initiatives as assigned

Requirements

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

+ 3+ years of experience in financial analysis or related role

+ Proficiency in Oracle or similar ERP software

+ Strong analytical and problem-solving skills

+ Excellent attention to detail and accuracy

+ Ability to work independently and as part of a team

+ Effective communication and interpersonal skills

+ Advanced proficiency in Microsoft Excel and Office applications

+ Knowledge of financial modeling techniques and principles

This is a contract-to-hire position located in Scottsdale, AZ. The Financial Analyst will play a crucial role in providing financial insights and support to our organization. The role is fully in-office.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

Description We are offering a short term contract employment opportunity for a entry level Financial Analyst in the startup industry based in Scottsdale, Arizona. The chosen candidate will play a critical role in our financial planning and analysis undertakings, working closely with senior finance team members. You will be expected to delve deep into financial data, create insightful reports, and contribute to strategic decision-making.

Responsibilities:

• Assist with financial forecasts and conduct modeling exercises to optimize financial performance.

• Analyze and interpret key metrics for optimization opportunities.

• Participate in month-end processes and handle ad-hoc projects as required.

• Utilize various accounting software systems to monitor and evaluate financial data.

• Process and maintain accounts payable and accounts receivable.

• Collaborate with other team members to improve financial processes and systems.

• Utilize skills in Enterprise Resource Planning (ERP) and IBM AS/400 for financial analysis tasks.

• Conduct check processing and manage other accounting functions as needed.

• Use 'About Time' software to manage and track project timelines and budgets.

• Collaborate with senior finance members to contribute to strategic decision-making. Requirements • Familiarity with Accounting Software Systems

• Proficiency in Acomba

• Knowledge of Cl Programming

• Experience with ERP - Enterprise Resource Planning

• Familiarity with IBM AS/400

• Ability to use About Time software

• Understanding of Accounting Functions

• Experience with Accounts Payable (AP)

• Experience with Accounts Receivable (AR)

• Knowledge of Check Processing

• Entry-level understanding of financial analysis

• Bachelor's degree in finance, accounting, or related field

• Strong analytical and problem-solving skills

• Excellent communication and presentation skills

• Ability to work independently and as part of a team

• Detail-oriented and highly organized

• Strong Microsoft Office skills, particularly in Excel and PowerPoint

• Willingness to learn and adapt in a fast-paced environment

• Understanding and adherence to financial regulations and legislation.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

**The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.**

While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice.

**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 four 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.

**Benefits:**

+ Includes bonus potential, 401K, and comprehensive health benefits

For more information please visit: Edward Jones Benefits Page

**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 four years, salary will decrease**

**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.

**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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

**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 8 million clients and 19,000 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.

1Fortune 500, published June 2023, data as of December 2022. 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

Position: Bilingual Financial Analyst Location: Yuma, AZ Amphenol High Speed Products Group is the market leader for high speed, high bandwidth electrical connectors for the Telecom/Datacom market (Mobile Networks, Storage, Servers, Routers, Switches, etc.). Our products help to enable the electronics revolution and remain a key enabler for all the major Tier 1 OEMs globally. We have design, sales, and manufacturing locations globally and are currently seeking a Bilingual Financial Analyst based remotely in Yuma, AZ.The Financial Analyst will provide accurate P&L forecasts, help identify operating and material costs, interact with the operations team frequently andwork with all levels of the organization. RESPONSIBILITIES: Create and analyze financial data (i.e. budgets & income statement forecasts) Provide recommendations to reduce costs and improve financial performance Update management team with current month results to identify any forecast gaps Develop financial models and tools to improve forecasting process Work with management team to guide and influence long team & strategic decision making Drive process and policy development initiatives Prepare monthly and quarterly P&L and variances between forecast and actual Investigate any material variance issues Support and audit semi annual physical inventory (May & November) Perform month end closing, including accrual, journal entries and account reconciliations Support corporate or divisional data collection & financial analysis Ability to work from Mexicali factory once per week QUALIFICATIONS: Minimum of 5 years of experience in financial reporting and analysis Proficiency in excel and financial software applications (AX Dynamics preferred) Bachelor's degree in finance or accounting Experience with financial forecasting, cost accounting and analysis Bilingual in English and Spanish Amphenol Corporation is proud of our reputation as an excellent employer. Our main focus is to provide the highest level of support and responsiveness to both our employees and our customers, the world's largest technology companies. Amphenol Corporation offers the opportunity for career growth within a global organization. We believe that Amphenol Corporation is unique in that every employee, regardless of his or her position, has the ability to positively impact the business. Amphenol is an "Equal Opportunity Employer" - Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity/National Origin