Investment Fund Managers

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access
Must be flexible to work variable shifts between Monday – Friday, 8:30am – 6:30pm EST; 40 hours per week

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience​

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

With Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern digital world. We have a purpose that drives us to do better every day – we're creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and use the power of data in ways that profoundly impact the way we all live. This impact is our purpose and drives us to do better every day.

One Confluent. One team. One Data Streaming Platform.

Data Connects Us.

**About the Role:**

This role plays a key leadership role in Confluent’s revenue insight/forecasting process. Reporting to the Director, this role is critical in ensuring financial accuracy in revenue forecasting and harnessing revenue insights. The role will be involved in updating and building out a forecasting model based on complex datasets on a monthly basis and synthesizing topline trends for quarterly executive and board meetings. This is a highly visible role that requires cross-functional coordination across Sales, SalesOps, Revenue Accounting / Technical Revenue, Data and Corporate FP&A.

**What You Will Do:**

+ Proactively manage revenue forecast by analyzing variances, surfacing insights, and communicating key risks, opportunities, and business drivers.

+ Refine and maintain data-driven, driver-based revenue model by understanding business model and impact of business changes.

+ Build strong relationships cross-functionally to continually drive forecast accuracy, improve processes and automation, and establish rigor in measuring the business.

+ Deliver quantitative and qualitative analyses with high precision and efficiency.

+ Provide ad-hoc analysis to support operational and strategic decision making.

**What You Will Bring:**

+ BA/BS degree in Finance, Accounting or related field.

+ 5+ years of experience at Finance at SaaS company, Investment Banking, Private Equity or related field.

+ Highly proficient in financial analysis and model building.

+ Highly proficient in Excel, PowerPoint, Google Sheets/Slides.

**What Gives You an Edge:**

+ Hands-on experience with Tableau, SQL, Data Lakes, SFDC. Prior experiences working with large database / SQL a plus.

+ Familiarity with usage-based revenue model a plus.

**Come As You Are**

At Confluent, equality is a core tenet of our culture. We are committed to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. The more diverse we are, the richer our community and the broader our impact. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law.

At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. This position has an annual estimated salary of $108,600- $172,000 and a competitive equity package. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click HERE (https://confluentbenefits.com/) .

Click HERE (https://www.confluent.io/legal/confluent-candidate-privacy-notice/) to review our Candidate Privacy Notice which describes how and when Confluent, Inc., and its group companies, collects, uses, and shares certain personal information of California job applicants and prospective employees.

\#LI-Remote

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.

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**

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

In This Role You Will:

+ Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

+ Determine which financial products are suitable for the client’s unique circumstances

+ Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

+ Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

+ Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

+ Refer and partner with other financial services within other U.S. Bank channels, as appropriate

Discover How You’ll Thrive!

+ An approachable and accessible leadership team that is dedicated to your success and career development

+ A rich product portfolio and open architecture so you can do what is best for your clients

+ A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

+ Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

+ All the resources of a Fortune 150 company with the personal feel of a smaller company

+ Marketing warm leads and qualified referrals from across the organization

+ Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

**_Learn more in our digital handbook_**

Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

For You:

+ Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

+ Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

+ Work in a collaborative environment with a high-performing team

+ Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

Basic Qualifications

+ Bachelor's degree, or equivalent work experience

+ Three to five years of experience in a financial sales position, preferably working with the affluent client segment

+ FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

Preferred Qualifications:

+ Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

+ Extensive knowledge of the securities industry, including investment and insurance products and services

+ Knowledge of private banking products and services, including credit processes and policies

+ Strong presentation abilities

+ Strong relationship management, sales, and new business development skills

+ Well-developed analytical and problem-solving skills

+ Excellent interpersonal, verbal, and written communication skills

+ Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

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) .

This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

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.

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

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

**Job responsibilities**

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

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

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

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

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

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

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

**Required qualifications, capabilities, and skills**

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

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

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

+ A valid and active Series 7

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

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

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

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

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

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

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

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

Equal Opportunity Employer/Disability/Veterans

Entry Level - Wealth Management Associate - AZ, Tucson (5105) ( 24000091 )

**Primary Location** : UNITED STATES-AZ-Tucson

**Organization** : Equitable Advisors

**Description**

**Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

**Our people**

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

* We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

* Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

* Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

* Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

**Qualifications**

**Training and support**

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

**Benefits and compensation**

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

**Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

**Req ID:** 24000091

Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale (4063) ( 220000MX )

**Primary Location** : UNITED STATES-AZ-SCOTTSDALE

**Organization** : Equitable Advisors

**Description**

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG).

As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

+ Teachers

+ School administrators

+ Municipality employees

**Qualifications**

**What it takes to be an Equitable Advisors’** **_Financial Professional_**

With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

+ A four-year college degree _is preferred but not required_

+ You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

+ Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

+ Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

+ Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

**Benefits of working with us**

+ Competitive compensation package, which includes base pay, commissions and benefits

+ Personalized and comprehensive training and support in all areas important to building your business

+ Sponsorship as well as coaching to obtain the licensing required for hire

+ Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

+ Ability to work jointly with senior joint-work partners and to be coached by top performers

+ Advancement and management opportunities

+ A work-life balance and access to a full suite of remote-work technology solutions

You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)

**Req ID:** 220000MX

**Overview**

Hello humankindness (https://hellohumankindness.org/)

St. Joseph's Hospital and Medical Center is a 576 bed non-profit facility providing quality health care to patients and communities in and around Phoenix, Arizona. We are part of CommonSpirit Health which operates 139 hospitals and more than 1,000 care sites across 21 states, making our services accessible to nearly 1 in 4 U.S. residents.

If you are committed to social justice, health equity, and prepared to deliver care in new, innovative ways, you belong with us.

_For the health of our community ... we are proud to be a tobacco-free campus._

**Responsibilities**

The role of a Food - Nutrition Finance Analyst in a hospital requires a combination of specialized financial expertise and an understanding of the food and nutrition sector within healthcare. Here’s an expanded outline of the key responsibilities and skills required for this position:

+ Conduct financial analysis, forecasting, and modeling to provide insights for decision-making. Provides oversight to ensure accuracy of hierarchy in all applicable FNS platforms within each region, including CaterTrax, Computrition, Meal IQ, Volante and/or other applicable systems.

+ Develop and implement financial strategies, budgets , and forecasts to achieve FNS short- term and long-term goals.

+ Collaborate with leadership to develop pricing strategies and cost optimization initiatives.

+ Assist in budgeting, variance analysis (productivity, cash reporting, forecasting, accounts payable) and strategic planning within FNS.

+ Utilize systems and tools for data extraction, manipulation, and analysis.

+ Perform ad-hoc financial analysis as required.

+ Perform internal audits and implement internal controls.

+ Monitor and analyze food and beverage costs, labor / productivity expenses, and other operational expenditures.

+ Manages departmental cash receipts reporting; prepares assigned monthly journal entries, reconciliations, and analytics.

+ Monitor accounts payable and receivable, ensuring timely and accurate payments for FNS, for timely rebates.

+ Accurately compiles productivity processing and cost accounting data, as applicable, to all levels of FNS management. Actively pursues resolution of identified issues.

+ Maintains system statistics and upholds a close working relationship with operations to ensure standards are kept current, and automated for foodservice.

+ Assists with assessing guest experience-related surveys, entering relevant data points, and reporting individual comments to applicable leaders.

Dignity Health now offers an Education Benefit program for benefit-eligible employees after 180 days. This program provides debt relief and student loan assistance to help you achieve your goals. Full-time employees can receive up to $18,000 over five years, while part-time employees can receive up to $9,000.

**Qualifications**

**Minimum:**

+ Bachelor's Degree in Finance or Accounting or equivalent experience with a minimum of 7 years in the accounting/finance field.

**Preferred:**

+ A related degree field

**Pay Range**

$29.89 - $43.34 /hour

We are an equal opportunity/affirmative action employer.

Financial Solutions Advisor - Bilingual Spanish (Series 7 required)

Chandler, Arizona

**Job Description:**

**Position Description**

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. 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. The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.

+ Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments

+ Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs

+ Adapt to client preferences using a conversational style

+ Understand and proactively identify leading indicators of client attrition and mitigate

+ Align Merrill Lynch products and services where appropriate

+ Consistently identify client opportunities and engage key partners as needed

+ Ability to grasp and apply complex technical material quickly

+ Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch

**Required Skills:** " **MUST** " have these skills to be minimally qualified.

+ **Series 7 & 66 is required** **(or the equivalent 63 & 65)**

+ Minimum of 1-2 years financial advisory or investment sales experience

+ Passion for excellence and willingness to work to exceed client expectations

+ Strong computer skills with an ability to multitask in a fast paced environment

+ 1-2 years relevant work experience

+ **Spanish proficiency required**

+ **Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.**

**Desired Skills:**

+ Capable of effectively operating in a team oriented and highly collaborative environment

+ Successful experience and track record achieving sales goals

+ Extraordinary interpersonal skills, a strong team orientation and resiliency

+ Ability to effectively manage workload

+ Superior client service proficiency including excellent verbal, written, and listening skills

+ Financial services industry experience

+ Strong understanding and ability to communicate the suite of Merrill Lynch products and services

+ Bachelor's degree strongly preferred

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

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

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.