Investment Fund Managers

As a Personal Advisor, you will build long-term, dedicated relationships with your clients. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.

**Job responsibilities**

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

+ Focus on relationship management not portfolio management relying on leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients

+ Demonstrate an advanced understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support and guide your customers

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

+ Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day

+ Passion for educating clients on the technology and channels available to them to better monitor and maintain their investments

+ 2 years in a Financial Advisor role or equivalent financial services experience demonstrating an advanced understanding of financial markets and sound business judgement

+ A valid and active Series 7

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

+ At least 3 years of success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

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

Wealth Management Client Associate

Phoenix, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

**Position Overview:**

The **Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

**Specific responsibilities include, but are not limited to:**

+ Work with highly affluent clients

+ Lead end-to-end onboarding and maintenance activities for new and existing clients.

+ Provide products and services to each client, working with cross line of business partners

+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

+ Act as a key team member leading our clients’ digital experience with the firm

+ Create ease of access and interaction, while protecting their privacy and security

+ Find opportunities to innovate every day

**Key Qualifications for the role:**

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

+ Product Knowledge: Foundational knowledge of investment and banking products

+ Energetic individual that is self-motivated, coachable, and flexible in thought

+ Enjoys a fast-paced environment with changing and evolving responsibility

+ Detailed oriented

+ Invested in personal development

+ Consistently pursues client experience excellence

+ Works quickly to fulfill client needs delivering complex solutions

+ Frequent communication, and an abundance of discretion with sensitive information

+ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

+ Professional verbal and written communication

**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 .

National Financial Solutions Advisor I (Series 7 Required)

Chandler, 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 Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

As a **National Financial Solutions Advisor (NFSA I)** , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.

**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.

+ **Build your network.** 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, you can look forward to**

+ Unlimited potential for financial growth.

+ Building 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.

**We’re a culture which**

+ 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 skills**

+ Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

+ Is comfortable in a sales role, finding ways to nurture strong client relationships.

+ 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 skills**

+ A bachelor’s degree,and0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.

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

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

**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 .

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**

Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Up to three years of related experience

Preferred Skills/Experience

- Good knowledge of departmental operations/policies and U.S. Bank products and services

- Effective interpersonal, verbal and written communication skills

- Strong client facing skills

- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance

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

- Well-developed analytical skills

- Pursuit of professional credentials (CFP, CFA, etc.) a plus

Location: This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

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

**Benefits:**

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

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

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

+ Up to 11 paid holiday opportunities

+ Adoption assistance

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

**EEO is the Law**

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

**E-Verify**

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

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $73,610.00 - $86,600.00 - $95,260.00

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.

Date Posted:

2024-04-10

Country:

United States of America

Location:

RAZ99: RTN Remote, Arizona

Position Role Type:

Remote

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

Job Summary:

This position is an excellent career-building opportunity for a self-motivated, flexible and energetic team player. It offers the opportunity to help develop optimum solutions for business challenges and to develop a broad network of contacts within Raytheon, Corporate Office and across other Raytheon Technologies business units. The Raytheon Financial Consolidations Team is a small team that oversees Raytheon segment financial consolidation, small site accounting and reporting, and lease accounting and reporting. The selected team member will develop a well-rounded understanding of Raytheon accounting structure and system. The experience gained will provide a foundation for continued broadening of financial experience at Raytheon.

Responsibilities to Anticipate:

+ Support the monthly consolidation process for non-SAP accounting ledgers and branches in support of the overall month end close and consolidation process. This may include, but is not limited to preparing journal entries, account reconciliations and reviewing accounting transactions associated with a non-SAP ledger and Foreign branches.

+ Have responsibility of ensuring compliance and reporting requirements for the applicable non-SAP ledgers including but not limited to corporate reporting, government reporting and internal reviews.

+ Prepare schedules for Financial Reporting quarterly.

+ Participate in special projects and analysis.

+ Perform monthly small site ledger review and upload for consolidation.

+ In addition to non-SAP accounting activities, this member may participate and support Accounting software conversion and process improvement projects.

+ Ensuring compliance with key internal control procedures

+ Preparing and posting complex journal entries

+ Completing account reconciliations and analytical tasks

+ Preparing Trial Balance charts/schedules and presenting to the General Accounting Manager and Controller

+ Assist with external auditor requests.

+ Support lease accounting, asset retirement obligation (ARO), environmental liabilities.

+ Act as a resource for other Financial Accounting team members to analyze and develop solutions to a variety of complex problems.

Basic Qualifications:

+ Typically requires a bachelor’s degree in finance, Accounting, Economics, Mathematics, or related topic.

+ Typically requires 2+ years finance work experience; OR an Advanced degree and 0-2+ years prior relevant experience.

+ Experience with Microsoft PowerPoint and/or Excel (pivot tables, advanced formulas, graphing, etc.)

+ U.S. Citizenship Status is Required as this position will require the ability to Access US Only Data Systems

Preferred Qualifications:

+ Demonstrated critical thinking skills and financial acumen

+ Ability to multi-task in a dynamic work environment with shifting priorities, objectives and deadlines

+ Strong positive attitude and a willingness to constantly learn new things

+ Desire to work in an exciting team environment

+ Ability to demonstrate effective communication and organizational skills

+ Ability to effectively lead and participate in meetings

+ Demonstrated experience and ability to communicate effectively with peers and leadership

+ Ability to meet critical deadlines and develop and apply results and process improvements

+ Demonstrated experience with APEX (SAP) and Business Warehouse (BW)

+ Advanced data analysis and mathematical skills are preferred

What We Offer:

Whether you’re just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the exceptional benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

Additional Information:

Remote: Employees who are working in Remote roles will work primarily offsite (from home). An employee may be expected to travel to the site location as needed.

The salary range for this role is 64,000 USD - 128,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Privacy Policy and Terms:

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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

As a Financial Advisor on the Wealth Management Services team, you will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

**Advisor duties:**

+ Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

+ Answering client questions about financial plans and strategies and giving financial advice.

+ Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

+ Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

+ Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

+ Implementing financial plans or referring clients to professionals who can help them.

+ Managing and updating client portfolios.

+ Contacting clients regularly to discover changes in their financial status.

+ Building and maintaining your client base.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.

**Preferred Knowledge, Skills & Qualifications**

+ Bachelor's degree in business, finance, or related field.

+ 1-2 years of sales experience.

+ Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).

+ Life and health license.

+ Valid driver’s license.

+ Knowledge of mutual funds, securities, and insurance industries.

+ Proficient in Word, Excel, Outlook, and PowerPoint.

+ Comfortable using a computer for various tasks.

+ Experience providing quality financial advice.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Are you passionate about leading global Cybersecurity innovation and change? Do you thrive in environments that encourage critical thinking, creativity, and challenging the status quo?

Cyber Fusion Center is looking for a Jr. Cyber Security Analyst with involvement in Endpoint Security and Incident Response. In this role, you will be responsible for resolving operations issues related to endpoint security tools used in the company, handling individual customer requests. You will also provides support to the Computer Incident Response Team, investigating security incidents and defending the company infrastructure against cyber threat actors.

This position allows insight into various aspects of cyber security and exposes the engineer to a multitude of state-of-the-art security tools. As such, this position is a great base for further professional growth in many directions.

You will report directly to our Senior Cyber Security Supervisor and you'll work remotely from anywhere in the United States.

This role requires participation in 24x7 shift rotation.

Key Responsibilities

• Perform initial analysis, identification, and remediation of network intrusions and computer system compromises.

• Resolve operations issues with various security tools deployed in the company such as McAfee EPO, Windows Defender ATP, Bitlocker, etc.

• Address individual customer requests related to these tools.

• Constantly optimize work procedures and automate recurring tasks. Develop and update technical documentation, and formulate work instructions to address repeating issues.

• Closely work with Computer Incident Response Team on handling security incidents against the company infrastructure.

• Escalate complex issues and collaborate with L2/L3 engineers in addressing them.

• Collaborate with global team members based in the US, India and Europe.

• Serve as part of a 24/7 shift support modem (no night shifts).

U.S. PERSON REQUIREMENTS

Due to compliance with the U.S. export control laws and regulations, candidate must be a U.S. citizen, U.S. permanent resident, or have asylum or refugee status in the U.S.

COMPENSATION

The salary range for this position is $73,000-$110,000. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors.

BENEFITS OF WORKING FOR HONEYWELL

• Benefits – Medical, Vision, Dental, Mental Health

• Paid Vacation

• 401k Plan/Retirement Benefits (as per regional policy)

• Career Growth

• Professional Development

YOU MUST HAVE

• Bachelor’s degree from an accredited institution in a technical discipline such as science, technology, engineering, mathematics

• 1+ years of experience in Information Security, Information Technology, and Incident Response.

• Experience with SIEM and EDR solutions.

• Good technical knowledge of Windows operating systems and networking.

WE VALUE

• Analytical skills in threat, vulnerability, and intrusion detection analysis.

• Keen understanding of threat vectors as well as exfiltration techniques.

• Experience with SOAR Solutions like XSOAR/Demisto.

• Knowledge in cloud security (Azure, AWS, MS Office 365).

• Knowledge of Linux operating system.

• Experience with dynamic and static malware analysis

• One or more widely recognized certifications from renowned institutions such as GIAC/SANS, ISC/CISSP or Microsoft.

• Working knowledge of Endpoint Detection and Response tools (e.g., Crowdstrike Falcon, Carbon Black, FireEye HX or Windows Defender ATP).

• Knowledge of scripting in Python or Powershell.

• Understanding of ITIL process, such as Incidents, Change & Problem management.

• Experience in working in a global, process-driven organization.

• Willingness to learn.

• Customer-oriented mindset.

Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

IAM BA

Description:

One of our top Financial Services customers is continuing to mature their IAM Product Model. This role will work with business unit leaders to qualify their enhancement requests. Then they'll collaborate with peer analysts and engineers to develop and implement those changes through an Agile methodology. The role requires someone with significant experience providing technical business analysis in the realm of Identity & Access Lifecycle Management - ranging from access request to provisioning to access changes to deletion. Exposure to tools like Sailpoint, CyberArk, BeyondTrust, etc or any homegrown IAM tools is valuable, but we aren't looking for an engineering skillset.

Bigger picture of the workload

Team has product ownership for everything access admininistration – provisioning, entitlement mgmt., privileged access mgmt, etc – 28 apps that are primarily what’s exposed to the business to request access, modify requests, etc

This role will primarily support entitlement mgmt. space for intake of new feature requests, enhancements etc

On occasion there may be other small projects to support other teams, but those are rare - ex. - build visio diagrams for a process flow

Need someone very detail oriented who proactively seeks clarity – can’t be inefficient with time. Leverage Joe (manager) for advisement when they run into obstacles.

General IAM knowledge is key – don’t necessarily need to be deep in one particular area or tool. We end up touching everything across IAM.

Need to understand the lifecycle of an account – request, provision, modify, delete, etc

Doesn’t need to be engineering skillset – just understand the operations of IAM org processes and flows.

They will need to be super detail oriented, strong analysis skills, grinding through Excel workbooks – vlookups, pivot tables.

JIRA familiarity is key bc that’s a workflow queue for most of our work. Good at updates to project status and keeping colleagues and customers in the loop.

Which IAM tools/products are in scope?

CyberArk

Sailpoint or OIM/IDM

Some homegrown apps

Who will they typically interact with?

Peers in product team

Engineering teams they support including managers

Business or tech orgs that request enhancements – clarifying what they are asking for with good questions.

Special projects?

Visio skills are a plus, but not required. The Visio work for previous consultant was helping out a peer manager for a short term effort.

Skills:

IAM, Identity access management, Security, Business analysis, Excel, JIRA, reporting, Project management, Information security, Agile, visio

Top Skills Details:

IAM,Identity access management,Security,Business analysis,Excel,JIRA,reporting,Project management,Information security,Agile

Additional Skills & Qualifications:

Visio is a plus but not required

Experience Level:

Expert Level

About TEKsystems:

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

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

Financial Analyst

Duties/Responsibilities:

· Responsible for performing technical duties to include the design, implementation and review of financial and internal control reports and processes.

· Priority is troubleshooting operational results via the repetitive review of reports and creation of additional ad hoc reports – with the goal of reducing errors, driving efficiencies, and maintaining control of internal processes.

· The primary focus of this role will be cost reduction via spend review and analysis of Fixed Asset and Cost Accounting data.

· Perform regular and ad hoc analysis & reporting across various systems and processes.

· Perform the maintenance of the Sage Fixed Asset system and reconcile Fixed Assets, Construction in Progress and Capital Expenditures.

· Perform diversified and timely analysis of Epicor data (financial and other data) to more accurately report on the results of operations and proactively impact operational results

· Diagnose identified Epicor issues, propose corrective actions, and participate in the implementation of these corrections.

· Construct or improve automated data accumulation systems for a cost accounting system.

· Create and review the controls needed for data accumulation and reporting systems.

· Active participation in inventory and cost reduction projects.

Required Skills/Abilities:

· Knowledge of accounting principles and practices and the analysis and reporting of financial data

· Proficiency in Excel with the ability to visually interpret the logic of a complex sequence of excel formulas and update or change these as needed

· Good communication and interpersonal skills to build strong working relationships with key business partners internal and external

· Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially during period close and reporting cycles

· Ability to maintain confidential information

· Strong time management and organizational skills

· Able to work independently

Education and Experience :

· Bachelor’s degree in Accounting/Finance required or equivalent work experience.

· Financial Analysis: 2-3 Years

· Modeling: 1 year

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic under applicable law.