Financial Services

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Personal Financial Advisors






Entry Level





Mid Level





Expert Level





Current Available & Projected Jobs

Personal Financial Advisors


Current Available Jobs


Projected job openings through 2030

Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level


Assistant/Associate Personal Financial Advisor

Mid Level


Personal Financial Advisor

Expert Level


Senior Personal Financial Advisor

Supporting Certifications

 Arizona Western College

 Northern Arizona University

Degree Recommendations

 Estrella Mountain Community College (MCCCD)

 Estrella Mountain Community College (MCCCD)

 Central Arizona College

 Chandler-Gilbert Community College (MCCCD)

 Chandler-Gilbert Community College (MCCCD)

 Arizona State University

Top Expected Tasks

Personal Financial Advisors

Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.


Customer and Personal Service


Economics and Accounting


English Language






Active Listening


Reading Comprehension






Critical Thinking


Oral Comprehension


Oral Expression


Speech Clarity


Written Comprehension


Written Expression

Job Opportunities

Personal Financial Advisors

  • SLED Account Executive
    Zoom    Phoenix, AZ 85067
     Posted about 1 hour    

    What you can expect

    Zoom is looking for SLED Account Executives to sell our Zoom One Platform. Our SLED Account Executives engage with State and Local institutions and Educational accounts, of all sizes, in a defined geographic territory. You’ll build positive, trusted relationships with decision makers and help the institutions realize the value of their investments.

    About the Team

    As a member of the Zoom sales team in the Public Sector sub-vertical, you will empower Zoom’s SLED institutions to discover flexible solutions for modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile.


    + Selling Zoom’s UCaaS collaboration platform to large and small State and Local, K12 and Higher Education institutions.

    + Driving net new opportunities, engaging technical resources as needed

    + Engaging with Executive Level administrators and IT Staff (CIOs & IT Directors) to address business needs

    + Meeting or exceeding sales and product objectives as assigned by selling Zoom services into SLED accounts

    + Working strategically with management to deliver forecasts, identify trending opportunities/challenges, and provide recommended solutions

    + Creating and delivering client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)

    + Utilizing solution and value-selling techniques along with objection handling to effectively guide sales process to close

    + Prospecting net new logos, develop and maintain business within existing accounts and manage complex sales situations / large projects

    What we’re looking for

    + 5+ years of successful and demonstrable Account Executive sales experience with both small and large institutions

    + Experience and demonstrable knowledge selling into Public Sector

    + Experience directing UCaaS/SaaS/Cloud selling experience

    + Experience closing with a history of meeting sales quotas and growing territory revenues

    + Experience with Customer Relationship Management (CRM) tools

    Salary Range or On Target Earnings:





    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:


    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Information about Zoom’s benefits is on our careers page here (\_brochure.pdf#page=40) .

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations.

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn ( for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form ( and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.


    Employment Type

    Full Time

  • SBA Origination Underwriter (Commercial Banking Portfolio Manager)
    Wells Fargo    TEMPE, AZ 85282
     Posted about 1 hour    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Commercial Banking Portfolio Manager/Origination Underwriter in the SBA Division which is in our Specialized Lending Group.


    **In this role, you will:**

    + Research complex credit investigations and diverse credit information for loans

    + Identify opportunity for process improvements within scope of responsibilities or functional area

    + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

    + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

    + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

    **Required Qualifications:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Strong credit underwriting and credit analysis experience

    + Experience working with commercial or SBA loans $2MM and greater

    + Experience preparing a credit proposal

    + Knowledge and understanding of Small Business Administration (SBA) 7A and 504

    + A BS/BA degree or higher in accounting, finance, or economics

    + Knowledge and understanding of CRM, Small Business Administration

    + Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies

    Position will sit in one of our SBA HUBS:

    Carlsbad, CA

    Minneapolis, MN

    Tempe, AZ

    San Francisco, CA

    Roseville, CA

    **Pay Range**

    $84,000.00 - $179,200.00


    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    + 401(k) Plan

    + Paid Time Off

    + Parental Leave

    + Critical Caregiving Leave

    + Discounts and Savings

    + Health Benefits

    + Commuter Benefits

    + Tuition Reimbursement

    + Scholarships for dependent children

    + Adoption Reimbursement

    **Posting End Date:**

    14 Jul 2024

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-382663-5

    **Updated:** Fri Jul 12 04:16:45 UTC 2024

    **Location:** TEMPE,Arizona

    Employment Type

    Full Time

  • Account Executive
    Vontier    Phoenix, AZ 85067
     Posted about 1 hour    

    **The Company**

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty.

    **The Position**

    We’re looking to add an **Enterprise** **Account Executive** to join Teletrac Navman! As an **Enterprise Account Executive** , you will be responsible for generating your own leads, identifying and cultivating new business opportunities, and closing deals within your assigned vertical. Your role will involve proactive outreach, building relationships, and consistently meeting and exceeding sales targets to drive revenue to position Teletrac Navman as the preferred platform.

    In this role, you’ll get to:

    Responsibilities and Duties

    + Find, develop and close business opportunities in your assigned vertical.

    + Identify and prioritize new business opportunities by analyzing market trends, customer needs, and competitor activity.

    + Identify leads by following up on marketing targeted customers and outbound calling.

    + Engage target leads in conversations to determine their needs and assess if they are a qualified lead.

    + Develop customized sales strategies for accounts using account-based marketing techniques.

    + Define and execute sales plans to meet and exceed quotas through prospecting, qualifying, managing, and closing sales opportunities.

    + Develop and manage and report on sales pipeline, forecasting revenue and providing regular updates to senior management.

    + Build and maintain strong relationships with key stakeholders, including C-level executives, decision makers, and influencers.

    + Collaborate with internal teams, including marketing, product, and customer success, to ensure customer satisfaction and retention.

    + Learn and apply tools and principals of the Vontier Business System (VBS).

    + Keep accurate and current records in

    + Achieve annual revenue quotas.


    At Teletrac Navman, we believe in your potential to make an impact. And we believe in giving you the opportunity, accountability and visibility to do just that.

    We are looking for people who:

    + High school diploma, GED or equivalent required.

    + 5+ year of Enterprise software sales, technical sales and market experience

    + Proven track record of self-generated leads, closing deals and exceeding targets

    + Strong presentation skills with the ability lead to demonstrations

    + Working knowledge of, SalesLoft, and Chorus

    + Relationships with vertical associations is a plus

    + Candidate must be highly self-motivated, results driven with excellent time management skills

    + Strong interpersonal, verbal, and written communication skills in English

    + Excited to participate in ongoing training and constantly push yourself to get better

    + Skilled at developing collaborative relationships with team members, colleagues, and customers

    + Up to 25% domestic travel as required

    Bonus Points!

    + 12 weeks of paid parental leave for the primary carer and 4 weeks for the secondary carer

    + Employee Assistance Program (EAP), health insurance and other wellness initiatives

    + Development opportunities with 1:1 coaching/mentoring, online courses, product training, joining project teams and so much more.

    + Community Impact: Charitable fundraising activities and a paid day for volunteering Networking Opportunities: Inclusion & Diversity Employee Group and social communities

    + Access to discounted retailers and healthcare benefits Employee Referral Program

    + Service Awards - long service and recognition of achievements

    + Company sick pay, 4 x life assurance and additional pension contribution

    The base compensation range for this position is $75,000 to $85,000 per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.

    For this specific role, you may be eligible to participate in the sales/commission plan.

    Vontier partners with you and your family on your health and wellness journey. Visit to view our benefits. We offer a premium suite of health and wellness programs for you and your family. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions and more. Vontier is here for all stages of life.

    Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

    **Teletrac Navman** **is a leading software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty. It tracks and manages more than 500,000 vehicles and assets for more than 40,000 companies around the world. With headquarters in Orange County, CA, we have an international presence with additional offices in the United States, United Kingdom, ANZ and Mexico. Check our website at**

    **Vontier** **is a $3B global industrial technology company focused on smarter transportation and mobility. Our six operating companies—Gilbarco Veeder-Root, Global Traffic Technologies, Teletrac Navman, Matco Tools, Hennessy Industries, and DRB Systems—are united by a powerful purpose: mobilizing the future to create a better world. Our portfolio of trusted brands includes market-leading expertise in mobility technologies, retail and commercial fueling, fleet management, telematics, vehicle diagnostics and repair, and smart cities. Vontier’s pioneering solutions advance safety, security, efficiency, and sustainability worldwide.** **Energized by our shared purpose and values, we have a strong culture shaped by a deep organization-wide commitment to inclusion, diversity, and equity (ID&E) and environmental, social, and governance (ESG). Eight vibrant global employee resource groups serve as powerful focal points for connection, community, and advocacy, and we actively support community causes through Vontier Cares. We offer flexible remote and in-person, open-space work options.**

    **"Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."**

    "Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."

    Employment Type

    Full Time

  • Account Executive
    Vestis Services    Tucson, AZ 85702
     Posted about 1 hour    


    Vestis Uniforms and Workplace Supplies provides uniforms and related products to more than 400,000 customers nationwide, in virtually every industry. From designing and manufacturing to laundering and delivering, Vestis works with local and national clients to create and maintain a total uniform solution that promotes teamwork and establishes a professional identity. Vestis operates from over 200 locations nationwide.

    Learn more! Aramark Vestis - Who You Are (\_VestisAnthemWhoYouAre.mp4)


    Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential communicator? If so, the AUS sales team is looking for an ambitious Account Executive (AE) to drive sales and advance with our company. Join us and be part of a rapidly growing outside sales team working together to secure new business and increase market share. While uniform sales will be the primary focus of the AE, they will also sell linens and facility services to support our growth and increase in demand.

    **Successful candidates will possess:**

    -Tenacity, Drive - We have industry leading sales goals of 200+ dials per week in addition to our in-person prospecting and sales targets.

    -Speed, Agility - Our industry is continuously adapting and growing. Every day will be a new and exciting opportunity to showcase your skills.

    -Coachable - You will complete a paid, comprehensive sales training program to gain product knowledge, mentorship, and learn how to be a successful AUS team member.

    -Ability Follow Our Sales Process - We teach you our structured sales process to set you up for success as you’re working both independently and collaborating as a team.

    -Technology - Our team uses laptops, cell phones, Microsoft Office, and a Customer Relationship Management System (CRM) to stay organized and connected.

    -Customer Focus and Orientation - In this role, you will be the face of the company. We need someone passionate about providing the ultimate customer experience.

    -Ability to Influence - We need someone who can overcome objections and effectively demonstrate why we are the uniform, facilities, and first aid products supplier of choice.

    **Required Qualifications:**

    -At least 21 years of age

    -Valid driver’s license

    -Successfully pass Criminal Background, Motor Vehicle Record, and Drug Screen checks

    -Previous sales experience; OR completion of a college degree within the last 18 months; OR military service


    -Business-to-business outside sales experience focused on new account generation

    -Strong presentation and communication skills

    -Intermediate proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

    -Experience with Customer Relationship Management Systems - Salesforce preferred

    **WHY CHOOSE US?**

    -Unlimited career growth potential

    -Competitive base salary, uncapped commission, and quarterly bonus opportunities

    -Monthly car allowance and gas card

    -Medical benefits available first day of employment

    -Recognized by Selling Power® as one of the 50 best companies to sell for

    -Named by Diversity Inc as a Top 50 company for Diversity

    **Location -** Phoenix, AZ



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

    Employment Type

    Full Time

  • Trust Tax Department Manager/Liaison - Wealth Management
    U.S. Bank    Tempe, AZ 85282
     Posted about 1 hour    

    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**


    U.S. Bank is seeking a Trust Tax Department Manager within its Wealth Management division. This position will report to the SVP Head of Tax Services.


    Tax Operations & Administration Management:

    - This position is highly focused on tax administration, including management of cash processing, tax payments, DDA and suspense account reconciliations, and filing of tax returns.

    Tax Competencies:

    - Strong working knowledge of current IRS regulations (including Chapters 3, 4 and 61) requiring operational process changes

    - Withholding/reporting rules across 1099 (DIOB, R, MISC), 1041, 990 forms

    - Strong working knowledge of various IRS filings (945 / 1042), IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities

    - Cost Basis (Return of Capital, Wash Sales, Estates)

    - Income, Assets, Account Maintenance reviews for taxability and reporting

    - The successful candidate will also have a strong working knowledge and experience in the US Tax Operations space as it relates to tax documentation, tax compliance, forms reporting, and regulatory filings.

    - Strong fiduciary knowledge related to trust & estate administration and GST

    Tax Preparation and Review:

    - Potentially prepare a variety of tax returns (approximately 100) including trusts, individuals, foundations, 1099s throughout the year

    - In-depth and cursory reviews of several hundred returns as prepared by internal staff, external CPAs and through our outsourced relationship with our tax vendor

    - Review trust instruments for domiciliary tax assignment and proper tax reporting

    - Complete and/or review team analyses of trusts with generation skipping tax eligibility

    - Provide statistical analyses and management reporting related to work performed

    Client Service and Management:

    - Ability to address tax-related questions and issues affecting clients, relationship managers, and vendors requiring immediate attention

    - Ability to effectively assess the impact of IRS rule interpretations to both clients and operations, and articulate the result succinctly

    - The candidate must have solid, but versatile, leadership skills managing a small tax-technical liaison team and an indirect outsourced tax team yet have the ability to influence senior leaders within the organization.

    - Strong written and oral executive-level communications skills and have experience engaging with senior-level stakeholders

    - Strong problem-solving skills to identify complex risks early and develop actionable mitigation plans.

    - The candidate must have demonstrated ability in being approachable and flexible in working with stakeholders and colleagues at all experience levels.

    - Experience managing and developing talent at different levels of experience is also essential.

    - As is customary with tax management positions, this role can be challenging and demanding during peak tax times throughout the year.


    - 15+ years of related tax preparation experience preferably within a financial services environment.

    - 10+ years of tax department management experience preferably within a financial services' operations environment.

    - Strong system knowledge of Excel and MS Office Suite.

    - Bachelor's degree or equivalent work experience.


    - Strong System knowledge of SEI Trust3000, SWP, OneSource Trust Tax (fka TrustEase or Fast-Tax).

    - Database knowledge: MS Access, SQL, general database queries.

    - Bachelor of Science degree in Accounting or Finance or Master of Science in Taxation, Accounting or Finance.

    - Certification as a CPA or EA.

    This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other 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 ( .


    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 (\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.


    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 ( .

    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: $108,375.00 - $127,500.00 - $140,250.00

    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.

    Employment Type

    Full Time

  • Account Executive, UberEats (Phoenix)
    Uber    Phoenix, AZ 85067
     Posted about 1 hour    

    **About the Role**

    The Phoenix Uber Eats team is looking for an Account Executive to join the Uber Eats team in Arizona. The Account Executive role is a great opportunity to demonstrate your sales experience to expand the number of restaurants that work with Uber Eats. Your primary focus will be bringing on new restaurants that fit our partnership criteria, and use your prospecting and negotiation skills through cold-calling and driving internal processes to set up our partnerships for success. The Account Executive role is a hybrid of inside and outside sales.

    This role heavily relies on inputs through outbound dialing. Those who have success in this role average 250 dials per week. Please apply if you are comfortable with the input expectations.

    **What You'll do**

    + Prospect and build pipeline to create partnerships with the best restaurants interested in Uber Eats

    + Manage contract negotiations aimed at establishing the foundation of a strong working relationship with our restaurant partners, including sustainable economics for both parties

    + Communicate the value of Uber Eats and its newest products to prospects with a consultative approach

    + Achieve and consistently exceed monthly sales goals

    + Partner with our Onboarding Teams to smoothly activate the best restaurants

    + Help us identify and build best practices for your sales team and others

    **Basic Qualifications**

    + Passionate about sales!

    + For the Account Executive role - a minimum of 2 years sales experience

    **Preferred Qualifications**

    + Bachelor's Degree or equivalent

    + Proven achievement in performance-based role

    + Effective communication with colleagues and clients

    + Experience multi-tasking work with attention to detail

    + Coachability, interest in implementing feedback, and dedication to building your brand

    + Spanish speaking preferred

    For Phoenix, AZ-based roles: The base hourly rate amount for this role is USD$23.50 per hour. You will be eligible to participate in Uber's bonus program, and may be offered an equity award, sales bonuses & other types of comp. You will also be eligible for various benefits. More details can be found at the following link

    Uber is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form-

    Employment Type

    Full Time

  • Financial Analyst/Underwriter - Construction Surety
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted about 1 hour    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**


    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $65,800.00 - $108,500.00

    **Target Openings**


    **What Is the Opportunity?**

    Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.

    This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors.

    The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business.

    As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of a typically smaller assigned book of business.

    + Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.

    + Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Execute agency, region, and group sales plans with guidance from management.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Applicable professional experience.

    + Bachelor’s degree.

    + One to three years of applicable underwriting experience.

    + Working knowledge of products, the regulatory environment, and local market conditions.

    + Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.

    + Communication skills with the ability to negotiate with agents and brokers.

    **What is a Must Have?**

    + One year of related professional experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit .

    Employment Type

    Full Time

  • Oracle Cloud Financials Analyst (3664)
    SMX    Phoenix, AZ 85067
     Posted about 2 hours    

    Oracle Cloud Financials Analyst (3664)at SMX(View all jobs) (

    United States

    Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

    An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

    Preferred locations are in the **Philadelphia area** , but remote work may be considered.

    **Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

    Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

    + **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

    + **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

    + **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

    + Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

    + Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

    + User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

    + Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

    **Required Skills and Experience:**

    + Clearance Required: None

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

    + 3+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

    + “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

    + Proficient in creating functional specifications, process flows, and system configurations

    + Experience with data migration, system integration, and interface design

    + Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

    + Excellent problem-solving skills with a strong attention to detail

    + Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

    + Ability to work independently and manage multiple priorities in a dynamic environment

    + Ability to travel up to 50%

    \#cjpost #LI-REMOTE #LI-JJ1

    At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

    We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

    SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

    Selected applicant will be subject to a background investigation.

    Employment Type

    Full Time

  • Enterprise Account Executive (Remote)
    SANS Institute    Phoenix, AZ 85067
     Posted about 2 hours    

    **About SANS**

    SANS Institute (SANS) launched in 1989 as a cooperative for information security thought leadership, it is SANS’ ongoing mission to empower cyber security professionals with the practical skills and knowledge they need to make our world a safer place. We fuel this effort with high quality training, certifications, scholarship academies, degree programs, cyber ranges, and resources to meet the needs of every cyber professional. Our data, research, and the top minds in cybersecurity collectively ensure that individuals and organizations have the actionable education and support they need.

    **Join the SANS Team**

    At SANS, our culture is defined by Mission, Brand, People. Our goal is to hire people who understand the importance of continuing to fight against the cyber security threats (Mission) while delivering the highest quality training (Brand) to our students. We want employees whose personal values align well with our culture of fairness, honesty, customer focus, and pragmatic approach (People).

    **Summary of Position**

    SANS is looking for a cyber-experienced Enterprise Account Executive (EAE) to join the North America business unit. The EAE is an extremely self-driven and accomplished sales professional able to successfully prospect, hunt, negotiate, & close, in addition to manage and grow top, high potential accounts (primarily comprised of Fortune 500 clientele). The position will require working with clients across the Cyber Talent Lifecycle, implementing strategies to help clients source, develop, and retain cyber talent. As a result, clients will improve their cyber risk, and scale their investments with SANS.

    The EAE position has an expectation of overachieving quota and will require independent sales work, both on an inside/outside basis conferring with information security, network security and forensics professionals; software development teams; Learning & Development leaders; HR department, talent acquisition heads; and senior and C-level decision makers with budgetary discretion and control.

    The EAE will report to the Director of Enterprise Sales based in the United States. Primary responsibility is to grow an assigned account book (60-80 customers on average). The account base consists of both existing and greenfield accounts. The EAE will accomplish this by expanding SANS’ existing footprint with new business units & teams while increasing the adoption of SANS product portfolio and leveraging effective known solutions and approaches to create new relationships and revenue generating business across prospect accounts.

    **Key Responsibilities**

    + Successfully call on CIO, CISO, CSO, head of engineering, operations, talent acquisition, learning & development and other high-level decision makers in a company

    + Prioritize face to face meetings with both key accounts and target prospects.

    + Identify new business unit and functional areas with strong potential for the SANS portfolio of products

    + Prospect, qualify and secure new customer relationships causing new pipeline and business generation

    + Leverage existing account contacts and account-based marketing resources to position relevant content causing leads and pipeline.

    + Supply marketing business development functions key account and contact information to support lead generation and continually iterate to refine process.

    + Build and maintain a healthy sales pipeline (target 3 x annual revenue goal) of viable new business.

    + Manage and grow existing accounts, and lead strategy to acquire large enterprise, high potential organizations.

    + Prepare and oversee Sales Account Plans required to understand account, engage internal sales resources, and facilitate context for developing strategy and action plans

    + Account Planning will be an iterative process and candidate will work with sales resources and leadership to review and collaborate every 60-90 days to progress approach

    + Adopt and leverage MEDDPICC sales methodology to continually refine and establish the best and highest win probability

    + Team and guide assigned inside sales (ISR) professional on prospecting into assigned accounts, prioritizing ISR actions( joining customer calls, introducing SANS offerings, balancing account research, identifying new opportunities)

    + Team with our business to business (B2B) marketing team. Tailor outreach messages and offers to assigned accounts, aligning content and messaging to key groups

    + Team as an active thought leader and contributor with various SANS teams, sharing learnings from wins, losses, and best practices to accelerate growth

    + Maintain double digit revenue growth, expand client footprint, and increase portfolio adoption across assigned accounts

    + Experience managing large complex enterprise sales.

    + Learn and adapt to SANS’ culture of combining personal talent with generous sharing of intellectual capital, useful tools, assets, and best practices to create, share, and make SANS and its customers more successful

    + Demonstrate deep understanding of assigned customers, and thoughtful plan for growth, mutual success, and advancing SANS’ Mission

    **Basic Qualifications**

    + 7+ years’ of Enterprise & executive level sales experience; 10+ years highly preferred.

    + Confident manager with highest ethical standards, proven track record in sales, consistently exceeding targets, caring about client outcomes and representing personal and professional brand

    + 2+ year’s experience in Cyber sales market; 5+ years highly preferred

    + Excellent written, oral communication, and presentation skills

    + Experience working multiple strategic accounts balancing workload based on revenue opportunity and potential

    + Superior organizational and time-management skills able to work autonomously in a heavily matrixed, geographically dispersed team.

    + Strong computer skills, especially with Microsoft Office and Salesforce (CRM) applications

    + Maintain basic contracting fundamentals in support of negotiation and agreement.

    + Able to work independently, self-motivated, operating with high professional conduct and positive, collaborative team attitude.

    **Preferred Qualifications**

    + Demonstrated experience in overachieving quota, large enterprise account management and new business pursuit, maintenance and growth of recurring revenue, while expanding new revenue streams

    + Experience increasing portfolio adoption, targeting and gaining audience with key decision makers and connecting client challenges and needs to solutions

    + Ability to be a business-minded and strategic thinker, informing the art of the possible in support of mutually advantageous business objectives

    **Reporting Relationships**

    This position will report to the Director of Enterprise Sales and has no direct reports.

    **Work Environment**

    This is a mainly remote position with expectations to travel to customers and SANS events.

    **Equal Opportunity Employer**

    SANS is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please contact SANS Human Resources.

    California residents for SANS privacy notice for California job applicants

    The base salary range for this position is between $85,000 and $115,000 plus commission. Base salary ranges may vary by geographic location and relevant experience, education, certifications, and years of experience. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

    In addition, SANS provides the following benefits:




    Short-Term Disability

    401(k) with company match

    Employee Assistance Program

    Supplemental Life Insurance and AD&D

    Paid Time Off

    Company Paid Holidays

    Volunteer Paid Time Off


    Business Development - Enterprise Sales

    Employment Type

    US Employee | Full-Time

    Minimum Experience



    $85,000 - $115,000 plus commission

    Employment Type

    Full Time

  • Account Executive
    Republic Services    Mesa, AZ 85213
     Posted about 2 hours    


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

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

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

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

    Our company values guide our daily actions:

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

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

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

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

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

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


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

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

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

    **Recycling and Waste**

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

    **Environmental Solutions**

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


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

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

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


    + Barron’s 100 Most Sustainable Companies

    + CDP Discloser

    + Dow Jones Sustainability Indices

    + Ethisphere’s World’s Most Ethical Companies

    + Fortune World’s Most Admired Companies

    + Great Place to Work

    + Sustainability Yearbook S&P Global

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


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

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

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

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

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

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

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

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

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

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

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


    + Waste or service industry experience.


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

    + Valid driver’s license. (Required)

    **Rewarding Compensation and Benefits**

    Eligible employees can elect to participate in:

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

    • Health care and dependent care spending accounts.

    • Short- and long-term disability.

    • Life insurance and accidental death & dismemberment insurance.

    • Employee and Family Assistance Program (EAP).

    • Employee discount programs.

    • Retirement plan with a generous company match.

    • Employee Stock Purchase Plan (ESPP).

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

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

    Employment Type

    Full Time

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