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

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

231

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

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.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • J.P. Morgan Wealth Management - Private Client Advisor - Prescott, AZ
    JPMorgan Chase    Prescott, AZ 86304
     Posted about 12 hours    

    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


    Employment Type

    Full Time

  • Senior Account Executive
    IT1    Tempe, AZ 85282
     Posted about 12 hours    

    iT1 is looking for motivated, enthusiastic full-solution technology sales individuals to join our team in the role of Senior Account Executive.

    If you are looking to join a company that will allow you to grow your business and enable you to service your clients at the highest levels, then we should talk. iT1 has been recognized by the Phoenix Business Journal’s “Best Places to Work” in Arizona for the past 11 years. This is a testament to the great team and culture we have here at iT1!

    We will provide you with a robust lead generation program to support your sales growth. This provides you with a chance to establish new relationships. We offer the freedom and flexibility for entrepreneurial-minded sales professionals, such as yourself, to design and build your successful environment. With no restrictions on territory or verticals, you can focus where you want. Our most successful sales reps have even built their own teams who directly support their book of business!

    iT1 offers you the opportunity to collaborate with some of the best resources in the industry. You’ll benefit from our dedication to providing efficiency and stability in our sales environment and be working under one of the most rewarding compensation plans in the industry.

    Requirements

    + A positive attitude and great work ethic

    + The understanding that customer satisfaction is the most important thing we provide

    + A track record of success in the Value Added Reseller (VAR) industry (4 years minimum)

    + Knowledge of various aspects of IT and how each interrelates to one another

    + Strong ability to facilitate and negotiate complex IT solutions

    + Must be comfortable speaking with senior-level clients

    + Self-motivation and time management skills are crucial

    + I.T.Sales or Services: 4+ years

    Key Duties

    + Provide top-level customer solutions to your customers for all of their technology needs

    + Collaborate with our Cloud and Carrier service teams to sell on-premise and off-premise solutions

    + Engage Project Management and Engineering teams to identify and pursue Service and Consulting opportunities

    + Engage all necessary external resources to conduct business, including vendor partner and distribution reps

    + Produce quotes and handle pricing negotiations throughout the sales cycle

    + Identify opportunities and use best practices to increase competitive advantages, notably securing deal registrations with our partners

    Physical Demands

    + Sit at a computer for 8 hours per day

    + Keyboarding for 8 hours per day

    + Near Vision (working with small objects or reading small print)

    + Speaking (communicating information to clients/coworkers)

    + Hearing Requirements (In person speech, telephone, other sounds)

    + Driving

    Benefits

    + Medical, Dental, Vision

    + FSA or HSA plan

    + 401K

    + Voluntary Life Insurance and Short-Term Disability

    + Life Insurance, AD&D, Long Term Disability and Long-Term Care

    We Offer:

    + Lucrative Compensation plan including income-earning annuity and consumption-based recurring profit model

    + High-Tech Office environment

    + Onsite Fitness Center

    + Electric Auto Charging Stations

    + Fun environment and great company culture

    + We provide all equipment needed

    *iT1 is an equal opportunity employer. Employment decisions are made without regard to race, religion, sexual orientation, gender identity, national origin, disability status, veteran status, or other characteristics protected by law.


    Employment Type

    Full Time

  • Wealth Management Associate - AZ, Phoenix, Scottsdale (2678)
    Equitable    SCOTTSDALE, AZ 85258
     Posted about 12 hours    

    Wealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )

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

    **Other Locations** : UNITED STATES-AZ-Phoenix

    **Organization** : Equitable Advisors

    **Description**

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

    **Our people**

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

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

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

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

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

    **Qualifications**

    **Training and support**

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

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

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

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

    **Benefits and compensation**

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

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

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

    **Req ID:** PIN\_15039


    Employment Type

    Full Time

  • Financial Advisor - AZ, Scottsdale (3854)
    Equitable    SCOTTSDALE, AZ 85258
     Posted about 12 hours    

    Financial Advisor - AZ, Scottsdale (3854) ( 190007OG )

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

    **Organization** : Equitable Advisors

    **Description**

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

    **Our people**

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

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

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

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

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

    **Qualifications**

    **Training and support**

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

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

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

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

    **Benefits and compensation**

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

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

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

    **Req ID:** 190007OG


    Employment Type

    Full Time

  • Account Executive, TPO
    Carrington    Chandler, AZ 85286
     Posted about 14 hours    

    **Come join our amazing team!**

    Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $13.00 to $20.00 / HR + Monthly Incentive plan.

    **What you’ll do:**

    + Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.

    + Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.

    + Advises brokers/sellers of Company programs, pricing and submission policies and procedures.

    + Advises brokers/sellers of any changes to Company’s policies or procedures

    + Assists brokers/sellers in loan submission process.

    + Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.

    + Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.

    + Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.

    + Work, maintain and update contacts in the CRM system.

    + Maintain all customer confidential information in accordance with all company policies and all laws.

    + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.

    + Manages loan pipeline to achieve departmental goals and objectives.

    + Provide a high level of customer service to brokers/sellers during the loan process.

    **What you'll need:**

    + Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships

    + Proven ability to set and reach sales goals

    + Knowledge of state and federal lending regulations

    + Knowledge of FHA, FNMA, FHLMC, VA, USDA and non-agency loan products

    + Knowledge of purchase transactions

    + Knowledge of Carrington policies, procedures, guidelines and organization structure

    + Knowledge of Carrington’s underwriting guidelines and investor requirements

    + Ability to learn quickly and retain information about Carrington, its sales process flow, its products and the specialty lending industry

    + Ability to understand complex problems and to collaborate and explore alternative solutions

    + Excellent verbal, written and presentation communications skills

    + High school diploma or equivalent required.

    + 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.

    + Previous experience selling agency and non-agency loan products preferred.

    + Previous experience as a sales representative required, preferably in the mortgage industry.

    **Our Company:**

    Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonwholesale.com .

    **What is the value proposition to joining the team?**

    + Increased earning capacity due to access to our 48 state territory.

    + Ability to market faster and more efficiently inside the operation.

    + Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.

    + Professional account manager’s partner with you and your brokers to add value every step of the way.

    + Base pay plus an industry leading commission plan.

    + Take over existing accounts.

    **What We Offer:**

    + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

    + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

    + Customized training programs to help you advance your career.

    + Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.

    + Educational Reimbursement.

    + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

    **Notice to all applicants: Carrington does not do interviews or make offers via text or chat**

    EEO/AAP Employer

    California Privacy Notice: https://oag.ca.gov/privacy/ccpa

    \#LI-TA1

    Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.


    Employment Type

    Full Time

  • Account Executive, TPO
    Carrington    Chandler, AZ 85286
     Posted about 14 hours    

    **Come join our amazing team!**

    Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $13.00 to $20.00 / HR + Monthly Incentive plan.

    **What you’ll do:**

    + Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.

    + Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.

    + Advises brokers/sellers of Company programs, pricing and submission policies and procedures.

    + Advises brokers/sellers of any changes to Company’s policies or procedures

    + Assists brokers/sellers in loan submission process.

    + Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.

    + Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.

    + Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.

    + Work, maintain and update contacts in the CRM system.

    + Maintain all customer confidential information in accordance with all company policies and all laws.

    + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.

    + Manages loan pipeline to achieve departmental goals and objectives.

    + Provide a high level of customer service to brokers/sellers during the loan process.

    **What you'll need:**

    + Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships

    + Proven ability to set and reach sales goals

    + Knowledge of state and federal lending regulations

    + Knowledge of FHA, FNMA, FHLMC, VA, USDA and non-agency loan products

    + Knowledge of purchase transactions

    + Knowledge of Carrington policies, procedures, guidelines and organization structure

    + Knowledge of Carrington’s underwriting guidelines and investor requirements

    + Ability to learn quickly and retain information about Carrington, its sales process flow, its products and the specialty lending industry

    + Ability to understand complex problems and to collaborate and explore alternative solutions

    + Excellent verbal, written and presentation communications skills

    + High school diploma or equivalent required.

    + 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.

    + Previous experience selling agency and non-agency loan products preferred.

    + Previous experience as a sales representative required, preferably in the mortgage industry.

    **Our Company:**

    Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonwholesale.com .

    **What is the value proposition to joining the team?**

    + Increased earning capacity due to access to our 48 state territory.

    + Ability to market faster and more efficiently inside the operation.

    + Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.

    + Professional account manager’s partner with you and your brokers to add value every step of the way.

    + Base pay plus an industry leading commission plan.

    + Take over existing accounts.

    **What We Offer:**

    + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

    + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

    + Customized training programs to help you advance your career.

    + Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.

    + Educational Reimbursement.

    + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

    **Notice to all applicants: Carrington does not do interviews or make offers via text or chat**

    EEO/AAP Employer

    California Privacy Notice: https://oag.ca.gov/privacy/ccpa

    \#LI-TA1

    Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.


    Employment Type

    Full Time

  • Reinsurance Financial Analyst
    Zurich NA    Phoenix, AZ 85067
     Posted about 21 hours    

    Reinsurance Financial Analyst

    113610

    Zurich Services LLC (a division of Zurich North America) is currently hiring a Reinsurance Financial Analyst II on the WAQS/Bermuda team and this person will report to a Reinsurance Financial Manager within Group Reinsurance.

    The ideal candidate can work in Schaumburg, IL or remotely.

    This position is within Zurich's Group Reinsurance (Group Re) function; a global function. The North American Group Reinsurance hub function manages $18 billion in reinsurance recoverable, $9 billion of assumed and ceded premiums and has the fiduciary responsibility for reinsurance collateral of approximately $15 billion.

    The Reinsurance Financial Analyst II analyzes and performs intermediate to complex reinsurance accounting transactions and financial reporting, ensuring compliance with terms and conditions of the reinsurance agreements and department standards. The job entails preparations of statements, settlement, collection, cash application in the subledgers, reconciliations and analysis for proper accounting and reporting.

    Additional responsibilities include:

    + Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. May include handling and collection of reinsurance claims of moderate to high complexity

    + Reconcile complex detail reinsurance related activity, identify issues, coordinate resolution and take corrective actions as directed. Update financial and underwriting and/or claim systems, accordingly

    + Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources

    + May provide training and oversight review to junior peer accounts

    + Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries a prescribed by department standards

    + Provide ongoing work-flow status, risk assessment and issue insight to Group Reinsurance management and internal and external stakeholders

    Basic Qualifications:

    + Bachelors Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

    + Zurich Certified Insurance Apprentice, including Associate Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

    + High School Diploma or Equivalent and 6 or more years of experience in the Reinsurance, Insurance, or Finance area AND

    + Microsoft Office experience

    Preferred Qualifications:

    + Experience in Excel – Intermediate/Advanced

    + Insurance industry experience

    + Knowledge of reinsurance contracts

    + Demonstrate team-oriented experience

    + Knowledge of AR/AP (accounts receivable /payable)

    + Knowledge of reinsurance claim recoverable process and link to direct claim processing

    + Technology experience related to one or more of the following areas: General ledger, financial reporting systems and good knowledge of reconciliations.

    + Knowledge of Captive Reinsurance accounting helpful, but not required

    + Ability to multi-task, working on many projects

    + Strong verbal and written communication skills

    + Strong analytical and problem-solving skills

    Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short term incentive bonuses and merit increases. **Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education.** The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The starting salary range for this position is $63,300.00 - $103,700.00.

    As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( https://www.zurichna.com/careers/faq ).

    A future with Zurich. What can go right when you apply at Zurich?

    Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (https://www.zurichna.com/careers) to learn more.

    As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

    Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

    Location(s): AM - Schaumburg, AM - Remote Work (US)

    Remote Working: Yes

    Schedule: Full Time

    Employment Sponsorship Offered: No

    Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-REMOTE


    Employment Type

    Full Time

  • Trust Tax Department Manager/Liaison - Wealth Management
    U.S. Bank    Tempe, AZ 85282
     Posted about 22 hours    

    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**

    SUMMARY

    U.S. Bank is seeking a Trust Tax Department Manager/Liaison supporting its Wealth Management division.

    RESPONSIBILITIES

    Tax Competencies:

    - Very strong working knowledge of charitable foundation returns (990-PF, 5227)

    - Strong working knowledge of fiduciary income tax returns (1041)

    - Good working knowledge of NRA tax returns (1042, 1042-S, W-8/entire series and general FATCA)

    - Some working knowledge of individual income tax returns (1040, some knowledge of estates)

    - Proper reporting related to 1099DIOB and MISC/NEC forms.

    - Processing and reporting of federal and state tax payments, FIRE system, and EFTPS knowledge

    - Working knowledge of various IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities

    - General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.)

    - Ability to review returns for taxability and reporting of account types, transactions, sales, cost basis, etc.

    Tax Preparation and Review:

    - Preparation, review, and tracking of fiduciary, individual, trust-estates, charities, etc.

    - In-depth and cursory reviews of several hundred returns as prepared by external CPA firms, with the majority through our outsourced relationship with our tax vendor.

    - Provide tax support and liaise with our tax vendor in an outsourcing arrangement.

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

    - Complete analysis of trust instruments with generation skipping tax eligibility.

    - Provide statistical analyses related to work performed to management.

    - May prepare various tax returns (less than 100 trusts, individuals, foundations, 1099s, 1042/1042-S)

    Client Service and Management:

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

    - This role requires a can-do attitude and excellent client service skills, both written and verbal, and ability to deliver results quickly and accurately to our clients.

    - Solid, but versatile, leadership skills and may co-manage a small tax-technical liaison team and an indirect outsourced tax team through our vendor.

    - Demonstrated ability in being approachable and flexible in working with stakeholders and colleagues at all experience levels.

    Tax Operations:

    - General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates

    - Processing and maintenance of tax fees for various account types.

    - Position can be challenging and demanding during peak times throughout the year where significant time-investment may be expected.

    REQUIRED

    - Bachelor's degree in accounting or equivalent work experience.

    - 10 or more years of experience in accounting, tax accounting and planning.

    - Three or more year of management experience.

    PREFERRED

    - Bachelor of Science degree in Accounting or Finance (master's degree preferably).

    - CPA or Enrolled Agent (EA) certification.

    - 10+ years of related fiduciary and individual tax preparation experience preferably within a financial services environment.

    - System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast-Tax).

    - System knowledge: MS Access, SQL and general database queries.

    - Strong system knowledge: Excel and PowerPoint.

    This role 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.

    \#USBOps

    \#WCIBO

    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: $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

  • Wealth Management Advisor - Chandler, AZ
    U.S. Bank    Chandler, AZ 85286
     Posted about 22 hours    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

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

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

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

    In This Role You Will:

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

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

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

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

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

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

    Discover How You’ll Thrive!

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

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

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

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

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

    + Marketing warm leads and qualified referrals from across the organization

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

    **_Learn more in our digital handbook_**

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

    For You:

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

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

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

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

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

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

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

    Preferred Qualifications:

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

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

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

    + Strong presentation abilities

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

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

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

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

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

    **E-Verify**

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

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    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

  • Financial Advisor - Scottsdale and Surrounding Areas
    Thrivent Financial    Scottsdale, AZ 85258
     Posted about 23 hours    

    Thrivent Financial Advisor

    Meaningful work. Rewarding career.

    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

    At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

    Job Description

    As a Thrivent Financial advisor, you’ll:

    + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

    + Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.

    + Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.

    + Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

    + Have the flexibility to control your schedule, allowing for work-life balance.

    + Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

    Desired Characteristics

    Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

    + Self-disciplined, independent and driven to succeed.

    + Motivated by helping others and seeing them achieve their goals.

    + A natural coach or guide with strong interpersonal skills.

    + Passionate about living a life of generosity by serving others, not just selling products.

    Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

    Requirements

    + Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

    + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

    + Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

    Compensation and Benefits

    You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

    + Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.

    + Medical, dental, vision, disability and accidental death and dismemberment insurance.

    + Pension, 401(k) and retiree medical plans.

    + Ongoing support, training and opportunity for professional growth.

    + Well-being programs to help you manage your physical, emotional and financial health.

    + Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

    + Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

    About Thrivent

    Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

    Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

    To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

    Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.


    Employment Type

    Full Time


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