Investment Fund Managers

**IT Security Analyst I-III**

Company **Tucson Electric Power**

Location **Tucson, AZ**

Requisition ID **5950**

**About Us**

UNS Energy Corporation (http://www.uns.com) , headquartered in Tucson, Arizona, is a subsidiary ofFortis Inc. (https://www.fortisinc.com) , the largest investor-owned electric and gas distribution utility in Canada. Our public utility subsidiaries, Tucson Electric Power Company, UNS Electric, Inc. and UNS Gas, Inc., power our economy by providing electric and gas service to nearly 700,000 customers in Arizona.

We embrace a spirit of giving, dedicated to improving quality of life in the communities we have served for generations, and in TEP’s case, since the 1890s. We’re building a cleaner, greener grid, with more wind and solar power than ever before, while maintaining safe, reliable, and affordable service.

**Your Employer of Choice**

Our culture is rooted inshared core values (https://www.tep.com/careers/#values) that define how we work and who we are. Our team of innovative professionals bring their authentic selves to work each day to power our vision and make a difference.

We create opportunities for employees to thrive through:

+ **Continual growth:** In an industry changing faster than ever before, our commitment to professional growth and leadership development means we never stop challenging ourselves to explore new possibilities.

+ **Active Engagement:** We support a collaborative environment, with peer-to-peer learning and employee-driven groups that foster an inclusive culture.

+ **Total compensation:** UNS Energy Corporation also offers a competitive compensation and benefits package that includes a 401k plan with a generous company match and additional non-discretionary employer contribution, affordable individual and family health insurance plans, tuition assistance, life insurance, long-term disability insurance and much more.

Hear from some of our employees,here (https://youtu.be/hpknvJPLuoc) andhere (https://youtu.be/7BECywu-Re4) .

**Job Description - IT Security Analyst I-III**

**Position Description**

Responsible for the design, planning, testing, implementation, and administration of regulatory requirements and industry-wide accepted information security principles, practices, and information systems to ensure the protection of information assets processed, stored, or transmitted at UniSource. Evaluate the effectiveness of information security solutions and processes in place, keeping in mind the state of world events. Monitor for and identify security risks and exposures, determine the causes of security violations, assess, and implement procedures to halt future incidents. Understand and provide assistance to system users relative to information systems security matters. Participates in a team environment that provides cost-effective IT security services to the various business units. Works closely with other areas to insure optimum reliability and cohesiveness.

**Position-Related Responsibilities**

+ Responsible for day-to-day security administration of company databases (e.g. Oracle and MSSQL), e-mail applications, key business applications and networks.

+ Responsible for provisioning and de-provisioning users

+ Performs security incident response and forensic investigations.

+ Evaluates new and emerging security technologies, features, and products to determine their application in the protection of company information assets.

+ Performs security analysis, including architecture review, baselines, vulnerability assessments, and risk assessments to proactively identify security risks and exposures.

+ Monitors security events across the network and ensures alerting and resolution of security issues and threats.

+ Provides anti-virus, spam, and malware administration and management.

+ Provides second-level support for the IT Help Desk. Performs 24 x7 support on a rotating basis.

+ Ensures change control processes are followed and service levels affected by those changes are maintained.

+ Works with internal and external project managers to complete projects and efforts on time.

+ Leads or participates in IT projects to provide information security expertise, guidance, or training.

+ Works with internal and external auditors to implement technical aspects of regulatory/compliance/privacy controls, such as Sarbanes-Oxley, NERC CIP, HIPAA, and PCI DSS.

+ Works with Human Resources or Legal to provide sensitive investigative or litigation hold support.

+ This position may provide services to affiliates of the Company subject to the UNS Energy Code of Conduct and the related Policies and Procedures.

+ Knowledge is expected in the following disciplines:

+ Authentication and Access Control Tools, Management and Administration

+ Anti-Virus, Spam and Malware Tools, Management and Administration

+ Application Security Architecture & Cloud Computing Concepts

+ Change & Security Configuration Audit and Control

+ Encryption Processes, Management and Administration

+ Firewall Management and Administration

+ Hardware/software Security Testing and Evaluation

+ Intrusion Detection/Prevention

+ Incident Response Practices and Procedures

+ Computer Forensic Practices and Procedures

+ Layer 2 and 3 routing and switching protocols (TCP/UDP, IPv4, IPv6, OSPF, etc.)

+ Security Information & Event Management (SIEM) and Logging

+ Scripting Languages, such as PowerShell

+ VOIP Technology Security

+ VPN’s (Virtual Private Networks) and SSL

+ Vulnerability Assessment Practices/Technology (i.e. Operating Systems, Network, Application, Database, and Web)

+ Wireless Security Infrastructure

+ Security Industry Standards, such as ISO, NIST & FISMA

+ Regulatory Requirements of NERC CIP, SOX, HIPAA, PCI DSS and other applicable regulations

+ Information Security Awareness Programs and Communications

+ Information Security Policy and Standards

+ Information Security Risk Assessment

**Knowledge, Skills & Abilities**

_(Equivalent combination of education and experience will be considered.)_

Level I

_Minimum Qualifications:_

+ High school diploma or GED.

+ Effective written and oral communication skills are required plus a willingness to learn in a rapidly changing environment.

+ Demonstrated ability to work both independently and as part of a team.

_Preferred Qualifications:_

+ Bachelor’s degree in management information systems, Computer Science or related discipline is preferred.

+ Two or more years in an IT related discipline is preferred.

Level II

_Minimum Qualifications:_

+ Requires the qualifications for an IT Security I plus experience with day-to-day security administration.

+ Requires self-direction and the ability to work with vendors on creating statements of work and completing that work.

+ Requires Industry certifications (i.e. GSEC or CISSP) or equivalent experience of 3-5 years in an information security or network discipline.

_Preferred Qualifications:_

+ Assists more experienced administrators on projects and deals with day-to-day support.

Level III

_Minimum Qualifications:_

+ Requires the qualifications for an IT Security II plus leadership abilities.

+ Provide mentoring and guidance to junior members of the team.

+ Requires industry certifications (i.e. GSEC or CISSP) or equivalent experience of five or more years in an information security or network discipline.

_Preferred Qualifications:_

+ Individual is considered at full proficiency in the information security field and a leader on the security team.

+ Works with other IS groups to ensure the understanding and coordination of effective results.

+ Ensures that IS Standards and practices are understood and consistently applied.

+ Demonstrates basic project planning & project management skills for leading individual or small team efforts.

**Pay Rate:** Competitive pay based on qualifications and experience

**All job offers are contingent on successful completion of a pre-employment drug screen and background check.**

California Job Applicants -click here (https://www.tep.com/california-job-applicant-and-independent-contractor-privacy-notice/) to see our Job Applicant Privacy Notice.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Recker-McKellips

Mesa, Arizona

**Job Description:**

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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

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

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

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

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

**We’ll help you**

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

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

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

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

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

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

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

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

• Unlimited potential for financial growth.

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

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

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

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

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

**We’re a culture that**

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

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

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

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

**Required Qualifications:**

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

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

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

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

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

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

• Efficiently manages your time and capacity.

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

**Desired Qualifications:**

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

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

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

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

American Express is embarking on an exciting Cloud transformation led by a high-energy, delivery-focused team. This group is nimble and creative, with the power to define governance of our Generative AI technology functions and tooling. The **Enterprise GenAI Sr Info Security Analyst** is an integral member of the SaaS Security Team who delivers and operationalizes products, acts as a subject matter expertise to deliver security controls for the enterprise, and ensures the success of the American Express journey in driving down risk in cloud usage.

You will work closely with other Information Security departments to design, manage, and support security control integration, as well as Investigate security incidents and perform compliance reviews. This position demands a well-organized, driven, action-oriented team player with the ability to lead operational initiatives and the ability to work on multiple products and projects simultaneously, and an understanding to deliver end-to-end operational solutions focused on great user experience.

**Responsibilities Include:**

+ Strong collaboration with operational and architectural security teams

+ Partner with and support the Engineering team to drive and execute results in a timely mannerProvides detailed analysis of Generative AI use cases to determine and report on enterprise risk

+ Monitors and anticipates trends and investigates organizational objectives and needsPartner with and support various technology and business teams to understand the current landscape of Gen AI use cases and map to operational controls

+ Provide security expertise to the Cloud Security and SaaS Security teams, as it pertains to the Generative AI program

+ Build out an operational function and team to ensure products and controls are performing optimally and efficiently

+ Create and maintain operational documentation and reports to support monthly trend analysis as well as project components

+ Evaluate various Generative AI technologies and tools for technical and operational feasibility

**Required Skills/Experience**

+ 5 years of experience in Information Security or Information Technology

+ Experience working within an Agile Methodology

+ In-depth knowledge of Product Management, Engineering and Operations

+ Prior experience to managing an operations and/or engineering team

+ Prior experience of end-to-end enterprise product deployments

+ Public cloud knowledge and experience preferred

+ Demonstrated leadership skills

+ Knowledge of data classification solutions

+ Strong work prioritization, planning, and organizational skills

+ Be able to collaborate effectively, work closely within a coordinated team environment, and maintain professionalism under any circumstance

+ Knowledge of common web technologies, cloud technologies, enterprise, and network architecture

+ Strong communication skills (written and verbal)

+ Understanding of financial industry standards and regulations such as FedRamp, NIST, CSA, PCI, and SOX

**Educational Requirements:**

+ Bachelor’s Degree in computer science, computer engineering, or related field; or equivalent experience

+ Information Security Certification preferred, CISSP, CCSK or similar.

**Qualifications**

Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions

**Job:** Technologies

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 25005539

Cyber Security Analyst

Location:

Tempe, AZ, US

Date: Mar 26, 2025

**Requisition ID** : 18528

**Join us in building a better future for Arizona!**

SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

**Why Work at SRP**

At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

+ Pension Plan (at no cost to the employee)

+ 401(k) plan with employer matching

+ Available your first day: Medical, vision, dental, and life insurance

+ Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

+ Parental leave (up to 4 weeks) and adoption assistance

+ Wellness programs (including access to a recreation and fitness facility)

+ Short and long-term disability plans

+ Tuition assistance for both undergraduate and graduate programs

+ 10 Employee Resource Groups for career development, community service, and networking

**Summary**

The cyber security awareness and training analyst works under the direction of security leadership to manage and execute cyber security awareness programs for the organization and drive a security mindset across SRP. The analyst works with internal stakeholders and external cyber security awareness vendors to ensure the program is aligned with leadership’s expectations. Analysts in this role emphasize employee behavioral change by providing successful training and education content focused on mitigating business risk.

**What You'll Do**

+ Work in tandem with risk management, security teams and business leaders to align security awareness and education initiatives focused on behavioral change.

+ Measure the effectiveness of the awareness and training program, make recommendations and execute change.

+ Complete regulatory obligations for employee awareness and training, then pivot to create and offer compelling and forward-thinking content exceeding minimum standards.

+ Assess the cyber security threat landscape in coordination with subject matter experts and align the program with content focused on reducing risk.

+ Create content employees can comprehend, regardless of their level of cyber security knowledge, while accommodating different learning styles using a variety of mediums, including, but not limited to, written and visual (video/images).

+ Interest non-cyber security workers in becoming champions and ambassadors for the security program.

+ Offer workshops and interactive sessions, including gamification, tabletop exercises, guest speakers and general awareness training across a broad range of business and personal security topics for the workforce.

+ Pinpoint strengths and areas for improvement related to security posture and risk management/acceptance.

+ Maintain a high degree of knowledge with current and proposed security changes impacting regulatory, privacy and security industry best practice guidance.

+ Influence and validate metrics used in oversight and assessment of security program success and regularly report to security and business leadership.

**What It Takes To Succeed**

+ Ability to combine business acumen, effective communication and technical aptitude to provide cyber security content serving all levels of proficiency, from beginners to experts.

+ Adept at developing trust and earning respect so that regardless of employee ability, all feel welcome to ask questions, share feedback and support the mission.

+ As a liaison between cyber security and the business units, the coordinator is people-centric, a security champion and an example for others to follow.

**Skills and Experience**

+ At least three to five years’ experience in cyber security and/or education.

+ Excellent communicator and storyteller, adept at collaborating with various groups of people.

+ Awareness of various regulatory requirements and cyber security awareness obligations.

+ Ability to deliver content across multiple business units, as well as remote and in-office teams.

+ Familiar with how to track and measure awareness and efficacy of training using solutions like Power BI, ServiceNow, or Human Risk Management solutions.

+ Ability to manage computer-based training (CBT) and learning management system (LMS).

+ Experience developing and using materials to support various learning styles and roles.

+ Project management, multitasking and organizational skills.

+ Understanding of social engineering tactics, privacy, insider threats and data protection.

+ Capable of facilitating a variety of event types, like Design Thinking Sessions, Training Needs Analysis, Stakeholder Engagement, etc.

+ Ability to foster credibility with technical teams and external constituents through sustained industry knowledge.

**Certification Requirements**

Preferable, but not required: PMP, GSEC, GISP, CRISC, CISSP, Prosci

**Experience**

We are hiring this role at the Level 2, please see below years of experience needed.

• Level 2 (Journey), a minimum of two years of experience to four years related experience is required (if no degree, six-eight years of relevant experience or equivalent combination of education and related experience totaling six-eight years).

**Education**

A bachelor’s degree related to the assignment from an accredited institution is preferred.

**Hybrid Workplace**

SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona. We are taking steps to protect the health and well-being of all team members, and by following a number of health and safety protocols, to reduce the risk of the coronavirus (COVID-19).

**Drug/Alcohol Policy Statement**

To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

**Equal Opportunity Employer Statement**

Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

**Work Authorization**

All candidates must be legally authorized to work in the United States.

Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

**Nearest Major Market:** Phoenix

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

The J.P. Morgan Wealth Management business is undergoing significant growth initiatives with a key focus being the development of a remote advice and wealth management channel.

As an Associate within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P. Morgan Wealth Management infrastructure. This role will contribute to giving the Field (leadership, advisors, etc.) the necessary operating models, tools, and resources needed to successfully provide a world class experience to our advisors the clients we serve.

**Job Responsibilities**

+ Drive the translation of the client and advisor experience strategy into tangible business solutions

+ Define & recommend enhancements to detailed processes and operating models

+ Support and manage end-to-end field implementation of strategic initiatives

+ Guide and influence key stakeholders towards strategic decision-making

+ Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program

+ Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

**Required qualifications, skills, and capabilities.**

+ Strength in project management, problem resolution, effective communication, product knowledge, and marketing

+ Flexibility and the ability to quickly adapt within a dynamic environment

+ Analyze and prioritize alternative solutions to drive results

+ Create and deliver compelling presentations for senior leadership

+ Team orientation, high energy level, positive thinker

+ 3+ years of experience in project management and financial services, preferably wealth management and financial planning

+ Experience in strategic consulting or process improvement

+ Demonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)

+ Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)

+ Strong storytelling and presentation skills (written and verbal)

+ Bachelor's degree

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

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

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

Equal Opportunity Employer/Disability/Veterans

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**Job Description:**

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

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

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

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

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

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

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

Merrill Financial Solutions Advisor - Phoenix Market

Phoenix, Arizona

**Job Description:**

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

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

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

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

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

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

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

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**Job Description:**

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

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

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

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

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

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

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

Wealth Management Fraud & Claims - Sr. Fraud Analyst

Chandler, Arizona

**Job Description:**

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

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

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

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

**Job Description:**

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients’ bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

**Responsibilities:**

+ Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity

+ Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment

+ Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss

+ Participates in triage related to Executive Escalations & Incident Response fraud activities

+ Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulation

+ Assist clients and internal partners with banking claim and suspicious alert inquiries, initiation and updates

**Hours vary between 10a-9p EST MUST be available to work a weekend shift**

**Required Qualifications:**

+ 1+ years of fraud servicing or call center experience.

+ Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information

+ Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

+ Communicates effectively and confidently with all clients to make their financial lives better

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

**Desired Qualifications:**

+ Experience in a call center or a financial/banking center

+ Customer service experience

+ Has 1-2 years of fraud servicing or call center experience.

+ Fraud Detection and Prevention

+ Credit Risk

**Skills:**

+ Customer and Client Focus

+ Data Collection and Entry

+ Due Diligence

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Attention to Detail

+ Policies, Procedures & Guidelines

+ Written Communications

+ Business Acumen

+ Collaboration

+ Critical Thinking

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

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

Advisor Development Program - Financial Solutions Advisor Trainee: Fiesta Financial Center

Maricopa, Arizona

**Job Description:**

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

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

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

**Role Specifics:**

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

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

**Required skills:**

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

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

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

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

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

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

+ Efficiently manages your time and capacity.

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

**Desired skills:**

+ Bilingual Spanish Preferred.

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

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

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

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

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

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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

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

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

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