Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Financial Services Industry

Are you interested in training?

Sign up or Sign in to contact a Coach.

Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

131

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Supporting Programs

Investment Fund Managers

Sort by:


University of Arizona
 Master's Degree  

Arizona State University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Cochise College
 Associate's Degree  

Northern Arizona University
 Master's Degree  

University of Arizona
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Cochise College
 Associate's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Doctoral or professional degree  

Northern Arizona University
 Doctoral or professional degree  

Northern Arizona University
 Credential  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Credential  

Northern Arizona University
 Credential  

University of Arizona
 Master's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Post-Baccalaureate Certificate  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

ASU
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Post-Baccalaureate Certificate  

Northern Arizona University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Credential  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Post-Baccalaureate Certificate  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Credential  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Doctoral or professional degree  

Northern Arizona University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Post-Baccalaureate Certificate  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Master's Degree  

Arizona State University
 Post-Baccalaureate Certificate  

Arizona State University
 Master's Degree  

Northern Arizona University
 Post-Master's Certificate  

Northern Arizona University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

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

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Lead Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 13 hours    

    **About this role:**

    Wells Fargo is seeking a **Lead Information Security Analyst** in Cybersecurity as part of Identity Access Management Execution and Governance Team. Learn more about career areas and business divisions at wellsfargojobs.com.

    This role will report directly to the IAM Governance Senior Manager and will be responsible for a variety of governance and risk management activities.

    **In this role, you will:**

    + Provide advanced information security consultation for all aspects of IAM risk management and remediation

    + Engage and communicate with stakeholders on net new or on material IAM governance changes

    + Establish governance routines to review and action results from adherence monitoring

    + Provide thematic analysis research to identify gaps and patterns, and recommend remediation plans and strategies

    + Identify path to adherence requirements, including partnering with other teams on approved tool solutions, gap analysis remediation, and risk coverage

    + Perform control peer reviews to validate data integrity

    + Contribute to the development of processes, procedures, templates, and other materials to support IAM governance routines

    + Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

    + Lead special IAM ad hoc projects as required

    + Serve as a mentor to less experienced staff

    **Required Qualifications:**

    + 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience

    **Desired Qualifications:**

    + Demonstrated Identity and Access Management knowledge and experience.

    + Risk governance experience in a technology or cybersecurity organization.

    + Experience with control execution, developing control flows, and writing procedures and job aids.

    + Excellent communication skills and ability to articulate complex material to a diverse audience; verbal, written, and interpersonal communication skills.

    + Strong organizational skills with an ability to manage numerous, competing demands from internal and external stakeholders.

    + Ownership mentality with an ability to design and drive successful execution of priorities.

    + Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, and SharePoint) skills.

    **Job Expectations:**

    + Ability to work at one of approved locations in the job posting (hybrid).

    + Travel up to 10% of the time

    **Locations:**

    + 300 S Brevard St. - Charlotte, North Carolina

    + 1525 W WT Harris Blvd. - Charlotte, North Carolina

    + 2600 S Price Rd. - Chandler, Arizona

    + 550 S 4th St. - Minneapolis, Minnesota

    + 1301 Solana Blvd. - Westlake, Texas

    **Posting Statements:**

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

    + Required location(s) listed above. Relocation assistance is not available for this position

    + Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long - term incentive awards.

    + This position is not eligible for visa sponsorship

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $111,100.00 - $197,500.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    5 Oct 2024

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

    **We Value Diversity**

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

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

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

    **Applicants with Disabilities**

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

    **Drug and Alcohol Policy**

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

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-392930-2

    **Updated:** Sat Oct 05 02:41:12 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Security Analyst
    Zoom    Phoenix, AZ 85067
     Posted about 13 hours    

    Immigration sponsorship is not available for this position

    What you can expect

    We are seeking a Security Analyst to lead cybersecurity events/incidents at Zoom. This weekend shift role requires working from 11:30 PM to 9:30 AM ET.

    About the Team

    The Detection and Response (D&R) team at Zoom is responsible for safeguarding the company's systems and information to protect customers, partners, and employees. This involves assessing business risk and countering potential threats through proactive and reactive measures. D&R encompasses Cyber Threat Intelligence, Security Logging, Detection Engineering, the Security Operations Center, and Incident Response.

    Responsibilities

    + Manage and prioritize cybersecurity events and incidents across Zoom’s environment.

    + Aid in the development and implementation of new processes and procedures as identified by Detection & Response and SOC leadership to enhance Zoom's monitoring, detection, and mitigation capabilities.

    + Monitor the SIEM for security events and alerts related to potential or active threats, leveraging incident response and SOC experience.

    + Field reported security events from internal and external teams and escalate incidents according to Zoom’s incident response plan.

    + Assist with threat containment and participate in remediation activities during or post-incident.

    + Utilize cybersecurity incident response/management experience and communication skills to contribute to security event and/or incident investigation reports.

    + Maintain awareness of the global threat landscape by partnering with Zoom’s Threat Intelligence team.

    What we’re looking for

    + Have a minimum of 2 years of direct experience working in a Security Operations Center and/or Incident Response role

    + Experience with security monitoring in a Security Operations Center or Cyber Fusion Center environment

    + Have hands on SIEM experience including writing complex queries in SPL, KQL, Lucene, etc.

    + Possess the ability to employ critical and analytical thinking, as well as attention to detail

    + Display excellent written and oral communication skills

    Salary Range or On Target Earnings:

    Minimum:

    $83,700.00

    Maximum:

    $178,000.00

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

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

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

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

    Anticipated Position Close Date:

    10/17/24

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

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

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

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

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    #LI-Remote


    Employment Type

    Full Time

  • Senior Information Security Analyst, Policy Governance, Cyber.
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 13 hours    

    **About this role:**

    Wells Fargo is seeking a Senior Information Security Analyst. This resource will support a policy governance body of work to identify, formulate, and implement complex Cybersecurity policies, procedures, and controls for Cybersecurity. In so doing, this resource will support execution of the 2024 strategic initiative to implement Policy Simplification across all Cybersecurity policy stacks (and Policy Modernization in 2025) while partnering and influencing across the Cybersecurity policy stakeholder community, including Cybersecurity technical domains, Business Information Security Officers (BISO), Chief Information Officers, front line risk management, and the Enterprise Policy Office.

    **In this role, you will:**

    + Provide information security consultation to improve awareness and compliance with Enterprise Information Security policy, processes and standards

    + Perform remediation of security assessment review issues, complex ad hoc data, and reporting to support information security risk management

    + Provide guidance and direction in reviewing assessment findings and mitigating controls to optimize information security

    + Identify and direct information asset portfolio reconciliations and certifications

    + Provide advanced data aggregation and data of information security risk exposure

    + Develop and deliver Information Security Education Awareness and Training in accordance with the Enterprise Information Security Program standards

    + Review draft and proposed control standards for business impact and recommend modifications or clarifications as required

    + Conduct security control testing and consultation with stakeholders

    + Evaluate and interpret internal and Enterprise Information Security policies, processes and standards, and provide recommendations to improve them

    + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

    + Interact with internal customers

    + Serve as a mentor to less experienced staff

    + Support two or more complex Cybersecurity policy governance areas

    + Support alignment to policy area scope and deliverables to strategic and transformational goals

    + Coordinate with PGO teammates to support on-time delivery of deliverables across all programs

    + Drive the successful completion of programs to achieve business goals, including timely identification, escalation, and remediation of risks and issues that impact program execution and delivery

    + Enhance and maintain knowledge of Wells Fargo's expectations for program and change management, including policies, processes, procedures and tools for program delivery

    + Maintain and employ knowledge of industry best practices for program and change management, including agile methodology

    + Support development of periodic business and operating reports, including identification and remediation of execution or other risks and issues, retrospective reviews, and lessons learned

    + Build strong relationships with program sponsors, business partners, and key stakeholders

    + Deliver clear, concise, and actionable communication to various levels of organization on a timely basis to ensure effective understanding, decision-making, and execution

    **Required Qualifications:**

    + 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 2+ years of experience cyber policy governance, including drafting policy; or 2+ years of cyber governance

    **Desired Qualifications:**

    + 2+ years experience with security infrastructure technologies, cryptography, certificate and key management, data loss prevention, information protection, cloud governance, vuln management, or incident response

    + 3+ in financial services or other highly-regulated industry; knowledge of the financial services regulatory environment

    + 3+ years experience change management principles (e.g., ADKAR) and developing and implementing change management strategies

    + 3+ years of Technical Writing experience

    + Knowledge of COBIT, FedRamp, FFIEC, ISO, MITRE, NIST, CRI and other key industry frameworks and authoritative sources

    + Functional experience across two or more Cybersecurity domains (e.g., infrastructure, cryptography, identity and access management, vuln management, data loss prevention)

    + Strong critical thinking skills, consistent attention to detail, and ability to meet deadlines amidst competing priorities

    + Advanced level communication, relationship building, negotiating, and influencing skills

    + Advanced proficiency in MS Word, Excel, and PowerPoint

    + Experience with agile methodology and Atlassian suite of products (e.g., Confluence, Jira)

    + Experience with data aggregation and reporting tools (e.g., Tableau)

    **Job Expectations:**

    + This is not a remote position. Candidates are required to work in the office three (3) days per week at the specified location

    + Wells Fargo cannot consider individuals for this role who will require immigration assistance either now or in the future

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $84,000.00 - $149,400.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    10 Oct 2024

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

    **We Value Diversity**

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

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

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

    **Applicants with Disabilities**

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

    **Drug and Alcohol Policy**

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

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-401786-2

    **Updated:** Sat Oct 05 02:41:10 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Senior Lead Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 13 hours    

    **About this role:**

    Wells Fargo is seeking a **Senior Lead Information Security Analyst** in Cybersecurity as part of Identity Access Management Execution and Governance Team. Learn more about career areas and business divisions at wellsfargojobs.com.

    This role will be responsible for IAM risk governance with a focus on control execution, evaluation of risk indicators, and driving risk reduction.

    **In this role, you will:**

    + Act as an advisor to leadership to drive risk governance routines and initiatives pertaining to IAM domain health and adherence monitoring

    + Lead the strategy and resolution of highly complex current and emerging risks which require understanding of information security, data analysis, and risk management

    + Manage and evaluate the appropriateness of metrics through control execution ownership of the IAM metrics inventory

    + Review and analyze moderately complex metric data, thresholds, and alignment to policy requirements to ensure appropriate risk coverage

    + Act as more experienced lead to the organization to develop security risk awareness and mitigating actions, and consult with partners on solutions to remediate IAM risks

    + Provide independent judgment to analyze performance trends across IAM governance

    + Drive risk governance routines to evaluate risk indicators across complex IAM themes and develop proposed solutions to close identified gaps

    + Manage and recommend improvements around process documentation, workflows, and reporting requirements to effectively support risk routines

    + Ensure that risks to all information assets are being managed in a timely and effective manner to meet the Information Security Program requirements and the current threat landscape

    + Lead and partner across cross-functional teams on IAM risk initiatives in a matrixed environment

    **Required Qualifications:**

    + 7+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience

    + Identity and Access Management domain knowledge and experience preferred.

    + Excellent communication skills and ability to articulate complex material to a diverse audience; verbal, written, and interpersonal communication skills.

    + Experience with control execution, developing control flows, and writing procedures and job aids.

    + Ability to develop partnerships and collaborate with key partners and stakeholders.

    + Knowledge and understanding of compiling and preparing executive summaries and presentations for management/senior leaders.

    + Strong organizational, multi-tasking, prioritizing skills and analytical skills with high attention to detail and accuracy.

    + Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, Visio, and SharePoint) skills.

    **Job Expectations:**

    + Ability to work at one of approved locations in the job posting (hybrid).

    + Travel up to 10% of the time

    **Locations:**

    + 300 S Brevard St. - Charlotte, North Carolina

    + 1525 W WT Harris Blvd. - Charlotte, North Carolina

    + 2600 S Price Rd. - Chandler, Arizona

    + 550 S 4th St. - Minneapolis, Minnesota

    + 1301 Solana Blvd. - Westlake, Texas

    **Posting Statements:**

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

    + Required location(s) listed above. Relocation assistance is not available for this position

    + Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long - term incentive awards.

    + This position is not eligible for visa sponsorship

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $120,400.00 - $250,000.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    5 Oct 2024

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

    **We Value Diversity**

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

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

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

    **Applicants with Disabilities**

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

    **Drug and Alcohol Policy**

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

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-397043-2

    **Updated:** Sat Oct 05 02:41:09 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Quantitative Risk Analyst I - Enterprise Credit Risk
    USAA    Phoenix, AZ 85067
     Posted about 13 hours    

    **Why USAA?**

    At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

    We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

    **The Opportunity**

    We are seeking a Quantitative Risk Analyst I - Enterprise Credit Risk with expertise in handling detailed data sea shown proven grasp of credit risk concepts. The ideal candidate will demonstrate a passion for financial risk and possess the ability to craft compelling presentations using visualization tools like Tableau and PowerPoint. Effective communication skills are needed for conveying analytical findings to senior management. Join us in this dynamic role where you can demonstrate your skills and chip in to our team's success

    We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.

    Relocation assistance is **not** available for this position.

    **What you'll do:**

    + Applies analytics to assess future risk, opportunities, and efficiency and translates results into relevant solutions to improve decision making.

    + Assesses and mitigates exposures through the identification of key and emerging risks in alignment with the risk strategy and appetite.

    + Applies knowledge to produce analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.

    + Produces and communicates analytical content for discussions with cross functional teams, governance committees and business process owners to influence business strategies.

    + May create statistical reporting and financial analysis to forecast results for required stress test scenarios, including analyzing and challenging stress testing results and partnering with relevant functions to validate those results.

    + May engage in model validations, produce model validation reports, measure and aggregate model risks, and/or report on model issues to committees, auditors, and regulators.

    **What you have:**

    + Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.

    + 4 years related quantitative analysis experience in a subject area relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative field.

    + OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative subject area and 2 years work experience in a quantitative field relevant to risk management.

    + OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative subject area.

    **What sets you apart:**

    + Independent problem solver, with the ability to effectively challenge and collaborate with cross-functional business partners

    + Demonstrated understanding of financial risk, particularly credit risk including types investments, drivers of risk and measurement techniques

    + Data analytics and quantitative skills with experience in Python, SQL, Tableau, VBA or R

    + Demonstrated experience across key risk management framework activities including, but not limited to, issue management, risk appetite metrics, key risk indicators, and PRCI controls

    + Organizational skills to prioritize multiple results and adapt to changing priorities

    + Excellent written and presentational skills, with the ability to convey complex concepts in simple terms to non-expert audience

    + US military experience through military service or a military spouse/domestic partner

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **What we offer:**

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $89,990 - $172,000 **.**

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Junior Financial Analyst
    U-Haul    Phoenix, AZ 85067
     Posted about 13 hours    

    Location:

    2727 N Central Ave, Phoenix, Arizona 85004 United States of America

    U-Haul International is looking for a Junior Financial Analyst to prepare thorough and objective analytical reports, forecasts and recommendations for use by management in their decision-making process. The Junior Financial Analyst will work collaboratively within the department to develop financial models and perform ad hoc analyses as needed.

    Essential Duties

    + Perform detailed valuation analysis on all potential acquisitions prior to their presentation.

    + Complete financial and operational reporting, forecasting, budgeting, as well as ad hoc analyses.

    + Perform post acquisition analysis.

    + Perform a variety of financial and statistical analyses to complete ad-hoc project requests.

    + Exposure to standard daily reporting.

    + The Financial Analyst will also be responsible for the completion of other projects as assigned.

    Minimum Education/Experience Required

    + Bachelor’s degree in Finance, Economics, Business Administration or a related field. 1-2 years of professional experience is preferred.

    + Proficiency in Microsoft Excel is preferred

    + Excellent communication skills

    + Excellent critical thinking ability

    + Understanding of corporate finance concepts and their use cases (eg. WACC, NPV, IRR, DCF Analysis)

    U-Haul Offers:

    + Full Medical coverage

    + Prescription plans

    + Dental & Vision Plans

    + New indoor fitness gym

    + Gym Reimbursement Program

    + Registered Dietitian Program

    + Weight Watchers

    + Onsite medical clinic for you and your family

    + Career stability

    + Opportunities for advancement

    + Valuable on-the-job training

    + Tuition reimbursement program

    + Free online courses for personal and professional development at U-Haul University®

    + Business and travel insurance

    + You Matter Employee Assistance Program

    + Paid holidays, vacation, and sick days

    + Employee Stock Ownership Plan (ESOP)

    + 401(k) Savings Plan

    + Life insurance

    + Critical Illness/Group Accident

    + 24-hour physician available for kids

    + MetLaw Legal program

    + MetLife auto and home insurance

    + Mindset App Program

    + Discounts on cell phone plans, hotels, and more

    + LifeLock Identity Theft

    + Savvy consumer wellness programs - from health care tips to financial wellness

    + Dave Ramsey’s SmartDollar Program

    + U-Haul Federal Credit Union

    + Wellness Program

    U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

    U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.


    Employment Type

    Full Time

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Sun City, AZ 85372
     Posted about 13 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 (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    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

  • Wealth Management Advisor - Sun City, AZ
    U.S. Bank    Surprise, AZ 85379
     Posted about 13 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 (https://cdn.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/21-536702\_WMD\_RecruitingpitchbookF2-1645659708112.pdf)

    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 - Wealth Management Advisory Center
    U.S. Bank    Tempe, AZ 85282
     Posted about 13 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**

    As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. You will primarily source clients through referrals received through our affiliate partner, U.S. Bank, as well as other sources. You will supplement referrals with warm Book of Business leads as necessary. No cold prospecting is done in this role.

    You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction. Financial Planning will be the foundation of your advice when possible. You will help clients achieve their investment objectives leveraging a full product suite including but not limited to, Investment Advisory, Brokerage, Annuities, and Insurance. You will be responsible for reviewing each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. The Financial Advisor role focuses on client acquisition and will leverage partners for the ongoing service model of clients.

    Our compensation model offers a competitive base salary with an uncapped monthly variable compensation plan.

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

    **​** **Basic Qualifications**

    + Bachelor's degree, or equivalent work experience

    + At least six months of financial services, investments, or related experience

    + One to two years of job-related experience in a financial sales position

    + FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 (or ability to attain within 180 days)

    **Preferred Skills/Experience**

    + Applicable state licenses

    + CRPC, CFP designations

    + Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures

    + Demonstrated sales and marketing abilities

    + Strong analytical skills to assess client needs

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

    + Ability to manage multiple tasks/projects and deadlines simultaneously

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal and written communication skills

    + Past experience with salesforce and MoneyGuidePro

    + A passion for building relationships with clients

    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: $58,650.00 - $69,000.00 - $75,900.00

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    U.S. Bank accepts applications for this position on an ongoing basis.


    Employment Type

    Full Time

  • Financial Analyst
    TTEC    Phoenix, AZ 85067
     Posted about 13 hours    

    Be the spark that brightens days and ignite your career with TTEC’s award-winning employment experience. As a Financial Analyst working Remote in the US , you’ll be a part of bringing humanity to business. #experienceTTEC

    Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!

    **What You’ll be Doing**

    Looking to provide accurate financial analysis, forecasting and reporting to leaders ? The Finance department at TTEC provides a unique opportunity for career growth in this market. TTEC is one of only a few global, public companies headquartered in Colorado. TTEC's expanded focus is being built through a strategic combination of organic growth and mergers/acquisitions.

    You'll report to the IT Finance Director. You'll help shape our ability to assimilate new segments, integrate standard processes, and build a scalable, sustainable model to support the business.

    **During a Typical Day, You’ll**

    + Analyze, prepare and report on current financial status.

    + Compare anticipated and actual results and identify areas of improvement

    + Assist with monthly close process.

    + Complete quarterly and annual budgeting process (departments and projects).

    + Understand key business drivers.

    + Provide financial guidance to functional and/or project teams.

    + Develop financial projections and build financial models.

    + Perform research and analysis as required.

    + Ensure compliance with financial guidelines, company policies, and relevant legal regulations.

    **What You Bring to the Role**

    + BS in Finance, Accounting, Economics, or related degree is required.

    + 2 years of experience in financial planning, analysis, and modeling.

    + Ability to present financial information to a nonfinancial audience.

    + Excellent communication, interpersonal, and presentation skills and strong organizational and multitasking skills.

    + Detail-oriented and able to perform in a high-pressure environment.

    + Strong analytical thinking and problem-solving skills and strategic thinking skills.

    + Proficiency in Microsoft Office (expertise in Excel), Hyperion and Oracle ERP.

    + Experience presenting information to senior leadership and comfortable with creating a variety of visual representations of data in a clear format (tables, graphs).

    + Experience building relationships and ability to work with all levels of leadership and supporting reporting processes and show understanding of analytics and able to work on new areas of focus.

    **What You Can Expect:**

    + Supportive of your career and professional development

    + An inclusive culture and community minded organization where giving back is encouraged

    + A global team of curious lifelong learners guided by our company values

    + Ask us about our paid time off (PTO) and wellness and healthcare benefits

    + And yes... a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)

    **Compensation:**

    The anticipated range for individuals expressing interest in this position is $63,000-$66,000/annual salary. Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels. Visit https://mybenefits.ttec.com/?manual for more information.

    **About TTEC**

    About TTEC Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.

    TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.

    \#LI-Remote

    **Title:** _Financial Analyst_

    **Location:** _CO-Englewood_

    **Requisition ID:** _03YCE_


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry