Investment Fund Managers

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

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

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

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

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

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

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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

At JPMorgan Chase, we empower clients, support employees, and uphold diversity and inclusion. We value innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships.

The Supervisory Manager is integral to managing regulatory obligations, operational risk, and supervisory requirements within J.P. Morgan Wealth Management. Our firm provides comprehensive strategies and expertise across asset classes through a global network of investment professionals, utilizing cutting-edge technology and resources. We focus on building deep, personal relationships with clients to offer goals-based financial planning and sophisticated solutions for generational wealth management.

**Job Responsibilities**

+ Review next-day trades to ensure compliance with FINRA rules and industry regulations.

+ Evaluate and document trades flagged as exceptions for suitability.

+ Assess the suitability of select new accounts and products.

+ Escalate supervisory issues with actionable recommendations for resolution.

+ Collaborate with Field Supervisory Managers to resolve exceptions promptly.

+ Conduct training for newly hired Central Supervisory Associates.

+ Identify process improvements and drive change initiatives.

+ Participate in project work and additional tasks as assigned.

**Required qualifications, capabilities, and skills**

+ Ability to work independently and make sound, risk-based decisions.

+ Excellent research, analytical, and problem-solving skills.

+ Strong interpersonal, verbal, and written communication skills.

+ Effective organizational skills and attention to detail.

+ Proven ability to work in a dynamic, evolving team environment.

+ Effective time management skills to meet service level agreements and project deadlines.

+ 7 years of relevant experience in the financial securities/investment industry.

+ 5 years of experience in a Supervision, Compliance, Surveillance, Operations, or Control capacity.

+ Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). Additional licensing requirements must be met within 120 days of hire.

**Preferred qualifications, capabilities, and skills**

+ Bachelor's Degree (B.A./B.S.) preferred.

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

**Innovate here. And see your ideas come to life.**

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.

**Job Overview**

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants.

**Team Overview**

The Information Systems Cyber Risk Management Team is responsible for establishing and maintaining Edward Jones overall IS risk management program, which is designed to ensure that the company's IS systems and information assets are adequately protected. The person in this position is responsible for identifying, evaluating and reporting on information security risks in a manner that meets Edward Jones regulatory and other compliance requirements. The Information Systems Cyber Risk Management Team Leader works proactively with IS and business leaders to implement practices that meet Edward Jones defined policies and standards for information risk management.

**What You'll Do:**

+ Establish, maintain and review security controls and processes to assist management in the protection of information system resources and associated assets against accidental or unauthorized modification, destruction or disclosure.

+ Understand and ensure compliance with published Information Security policies, control frameworks, and standards.

+ Provide security services that align with business goals and regulatory requirements.

+ Audit of information systems with respect to third party assessments of security controls.

+ Evaluate existing systems to ensure compliance with standards and policies.

+ Develop critical security measures and controls for leadership review.

+ Investigate, document, and escalate security issues to the appropriate people.

+ Create and maintain documentation for security control mechanisms and processes.

+ Provide security input into low to medium complexity development efforts.

+ Support the Chief Privacy Officer, the Chief Information Security Officer, and IS Division Privacy Leader. Will be helping to accomplish their responsibilities as outlined in Information Security Policies, Privacy Standard, and Privacy and related Written Supervisory Procedures.

+ Support IS Security Leaders efforts to manage and enhance the firm's control environment.

+ Facilitate quarterly ISGC controls reviews supporting SOX Confirmation.

+ Coordinate periodic review and update of policies, standards, and control documentation.

+ Participate in audit meetings, respond to audit requests, provide input on responses to audit observations, and ensure status is provided on open observations.

+ Ensure timely and accurate response to regulatory inquiries regarding firm cybersecurity controls.

+ As requested, prepare timely reporting/metrics relating to firm cyber security controls.

+ Communicate and work closely with subject matter experts/leaders across the firm on controls documentation, observations/vulnerabilities, and regulatory requests.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $61600

**Hiring Maximum:** $101600

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

**What Experience You'll Need:**

+ Bachelor's degree in Information Technology or Cybersecurity preferred or equivalent related work experience.

+ Minimum of 2 years Information Systems Security, Internal Audit, or Financial Industry experience; or 2 years of Information Technology experience with a focus on security controls and processes.

+ Cybersecurity, IT, Information, and Data Risk Management

+ Risk Identification and Risk Assessment

+ Risk Analytics

+ Technical Reporting

+ Required understanding of risk management methods.

+ Understanding of the NIST Cyber Security Framework and policies designed to implement and assess controls following NIST guidance.

+ Process oriented; skilled in establishing and executing plans.

+ Excellent interpersonal skills. Develops relationships; seen as trusted and trustworthy.

+ Must be able to effectively communicate to businesses, vendors, associates, and leaders.

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-HO

Windstream Holdings, Inc., is a leading provider of advanced network communications and technology solutions for consumers, small businesses, enterprise organizations and carrier partners across the U.S.

+ Kinetic is a premier internet solutions provider on a mission to deliver ultra-fast, reliable internet to consumers and small businesses across the U.S., helping them Internet better™.

+ Windstream Enterprise is a leading managed services provider providing strategic communications and security products to mid-size businesses and enterprise clients.

+ Windstream Wholesale provides high-capacity, high-performance networking solutions and services to other telecom carriers, data centers, content providers and enterprises.

The Windstream team provides innovative software and network solutions to connect people and empower business in a world of infinite possibilities!

**_________________________________________________________**

**About This Role:**

The Analyst II - We are seeking a skilled Cybersecurity/Network Operations Center Analyst to join our Threat Detection and Response team. The ideal candidate will have a strong background in cybersecurity operations, with specific experience in monitoring, detecting, and responding to threats in a dynamic ISP environment. This role requires expertise in network devices, particularly routers and switches, to ensure our products and services are protected against evolving cyber threats. Additionally, the Analyst II will be responsible for monitoring, detecting, and responding to cybersecurity incidents across our IT networks, servers, and workstations.

**What You’ll Do:**

+ Vigilantly monitor events through Managed Detection and Response (MDR), Endpoint Detection and Response (EDR), Security Information and Event Management (SIEM) systems, and other ticketing portals to identify anomalous activities.

+ Utilize SIEM, behavioral analytics, and network analysis tools to detect and respond to incidents affecting workstations, servers, and network infrastructure.

+ Analyze diverse log files (e.g., host logs, network traffic logs, firewall logs, IDS logs) to identify potential security threats.

+ Apply knowledge of security principles, techniques, and technologies to safeguard network security.

+ Understand network protocols, devices, various operating systems, and secure architectures to detect and respond to events effectively.

+ Conduct threat detection and incident response using security best practices and current technologies to efficiently mitigate cybersecurity incidents.

+ Formally document and track identified incidents from detection through resolution in alignment with Windstream's Cyber Security policy.

+ Apply knowledge of routers and switches to ensure detection mechanisms are in place and perform forensic operations on these devices.

+ Support evidence collection for compliance with PCI-DSS, SOX, and other regulatory requirements.

+ Participate in offensive and defensive cybersecurity exercises, including Red/Blue team activities and tabletop exercises.

+ Adapt to a 24x7 support schedule to ensure continuous security monitoring and response.

**Qualifications:**

+ Experience in triaging security or network events.

+ Familiarity with concepts or technologies such as SIEM, secure mail gateway, endpoint detection and response, secure internet gateway, RADIUS or TACACS, packet flow, TCP/UDP traffic, firewall, and IDS/IPS within a security operations center.

+ Hands-on experience with networking equipment, including routers and switches.

+ Competence in conducting incident response activities and driving incidents to successful remediation.

+ Strong foundational knowledge of IT security principles and secure architectures.

+ Excellent analytical and problem-solving abilities, with a capacity to quickly learn new technologies.

+ Demonstrated capability in process execution, time management, and organizational skills.

+ Having a Cisco certification, such as CCNA, CCNP, or CCT, is a plus, demonstrating expertise in networking, routing, and switching.

**Required Certifications:**

Candidates are expected to hold or obtain within the first 12 months of employment at least one of the following certifications: SSCP, SANs training (401 or 503 preferred), Network+, Security +, or an equivalent certification, underlining a commitment to professional development in the cybersecurity field.

**Physical Tasks** - Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Pushing-Pulling: Occasionally: 0-33% | Carrying: Occasional: 0-33% | Reaching Above Head: Occasionally: 0-33% | Lifting-Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: frequently: 34% - 66%

**Audio Visual Needs** - Hearing: Continuously: 67-100%| Near Vision: Continuously: 67-100% | Far Vision: Occasionally: 0-33% | Peripheral Vision: Occasionally: 0-33%

**Equipment Used in Job Performance** : Computer, Printer, Telephone, Basic Office Supplies, Copier

**_________________________________________________________**

**Our Benefits:**

+ Medical, Dental, Vision Insurance Plans

+ 401K Plan

+ Health & Flexible Savings Account

+ Life and AD&D, Spousal Life, Child Life Insurance Plans

+ Educational Assistance Plan

+ Identity Theft, Legal, Auto & Home and Pet Insurance

+ https://windstreambenefits.com

Windstream is an equal opportunity employer. At Windstream, we celebrate the authenticity and uniqueness of our people and their ideas. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, genetic information, protected veteran status, current military status, disability, sexual orientation, gender identity, marital status, creed, citizenship status, or any other status protected by law, and to give full consideration to qualified disabled individuals and protected veterans.

Actual base pay for this job will depend on the candidate's primary work location and other factors, such as relevant skills and experience.

**Notice to Non-U.S. Citizens:** Windstream, as a holder of licenses granted by the Federal Communications Commission, is required to notify and to obtain approval from federal regulatory agencies prior to granting certain system/network access to any non-U.S. citizen personnel. Offers of employment extended to non-U.S. citizens are contingent upon receiving the requisite approval from agencies overseeing compliance. Non-U.S. citizens are required to provide Windstream with the personal identifying information required to obtain the necessary approval prior to accessing certain systems and/or Windstream’s network. _If you are not a U.S. citizen, please notify your recruiter or email CORP.HRlegal@windstream.com as soon as possible for information on Windstream’s foreign personnel disclosure and approval requirements._

**Job Details**

**Job Family** **IT**

**Job Function** **Information Security**

**Pay Type** **Salary**

Financial Solutions Advisor II - Consumer Investments - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**Job Description:**

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 an 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.

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.

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

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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:**

+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**

**Schedule: Monday - Friday and rotating Saturdays**

**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, 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.

Financial Solutions Advisor II - Consumer Investments - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**Job Description:**

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 an 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.

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.

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

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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:**

+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**

**Schedule: Monday - Friday and rotating Saturdays**

**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, 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.

Financial Solutions Advisor II - Consumer Investments - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**Job Description:**

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 an 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.

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.

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

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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:**

+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**

**Schedule: Monday - Friday and rotating Saturdays**

**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, 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.

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated Financial Analyst Senior, you will be responsible for leading the financial management and oversight for your assigned line of business, including leading through complex business problem solving, financial budgeting and forecasting, ad hoc analysis and financial modeling related to business initiatives. You will coordinate and communicate with key business partners at all levels to provide advanced analytics and insights around key business drivers. You will create and present executive level communications for key stakeholders. You will manage your tasks and the day-to-day operations of your process, as well as mentor other analysts. You will ensure all activities are completed within regulatory and compliance guidelines.

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, or Tampa, FL. Relocation assistance is available for this position.

This position can work remotely in the continental U.S. with occasional business travel.

**What you'll do:**

+ Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and is responsible for implementation of forecasting/planning process and model improvement initiatives and business solutions.

+ Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.

+ Interprets sophisticated financial information and makes recommendations to business leaders. Implements solutions to key financial and operational opportunities.

+ Contributes to achievement of business goals and objectives by delivering valuable business decision support to customers and business partners across the organization.

+ Leads product assignments, product pricing, product profitability and ad-hoc analysis.

+ Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.

+ Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.

+ Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on advanced issues.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 6 years demonstrated experience conducting complex financial/accounting analysis and providing actionable insights to various partners OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.

+ Experience using financial/accounting technologies.

+ Experience presenting key financial/accounting concepts.

+ Finance/accounting experience in a financial services environment.

+ Proficient using Microsoft Office Excel for significant financial data analysis.

+ Knowledge in the application and adherence to financial regulations and compliance.

+ Experience producing financial reports and providing recommendations based on data.

+ Solid understanding of GAAP.

**What sets you apart:**

+ 3+ years of Property and Casualty business or finance experience, to include GAAP and STAT reporting.

+ Previous experience and knowledge of P&L (profit and loss) oversight and management, including month-end close, budgeting and forecasting.

+ Solid leadership and communication skills to develop and spearhead working relationships with Executive Management.

+ Financial analysis and reporting expertise; with strong Excel & PowerPoint to forecast and report operating results.

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

**Compensation range:** The salary range for this position is: $103,450.00 - $197,730.00 **.**

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

**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.

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

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.

**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, 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.

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**

Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.

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

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 MoneyGuide pro

- 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**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: $66,640.00 - $78,400.00 - $86,240.00

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.

**Posting may be closed earlier due to high volume of applicants.**

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**

The Workforce Capacity Planning Analyst is responsible for capacity planning & strategy plans for assigned business units. We are ideally seeking a candidate with familiarity with **Machine Learning** techniques and their application in predictive analytics Ongoing tasks would be to improve and maintain the workflow and operating efficiency of assigned business line(s). Makes recommendations around staffing strategies and/or to standardize procedures and processes. At times, will provide ad hoc analyses for business case development, and internal consulting for all levels of management. Monthly capacity reviews with the business lines are conducted, along with ad hoc presentation decks in cases of capacity impacted projects or initiatives. Ensures all documentation and requests comply with established policies and procedures. Oversees compliance related tasks for capacity team and provide requisition support for assigned Business Lines.

**Key Responsibilities:**

**Enhance Business Prospecting** : Guide the development and utilization of business intelligence, data management, and analytics capabilities to improve business prospecting.

**Model Design and Implementation** : Design and implement advanced mathematical models to optimize techniques across supported business lines.

**Collaboration and Liaison** : Build strong relationships and collaborate with internal data analytics groups and business line leaders.

**Capacity Modeling** : Participate in the design and implementation of capacity modeling activities and projects, focusing on enhancing the accuracy of volume forecasting and other valuable metrics.

**Management and Reporting** : Design and manage tracking and reporting systems.

**Data Management** : Collaborate with internal partners (e.g., Operations, Finance, HR) to collect and manage pertinent data.

**Ad-Hoc Analysis** : Provide support through ad-hoc analysis as needed.

**Process Improvement** : Pursue continuous process improvements for better data management and decision-making.

**This role does not support a visa sponsorship. The role offers a hybrid/flexible schedule, which means there’s an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days at one of the following locations:**

+ Saint Paul, MN

+ Tempe, AZ

+ Atlanta, GA

+ Charlotte, NC

+ Earth City, MO

+ Fargo, ND

+ Cincinnati, OH

+ Gresham, OR

+ Irving, TX

+ Milwaukee, WI

Basic Qualifications

- Bachelor's degree in a related field, or equivalent work experience

- Four to five years of statistical and/or data analytics experience

Preferred Skills/Experience

- Familiarity with **Machine Learning** techniques and their application in predictive analytics

- Considerable knowledge of operation functions, systems, policies and procedures for the assigned area

- Proficient understanding of Operations Research, optimization techniques, and algorithms

- Experience with **simulation modeling** and its application in capacity planning and forecasting.

- Experience with advanced **statistical analysis** and **data visualization** tools

- Thorough knowledge of banking operations, **forecasting, and capacity planning**

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Strong organizational, managerial and project management skills

- Effective interpersonal, verbal and written communication skills

- Strong problem-solving skills and the ability to think strategically

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**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: $86,360.00 - $101,600.00 - $111,760.00

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.

**Posting may be closed earlier due to high volume of applicants.**