Financial Services

Personal Financial Advisors

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

A Day In The Life

Financial Services Industry

Are you interested in training?

Sign up or Sign in to contact a Coach.

Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

241

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Programs

Personal Financial Advisors

Sort by:


Arizona State University
 Bachelor's Degree  

University of Arizona
 Master's Degree  

Mohave Community College
 Associate's Degree  

University of Arizona
 Bachelor's Degree  

University of Arizona
 Master's Degree  

Estrella Mountain Community College
 Associate's Degree  

Estrella Mountain Community College
 Associate's Degree  

Grand Canyon University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

ASU
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

University of Arizona
 Master's Degree  

YearUp
 Bootcamp  

Arizona State University
 Bachelor's Degree  

ASU
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

Northern Arizona University
 Credential  

University of Arizona
 Bachelor's Degree  

Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • FSS Account Executive, Southeast
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted about 13 hours    

    At Verint, we set the standard for understanding the unique fraud and security challenges for financial institutions. Our mission is to help financial institutions meet their specific needs with our specialized suite of security solutions. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com.

    **Overview of Job Function:**

    The Account Executive is responsible for growing existing accounts and developing new opportunities to increase our top and bottom line in the US Southeast territory. The Account Executive will be assigned an individual sales quota of bookings responsibility within an assigned region and/or end-user verticals focused on selling FSS (Fraud and Security Solutions) video-based security solutions.

    Position – Remote role in Southeast US

    Location requirements: Must be within driving distance to a major airport

    Preferred Locations: Charlotte, NC or Atlanta, GA

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting and profiling, and conducting regular new prospect appointments per week.

    + Provide effective sales presentations/product demonstrations to prospective customer management, including hosting Company site visits if necessary.

    + Maintain effective relationships with established customers by monitoring installed systems and developing strategies to maximize revenue opportunities through expansions and upgrades and additional systems.

    + Thoroughly assess the customer’s needs and present an appropriate sales solution.

    + Prepares appropriate sales order paperwork to ensure purchase order reflects appropriate configuration/ solution for the customer.

    + By way of the company’s CRM tool, provides the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

    + Provides routine updates to the Company’s sales database with account activity and status.

    + Maintain a thorough ongoing knowledge of Verint products and technology, as well as industry trends.

    + Provide ad hoc reports and perform assigned projects as needed.

    **Minimum Requirements:**

    + Bachelor’s Degree or equivalent work experience.

    + Minimum of three (3) years of experience in outside sales with a focus on technology.

    + Comprehensive experience with in-direct sales through integrators, and leveraging a strong network of relationships.

    + Knowledge of emerging market needs in the field of video-based security technologies including information technology, local and wide area networks, wireless devices, and software analytics.

    + Must have good technical competency to understand and effectively communicate information about Verint products.

    + Proven capability to successfully penetrate into end users and call on senior-level organizational contacts.

    + Proficiency in Outlook, Excel, and PowerPoint.

    + Must be located in or very near the New England territory.

    + Willingness to travel 50%+ to the assigned region and throughout the U.S. as required.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    **Preferred Requirements:**

    + Selling security and/or video-based technology.

    + IT background.

    + Prior experience in the security industry.

    + Familiarity with VERINT products.

    \#LI-BS1

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations discover opportunities previously only scarcely imagined by connecting work, data, and experiences enterprise wide. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com. As an equal opportunity employer, Verint Systems, Inc. prides itself in providing employees with a work environment in which all individuals are treated with respect and dignity. This means we are committed to providing equal opportunity to all qualified employees and applicants for employment without regard to one’s race, color, religion, national origin, age, sex (including pregnancy, sex stereotyping, gender identity, gender expression, or transgender status), disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation, or any other classification or characteristic protected by applicable country laws. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, compensation, training, leave of absence or termination globally.


    Employment Type

    Full Time

  • Account Executive
    Vestis Services    Phoenix, AZ 85067
     Posted about 13 hours    

    **Description**

    Are you a driven, competitive sales professional who thrives working outside of the office?

    **Vestis** (formerly Aramark Uniform Services) is seeking skilled Account Executives to join our team.

    At Vestis, we deliver uniforms and workplace supplies that empower people to do good work and good things for others while at work.

    We know nothing happens until you make it happen. When you’re at your best, Vestis is at its best. Be a part of Vestis Nation and join us today.

    We are growing our sales team and are seeking an ambitious and driven **Account Executive (AE)** for the Phoenix, Scottsdale, Tucson, and Flagstaff, AZ territories to drive sales and advance with our company. Vestis provides clean and safe uniform services and workplace supplies to include a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more!

    **Our sales team enjoys:**

    + Unlimited career advancement opportunities

    + Culture of promotion from within

    + Competitive base salary, uncapped commission

    + Monthly Car Allowance & Fuel Card

    + Paid 8-Weeks Training

    + Company Laptop & Cell

    + No waiting period for Benefits

    + 9 Paid Holidays

    + 2 Paid Floating Holidays

    + 401k Plan

    **Requirements** :

    + Minimum 18 months business-to-business sales experience specifically focused on new account generation

    + Demonstrated success in developing new business and generating sales leads within an assigned sales territory

    + Minimum High School Diploma/GED

    + At least 21 years of age

    + Valid driver’s license

    + Subject to Criminal background check

    **Preferred Qualifications:**

    + Strong presentation and communication skills

    + Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

    + Experience with Customer Relationship Management/CRM systems such as Salesforce

    Headquartered in Roswell, GA, Vestis is the second largest provider in the industry with over 300,000 customer locations and approximately 20,000 teammates across North America.

    Vestis is a leader in the B2B uniform and workplace supplies category. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets. The Company’s comprehensive service offering includes a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more.

    Vestis is an equal-opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, relation, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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


    Employment Type

    Full Time

  • 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

  • SMB Account Executive - Phoenix
    U.S. Bank    Phoenix, AZ 85067
     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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at—all from Day One.

    As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

    **Job Description**

    Elavon, a leader in payment solutions, is seeking an in market outside Sales Account Executive to be part of an exciting opportunity to develop new business account relationships with a referral bank partner!

    If you are motivated by building new relationships, achieving high-level sales results, and contributing to a top performing team, we are excited about you!

    **How you’ll spend your time:**

    + Build and grow our bank partner relationship, resulting in consistent referral production. Our bank partners provide warm leads and are rewarded for sending referrals your way!

    + Daily utilization and updating of Salesforce as a CRM tool.

    + Developing profitable new business account relationships and increased profitability from existing accounts by selling Merchant Services (Visa/MC/Discover/American Express processing) to Small/Medium Size businesses.

    + Identifying business opportunities based on knowledge of clients, markets, products, and services.

    + Learn and develop expert-level knowledge of company products and services.

    + Presenting to prospective clients informing them of benefits of using the organization's products and services to meet their needs.

    + Implementing and maintaining an effective referral network and call program to promote sales.

    + Receive guidance and training in a remote environment and achieve daily objectives as set forth by your manager.

    No experience with Merchant Services required, just strong sales experience and a willingness to learn and grow with us!

    **Basic Qualifications**

    - Bachelor's degree, or equivalent work experience

    - Two to three years of relevant sales experience

    - Ability to travel 3-4 days per week in market (overnights rarely required)

    **Preferred Skills/Experience**

    - Expert knowledge of product marketing, client service issues and organization operations

    - Excellent marketing, business development/sales and negotiating skills

    - Ability to creatively resolve complex problems with general guidance

    - Strong problem-solving and decision-making skills

    - Ability to manage multiple tasks/projects and deadlines simultaneously

    - Excellent interpersonal, presentation, verbal, and written communication skills

    - Working knowledge of Salesforce

    - Proficient in Microsoft Office

    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.

    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

  • Account Executive Officer (Underwriter) - Loss Sensitive Large Projects
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted about 13 hours    

    **Who Are We?**

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

    **Job Category**

    Underwriting

    **Compensation Overview**

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

    **Salary Range**

    $110,800.00 - $182,800.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    The Account Executive Officer (AEO), Construction Loss Sensitive Large Projects will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of an assigned book of business.

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

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

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

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

    + Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

    + May assist in the training and mentoring of less experienced Account Executives.

    + Perform other duties as assigned.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Bachelor’s degree.

    + Six to eight years of relevant underwriting experience with experience in construction loss sensitive.

    + Deep knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.

    + Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

    + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

    + CPCU designation.

    **What is a Must Have?**

    + 4 years of underwriting experience.

    **What Is in It for You?**

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

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

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

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

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

    **Employment Practices**

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

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

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

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

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time

  • Financial Advisor - Flagstaff
    Thrivent Financial    Flagstaff, AZ 86011
     Posted about 13 hours    

    Thrivent Financial Advisor

    Meaningful work. Rewarding career.

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

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

    Job Description

    As a Thrivent Financial advisor, you’ll:

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

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

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

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

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

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

    Desired Characteristics

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

    + Self-disciplined, independent and driven to succeed.

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

    + A natural coach or guide with strong interpersonal skills.

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

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

    Requirements

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

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

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

    Compensation and Benefits

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

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

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

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

    + Ongoing support, training and opportunity for professional growth.

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

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

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

    About Thrivent

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

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

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

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

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

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

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

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

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


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry