Financial Services

Personal Financial Advisors

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

A Day In The Life

Financial Services Industry

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

244

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

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 Associate's Degree  

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 Associate's Degree  

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 Credential  

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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

  • PubSec Account Executive - Healthcare
    SHI    Phoenix, AZ 85067
     Posted about 7 hours    

    **Job Summary**

    The Account Executive-Healthcare will focus on developing new business with existing customers and acquire new customers across a focused Named Account List within the Healthcare eco-system. Working with our Sales Leadership, Internal Support, and our Training and Development Teams the Account Executive will be enabled to position SHI’s Innovative Solutions and World Class Support to their Target Customer List.

    This position is a remote position with a home office set up.

    This is an outside sales position. As such, the Account Executive is expected to spend 50 percent or more of the time outside of an office interfacing and building relationships with existing and potential SHI customers, identifying new opportunities, networking, and following up on potential leads. The Account Executive must be self-motivated and comfortable working with limited direction and oversight.

    **About Us**

    Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $14 billion global provider of IT solutions and services.

    Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next. **But the heartbeat of SHI is our employees – all 6,000 of them.** If you join our team, you’ll enjoy:

    + Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.

    + Continuous professional growth and leadership opportunities.

    + Health, wellness, and financial benefits to offer peace of mind to you and your family.

    + World-class facilities and the technology you need to thrive – in our offices or yours.

    **Responsibilities**

    _Include, but are not limited to:_

    + Develop Business with existing customers and establish new customers based on targeted sales techniques by Cold Calling, Customer Meetings, Partner and Industry Networking

    + Identify, Create, Develop and Manage Opportunities in the Sales Pipeline and Sales Management Platform to achieve Sales Targets and Goals

    + Understand Customer’s Business Objectives, IT Priorities and Initiatives

    + Position SHI’s Portfolio of Products, Solutions, Services and Capabilities

    + Develop and maintain Strategic Relationships with current and new customers and partner Contacts

    + Collaborate with Pre and Post Sales Internal Support Teams

    + Excel in a Team Selling Environment

    + Continue Education on industry trends, products, and market conditions

    + Continually meet or exceed sales targets by selling company products, solutions, and services to new and existing customers

    + Travel within assigned sales territory to meet existing and potential customers and attend company events

    **Qualifications**

    + Minimum of 3-5 years of successful IT sales experience with 1-2 years within the Healthcare industry

    + Bachelor’s Degree

    + Display a documented history of New Business Development

    **Required Skills**

    + Effective written and verbal communication skills

    + Excellent presentation skills

    + Excellent time management, planning, and organization skills

    + Ability to self-study and engage in independent work to increase job related knowledge and skills

    + Ability to think ahead, plan long-term decisions, and anticipate outcomes

    + Business-acumen

    + Possess good judgment and decision-making skills

    + Ability to be approachable, maintain composure, and possess a professional attitude

    + Strong interpersonal and customer service skills

    + Self-motivated with ability to work with limited direction and oversight

    + Strong consultative sales skills

    + Ability to prospect, negotiate, and close deals

    **Preferred Qualifications/Skills:**

    + Advanced Degrees, Sales and technical certifications

    + Experience Selling Complex IT Solutions to Large Public Sector Customers

    + Working knowledge of Programs from Industry Leading OEMs such as Microsoft, Dell/VMware, HP, Cisco, Apple, AWS, Lenovo

    **Unique Requirements**

    + Position requires minimum 50% time outside of an office setting meeting with existing and potential customers

    + Position requires travel to company events and meetings

    **Additional Information**

    + The estimated annual pay range for this position is $125,000 - $250,000 which includes a base salary, commission, and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

    + Equal Employment Opportunity – M/F/Disability/Protected Veteran Status

    Refer a friend to this job (https://careers-shi.icims.com/jobs/18010/account-executive---healthcare/job?mode=apply&apply=yes&in\_iframe=1&hashed=-336032949)

    **Need help finding the right job?**

    We can recommend jobs specifically for you!

    **Job Locations** _US-Remote_

    **Requisition ID** _2024-18010_

    **Approved Min (Total Target Comp)** _USD $125,000.00/Yr._

    **Approved Max (Total Target Comp)** _USD $250,000.00/Yr._

    **Compensation Structure** _Base Plus Commission Plus Bonus_

    **Category** _Inside/Outside Sales_


    Employment Type

    Full Time

  • Account Executive, MS Sales
    Fujifilm    Phoenix, AZ 85067
     Posted about 7 hours    

    **Overview**

    _FUJIFILM Healthcare Americas Corporation is a leading innovator in diagnostic and enterprise imaging solutions designed to meet the evolving needs of healthcare across prevention, diagnosis, and treatment. Fujifilm’s medical imaging portfolio includes solutions for digital radiography, mammography, computed tomography, magnetic resonance imaging, ultrasound, endoscopy, and endosurgery. The Synapse® Enterprise Imaging portfolio provides healthcare professionals with the imaging and data access needed to deliver a complete patient record. REiLI®, Fujifilm’s artificial intelligence initiative, combines Fujifilm’s rich image -processing heritage with cutting-edge AI innovations to inspire a new tier of clinical confidence. The In-Vitro Diagnostic portfolio provides the golden standard of molecular based immunoassay technology for liver surveillance, cutting edge clinical diagnostic chemicals for leading laboratories across the country and diagnostic chemicals for OEM white labeling products. The company is headquartered in Lexington, Massachusetts. For more information, please visit_ _healthcaresolutions-us.fujifilm.com_ _._

    **External US**

    **Job Title:** **Account Executive, MS Sales**

    **Job purpose**

    This position is intended to sell Fujifilm medical imaging devices, options, and service contracts to prospective and existing customers in their assigned territory.

    **Duties and responsibilities**

    + Work with Zone Directors to develop a calling strategy in order to maximize territory coverage and sales.

    + Prospect new customers and relationships in health systems, hospitals, and private outpatient markets to sell equipment and service contracts.

    + Develop and maintain a close working relationship with existing customers to ensure satisfaction with products and services, and to cross sell additional products and options.

    + Develop relationships and implement hospital selling strategies/tactics with individual health systems, hospitals, imaging centers, IDNs, GPOs, etc.

    + Work with Sales Operations and generate quotes for new equipment and option sales.

    + Work with Product Specialists to conduct product demonstrations and clinical presentations to prospective and existing customers.

    + Work with the Marketing Department to develop business plans and market assessments for presentation to prospective and existing customers.

    + Continuous development of product knowledge and technical skills pertaining to Fujifilm products and services.

    + Timely and accurate feedback on competitive products and pricing and changing market trends.

    + Timely and accurate reporting of all account contacts and activities in all active accounts and prospects on the Salesforce/CRM reporting system with collaboration with Field Sales Coordinator.

    + Assist as required in the collection of accounts receivable, the renewal of service contracts and the resolution of product performance issues.

    + Remain current on industry trends and developments.

    + Attend RSNA and other local industry trade shows and conventions to develop sales leads and new relationships.

    + Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements and all other applicable laws, regulations, and standards.

    + Comply with and pass all requirements for vendor credentialing as part of gaining access to hospitals and facilities to perform assigned job duties.

    **Qualifications**

    Experience:

    + 4+ years Sales experience preferred.

    Educational requirements:

    + BA/BS in Business, Marketing, Communication, Life Sciences, or related field required.

    Special skills and other job requirements:

    + Ability to travel extensively within an assigned geographic territory.

    + Valid drivers’ license with a safe a driving record.

    + Strong ability to sell products based upon customer need; excellent sales presentation skills; strong ability to overcome customer objections and concerns; ability to quickly learn new products and services.

    + Strong ability to communicate at all levels including C-Level, Radiology Managers, Radiologists and Technicians, excellent verbal and written communication skills.

    + Strong ability to develop long-term business relationships; strong listening skills; ability to interact with other departments to support the servicing of the customer.

    + Strong ability to structure sales that meet the customers’ requirements including product specifications and price; and to resolve problems in a timely, efficient and complete manner.

    + Strong ability to manage and execute multiple projects at the same time; organize work, self, and support staff as necessary.

    + Strong desire to succeed; ability to work with support staff to encourage maximum teamwork and customer service.

    + Ability to monitor and maintain required reports, including, but not limited to, call tracking, order tracking and reporting on business related expenses.

    + Excellent sales presentation skills.

    + Professional manners and appearance.

    + Good knowledge of Salesforce & Microsoft Office Suite.

    **Physical requirements**

    The position requires the ability to perform the following physical demands and/or have the listed capabilities:

    + Usual office and clinical working conditions.

    + Frequently required to sit; talk; or hear.

    + Manual dexterity needed to operate iPad/PC systems.

    + Frequently use fingers to type and do other fine motor tasks.

    + Occasionally required to stand; walk, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch.

    + Specific vision abilities required by this job include close vision, distance vision and depth perception.

    + Ability to use personal, public and air transportation as needed.

    + Occasionally required to lift and move items weighing up to 25 pounds.

    **Travel**

    + Up to 100% travel may be required based on business need.

    _Equal Opportunity Employer_

    _FUJIFILM is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, national origin, sex, gender identity, sexual orientation, religion, disability, protected veteran status or any other characteristic protected by applicable federal, state or local law._

    _In the event that COVID-19 vaccine mandates issued by the federal government, or by state or local government become effective and enforceable, the Company will require that the successful candidate hired for positions covered under relevant government vaccine mandate(s) be fully vaccinated against COVID-19, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._

    _Applicants to positions where vendor credentialing or other similar requirements exist to enter facilities will be required to comply with the credentialing requirements of the facilities, including complying with vaccine requirements._

    _For all positions, the Company encourages vaccination against COVID-19 and requires that the successful candidate hired be willing to test for the COVID-19 virus periodically and wear a face covering indoors as required, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._

    **Job Locations** _US_

    **Posted Date** _11 hours ago_ _(11/20/2024 12:02 PM)_

    **_Requisition ID_** _2024-32583_

    **_Category_** _Sales_

    **_Company (Portal Searching)_** _FUJIFILM Healthcare America Corporation_


    Employment Type

    Full Time

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
    Charles Schwab    Phoenix, AZ 85067
     Posted about 7 hours    

    **Your opportunity**

    **At Schwab, you’re empowered to make an impact on your career. Here, innovative thought** **meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.**

    As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

    **What you have**

    Required:

    + **CFP® designation or CFA® designation required**

    + Bachelor’s degree

    + Active and valid FINRA Series 7 license (may consider a 90-day COE)

    + Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)

    + Five or more years of advisory experience

    **Preferred:**

    + Five or more years working directly with clients in the financial services industry highly preferred

    **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Vice President, Financial Consultant - Scottsdale, AZ
    Charles Schwab    Scottsdale, AZ 85258
     Posted about 7 hours    

    **Your opportunity**

    _At Schwab,_ _you’re_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together._

    Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

    As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

    **What you have**

    **Required Qualifications:**

    + A valid and active FINRA Series 7 license required

    + Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

    **Preferred Qualifications:**

    + Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.

    + Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

    + Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning

    + Ability to adapt and implement change as the market and business conditions evolve

    + Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation

    + Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

    + **Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation)**

    Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Account Executive
    BrightSpring Health Services    SCOTTSDALE, AZ 85258
     Posted about 7 hours    

    Our Company

    Amerita

    Overview

    Amerita is a leading provider of Specialty Infusion services focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. As one of the most respected Specialty Infusion providers in America, we service thousands of patients nationwide through our growing network of branches and healthcare professionals.

    The Account Executive is responsible for general sales activity, sales communications and marketing support in a specified territory.

    • Medical, Dental & Vision Benefits plus, HSA & FSA Savings Accounts• Supplemental Coverage – Accident, Critical Illness and Hospital Indemnity Insurance• 401(k) Retirement Plan with Employer Match• Company paid Life and AD&D Insurance, Short-Term and Long-Term Disability• Employee Discounts• Tuition Reimbursement• Paid Time Off & Holidays

    Responsibilities

    • Achieve net revenue and profit objectives for assigned territory.• Call on physicians, case managers, discharge planners and additional designated referral sources within territory.• Communicate with clinical, Revenue Cycle Management, operational and management personnel as required.• Support all areas related with effective customer service and sales development.• Develop an annual territory business plan, conduct in-services to current and potential customers, participate in sales meetings and represent the company at local, regional and national trade shows and conventions.

    Qualifications

    • Four-year college degree, preferably in business or healthcare-related field or equivalent work experience• Minimum three years of medical sales experience (IV, DME, HHA, LTAC, etc.)• Registered Nurse and home healthcare experience is a plus• Valid driver’s license and auto insurance• Must meet company standards for driving record as well as driver age requirement

    About our Line of Business

    Amerita is a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Committed to excellent service, our vision is to combine the administrative efficiencies of a large organization with the flexibility, responsiveness and entrepreneurial spirit of a local provider. For more information about Amerita, please visitwww.ameritaiv.com. Follow us onTwitter (https://twitter.com/AmeritaIV) and LinkedIn (https://www.linkedin.com/company/amerita-inc/) .

    ALERT: We are aware of a scam whereby imposters are posing as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During the recruitment process, no recruiter or employee will request financial or personal information (Social Security Number, credit card, driver’s license, bank information, or payment for work equipment, etc.) from you via text or email. If you are suspicious of a job posting or job-related email mentioning our company, please contact us at [email protected] .

    Click here (https://www.brightspringhealth.com/careers/frequently-asked-questions/) for additional FAQ information.

    Job LocationsUS-AZ-SCOTTSDALE

    ID 2024-156247

    Line of Business Amerita

    Position Type Full-Time


    Employment Type

    Full Time

  • Regional Specialty Account Executive
    BrightSpring Health Services    SCOTTSDALE, AZ 85258
     Posted about 7 hours    

    Our Company

    Amerita

    Overview

    Amerita is a leading provider of Specialty Infusion services focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. As one of the most respected Specialty Infusion providers in America, we service thousands of patients nationwide through our growing network of branches and healthcare professionals.

    The Regional Specialty Account Executive is responsible for achievement of admissions, net revenue and profit objectives for IVIG, Chronic Inflammatory Disease and other specialty medications in an assigned geography. This role is also responsible for general sales activity, sales communications and marketing support in a specified territory. The Regional Specialty Account Executive covers multiple branch locations for Amerita.

    • Medical, Dental & Vision Benefits plus, HSA & FSA Savings Accounts• Supplemental Coverage – Accident, Critical Illness and Hospital Indemnity Insurance• 401(k) Retirement Plan with Employer Match• Company paid Life and AD&D Insurance, Short-Term and Long-Term Disability• Employee Discounts• Tuition Reimbursement• Paid Time Off & Holidays

    Responsibilities

    • Aggressively sells and markets infusion therapy to existing and potential referral sources to achieve established revenue targets assigned on a monthly, quarterly and annual basis.• Identifies and develops relationships with all regional sales targets including, but not limited to, Specialty Physicians who prescribe targeted medications.• Conducts in-service training seminars and represents the company at local, regional and national trade shows and conventions.• Creates and carries out specific sales and market development plans in concert with company goals and objectives.• Provides regular feedback to local and corporate management regarding sales activity and success in market development.• Represents the company within the healthcare community with professional decorum and respect for the patient care process.• Develops quarterly business plans and maintains Customer Relationship Management, such as Salesforce.com.

    Qualifications

    • Four-year college degree in business or a healthcare-related field or equivalent work experience• Registered Nurse and home healthcare experience a plus• Minimum of four (4) years of Pharma or HealthCare Sales experience• 3-5 years of experience in the infusion services or other related healthcare product or service industries preferred• Comfortable with physicians as main call points• Ability to present products and services in a professional manner• Knowledge of infusion service procedures and reimbursement policies preferred• Requires excellent communication, planning and organizational skills• Valid driver’s license and auto insurance• Must meet company standards for driving record as well as driver age requirement

    About our Line of Business

    Amerita is a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Committed to excellent service, our vision is to combine the administrative efficiencies of a large organization with the flexibility, responsiveness and entrepreneurial spirit of a local provider. For more information about Amerita, please visitwww.ameritaiv.com. Follow us onTwitter (https://twitter.com/AmeritaIV) and LinkedIn (https://www.linkedin.com/company/amerita-inc/) .

    ALERT: We are aware of a scam whereby imposters are posing as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During the recruitment process, no recruiter or employee will request financial or personal information (Social Security Number, credit card, driver’s license, bank information, or payment for work equipment, etc.) from you via text or email. If you are suspicious of a job posting or job-related email mentioning our company, please contact us at [email protected] .

    Click here (https://www.brightspringhealth.com/careers/frequently-asked-questions/) for additional FAQ information.

    Job LocationsUS-AZ-SCOTTSDALE

    ID 2024-156200

    Line of Business Amerita

    Position Type Full-Time


    Employment Type

    Full Time

  • IT Financial Analyst (Remote)
    GovCIO    Phoenix, AZ 85067
     Posted 1 day    

    **Overview**

    GovCIO seeks anITFinancial Analystfor the Veterans Health AdministrationIntake Team at the Department of Veterans Affairs (VA).TheFinancial Analystwill gather, evaluate, and then prepare cost information for software recommendations during the analysis process. They maybe requiredto gather information and analyze proposed software solutions, specifications, and technical documentstoprepare the estimation. Estimators work closely with project managers, and solutionsarchitects, during the estimation process.This is a fully remote position based in the United State with core hours of operation fromMonday-Friday, 8 AM to 5 PM ET.

    **Responsibilities**

    + Prepare written proposals, cost estimates, budgets, and updates for the technical packet and the project managers

    + Develop responses to budget and acquisition related data calls reporting requirements, and status reports such as statusreportof acquisitions and progress towards contract awards, status of funding obligations.

    + Provide input to create standardized tools, templates, budget, and acquisition trackers tofacilitatebudget data responses tofacilitatecoverage other projects and PLs

    + Work proactively and independently to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

    + Effectively create andmaintaindatabase tables, queries, and procedures, asrequired

    + Develop quantity-based estimates from partial information

    + Execute market research activities necessary to collect and analyze information about capabilities within the market to satisfythe stated business needs

    + Identifyingand quantifying all cost factors involved software play recommendations

    + Using computer software to calculate cost estimates

    + Maintain knowledge of Federal budget rules and regulations

    + Function as part of an integrated team sharing products, best practices, and information across the portfolio

    **Qualifications**

    **Required Skills and Experience:**

    + Candidate mustpossessa bachelor’s degree in engineering, Computer Science, Systems,Businessor related scientific /technical discipline.

    + Candidate must also have 15years of experience; 10 years ofadditionalrelevant experience may be substituted for education

    + Financial artifact, forecasting, and research-related experience

    + Demonstrate understanding of responsibilities and policies associated with having access to financial data, including confidentiality

    + Experience developing and presenting executive-level reporting

    + Excellent verbal and written communication skills, including the ability to communicate with brevity and clarity

    + Ability to deliver on-time, meaningful outcomes, while coordinating multiple assignments,maintaininga positive attitude, and providing exemplary customer service

    + Proficient in MS Office with a focus on Word, Excel, and Outlook.

    + Strong math skills and above average computer skills

    + Critical thinking skills with ability to problem solve and make effective decisions

    **Preferred Skills & Experienc** **e:**

    + Experience working as a contractor or an employee for the Department of Veterans Affairs (VA)

    + Experience with Jira, GitHub, or other applicable agile testing tools

    + Experience working in a consulting environment and understanding of client/customer relations

    **Clearance:** Must be able to obtain and maintain a Public Trust / Suitability Clearance for the VA.

    **Company Overview**

    GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

    But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

    **We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

    Posted Pay Range

    The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

    **Posted Salary Range**

    USD $115,000.00 - USD $130,000.00 /Yr.

    Submit a referral to this job (https://careers-govcio.icims.com/jobs/5125/it-financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

    **Location** _US-Remote_

    **ID** _2024-5125_

    **Category** _Information Technology_

    **Position Type** _Full-Time_


    Employment Type

    Full Time

  • Account Executive - Online Division - Grand Canyon University - Remote
    Grand Canyon Education    Mesa, AZ 85213
     Posted 1 day    

    Account Executive - Online Division - Grand Canyon University - Remote

    Click Here to

    Apply Online

    Job Description

    Come Grow With Us

    Grand Canyon Education (GCE) is a rapidly growing educational service company that has long been an industry leader in providing educational, operational and technological support services to the post-secondary education sector. Formerly part of Grand Canyon University (GCU), GCE still works closely with GCU to benefit thousands of students, families and the local inner-city community. We put people first, drive innovation, and do good in the community that we live and work in.

    Join us at Grand Canyon Education and begin your career helping Grand Canyon University students succeed! We are looking for a motivated Account Executive to oversee the Phoenix, AZ territory in this unique community-based opportunity. Starting salary is $75,000 per year with an earning potential of a six-figure income after 5 years of successful service as an Account Executive/University Development Counselor.

    *Must live in or near Phoenix or Mesa, AZ

    New hire training will be held in-person at our Phoenix, AZ campus.

    Grand Canyon Education offers a generous benefits package, including 100% tuition-free education for employees through the master's degree program level and 75% coverage at the Doctorate degree program level. In addition, an employee's spouse, children and dependents are also offered generous tuition benefits.

    Who you are:

    You’re a goal-getter who is passionate about the power of education. Over the past 3+ years, you’ve demonstrated success in outside business development, consultative sales or account management.

    You know it’s not all about achieving (and often crushing!) your goals. While that does get you excited, what you really thrive on is using your exceptional communication and coaching skills to help non-traditional Grand Canyon University students’ level up in their lives through quality education.

    Now is the time to bring your talent to Grand Canyon Education, where you’ll have the opportunity to play an integral role in providing Grand Canyon University students the roadmap for success from application through to completion of the first few classes. Here’s a taste of how you’ll make your mark as an Account Executive with us.

    As an Account Executive, a typical week might include the following:

    + Strategy and execution. You’ll be consistently identifying and implementing event/activity plans for your territory, building awareness of our online academic programs for education, healthcare and business and drive inquiry generation. You’ll be using your unique ability to fly at 25,000 feet in shaping high impact partnerships for your territory, while diving down to 'sea level' to execute in daily work through informational presentations, calls and emails, iterating as needed to maximize value.

    + Partner and influencer. Through a variety of mediums, you will use your passion for serving others to provide exceptional counseling to prospective students, their families and partners. Whether in-person, over the phone or via email, you will champion the GCE mission, promoting Grand Canyon University student success and institutional growth.

    + Heart and Hustle. This is a work from home role with ambitious targets! Working independently, you’ll be using your out-of-the-box critical thinking skills to support prospective Grand Canyon University students through the admissions process, guiding them on the right path towards a successful online learning experience.

    The role might be right for you if you have:

    + A bachelor’s degree preferred

    + Outstanding time management skills. In this role, you’ll be wearing many hats, so you’ll need to show that not only have you honed your time management skills, you also know how to prioritize competing priorities even while travelling.

    + Clear communication skills. You can explain just about anything to anyone and you’re comfortable communicating in person, in writing and on the phone. You’ll also need to have well developed listening skills.

    + Self-motivation and drive to succeed. You volunteer for new challenges without waiting to be asked. You’re going to take ownership of the time you spend with Grand Canyon University students and truly make a difference.

    + High emotional intelligence. In this role, you’ll be coaching a diverse range of Grand Canyon University students, each with unique circumstances. You’ll also have partner relationships to develop and nurture. Ability to demonstrate empathy is key to success in this role.

    + A valid driver's license, reliable transportation and a flexible schedule. Since this role requires extensive travel in your territory, you’ll need a clean driving record and ability to use your personal vehicle. Some events might require evening and/or weekend availability.

    + Computer literacy. As part of a remote workforce, we rely on a number of digital tools to help you execute your work and keep you accountable. Proficiency in Microsoft Office Suite is required.

    Bonus points if you have:

    + Relevant industry related professional experience.

    + Experience working with CRM tools.

    What we’ll offer in return:

    + A career where your work makes a difference.

    + A stable income with a good salary.

    + Opportunity to own your part of the business without the risks of owning your own business.

    + Ongoing professional development and growth.

    + Outstanding benefits and work perks.

    + Collaborative and supportive work environment. ...and more!

    Application Instructions

    Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

    Apply Online (https://gcu.wd1.myworkdayjobs.com/en-US/GCE/job/Phoenix-AZ/Account-Executive---Online-Division---Grand-Canyon-University---Remote\_R000058376)

    Click Here to

    Apply Online


    Employment Type

    Full Time

  • Lead Director, Network Portfolio Management
    CVS Health    Phoenix, AZ 85067
     Posted 1 day    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver.

    Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    At Aetna, our health benefits business, we are committed to helping our members achieve their best health in an affordable, convenient, and comprehensive manner. Combining the assets of our health insurance products and services with CVS Health’s unrivaled presence in local communities and their pharmacy benefits management capabilities, we’re joining members on their path to better health and transforming the health care landscape in new and exciting ways every day.

    Aetna is recruiting for Lead Director, Network Portfolio Management, a crucial role reporting directly to the VP, Provider Digital & Network Platform Solutions. This role will be responsible for leading the capital planning and investment process on behalf of the Network & Provider organization. They will support business case development and submissions for technology investments to accelerate our business strategies. They will serve as the overall program manager for the Network & Provider investment portfolio, monitoring program financials and initiative outcomes. This individual must be detail oriented, highly organized and exhibit strong communication skills to be successful in a complex and matrixed organization.

    **You’ll make an impact by** :

    + Partnering closely with finance, data and technology teams, business sponsors and project leads to monitor portfolio financials, coordinate forecasting and lead rebalancing efforts.

    + Establishing processes for reporting on value generation, business impacts and outcomes of the portfolio.

    + Establishing processes for governing and prioritizing investments in response to emerging business needs.

    + Developing an overall Network & Provider investment strategy and supporting business case development for new investments and for continued investment in multi-year projects.

    + Developing and maintaining a prioritized backlog of business cases that can be submitted in the annual process or put forth when funding becomes available throughout the year.

    + Consolidating capital submissions for the broad Network & Provider Portfolio.

    **Required Qualifications**

    + 10+ years work experience in program management or consulting, with demonstrated business impact.

    + Financial acumen, strong Excel and modeling skills.

    + Proven ability to work collaboratively at all levels and balance competing priorities.

    + Strong communication, presentation, and stakeholder management skills.

    + Demonstrated ability to leverage data and insights to make informed business decisions.

    **Preferred Qualifications**

    + Experience in the health insurance industry, preferably in a role related to network, provider or payer operations

    **Education**

    + Bachelor's degree or equivalent professional work experience.

    **Pay Range**

    The typical pay range for this role is:

    $100,000.00 - $231,540.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.

    In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

    For more detailed information on available benefits, please visit Benefits | CVS Health (https://jobs.cvshealth.com/us/en/benefits)

    We anticipate the application window for this opening will close on: 11/22/2024

    Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

    We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


    Employment Type

    Full Time

  • Account Executive Senior
    Copeland    Phoenix, AZ 85067
     Posted 1 day    

    **About Us**

    We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

    Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

    As a **Senior Account Executive** in Air Conditioning (AC) Sales, you will lead the business relationships with, and lead efforts to grow sales at one of the 6 largest OEM customers in the Copeland customer portfolio. This customer participates in both key commercial & residential market segments, so this high-profile position will be exposed to multiple key markets in the AC industry. While contributing to the strategic customer relationship, the Sr. Account Executive will manage the tactical activities critical to achieving the sales goals and performance that a high-profile customer expects such as managing product launches and phase-outs, managing quality and delivery issues, coordinating the development and implementation of new products and technologies and the execution of critical tasks needed for the successful execution of our sales agreement. While balancing both internal and external stakeholders, you will engage with Product Marketing and Product Management to develop tailored customer strategies, with Technical Services to provide customers technical support, with Inside Sales teammates to drive alignment of customer engagement and various internal reporting responsibilities, and with other Copeland business units to secure audience for expanding Copeland's product offering beyond compressors.

    **AS A SENIOR ACCOUNT EXECUTIVE, YOU WILL:**

    + Manage and improve ongoing relationships with all key OEM customer functional areas – Engineering, Product/Program Management, Marketing, Supply Chain, Operations, Finance/AP, Quality and Senior Management.

    + Effectively document customer needs, priorities, pain points and timelines by using the Copeland CRM tool in order to identify growth opportunities and to clearly communicate throughout organizations of both the customer and Copeland.

    + Recommend and execute OEM customer-specific product and pricing strategies to secure revenue growth balanced with profitability objectives.

    + Coordinate with your Application Engineering teammate to provide technical guidance on Copeland products to the OEM customer. Develop a strong working relationship with Application Engineering.

    + Align internal resources and teams to execute effective engagements with a wide range of roles within OEM customer organizations on a variety of product, market and industry stewardship topics.

    + Lead or participate in internal cross-functional teams apart from Account Executive responsibilities to define and implement organizational Strategic Priority initiatives.

    + Negotiate commercial issues that provide a win-win solution to open tactical issues.

    + Travel by car (preferred) or by air two or more nights per week, at least once per month to support customers as required for success. Multiple trips in a month may be required depending on the business conditions and situations.

    **REQUIRED EDUCATION, EXPERIENCE, & SKILLS:**

    + Bachelor's degree in business or mechanical/electronic technical discipline and three (3) years HVAC/R related experience

    + Competency with business-related software platforms for effective communication and decision development using data analytics tools

    + Ability to assess customer organizations to identify opportunities and to develop appropriate strategies and tactics to successfully attain profitable growth and solve difficult customer issues.

    + Must manage productive ongoing B2B relationships with customer contacts across various business and engineering roles.

    + Strong time management & prioritization skills, ability to multi-task and effectively delegate critical responsibilities to support team while delivering on-time solutions

    + Exceptional customer service focus, including attention to producing quality results

    + Legal authorization to work in the United States – Sponsorship will not be provided for this role.

    **PREFERRED EDUCATION, EXPERIENCE, & SKILLS:**

    + Five (5) years of progressive HVACR industrial sales experience, including 2 years of leadership experience

    + MBA preferred or Master’s in mechanical/electronic technical discipline

    + Experience using Salesforce as a CRM tool

    + Copeland experience in any technical or sales discipline

    + Geographically mobile to enable future advancement

    **Why Work Remote**

    Our remote roles are conveniently located in the comfort of your own home. Working remotely has many benefits, such as no commute, schedule flexibility, more time with family, and increased productivity. By working remote, you will have open communication with your coworkers both onsite and offsite.

    Our training programs focus on end-to-end development, from onboarding through senior leadership. We invest in our employees to ensure they have the marketplace knowledge, skills, and competencies to compete and lead in a global economy. Our compensation philosophy is simple: we pay a competitive

    base salary, within the local market in which we operate, and reward performance during the annual merit review process. In accordance with Colorado EPEWA, The salary range for this role is $100,000.00 - $140,000.00 annually plus sales incentive bonus, and company vehicle, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role. Our success is measured by the positive impact we make on people, our communities, and the world in which we live.

    \#LI-REMOTE

    \#LI-YM1

    **Our Commitment to Our People**

    Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

    Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

    Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

    Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

    **Our Commitment to Diversity, Equity & Inclusion**

    At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives and expertise. Ultimately, our diverse and inclusive culture is the key to driving industry-leading innovation, better serving our customers and making a positive impact in the communities where we live.

    **Work Authorization**

    Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

    **Equal Opportunity Employer**

    Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

    If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: [email protected]

    With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.


    Employment Type

    Full Time


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