Finance advisor jobs in Casas Adobes, AZ - 34 jobs
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Financial Advisor
First Command Financial Services 4.7
Finance advisor job in Tucson, AZ
FinancialAdvisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command FinancialAdvisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 3 out of 4 of our FinancialAdvisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financialadvisor job or wondering how to become a FinancialAdvisor at First Command? As we continue to expand our FinancialAdvisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our FinancialAdvisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful FinancialAdvisor career.
We will sponsor your pursuit of full registration and licensing as a FinancialAdvisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command FinancialAdvisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor FinancialAdvisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor FinancialAdvisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AM4
$62k-102k yearly est. 19d ago
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Financial Advisor - Tucson, AZ
Corebridgefinancial
Finance advisor job in Tucson, AZ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LR1
#SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$44k-88k yearly est. Auto-Apply 57d ago
Financial Advisor
Touchstone Wealth
Finance advisor job in Tucson, AZ
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.
If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a FinancialAdvisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry.
Consider becoming a
touchstone
to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
How will you grow your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work
Who do you need to be to succeed?
- A strong relationship builder with a focus on putting people first
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
We will help you by providing…
- Leadership support, business advice and guidance
- Lots of training/support opportunities for collaboration and mentorship
- Cutting edge technologies that make doing business much easier
- A team-based environment that sees collaboration as key to success
- Professional development assistance
Qualifications:
BA, BS and/or graduate degree or equivalent work experience required
Market development/networking abilities
Securities licenses preferred but not required (SIE, Series 7 and 66)
#LI-TW1
$44k-88k yearly est. 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Tucson, AZ
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 41d ago
Financial Advisor - Tucson
Thrivent Financial 4.4
Finance advisor job in Tucson, AZ
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 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. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financialadvisor, you will:
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 products and programs.
Develop and maintain genuine, long-term relationships throughout generations 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.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
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 Financialadvisor 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 financialadvisors 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 financialadvisor 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, recurring revenue streams, and dedicated planning fees for those who qualify.
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 as you build your business.
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 2.4 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 financialadvisors and professionals. Only individuals who are financialadvisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financialadvisors.
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 **************************** or call ************ and request Human Resources.
$46k-80k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ
JPMC
Finance advisor job in Tucson, AZ
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$50k-107k yearly est. Auto-Apply 60d+ ago
Financial Planner
Spence, Cassidy & Associates
Finance advisor job in Tucson, AZ
Job Description
The Financial Planner Opportunity
We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.
At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer:
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
Offer exceptional income potential, where your earnings are reflective of your efforts.
Encourage independence and work-life synergy as you plan your schedule
Benefits
Extremely Competitive Compensation Plan.
Medical Insurance.
Prescription Drug Insurance.
Health Savings Account (HSA).
Dental Insurance.
Vision Insurance.
Life Insurance.
Disability Insurance.
401k Matching Retirement Plan.
Errors & Omissions Coverage.
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced FinancialAdvisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic FinancialAdvisors!
$44k-87k yearly est. 19d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance advisor job in Tucson, AZ
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's FinancialAdvisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a FinancialAdvisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financialadvisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financialadvisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a FinancialAdvisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$45k-70k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ
Jpmorgan Chase 4.8
Finance advisor job in Tucson, AZ
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a FinancialAdvisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
SummaryDepartment - Finance and Risk ManagementJob Description
REVISED
OPEN UNTIL FILLED
Job Type: Classified
Salary Grade: 17
Pay Range
Hiring Range: $84,575 - $101,490 Annually
Pay Range: $84,575 - $118,406 Annually
Range Explanation:
Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
Pay Range is the entire compensation range for the position.
The first review of applications will be on
12/12
/2025.
Pima County's Department of Finance & Risk Management is looking for a skilled, motivated professional leader to join their Departmental Analysis Division. The successful candidate will work as the supervisor of a dedicated team of professionals, providing coaching, mentoring, and training in their career development. The team is responsible for preparing annual budgets, monthly forecasting, ad hoc analysis, and operational accounting. The ideal candidate will facilitate a team-building environment while demonstrating the ability to prioritize tasks and meet deadlines, while emphasizing accuracy and attention to detail. We are looking for an enthusiastic, dependable, innovative leader with excellent communication skills and a positive attitude to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's need and will be communicated to the applicant or incumbent by the supervisor.
Manages and administers, and plans administrative or support services or operations, including fiscal and general administrative functions as they relate to area of assignment;
Manages, administers, and coordinates internal services or support functions for a department or specific functional unit;
Manages the acquisition, storage, and distribution of supplies and equipment to support unit or department activities;
Develops or participates in the development of departmental-related policies and procedures and implements same as they relate to area of assignment;
Interprets unit or department policies and operational procedures and reviews current and proposed new or changed rules, regulations, or related materials for impact on unit, division, or department management or operations, and recommends changes to management;
Develops and implements new procedures for both short and long-term plans to improve efficiency, productivity, and operating economy of areas of assignment;
Provides input to and assists in the development and design of automated information systems;
Coordinates the collection, reporting, and documentation of data for assigned activities through affected supervisors and division managers and composes and writes reports concerning activities of areas of assignment;
Oversees the development, submission, maintenance, and archiving of County/state/ federal-mandated reports, forms, and records;
Directs formal training and development programs for assigned staff, County employees, or community or public interest groups;
Supervises, trains, and evaluates support staff and coordinates the activities of area of assignment;
Reviews work of staff to ensure accuracy of documents and adherence to policy;
Represents the department/division by interacting with various County, federal, and state departments, agencies, private industry, contractors, and public committees to assist in accomplishing department and unit goals;
Administers internal personnel activities in coordination with the centralized Human Resources Department;
Monitors day-to-day financial matters such as sources of funding, contract renewals, payroll, purchases, and petty cash funds;
Administers internal procedures for conducting competitive hiring and promotion;
Develops, monitors, revises, and administers all or part of the department or assigned unit budget and maintains budgetary records;
Conducts research, data gathering, and reporting of special projects related to area of assignment.
Minimum Qualifications:
Bachelor's degree from an accredited college or university with a major in public or business administration, finance, accounting, economics, or a related field as defined by the department head at the time of recruitment, AND three years of professional-level budget, auditing, or accounting analysis, financial management research, or fiscal administration experience.
(CPA designation may substitute for one year of the required professional experience.)
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
Minimum two (2) years of experience preparing and developing annual budgets.
Experience with trend analysis and monthly forecasting.
Experience supervising, training, and mentoring staff.
Experience with Microsoft Excel, specifically with Pivot Tables, V-Lookups, and formulas.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Valid driver license is required at time of application. Valid AZ driver license is required at time of appointment. The successful applicant will be subject to a 39-month DOT Motor Vehicle Record review to determine applicant's suitability to operate county vehicles in accordance with Pima County administrative procedures. Failure to obtain and maintain the required licenses and certifications shall be grounds for termination. Any offer of employment resulting from this recruitment is contingent upon Fleet Services' review and approval of the candidate's driving record.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law
$42k-52k yearly est. Auto-Apply 58d ago
Financial Analyst II (Accounts Receivable)
Dawar Consulting
Finance advisor job in Tucson, AZ
Our client, a world leader in diagnostics and life sciences, is looking for a "Financial Analyst II (Accounts Receivable)" based out of Tucson, AZ.
Job Duration: Long Term Contract (Possibility Of Conversion & Extension)
Pay Rate : $35/hr - $40/hr on W2
Company Benefits: Medical, Dental, Vision, Paid Sick leave, 401K
The Accounts Receivable Analyst is responsible for overseeing the accounts receivable lifecycle process. Think of this position as quality control, but for accounting!
Job Responsibilities:
Identifying and submitting posting corrections
Resolve cash application discrepancies using reporting to identify discrepancies
Investigate and resolve customer discrepancies, billing issues, and payment disputes in a professional and timely manner through cross -functional collaboration.
Analyze and manage the accounts receivable aging, identifying trends, and mitigating risk to improve collection effectiveness.
Prepare and present regular reports on AR performance, aging analysis, and collection forecasts.
Collaborate with Business Development, Customer Service, and Project Management teams to resolve client issues and optimize the overall order -to -cash cycle.
Support the month -end close process with AR reconciliations and aging report reviews.
Ensure compliance with all company policies, accounting principles, and relevant financial regulations.
Identify and implement opportunities for process improvements and automation within the AR function.
Qualifications:
5 -10 years of experience with data and financial analytics
Candidates must be able to take initiative to identify issues, and take corrective
If interested, please send us your updated resume at
**********************/***************************
$35 hourly Easy Apply 60d+ ago
Principal Finance Analyst *ONSITE*
RTX
Finance advisor job in Tucson, AZ
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
We have an excellent opportunity for a finance professional (P3) to join our LADS Patriot Product Line (PPL) BMC4I IPT Finance Team. The successful candidate for this role will employ their technical knowledge of finance and program control, problem solving, communication and leadership skills. The candidate will work independently as well as partner cross-functionally across the product line and with Business Operations finance, Global Supply Chain (GSCM) finance and the various Program Offices in a fast-paced environment while executing similar scope on multiple programs.
This role supports a PMO that predominantly resides on the East coast U.S. time zone. Onsite work can be done at the Andover, MA
, McKinney, TX or the Tucson, AZ
location. Relocation assistance is not being provided.
What You Will Do
Quarterly EAC reviews, by individual program & product line summaries
Trend analysis for spend rates & EVMS Metrics at a product line
Process Budget Change Requests (BCRs) as needed
Manpower planning (IPT, ESPB)
Support proposal activities & pricing exercises
Financial responsibility for IPT (Integrated Product Team), ESPB (Engineering Support to Production Baseline) & NRE (Non-Recurring) efforts across the portfolio
Batting order simulations
Various ad hoc exercises
Qualifications You Must Have
Typically requires a Bachelor's degree in Business, Finance, Economics or related field & a minimum of 5 years of Finance related experience; OR an Advanced degree and 3 years of Finance related experience
Experience with SAP, Business Warehouse, MS Project or a similar system
Experience with EVMS (or equivalent experience)
Experience with MS Excel, Word, and/or PowerPoint
U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements.
Qualifications We Prefer
Experience with either Program Controls or Business Operations finance
Strong attention to detail, quality, and accuracy with demonstrated experience meeting critical deadlines
Independent, motivated and able to collaborate across the organization
Ability to drive independent analysis in a highly dynamic and constantly changing environment
Goal-oriented individual who enjoys working in a Team environment with excellent communication, organization and analytical skills
EV Certification
Basic understanding of PRISM, PRISM reports, GSCM/Ops/Quality Pooling applications, “Standard Structure,” rules tables and breakpoints
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
Learn More & Apply Now!
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$49k-72k yearly est. Auto-Apply 11d ago
Top Secret Principal Financial Analyst, Adv Effectors & Space
RTX Corporation
Finance advisor job in Tucson, AZ
**Country:** United States of America ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** Active and transferable U.S. government issued security clearance is required prior to start date.
U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
**Security Clearance:**
DoD Clearance: Top Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
Our team solves tough, meaningful problems that create a safer, more secure world. The Advanced Effectors and Space (AE&S) Sub-Strategic Business Unit within Raytheon's Advanced Technology Strategic Business Unit has an immediate need for a Program Cost Controls analyst on a strategic Withheld Program.
This is a Major program and Key Strategic Pursuit for the company with high level engagement with the customer, Raytheon and RTX leadership that could be a career defining opportunity. This role will be responsible for supporting Contract Data Requirements list (CDRLs) including IPMDAR, CFSR and provide analysis to assist leadership in making sound decisions for the financial execution of the programs being supported. To meet these deliveries, you will partner with a multi-functional program team including the Program Director, CAMs and IPT Leads, joining other finance analysts supported by a Finance Manager.
**_This position is currently designated as Onsite. However, the successful candidate will be required to work onsite from our Tucson, AZ location._**
**What You Will Do**
+ Process Baseline Change Requests (BCRs).
+ Execute a variety of program and financial control actions, including supporting Estimates-at-Complete (EACs), External Reporting (IPMDAR), Monthly.
+ Utilize a comprehensive suite of program controls tools (Business Warehouse (BW), Analysis for Office (A/O), for Project, SAP/APEX, PMX Tool Suite) to provide targeted EVMS analysis that drives efficiencies and meets internal and external EVMS compliance standards.
+ Collaborate with key functional leaders in the Program Office, Engineering, Supply Chain, as well as Leadership Team to support financial reviews and execution of a program with significant scope.
+ Provide timely support for ad hoc data reporting to meet the evolving needs of the organization.
+ Support CAMs in development of variance analysis.
+ Support quarterly Estimate at Completion (EAC) and analyze vs Latest Revised Estimates (LRE).
+ Prepare weekly and monthly program reports.
+ Provide support for internal/external program reviews with key team members.
+ Partner with PM and Planning for EV implementation.
+ Ad-hoc support and analysis.
**Qualifications You Must Have**
+ Typically requires a Bachelor's Degree in Finance, Accounting, Economics, Mathematics or related field & 5 years finance work experience; OR an Advanced degree and 3 years finance work experience.
+ Experience in EVMS, Program Controls, and/or Cost/Schedule Integration.
+ Experience with SAP, for Project, RTX Tool Suite or similar tools.
+ Active and transferable U.S. government issued Top-Secret clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
**Qualifications We Prefer**
+ Passion, commitment, and dedication along with a positive can-do attitude.
+ Excellent written and oral communication skills and presentation skills.
+ Ability to provide analysis of complex data.
+ Understanding of RTX financial and accounting policies and procedures
+ Strong analytical and problem-solving skills.
+ Ability to work well under pressure with both internal and external customers
+ Ability to influence without authority.
+ Experience in the creation, assessment, or review of external reporting experience: Contract Performance Report (CPR), Integrated Program Management Report (IPMR), or Integrated Program Management Data Analysis Report (IPMDAR).
+ Raytheon EVMS Certification or industry equivalent.
**What We Offer**
+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
+ Whether you're just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care.
+ Relocation assistance is available provided final candidate meets eligibility requirements .
**Learn More & Apply Now!**
+ Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 86,800 USD - 165,200 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, inclusion and well-being are integral to success. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents.
We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security.
As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting deep-dive analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities.
This isn't just a contract - it's a commitment to global impact. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time.
What You'll Do
Conduct in-depth Counter Threat Finance (CTF) and Threat Finance Intelligence (TFI) analysis to disrupt and dismantle illicit financial activities.
Support law enforcement and Department of Defense missions targeting financial networks tied to criminal and national security threats.
Create high-quality intelligence products including Action Plans, Target Packages, Analytical Reports, and Executive Briefings.
Collaborate across agencies to strengthen information-sharing and provide actionable operational recommendations.
Contribute to policy development and program initiatives that shape future strategies.
Monitor, assess, and present insights on emerging threats and TFI data to leadership and stakeholders.
What You Bring
High School diploma with 10+ years of relevant experience OR Bachelor's/Master's with 5+ years of experience.
Active TS/SCI clearance (U.S. citizenship required).
Background in Counter Threat Finance, Counter Narcotics, Counterterrorism-and familiarity with intelligence disciplines such as HUMINT, SIGINT, or law enforcement/regulatory investigations.
Experience with Bank Secrecy Act reporting mechanisms (e.g., Suspicious Activity Reports).
Proficiency using intelligence tools such as Palantir, Google Earth, Analyst Notebook, TAC, DataXplorer, or Voltron Suite.
Strong understanding of interagency processes, intelligence oversight, and analytical methodologies.
Solid skills in Microsoft Office and data exploitation tools.
Preferred Qualifications
CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) certification.
This role is an opportunity to be on the front line of financial intelligence-where your analysis drives real-world impact. If you are passionate about uncovering hidden networks and strengthening national security, we'd love to have you on our team.
Compensation Details:
N/A
The compensation range or hourly rate listed for this position is provided as a good-faith estimate of what the company intends to offer for this role at the time this posting was issued. Actual compensation may vary based on factors such as job responsibilities, education, experience, skills, internal equity, market data, applicable collective bargaining agreements, and relevant laws.
Benefits Overview:
Our health and welfare benefits are designed to support you and your priorities. Offerings include:
Health, dental, and vision insurance
Paid time off and holidays
Retirement benefits (including 401(k) matching)
Educational reimbursement
Parental leave
Employee stock purchase plan
Tax-saving options
Disability and life insurance
Pet insurance
Note: Benefits may vary based on employment type, location, and applicable agreements. Positions governed by a Collective Bargaining Agreement (CBA), the McNamara-O'Hara Service Contract Act (SCA), or other employment contracts may include different provisions/benefits.
Original Posting:
01/12/2026 - Until Filled
Amentum anticipates this job requisition will remain open for at least three days, with a closing date no earlier than three days after the original posting. This timeline may change based on business needs.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.
$49k-72k yearly est. Auto-Apply 13d ago
Financial Analyst (College of Medicine-Tucson)
University of Arizona 4.5
Finance advisor job in Tucson, AZ
Financial Analyst (College of Medicine-Tucson) Posting Number req24946 Department Sarver Heart Center Department Website Link ************************** Location University of Arizona Health Sciences Address Tucson, AZ USA Position Highlights The Sarver Heart Center is seeking a financial analyst to help support financial operations for the center, including rate studies, expenditures, invoicing, and revenue. The incumbent will help to ensure financial integrity and compliance while supporting research budgeting and enabling Center-wide grant administration.
Outstanding U of A benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; U of A/ASU/NAU tuition reduction for the employee and qualified family members; retirement plans; access to U of A recreation and cultural activities; and more! The University of Arizona has been recognized for our innovative work-life programs. For more information about working at the University of Arizona and relocations services, please click here. Duties & Responsibilities
* Provide financial reconciliation on actuals for all Center accounts, including financial reporting as needed.
* Coordinate the development of the Rare Diseases (RD) Service Center Rate Study in collaboration with FSO and Sarver staff.
* Prepares operational budget for the RD recharge center.
* Manage invoicing and financial oversight for recharge center.
* Prepares quarterly budget projections for all Sarver Heart Center accounts (internal/sponsored/foundation) for reporting to College of Medicine.
* Contributes to the annual budget development in conjunction with the Sarver Business Plan.
* Invoice sponsors, capture milestone payments, ensure subjects receive compensation, and manage (with supervision) the monthly position distribution changes for Clinical Trial team members.
* Meet monthly with PIs and managers to review budgets and expenditures.
* Partner with the business and lab teams to maintain compliance and fiscal accuracy.
* Assist with supporting research labs administratively as needed.
Knowledge, Skills, and Abilities:
* Strong attention to detail and accuracy in work.
* Ability to adapt to changing priorities and work environments.
* Ability to communicate effectively with different groups and individuals and via multiple methods (written, verbal, in-person, and virtual).
* Ability to work in Microsoft Suite applications (Outlook, Excel, Access).
* Ability to recognize, analyze, and solve various problems or issues.
* Ability to prioritize tasks based on complexity.
* Ability to work independently and as part of a team
This job posting reflects the general nature and level of work expected of the selected candidate(s). It is not intended to be an exhaustive list of all duties and responsibilities. The institution reserves the right to amend or update this description as organizational priorities and institutional needs evolve.
Minimum Qualifications
* Bachelor's degree or equivalent advanced learning attained through professional level experience is
required.
* Three (3) years of relevant work experience is required.
Preferred Qualifications
* Experience with UA Systems including UAccess Analytics and UAccess Financials.
* Advanced experience with spreadsheet and database applications including Excel and Access.
* Experience working with budgeted funds in a research or public service setting.
* Working knowledge of UA and UA Foundation policies and procedures.
FLSA Exempt Full Time/Part Time Full Time Number of Hours Worked per Week 40 Job FTE 1.0 Work Calendar Fiscal Job Category Finance Benefits Eligible Yes - Full Benefits Rate of Pay $59,404 - $74,254 Compensation Type salary at 1.0 full-time equivalency (FTE) Grade 8 Compensation Guidance The Rate of Pay Field represents the University of Arizona's good faith and reasonable estimate of the range of possible compensation at the time of posting. The University considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity.
The Grade Range represent a full range of career compensation growth over time. The university offers compensation growth opportunities within its career architecture. To learn more about compensation, please review our Applicant Compensation Guide and our Total Rewards Calculator. Career Stream and Level PC2 Job Family Budget & Financial Analysis Job Function Finance Type of criminal background check required: Name-based criminal background check (non-security sensitive) Number of Vacancies 1 Target Hire Date Expected End Date Contact Information for Candidates Jess Holmgren | ********************* Open Date 1/21/2026 Open Until Filled Yes Documents Needed to Apply Resume and Cover Letter Special Instructions to Applicant Notice of Availability of the Annual Security and Fire Safety Report In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act), each year the University of Arizona releases an Annual Security Report (ASR) for each of the University's campuses. These reports disclose information including Clery crime statistics for the previous three calendar years and policies, procedures, and programs the University uses to keep students and employees safe, including how to report crimes or other emergencies and resources for crime victims. As a campus with residential housing facilities, the Main Campus ASR also includes a combined Annual Fire Safety report with information on fire statistics and fire safety systems, policies, and procedures.
Paper copies of the Reports can be obtained by contacting the University Compliance Office at ********************.
$59.4k-74.3k yearly Easy Apply 4d ago
Financial Analyst
Radiology 4.3
Finance advisor job in Tucson, AZ
Radiology Ltd., a 500+ employee medical imaging company located in Tucson Arizona is seeking a Financial Analyst. If you are looking to make a difference and leverage your abilities - you belong at our company.
The Financial Analyst provides timely and accurate analytics to senior business leaders. This position will be responsible for financial reporting and analysis, budget and forecast preparation, ad-hoc reporting and special projects as needed.
Key Responsibilities
Develop and maintain a range of financial reports, models and forecasts to align operational and financial metrics
Assist with due diligence requests and generation of financial statements and documents
Prepare and review monthly, quarterly, and annual financial reports
Complete ad hoc analysis and reports on business operations
Analyze key company metrics, budgets, etc.
Perform variance and trend analysis and provide variance explanations
Partner with key stakeholders to enhance benchmarking and dashboards (i.e. revenue cycle, business operations, accounting, data analytics , IT)
Facilitate the rolling forecast efforts and consolidate results for senior leadership
Participate in annual budget preparation, providing analytics that coordinate strategic planning efforts and annual budget
Identify and size risks and opportunities not reflected in forecasted/budgeted results
Participate in M & A activity including modeling, consolidation and financial statement reviews
Prepare reporting and presentation level output for additional information requests by senior leadership
Qualifications
Required Knowledge and Skills:
Proven experience as a Financial Analyst in an FP&A environment
Ability to translate complex financial data, verbally and graphically, to communicate with non-financial stakeholders and leaders
Polished presentation skills, both in preparing presentation materials and the ability to relay to senior leadership
Advanced/expert Excel skills including advanced financial formulas, modeling, enterprise reporting tools/data warehouses
Strong organization skills, attention to detail & the ability to follow through to resolve outstanding issues
Strong attention to detail, strong organizational skills and the ability to follow through to resolve outstanding issues
Experience using ERP systems such as Microsoft Dynamics, SAP or similar
Excellent verbal and written communication skills
Education and Experience: Minimum of Bachelors Degree in a financial related study and minimum of 3 years with accounting/financial analysis
Bonus Points: CPA or CMA, experience with mergers and acquisitions, healthcare industry experience
We offer full benefits including medical plans with matching HSA, a free dental plan, low cost vision plan, free life insurance, 401(k) pension plan, paid time off, short- & long-term disability, free telemed, annual bonuses with merit increases as well as other work site benefits! We have employee events throughout the year for all staff, an annual family picnic as well as group hikes, walks and paid time for community service events.
WHY Radiology Ltd.?
Radiology Ltd. is a partner company of Lumexa Imaging and is the premier provider of diagnostic and interventional radiology services in Southern Arizona since 1933. Our company's subspecialized, fellowship-trained experts in body imaging, breast imaging, interventional radiology, molecular imaging, musculoskeletal imaging, neuroradiology, and pediatric radiology utilize advanced technology to deliver high-quality expedient interpretations. Our radiologists are leaders in the medical community, participating and serving in leadership roles in local hospitals and regional medical societies.
Radiology Ltd. has been named one of the “Top 25 Connected Healthcare Facilities” in the nation by Health Imaging and IT. Our innovative web portals allow providers and patients to securely order exams and access reports and images.
Apply NOW and JOIN our team!
$49k-65k yearly est. 2d ago
Financial Planner
Spence, Cassidy & Associates
Finance advisor job in Tucson, AZ
The Financial Planner Opportunity
We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.
At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer:
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
Offer exceptional income potential, where your earnings are reflective of your efforts.
Encourage independence and work-life synergy as you plan your schedule
Benefits
Extremely Competitive Compensation Plan.
Medical Insurance.
Prescription Drug Insurance.
Health Savings Account (HSA).
Dental Insurance.
Vision Insurance.
Life Insurance.
Disability Insurance.
401k Matching Retirement Plan.
Errors & Omissions Coverage.
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced FinancialAdvisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic FinancialAdvisors!
$44k-87k yearly est. 60d+ ago
Financial Solutions Advisor - Tucson Area
Bank of America 4.7
Finance advisor job in Tucson, AZ
Tucson, Arizona;Tucson, Arizona; Tucson, Arizona; Sierra Vista, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************
**:**
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required** **Qualifications** :
+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Sets and accomplishes goals, achieving whatever you put your mind to.
+ Builds and nurtures strong relationships.
+ Collaborates effectively with others to get things done.
+ Communicates effectively and confidently and is comfortable engaging all clients.
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
+ Likes to learn, adapts to new information and seeks the right solutions for clients.
+ Efficiently manages your time and capacity.
+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired** **Qualifications** :
+ Bi-lingual Spanish speaking
+ Strong computer skills with an ability to multitask in a demanding environment.
+ At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Obtained your insurance licenses.
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:**
+ High School Diploma / GED / Secondary School or equivalent
**Schedule:**
+ Monday - Friday and rotating Saturdays
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$45k-70k yearly est. 20d ago
Top Secret Financial Analyst, Adv Effectors & Space
RTX
Finance advisor job in Tucson, AZ
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
Active and transferable U.S. government issued security clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Top Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
Our team solves tough, meaningful problems that create a safer, more secure world. The Advanced Effectors and Space (AE&S) Sub-Strategic Business Unit within Raytheon's Advanced Technology Strategic Business Unit has an immediate need for a Program Cost Controls analyst on a strategic Withheld Program.
This is a Major program and Key Strategic Pursuit for the company with high level engagement with the customer, Raytheon and RTX leadership that could be a career defining opportunity. You will be responsible for supporting Contract Data Requirements list (CDRLs) including IPMDAR, CFSR and provide analysis to assist leadership in making sound decisions for the financial execution of the programs being supported. To meet these deliveries, you will partner with a multi-functional program team including the Program Director, CAMs and IPT Leads, joining other finance analysts supported by a Finance Manager.
This position is currently designated as Onsite. However, the successful candidate will be required to work onsite from our Tucson, AZ location.
What You Will Do
Process Baseline Change Requests (BCRs).
Execute a variety of program and financial control actions, including supporting Estimates-at-Complete (EACs), External Reporting (IPMDAR), Monthly.
Utilize a comprehensive suite of program controls tools (Business Warehouse (BW), Analysis for Office (A/O), for Project, SAP/APEX, PMX Tool Suite) to provide targeted EVMS analysis that drives efficiencies and meets internal and external EVMS compliance standards.
Collaborate with key functional leaders in the Program Office, Engineering, Supply Chain, as well as Leadership Team to support financial reviews and execution of a program with significant scope.
Provide timely support for ad hoc data reporting to meet the evolving needs of the organization.
Support CAMs in development of variance analysis.
Support quarterly Estimate at Completion (EAC) and analyze vs Latest Revised Estimates (LRE).
Prepare weekly and monthly program reports.
Provide support for internal/external program reviews with key team members.
Partner with PM and Planning for EV implementation.
Ad-hoc support and analysis.
Qualifications You Must Have
Typically requires a Bachelor's Degree in Finance, Accounting, Economics, Mathematics or related field & 5 years finance work experience; OR an Advanced degree and 3 years finance work experience.
Experience in EVMS, Program Controls, and/or Cost/Schedule Integration.
Experience with SAP, for Project, RTX Tool Suite or similar tools.
Active and transferable U.S. government issued Top-Secret clearance is required prior to start date.
U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
Qualifications We Prefer
Passion, commitment, and dedication along with a positive can-do attitude.
Excellent written and oral communication skills and presentation skills.
Ability to provide analysis of complex data.
Understanding of RTX financial and accounting policies and procedures
Strong analytical and problem-solving skills.
Ability to work well under pressure with both internal and external customers
Ability to influence without authority.
Experience in the creation, assessment, or review of external reporting experience: Contract Performance Report (CPR), Integrated Program Management Report (IPMR), or Integrated Program Management Data Analysis Report (IPMDAR).
Raytheon EVMS Certification or industry equivalent.
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
Whether you're just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care.
Relocation assistance is available provided final candidate meets eligibility requirements .
Learn More & Apply Now!
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 68,900 USD - 131,100 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$49k-72k yearly est. Auto-Apply 11d ago
Financial Analyst III
Dawar Consulting
Finance advisor job in Tucson, AZ
Our client, a world leader in diagnostics and life sciences, is looking for a "Financial Analyst III” based out of Tucson, AZ.
Job Duration: Long term Contract (Possibility Of Further Extension)
Company Benefits: Medical, Dental, Vision, Paid Sick leave, 401K
Provides support for financial oversight for revenue collections, forecasting and P&L analysis. This role assists the subject matter expert to develop accurate revenue and financial dashboards in order to drive insights, identify gaps and compare contract terms across the portfolio to improve costs and performance. It will help automate and drive towards effective process solutions.
Job Responsibilities:
Creates financial models based on analyses to support organizational decision making.
Develops automated reporting and forecasting tools for more efficient use of data.
Looking at current financial performance and identifying trends.
Updates departmental systems with current and accurate information.
Plays a lead role in developing, recommending, implementing, and providing standardized and ad hoc contract management tools in accordance with requirements, objectives and partner/stakeholder needs. Includes dashboard analytics and reporting.
Ensures integrated revenue, contract and budget planning.
Drives, reviews, and recommends implementation of improvements of data source tool and reporting.
Works closely with cross -functional stakeholders to develop and implement appropriate metrics.
Participates in the implementation of new or otherwise updated reporting, which may include contributing to the development and updating of training materials to assist stakeholders in the use and interpretation of such reports.
Provides contract term input for tracking support and invoicing recordation for actual and forecast activity.
Qualifications:
Experience in Data and Financial Analytics providing insightful analytics to drive decision making in complex business environments
Strong analytical skills: ability to search, select, analyze and synthesize data and information from various domains.
Strong financial acumen: proven financial methodologies, analysis, and reporting capabilities.
If interested, please send us your updated resume at
**********************/***************************
How much does a finance advisor earn in Casas Adobes, AZ?
The average finance advisor in Casas Adobes, AZ earns between $32,000 and $120,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Casas Adobes, AZ