Finance advisor jobs in Casas Adobes, AZ

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. 1. Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals 2. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles 3. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions 4. Collaborates and understands working with NTSI traders to ensure excellence in execution 5. Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts 6. Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction 7. Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners 8. Fully participates in all ongoing training and meeting initiatives 9. Sets personal sales goals and business plan with manager based on experience and product knowledge 10. Providing the highest level of client service to clients is a top priority 11. Operates independently; has in-depth knowledge of business unit / function 12. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level 13. Carries out activities that are large in scope, cross-functional and technically difficult. 14. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities 15. Conducts preliminary analysis 16. Responsible for direct interaction with different committees and/or management 17. Strategic in developing, implementing and administering programs within functional areas '- Strong sales, communication, and group presentation skills. - Individual must be goal driven and self-motivated - Some travel may be required Experience :- Minimum 5+ years of securities industry and sales experience. - Must have broad based knowledge of all securities products, options expertise preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional designation preferred (CFP) Salary Range: $90,820 - 154,280 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Job Description At New York Life, our mission is providing peace of mind. As a Licensed Financial Advisor, you'll empower individuals and families to achieve financial security through our robust insurance, annuity, and investment solutions. Integrity and humanity guide our every interaction, ensuring our policy owners feel valued and supported. Here, you'll be part of a mutual company that prioritizes policy owners above all else, offering you the opportunity to build long-lasting, meaningful relationships. If you're passionate about making a real difference and providing exceptional service, join us in continuing a legacy of trust and stability that spans over 175 years. We're seeking an experienced financial advisor who thrives in a collaborative environment and enjoys helping clients meet their financial goals. Your success will be supported by a commitment to innovation and professional growth, offering you opportunities for career advancement in a company that values work-life balance. With your industry knowledge, communication skills, and attention to detail, you'll be a key player in upholding our promise to be there for our policy owners when they need us most. Ready to take the next step in your career? Apply today and become part of a team that's here for good, both in business and society. Compensation: $100,000+ yearly Responsibilities: Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor co mmunications in the client file, including strategies and financial advice given Qualifications: A bachelor's degree in business administration, finance, or a related field is required Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Comp uter proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital About Company Keeping a promise to help you protect and prosper for over 175 years At the heart of New York Life is a commitment to be there for our customers when they need us-whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company. We are the largest mutual insurer in the U.S. New York Life is the nation's largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street. We answer to our policy owners, not to Wall Street New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

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 Financial Advisor 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

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 Financial Advisor 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 Financial Advisor. 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

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 Financial Advisor 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 Financial Advisor. * 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 Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company

Primary Function: Provide individualized, highly strategic investment consulting to members of ICCU. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects. Duties and Responsibilities: Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards. Engage with members both in person and virtually, nurturing new client relationships and managing existing ones. Provide comprehensive financial planning and investment advice to members. Service existing clients and perform periodic reviews of their financial plans and investments. Document the appropriateness of investment recommendations and evaluate risk tolerance. Stay informed about regulations impacting Financial Planning, Securities, and Insurance products. Maintain accurate and up-to-date client records as required by federal, state, broker/dealer, and ICWM standards. Refer members to Credit Union for their deposit and loan needs. Always comply with FINRA Rules of Fair Practice. Be available for travel as needed. Conduct market research to identify trends and opportunities for client investment strategies. Collaborate with team members to develop innovative financial solutions for clients. Participate in continuing education programs to maintain professional certifications and licenses. Assist in the development and implementation of marketing initiatives to promote financial planning services. Mentor junior advisors and provide guidance on complex financial planning issues. Develop and implement advanced investment strategies for clients with more complex financial needs. Manage or establish a book of business of at least $25 million with recurring commensurate revenue. Qualifications: Bachelor's degree in relevant field required. 3-6 years' experience required as a financial or investment advisor. FINRA Series 7 plus 63 & 65 or 66 securities licensing required. State of Arizona - Life, Health and Disability Insurance licenses are also required. Experience in a financial institution environment preferred. Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal-oriented, and results-driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Performance Standard: Must maintain a high standard of work ethic and relationships with members and team members. Highly self-motivated, creative, goal oriented and results driven with an entrepreneurial spirit. Can deliver a unique member experience. Master at building relationships with members. Must comply with FINRA and SEC guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.). The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job. Must be eligible for membership at ICCU to obtain employment. ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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 Financial Advisors 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 Financial Advisors!

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.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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 Financial Advisors 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 Financial Advisor 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 financial advisors 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 financial advisors 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 Financial Advisor 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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

General Summary: The Financial Analyst serves as a key partner in driving financial performance and strategic decision-making. This role is responsible for advanced financial analysis, budgeting, forecasting, and reporting to ensure accuracy and efficiency across the organization. JOB RESPONSIBILITIES: Lead preparation and consolidation of annual budgets and multi-year forecasts. Perform complex financial modeling, variance analysis, and trend reporting. Develop and maintain advanced reporting tools and dashboards to support leadership decisions. Oversee audit support and ensure compliance with accounting standards and internal controls. Identify and implement process improvements to enhance financial accuracy and efficiency. Provide strategic insights and recommendations to leadership through data-driven analysis. QUALIFICATIONS: Bachelor's degree in Accounting, Finance, or related field. Minimum 5-7 years of progressive experience in financial analysis, accounting, and budgeting. Proven ability to lead complex financial projects and deliver actionable insights. Advanced Excel skills; experience with Power BI and SQL highly desirable. REGULATORY: Minimum 21 years of age. DPS Level I fingerprint clearance if required (must possess upon hire and maintain throughout employment). CPR, First Aid, AED certification, if required (must possess upon hire and maintain throughout employment). Current, valid Arizona Driver's License and 39-month Motor Vehicle Report and proof of vehicle registration liability insurance to meet insurance requirements, if required. Questions about this position? Contact us at ***********.

SummaryDepartment - Finance and Risk ManagementJob Description OPEN UNTIL FILLED Job Type: Classified Salary Grade: 17 Pay Range Hiring Range: $83,408 - $100,089 Annually Pay Range: $83,408 - $116,771 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

Discover a Brighter Future At South32, we're meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a low-carbon world. As a collaborative, caring and inclusive company, there's no better place to make a genuine difference. Together we're making a positive, global impact that has the potential to change lives. Whatever career path you choose, we'll support you every step of the way to learn, grow and succeed. So join us, step towards a brighter future and leave your legacy. ABOUT Hermosa Hermosa, located approximately 75 miles south-east of Tucson, Arizona, is the only advanced mining project in the United States as of 2023 that could produce two federally designated critical minerals-manganese and zinc-as well as silver and lead. The project has the potential to help power the nation's clean energy future, strengthen the domestic supply chain of critical minerals, grow the local economy, and improve lives in Santa Cruz County and the surrounding community for generations to come. ACERCA de Hermosa Hermosa, ubicado a aproximadamente 75 millas al sur este de Tucson, Arizona, es el único proyecto de minería avanzada en los Estados Unidos hasta la fecha que puede producir dos minerales designados como críticos por el gobierno federal: manganeso y zinc, así como también plata y plomo. El proyecto tiene el potencial de ayudar a impulsar el futuro energético limpio del país, reforzar la cadena de suministro nacional de minerales esenciales, hacer crecer la economía local y mejorar la calidad de vida en el condado de Santa Cruz y en las comunidades aledañas para las generaciones venideras. ABOUT THE ROLE The Finance Intern will be introduced to South32 Hermosa and play a key role in building the company's brand presence at the university level. They will gain hands-on experience that prepares them for future full-time opportunities in Finance and/or Tax, while also providing valuable support to the Finance and Tax teams during year-end activities. This role is based in the Tucson office. Other key responsibilities include, but aren't limited to: * Assist in preparing and analyzing the weekly cash forecast to support liquidity planning and financial decision-making. * Provide support during month-end and year-end close processes, including reconciliations, reporting, and data validation. * Participate in special projects as assigned, tailored to business priorities and intern development goals. * Train and ramp up to effectively deliver on weekly and monthly business-as-usual (BAU) Finance and/or Tax deliverables. * Prepare and present an end-of-summer presentation summarizing internship learnings, contributions, and insights. ABOUT YOU You will have experience and demonstrate capability in the following: * Currently enrolled in a Bachelor's degree program in Accounting, Finance, Business Administration, Economics, or Analytics. * Strong attention to detail and accuracy in work. * Demonstrated commitment to safety and environmental stewardship. * Proficiency in data analysis tools and techniques (e.g., Excel, Power BI, or similar). * Exceptional organizational and communication skills, both written and verbal. South32 is committed to building and maintaining an inclusive and diverse workforce that reflects the communities in which we operate. We provide a recruitment process that is fair, equitable and accessible for all and we encourage candidates from all backgrounds to apply. South32 está comprometido a cimentar y mantener una plantilla de trabajadores diversa e inclusiva que refleje las comunidades en las cuales trabajamos. Proporcionamos una proceso de contratación que es justo, equitativo y accesible para todos y alentamos la aplicación de candidatos de todas las procedencias. Nearest Major Market: Tucson

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 hr@dawarconsulting.com/***************************

**Country:** United States of America ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance **Security Clearance:** DoD Clearance: 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. Air & Space Defense Systems (ASDS) Strategic Strike Business Office is seeking an experienced Financial Analyst to help manage proprietary contracts valued at over $2B. These contracts require Contractual Earned Value Management (EVM) and will be implemented using the SAP APEX EVMS/PMX tool suite. Annual sales are forecasted to be more than $500M with anticipated total value of >$2B over five years. Finance serves as a critical business partner by providing the analysis, insight and guidance to enable strategic decision making and achieve bottom-line results. _***You must be able to work full-time onsite in Tucson, AZ***_ _RELOCATION WILL BE PROVIDED FOR THIS POSITION_ **What You Will Do** + The individual chosen for this position will help maintain contractual EVMS requirements for material; develop, present and defend quarterly material Estimates at Complete (EAC); and support related material financial forecasting. + They will analyze material EV metrics including weekly/monthly costs incurred and provide associated leading indicator guidance to Program and Business management. The contracts have >$100M annually in material and manufacturing development, which offers the experience of integrating and managing several large suppliers as well as influence the pre-production management of units in the Factory. + The ideal candidate will be able to communicate effectively with Cost Account Managers (CAMs), Integrated Product Team (IPT) Leads, Program and Finance leadership. **Qualifications You Must Have** + Typically requires a Bachelor's and a minimum of 5 years prior relevant experience, or an Advanced Degree in a related field and a minimum of 3 years experience + Experience with various functional disciplines (Engineering, Supply Chain, Contracts, Operations, etc.) + Experience with MS Office (ex. Excel, Word, PowerPoint) + The ability to obtain and maintain a US security clearance. U.S. citizenship is required as only U.S. citizens are eligible for a security clearance. **Qualifications We Prefer** + Experience in EVMS baselining, implementation, maintenance and surveillance + Experience with SAP including PRISM MRP + Strong presentation, communication, professional skills and the ability to work independently and with some supervision and oversight + Proven analytical skills + Experience with Raytheon Program Management (PM) Tool Suite + Ability to perform work without appreciable direction + Direct communication with Government customers **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!** Please consider the following role type definition as you apply for this role. 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 82,000 USD - 164,000 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.

Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance Security Clearance: DoD Clearance: 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 boldness. 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. Naval Standard Missile Systems (NSMS) team is looking for a FP&A Specialist. The successful candidate will be looking to make the next career step into a high visibility Portfolio FP&A organization. You will focus on Rplan forecasting, Current year Annual Operating plan, and the Long Range Plan. You will also provide the opportunity to increase exposure to multiple facets of the NSMS organization. Frequent interaction with various functions and multiple levels of the organization will be needed, so the successful candidate must possess strong presentation, communication, and professional skills. Primary duties are outlined below but not limited to the following: This position is being offered in an onsite capacity based on the needs of the business. This role will support a program that resides in Tucson, AZ time zone. What you Will Do Shipboard Missiles FP&A to support ad hoc requests and variance analysis for bookings, sales, earnings and cash. You will partner with the NSMS FP&A Manager and NSMS Business Managers to complete monthly and quarterly close. Responsible for variance and Element of Cost analysis, Rplan updates, and interfacing with NSMS finance team for inputs on key metric drivers. Top candidates will raise the performance levels of their team and provide the organizations they support with timely and thorough quantitative analysis that supports business, program, and project decision making. Qualifications You Must Have Typically requires a Bachelor's Degree in Accounting, Finance or related field of study or equivalent experience and minimum 5 years prior relevant experience, or An Advanced Degree in a related field and minimum 3 years experience. Proven experience in financial planning and forecasting. Experience in Microsoft PowerPoint and Excel (pivot tables, advanced formulas, graphing, etc.). The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance. Qualifications We Prefer Experience with APEX (SAP) and Business Warehouse (BW). Demonstrated ability to meet critical deadlines. Develop and apply solutions and process improvements. Energetic self-starter with good organizational skills. Exceptional analytical ability. Effective written and verbal skills. Proactive and demonstrated ability to creatively problem solve. Continuous improvement mindset and high attention to detail and accuracy. Active Secret Clearance. Additional Information This position is grade P3, Program Cost Controls. 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. Relocation assistance is available provided final candidate meets eligibility requirements. What We Offer Our values strengthen our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: 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. The salary range for this role is 82,000 USD - 164,000 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

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 Financial Advisor 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

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 Financial Advisors 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 Financial Advisors!

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.