Finance representative jobs in Tucson, AZ - 44 jobs

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 Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The 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 CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Benson, AZ This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage. What We're Looking For Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Application and use of critical thinking skills. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision-making abilities. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitor market conditions and manages optimization opportunities of client portfolios. What You'll Love Working in a casual, fun, and supportive team environment Rotating schedule with a period of time off each month Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching Eligibility for performance-based incentives Paid sick time and vacation Parental Leave Tuition reimbursement Discount programs Opportunities for career development…we love to grow and promote from within!

Full-time Description The Financial Planning Associate I (FPA I) is part of a pod structure that supports a team of Wealth Advisors. Working under the direction of the FPA II, this role focuses on foundational planning responsibilities that contribute to the overall efficiency and quality of the planning process. The FPA I is actively developing technical skills, building proficiency in planning systems, and gaining a deep understanding of TCI's processes. With guidance from the pod and mentorship from Team TCI, the FPA I supports client planning workflows, prepares planning materials, and lays the groundwork for future client-facing responsibilities. To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process. Requirements SCOPE & EXPECTATIONS The FPA I can expect to focus in the following areas reflective of TCI's client standard of care: Investment management Financial education for clients and their families Insurance planning/risk management Estate planning Tax planning and analysis Cash flow management PRIMARY RESPONSIBILITIES The FPA I will support advisory teams with key elements of the financial planning process including: Analyzing financial data from current and prospective clients, including assets, liabilities, insurance policies, estate plans, and tax returns Reviewing current portfolio allocations and comparing them to target investment strategies Evaluating external account investment options and supporting implementation of client-specific recommendations Creating net worth statements and developing cash flow analyses Utilizing financial planning software to build and maintain client and prospect plans Summarizing key insurance coverage details, including life, disability, and long-term care Conducting research on financial planning topics and collaborating with internal teams or external experts as needed Documenting key planning data and maintaining accurate workflows in CRM systems Identifying planning opportunities through analysis and presenting insights to Advisors The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position. KNOWLEDGE, SKILLS & ABILITIES Bachelors Degree required Series 65 license required or must be obtained within one year of hire as a condition of continued employment Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting Proficiency in Microsoft Word, Excel, and Outlook Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred Committed to TCI's mission, vision, and core values upholding the highest ethical behavior Client-first attitude - Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships Adaptable, and able to reassess priorities, possess the drive to strategize and problem solve Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships Ability to effectively communicate and build rapport with clients and Team TCI Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner TCI VALUES IN ACTION Team TCI: Works closely within the pod structure to support Advisors, FPAs, and teammates, contributing to a collaborative environment where knowledge is shared and everyone works toward common client goals. Client Focus: Approaches each task with the client's best interest in mind, ensuring accuracy, care, and thoughtful preparation in every element of the planning process. Attitude for Better: Continuously builds technical knowledge and planning expertise, seeking feedback and new ways to improve both individual performance and the overall client experience. Caring: Demonstrates respect, empathy, and professionalism in all interactions with clients, teammates, and partners, helping create a supportive and positive workplace. Abundance: Contributes ideas, effort, and energy to the team, recognizing that strong collaboration and shared success lead to better outcomes for everyone. Work-Life Integration: Manages responsibilities with organization and accountability, supporting both personal well-being and the firm's commitment to delivering exceptional client service. TCI Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We are committed to creating an inclusive environment where everyone can thrive. Salary Description $30.77 - $38.25 per hour, based on experience

Financial Aid Professional I Posting Number req24653 Department Student Financial Aid Department Website Link Location Main Campus Address Tucson, AZ USA Position Highlights Financial Aid Specialists in the Office of Scholarships and Financial Aid (OSFA) work with limited supervision to provide direct support to students, parents, student supporters, and campus partners. This support is provided primarily via phone and email but may also include in-person and virtual appointments. Financial Aid Specialists also provide direct support to Financial Aid Counselors who perform needs-analysis, verification, and professional judgement decisions. 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 * Provides year-round front-line customer service to clients: Answers questions, inquiries or requests from students, parents/ guardians, other adult supporters of the student (including campus partners such as academic advisors) via multiple contact methods including phone, chat, emails, office visit, appointments, and virtual appointments. * Responsible for continuous student contact and follow through to ensure case resolution. * Assists campus partners with limited student questions via multiple methods of contact. * Presents general scholarship and financial aid information at various outreach events including virtual and both on / off campus events for prospective and current students. * Collects and/or reviews documentation submitted for financial aid related processes to determine completeness of the document submission. * Requests additional information for incomplete or inconsistent financial aid related documentation that allows the Financial Aid Counselors to perform accurate needs analysis. * Responsible for OSFA's calling campaigns designed to support recruitment and retention of Arizona students. * Works with campus partners, including the Bursar's office, to resolve escalated student situations such as past due balance holds. * Assists in the implementation of office procedures. * Willingness to expand financial aid knowledge and training and ability to take on projects that support OSFA's efforts to provide financial aid to students. * Assists Financial Aid Counselors and the Client Services Assistant Director with training and on-boarding of new temporary and student staff. * Attends and participates in all meetings assigned and training opportunities provided. * Other duties as assigned. Knowledge, Skills and Abilities: * Experience in providing skilled customer service in a fast-paced environment. * Excellent communication skills, both verbal and written. * Knowledge of automated processing. * Knowledge of government rules, regulations, guidelines, and procedures related to financial aid. * Knowledge of supervisory techniques. * Skill in entering data accurately. * Skill in making simple calculations. * Ability to work with highly sensitive and protected data. 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 experience required. * Minimum of 1 year of relevant work experience is required. Preferred Qualifications FLSA Non-Exempt Full Time/Part Time Full Time Number of Hours Worked per Week 40 Job FTE 1.0 Work Calendar Fiscal Job Category Student Services Benefits Eligible Yes - Full Benefits Rate of Pay $20.33-$25.41 Compensation Type hourly rate Grade 5 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 PC1 Job Family Financial Aid Job Function Student Services Type of criminal background check required: Name-based criminal background check (non-security sensitive) Number of Vacancies 2 Target Hire Date Expected End Date Contact Information for Candidates Wesley Tolliver | ********************* Open Date 12/2/2025 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 ********************.

OPEN UNTIL FILLED Job Type: Classified Salary Grade: 4 Pay Range Hiring Range: $19.16 - $22.51 Per Hour Pay Range: $19.16 - $25.86 Per Hour 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 1/23/2026. The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you 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 needs and will be communicated to the applicant or incumbent by the supervisor. * Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff; * Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions; * Reviews and verifies specialized documentation and initiates action; * Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database; * Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing; * Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval; * Compiles and summarizes statistical and operational data; prepares periodic and special reports; * Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created; * Establishes and maintains specialized reference files and materials; * May train other department staff; * May receive money and prepare receipt documentation. Minimum Qualifications: Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience) (Relevant experience and/or education from an accredited college or university may be substituted.) OR: Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County. 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 customer service experience, in-person and on the phone. * Experience in database maintenance and reports. * Experience in utility service and billing. * Experience with Microsoft Excel. 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: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination. 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 the 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.

Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Takes on leadership role in the branch, providing reliable assistance to management including training, mentoring, and coaching. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment. Salary range: $18.74 - $24.60/hour. Job Grade NE-9. Salary dependent on candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * High School diploma or equivalent * Two (2) years of similar retail banking experience Minimum Knowledge & Skill Requirements: * Excellent attention to detail and sound judgement * Strong leadership skill, leads by example * Ability to work in a fast-paced, goal-oriented environment * Must be an effective team player, cooperative, flexible and dependable * Ability to communicate clearly and effectively * Knowledge of credit union products and services * Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs * Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: * Directing Others * Customer Focus * Approachability * Drive for Results * Decision Quality * Perseverance * Self-Development * Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: * Assist in overseeing the day-to-day work of others including scheduling, training, mentoring, and coaching. Approves various types of transactions and assists with difficult transactions, resolves member escalations, out-of-balance issues, etc. * Acts as point of contact for members and delivers personalized member service with enthusiasm and positivity. * Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. * Proactively builds, develops and maintains relationships with members to ensure a positive member experience. * Determines members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. * Handles routine to complex member inquires. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. * Performs branch closing and /or opening duties in absence of management. * Keeps up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. * Open business accounts and refer to other lines of business. * Review and approves fiduciary documents for compliance. * Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

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.

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent 2 years customer service, sales and/or retail banking experience Minimum Knowledge and Skill Requirements: Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Must be customer service oriented with the ability to identify and meet member needs Must possess basic math and computer skills COMPETENCIES: Customer Focus Composure Approachability Drive for Results Decision Quality Self-Development Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time. Builds, develops and maintains relationships with members to ensure a positive member experience. Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Maintains cash drawer and meets balancing requirements. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: · Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). · Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. · Retirement Savings - Generous 401k Plan. · Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. · Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

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!

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

SummaryDepartment - Finance and Risk ManagementJob Description OPEN UNTIL FILLED Job Type: Classified Salary Grade: 4 Pay Range Hiring Range: $19.16 - $22.51 Per Hour Pay Range: $19.16 - $25.86 Per Hour 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 1/23/2026 . The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you 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 needs and will be communicated to the applicant or incumbent by the supervisor. Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff; Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions; Reviews and verifies specialized documentation and initiates action; Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database; Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing; Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval; Compiles and summarizes statistical and operational data; prepares periodic and special reports; Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created; Establishes and maintains specialized reference files and materials; May train other department staff; May receive money and prepare receipt documentation. Minimum Qualifications: Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience) (Relevant experience and/or education from an accredited college or university may be substituted.) OR: Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County. 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 customer service experience, in-person and on the phone. Experience in database maintenance and reports. Experience in utility service and billing. Experience with Microsoft Excel. 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: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination. 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 the 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.

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.

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * High School diploma or equivalent * 2 years customer service, sales and/or retail banking experience Minimum Knowledge and Skill Requirements: * Excellent attention to detail and sound judgement * Ability to work in a fast-paced, goal-oriented environment * Must be an effective team player, cooperative, flexible and dependable * Ability to communicate clearly and effectively * Knowledge of credit union products and services * Must be customer service oriented with the ability to identify and meet member needs * Must possess basic math and computer skills COMPETENCIES: * Customer Focus * Composure * Approachability * Drive for Results * Decision Quality * Self-Development * Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: * Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. * Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time. * Builds, develops and maintains relationships with members to ensure a positive member experience. * Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. * Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. * Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. * Maintains cash drawer and meets balancing requirements. * Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent 2 years customer service, sales and/or retail banking experience Availability: Monday, Tuesday, Thursday and Friday 11:00am- 3:00pm, and Saturday 9:00am-1:00pm Minimum Knowledge and Skill Requirements: Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Must be customer service oriented with the ability to identify and meet member needs Must possess basic math and computer skills COMPETENCIES: Customer Focus Composure Approachability Drive for Results Decision Quality Self-Development Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time. Builds, develops and maintains relationships with members to ensure a positive member experience. Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Maintains cash drawer and meets balancing requirements. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: · Health Coverage - We offer medical, dental and vision coverage for Full-Time employees and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). · Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. · Retirement Savings - Generous 401k Plan. · Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. · Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

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

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent 2 years customer service, sales and/or retail banking experience Minimum Knowledge and Skill Requirements: Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Must be customer service oriented with the ability to identify and meet member needs Must possess basic math and computer skills COMPETENCIES: Customer Focus Composure Approachability Drive for Results Decision Quality Self-Development Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time. Builds, develops and maintains relationships with members to ensure a positive member experience. Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Maintains cash drawer and meets balancing requirements. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: · Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). · Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. · Retirement Savings - Generous 401k Plan. · Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. · Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled