Investment Fund Managers

Security Analyst / Azure / Onsite in Phoenix

Phoenix, AZ

**Onsite**

Contract

$40/hr - $70/hr

An MSP with a local government client is currently looking for a Security Analyst to add to their growing team. This team is responsible for managing the backend infrastructure of a major application and making sure it stays in consistent uptime. The app is deployed in Azure, and this Security Analyst will be responsible for digesting the information from vulnerability scans, assessing the environment, hardening the systems, and gauging audit readiness. If someone has exposure to Azure specifically it would be a huge help but its not totally essential.

This role will require someone to work on site in downtown Phoenix 5 days a week.

Contract Duration: 1 year

**Required Skills & Experience**

+ 1+ years of specific security focused experience

+ Experience digesting information from vulnerability scans and collaborating on vulnerability management

+ Experience with system hardening of cloud or on-prem environments

+ Knowledge of compliance and audit readiness

**Desired Skills & Experience**

+ Azure of AWS experience a big plus

**What You Will Be Doing**

Tech Breakdown

+ 100% Azure

Daily Responsibilities

+ 100% Security

**You will receive the following benefits:**

+ Medical Insurance - Four medical plans to choose from for you and your family

+ Dental & Orthodontia Benefits

+ Vision Benefits

+ Health Savings Account (HSA)

+ Health and Dependent Care Flexible Spending Accounts

+ Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance

+ Hospital Indemnity Insurance

+ 401(k) including match with pre and post-tax options

+ Paid Sick Time Leave

+ Legal and Identity Protection Plans

+ Pre-tax Commuter Benefit

+ 529 College Saver Plan

Motion Recruitment Partners is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance.

**Posted by:** Jordan Carbonell

**Specialization:**

We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our theme parks and consumer experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, NBC Local Stations, Bravo, USA Network, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through Universal Filmed Entertainment Group and Universal Studio Group, and have world-renowned theme parks and attractions through Universal Destinations & Experiences. NBCUniversal is a subsidiary of Comcast Corporation.

Here you can be your authentic self. As a company uniquely positioned to educate, entertain and empower through our platforms, Comcast NBCUniversal stands for including everyone. Our Diversity, Equity and Inclusion (https://www.nbcuniversal.com/diversity-equity-inclusion) initiatives, coupled with our Corporate Social Responsibility (https://www.nbcuniversal.com/csr) work, is informed by our employees, audiences, park guests and the communities in which we live. We strive to foster a diverse, equitable and inclusive culture where our employees feel supported, embraced and heard. Together, we’ll continue to create and deliver content that reflects the current and ever-changing face of the world.

This position will be a key player in the KTAZ, KHRR, and KBLR Finance Departments. Successful candidates will have an established background in accounting or finance, a strong analytic foundation, and an aptitude to maintain responsibility for a broad range of evolving priorities.

Job Responsibilities:

+ Compile financial information, record journal entries, and prepare variance analyses

+ Analyze trends and develop financial models to support strategic initiatives

+ Forecast operating expenses for budget and pacing purposes

+ Prepare quarterly account reconciliations

+ Manage capital budget, pacing, and inventory

+ Act as liaison between centralized Accounts Payable Team and Station Management

+ Act as T&E administrator; manage monthly T&E internal audit

+ Manage monthly PCard internal audit

+ Maintain operating expense contracts, renewals, and terminations

+ Oversee vehicle fleet management

+ Maintain accounting controls by preparing and recommending policies and procedures

+ Assist Finance Department with any adhoc research and reporting projects

+ Bachelor’s Degree, accounting emphasis preferred, or equivalent experience

+ Minimum of 2 years of accounting or finance experience

+ Proficient in Excel, Word, and Power Point

Eligibility Requirements

+ Applicants must apply to be considered

+ Must have unrestricted work authorization to work in the United States

+ Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week in Phoenix, AZ

Desired Skills

+ Highest standards of accuracy and precision; highly organized

+ Articulate with excellent verbal and written communication skills

+ Ability to think creatively, highly driven, and self-motivated

+ Team player with exceptional work ethic and problem-solving skills

+ Demonstrated ability to multi-task and thrive in a fast-paced environment

+ Strong interpersonal skills; comfortable dealing with all levels of management

NBCUniversal's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. NBCUniversal will consider for employment qualified applicants with criminal histories in a manner consistent with relevant legal requirements, including the City of Los Angeles Fair Chance Initiative For Hiring Ordinance, where applicable.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access nbcunicareers.com as a result of your disability. You can request reasonable accommodations by emailing [email protected].

**Job Description**

This role is based remotely, but if you live within a 50-mile radius of _Atlanta, Austin, Detroit, Warren, Pontiac, Milford or Mountain View_ , you are expected to report to that location three times a week, at minimum.

**About the team:**

The HR Technology and Operations (HRTO) team manages strategy, operations and governance of various HR applications such as Workday HCM and delivers end to end HR solutions for our business.

**The Role:**

In this role, you will play a key part in implementing and optimizing Adaptive Planning, a cloud-based financial planning and analysis (FP&A) platform, to support our organization's financial planning and decision-making processes.This role will involve collaborating, influencing and working effectively with cross functional partners such as IT, CoEs, Global Business Solutions (GBS), HR business partners and other business functions to configure, troubleshoot, test and deploy Workday adaptive planning solution; this role will require working flexible hours to accommodate Global stakeholders and projects when needed.

**Responsibilities:**

+ Have deep, hands-on understanding of how the Workday Adaptive Planning tool fits with the overall Workday HCM suite of solutions.

+ Collaborate with cross-functional teams to understand business requirements and translate them into Adaptive Planning configurations and solutions.

+ Work closely with the implementation partner to deliver, test and demonstrate Adaptive Planning functionality, including budgeting, forecasting, reporting, and financial modeling.

+ Develop and maintain Adaptive Planning models, templates, and dashboards to meet the evolving needs of the organization.

+ Conduct user training and provide ongoing support to ensure effective utilization of Adaptive Planning by end-users.

+ Drive process improvements and best practices for Adaptive Planning implementation, optimization, and governance.

+ Support IT and other downstream integrations through hands-on validation activities to ensure accuracy and integrity of financial data within Adaptive Planning.

+ Stay abreast of industry trends, best practices, and new features in Adaptive Planning to continuously improve system capabilities and performance.

+ Collaborate with IT and downstream system owners to resolve integration issues and enhance system functionality.

+ Support Workday Releases for Workday Adaptive related Changes, Enhancements, Features, etc. for 2 Workday releases / year. Partner with the CoE to determine features to implement and which features to not implement. Partner with the CoE to define and conduct the test scenarios of the Workday Release.

**Additional Job Description**

**Required:**

+ Bachelor’s degree

+ 2+ years of experience implementing adaptive planning / adaptive insights

+ Demonstrate GM’s behaviors (Think Customer, Innovate Now, Look Ahead, One Team, Be Bold, It’s On Me, Be Inclusive and Win with Integrity) while collaborating with others

**Compensation:**

+ The expected base compensation for this role is $98,900 - $158,000 USD Annually

+ Actual base compensation within the identified range will vary based on factors relevant to the position.

+ Bonus Potential: An incentive pay program offers payouts based on company performance, job level, and individual performance.

GM DOES NOT PROVIDE IMMIGRATION-RELATED SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED GM IMMIGRATION SPONSORSHIP (e.g., H-1B, TN, STEM OPT, etc.) NOW OR IN THE FUTURE.

**About GM**

Our vision is a world with Zero Crashes, Zero Emissions and Zero Congestion and we embrace the responsibility to lead the change that will make our world better, safer and more equitable for all.

**Why Join Us**

We aspire to be the most inclusive company in the world. We believe we all must make a choice every day – individually and collectively – to drive meaningful change through our words, our deeds and our culture. Our Work Appropriately philosophy supports our foundation of inclusion and provides employees the flexibility to work where they can have the greatest impact on achieving our goals, dependent on role needs. Every day, we want every employee, no matter their background, ethnicity, preferences, or location, to feel they belong to one General Motors team.

**Benefits Overview**

The goal of the General Motors total rewards program is to support the health and well-being of you and your family. Our comprehensive compensation plan incudes, the following benefits, in addition to many others:

• Paid time off including vacation days, holidays, and parental leave for mothers, fathers and adoptive parents;

• Healthcare (including a triple tax advantaged health savings account and wellness incentive), dental, vision and life insurance plans to cover you and your family;

• Company and matching contributions to 401K savings plan to help you save for retirement;

• Global recognition program for peers and leaders to recognize and be recognized for results and behaviors that reflect our company values;

• Tuition assistance and student loan refinancing;

• Discount on GM vehicles for you, your family and friends.

**Diversity Information**

General Motors is committed to being a workplace that is not only free of discrimination, but one that genuinely fosters inclusion and belonging. We strongly believe that workforce diversity creates an environment in which our employees can thrive and develop better products for our customers. We understand and embrace the variety through which people gain experiences whether through professional, personal, educational, or volunteer opportunities. GM is proud to be an equal opportunity employer.

We encourage interested candidates to review the key responsibilities and qualifications and apply for any positions that match your skills and capabilities.

**Equal Employment Opportunity Statements**

GM is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. GM is committed to providing a work environment free from unlawful discrimination and advancing equal employment opportunities for all qualified individuals. As part of this commitment, all practices and decisions relating to terms and conditions of employment, including, but not limited to, recruiting, hiring, training, promotion, discipline, compensation, benefits, and termination of employment are made without regard to an individual's protected characteristics. For purposes of this policy, “protected characteristics" include an individual's actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, weight, height, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. If you need a reasonable accommodation to assist with your job search or application for employment, email us at [email protected] or call us at 800-865-7580. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.​

The policy of General Motors is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity/expression or veteran status. Additionally, General Motors is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us at [email protected] .In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.

We are hiring for an Information Security / Cyber Security Analyst to join our Information Technology team. This role is highly influential in maintaining a safe and secure data environment for our workforce and for the people we support. This role will have the opportunity to collaborate with partners internally and externally on several project based initiatives related to training / education on security campaigns, HIPAA compliance, Remote Worker programs, and will play an instrumental role in the continuous improvement and evaluation of current policies and procedures as it relates to cyber security within the organization.

In addition, the position will be responsible to plan and carry out security measures to protect Mosaic's computer networks and systems. Understand advanced cyber threats and help stakeholders build appropriate mitigation plans and strategies to ensure the enterprise and production networks are protected. Monitor computer networks for security issues, install security software, and document security issues.

Remote, local candidates (Omaha) highly preferred

ESSENTIAL JOB FUNCTIONS:

Conduct vulnerability assessments and penetration testing to identify and prioritize security weaknesses, focusing on HIPAA and NIST CSF controls.
Analyze security logs and identify potential security incidents with a focus on PHI and HIPAA compliance.
Investigate and respond to security incidents according to established procedures, adhering to HIPAA breach notification requirements.
Implement and maintain security controls, such as firewalls, intrusion detection/prevention systems, and data encryption, ensuring compliance with HIPAA and NIST CSF requirements.
Manage and update security policies and procedures aligned with HIPAA and NIST CSF.
Assist in developing and delivering security awareness training for employees, emphasizing HIPAA and NIST CSF best practices.
Stay up-to-date on the latest security threats, industry regulations, and NIST CSF updates, recommending preventative measures.
Prepare and present security reports to the ISO and other stakeholders, highlighting HIPAA compliance and NIST CSF adherence.
Assist with security audits and compliance requirements related to HIPAA and NIST CSF.
Perform other duties as assigned by the ISO.

KNOWLEDGE, SKILLS & ABILITIES:

Knowledge of Company policies and procedures
Knowledge of and ability to demonstrate Mosaic’s 7 Essential Practices of Leadership
Knowledge of HIPAA Security Rule
Knowledge of CIS Controls
Strong analytical skills
Strong critical thinking skills
Detail-oriented
Strong problem-solving and troubleshooting skills
Ability to identify and mitigate network vulnerabilities
Knowledge of firewalls, antivirus, and IDPS concepts

As a Personal Advisor, you will build long-term, dedicated relationships with your clients. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.

**Job responsibilities**

+ Provide a holistic view of clients needs and financial coaching beyond investments

+ Focus on relationship management not portfolio management relying on leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients

+ Demonstrate an advanced understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support and guide your customers

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion

+ Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day

+ Passion for educating clients on the technology and channels available to them to better monitor and maintain their investments

+ 2 years in a Financial Advisor role or equivalent financial services experience demonstrating an advanced understanding of financial markets and sound business judgement

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

+ At least 3 years of success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Wealth Management Client Associate

Phoenix, Arizona

**Job Description:**

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

**Position Overview:**

The **Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

**Specific responsibilities include, but are not limited to:**

+ Work with highly affluent clients

+ Lead end-to-end onboarding and maintenance activities for new and existing clients.

+ Provide products and services to each client, working with cross line of business partners

+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

+ Act as a key team member leading our clients’ digital experience with the firm

+ Create ease of access and interaction, while protecting their privacy and security

+ Find opportunities to innovate every day

**Key Qualifications for the role:**

+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

+ Product Knowledge: Foundational knowledge of investment and banking products

+ Energetic individual that is self-motivated, coachable, and flexible in thought

+ Enjoys a fast-paced environment with changing and evolving responsibility

+ Detailed oriented

+ Invested in personal development

+ Consistently pursues client experience excellence

+ Works quickly to fulfill client needs delivering complex solutions

+ Frequent communication, and an abundance of discretion with sensitive information

+ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

+ Professional verbal and written communication

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

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 and affirmative action, 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.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

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.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

National Financial Solutions Advisor I (Series 7 Required)

Chandler, Arizona

**Job Description:**

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

As a **National Financial Solutions Advisor (NFSA I)** , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.

**We’ll help you**

+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.

+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

+ **Build your network.** You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

+ **Provide end-to-end comprehensive advice,** deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor, you can look forward to**

+ Unlimited potential for financial growth.

+ Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

+ Robust marketing support to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

**We’re a culture which**

+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.

+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

+ Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required skills**

+ Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

+ Is comfortable in a sales role, finding ways to nurture strong client relationships.

+ Communicates clearly and confidently with clients from all walks of life.

+ Works well with others and collaborates productively to get things done.

+ Can manage complexity, prioritize tasks and execute in a fast-paced environment.

+ Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

+ Efficiently manages your time and capacity.

+ Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired skills**

+ A bachelor’s degree,and0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.

+ Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

+ Strong computer skills with an ability to multitask in a demanding environment.

**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 and affirmative action, 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.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

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.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Up to three years of related experience

Preferred Skills/Experience

- Good knowledge of departmental operations/policies and U.S. Bank products and services

- Effective interpersonal, verbal and written communication skills

- Strong client facing skills

- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance

- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

- Well-developed analytical skills

- Pursuit of professional credentials (CFP, CFA, etc.) a plus

Location: This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $73,610.00 - $86,600.00 - $95,260.00

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

Date Posted:

2024-04-10

Country:

United States of America

Location:

RAZ99: RTN Remote, Arizona

Position Role Type:

Remote

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

Job Summary:

This position is an excellent career-building opportunity for a self-motivated, flexible and energetic team player. It offers the opportunity to help develop optimum solutions for business challenges and to develop a broad network of contacts within Raytheon, Corporate Office and across other Raytheon Technologies business units. The Raytheon Financial Consolidations Team is a small team that oversees Raytheon segment financial consolidation, small site accounting and reporting, and lease accounting and reporting. The selected team member will develop a well-rounded understanding of Raytheon accounting structure and system. The experience gained will provide a foundation for continued broadening of financial experience at Raytheon.

Responsibilities to Anticipate:

+ Support the monthly consolidation process for non-SAP accounting ledgers and branches in support of the overall month end close and consolidation process. This may include, but is not limited to preparing journal entries, account reconciliations and reviewing accounting transactions associated with a non-SAP ledger and Foreign branches.

+ Have responsibility of ensuring compliance and reporting requirements for the applicable non-SAP ledgers including but not limited to corporate reporting, government reporting and internal reviews.

+ Prepare schedules for Financial Reporting quarterly.

+ Participate in special projects and analysis.

+ Perform monthly small site ledger review and upload for consolidation.

+ In addition to non-SAP accounting activities, this member may participate and support Accounting software conversion and process improvement projects.

+ Ensuring compliance with key internal control procedures

+ Preparing and posting complex journal entries

+ Completing account reconciliations and analytical tasks

+ Preparing Trial Balance charts/schedules and presenting to the General Accounting Manager and Controller

+ Assist with external auditor requests.

+ Support lease accounting, asset retirement obligation (ARO), environmental liabilities.

+ Act as a resource for other Financial Accounting team members to analyze and develop solutions to a variety of complex problems.

Basic Qualifications:

+ Typically requires a bachelor’s degree in finance, Accounting, Economics, Mathematics, or related topic.

+ Typically requires 2+ years finance work experience; OR an Advanced degree and 0-2+ years prior relevant experience.

+ Experience with Microsoft PowerPoint and/or Excel (pivot tables, advanced formulas, graphing, etc.)

+ U.S. Citizenship Status is Required as this position will require the ability to Access US Only Data Systems

Preferred Qualifications:

+ Demonstrated critical thinking skills and financial acumen

+ Ability to multi-task in a dynamic work environment with shifting priorities, objectives and deadlines

+ Strong positive attitude and a willingness to constantly learn new things

+ Desire to work in an exciting team environment

+ Ability to demonstrate effective communication and organizational skills

+ Ability to effectively lead and participate in meetings

+ Demonstrated experience and ability to communicate effectively with peers and leadership

+ Ability to meet critical deadlines and develop and apply results and process improvements

+ Demonstrated experience with APEX (SAP) and Business Warehouse (BW)

+ Advanced data analysis and mathematical skills are preferred

What We Offer:

Whether you’re just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the exceptional benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

Additional Information:

Remote: Employees who are working in Remote roles will work primarily offsite (from home). An employee may be expected to travel to the site location as needed.

The salary range for this role is 64,000 USD - 128,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Privacy Policy and Terms:

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans