Personal Financial Advisors

**Description**

Since 1992, Tradesmen International has been the construction industry’s premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been made possible by an entrepreneurial spirit, our Employee First mentality, commitment to safety, and a dynamic, driven, and team-based culture.

The primary responsibility of an **Industrial Account Executive** is to obtain orders or contracts in the Major Accounts / Industrial sector for Tradesmen’s services. Account Executives customarily and regularly perform this primary responsibility in the field by educating contractors about the Tradesmen International Value Proposition. The Account Executives are responsible for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International’s services and workforce.

Uncapped earning potential and rapid career growth are the result of individual performance and ownership among our Industrial AEs. Industrial AEs lead new business development, customer relationships, and client satisfaction in their assigned territories.

**Qualities of a Successful Industrial Account Executive:**

Product-line, industry knowledge preferred – for example, plant maintenance, manufacturing, or job shops just to name a few! Successful candidates will exemplify the below characteristics in addition to having previous success in an industrial sales role.

+ **Drive to Win** – Generate and develop new customer accounts to increase revenue including cold-calling and client management. Penetrate all targeted accounts and radiate sales from within client base.

+ **Adaptable and Resilient** – Overcome objections of prospective customers. Periodically conduct information-only presentations, such as trade show demonstrations.

+ **Relationship Builder** – Demonstrated ability to convert prospects and close deals while maintaining sales quotas. Perform professional presentations of company service(s), build and foster a network of referrals to create new opportunities for revenue growth.

**Key Performance Objectives:**

+ Maximize account potential and exceed quarter over quarter growth and profitability

+ Maintain current and develop new business opportunities and client partnerships

+ Problem solve customer requests and resolve issues

+ Drive client satisfaction through personal accountability and a results mentality

**Job Requirements:**

+ Excellent communication skills

+ Ability to build strong customer relationships

+ Ability to build strong relationships with field employees

+ Self-motivated and goal oriented

+ Regular and predictable attendance is an essential function of the job

+ Familiarity with standard computer systems and CRM systems

+ Experience cold calling, canvassing a territory, and generating new business leads

+ **Position requires current Driver's License and reliable transportation**

**Join the team, work hard, and watch your earning potential and career opportunities grow with Tradesmen International!**

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), PTO and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

_EO employer - M/F/Veteran/Disability_

**Recruiter Name**

Nicole Nowak

**Location**

US-AZ-PHOENIX

**Posted Date** _6 days ago_ _(1/6/2025 1:55 PM)_

**_Req ID_** _2024-355437_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-PHOENIX_

**_Employment Type_** _Regular Full-Time_

**Who Are We?**

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

**Job Category**

Underwriting

**Compensation Overview**

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

**Salary Range**

$106,300.00 - $175,400.00

**Target Openings**

1

**What Is the Opportunity?**

Ocean Marine specializes in ocean cargo, marine liabilities, hull and protection indemnity, and yacht coverage for small and mid-size businesses. The Account Executive Officer (AEO), Ocean Marine will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business.

+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

+ Identify and capture new business opportunities using consultative marketing and sales skills.

+ Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

+ May assist in the training and mentoring of less experienced Account Executives.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Six to eight years of relevant underwriting experience with experience in Ocean Marine.

+ Deep knowledge of Ocean Marine products, the regulatory environment, and the local insurance market.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ Four years of underwriting experience.

**What Is in It for You?**

+ **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

**Employment Practices**

Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Become an integral part of a diverse team while working at an Industry Leading Organization, where our employees come first. At ManTech International, you’ll help protect our national security while working on innovative projects that offer opportunities for advancement.

Currently, ManTech is seeking a motivated, career and customer-oriented **Mid-level Financial Analyst** to join our team in the **Chandler, AZ.**

**Responsibilities include but are not limited to:**

+ Provide Program Financial Control functions including budgeting, forecasting, financial planning and analysis, reporting, establishing/managing program cost baselines.

+ Develop, monitor and manage project budget

+ Utilize financial modeling, scenario analysis, and sensitivity testing to support strategic planning.

+ Gather, analyze, and interpretfinancial data to support decision-making processes.

+ Lead, direct, manage, mentor, and train team(s) in financial management efforts, tools, and practices

+ Responsible for the accurate, timely preparation, submission of financial contract deliverables.

+ Generate financial status reports and/or charts to meet contractual financial reporting requirements (e.g., monthly status report, etc.).

+ Prepares material estimates and delivery schedules.

+ Prepare and present accurate and concise financial reports, presentations, and dashboards.

+ Liaise with key stakeholders to ensure effective financial management.

+ Collaborates with cross-functional teams to ensure data accuracy and resolve financial discrepancies.

+ Perform ad-hoc financial analysis and research as required.

+ Provides guidance to Associate Financial Analyst

+ Ensure compliance with all applicable laws and regulations.

+ Support customer budget requests and submissions

+ Support customer cost management and hybrid technology cost optimization

+ Support Technology Business Management structure, identification, inputs, tracking, and management for customer IT investments

**Minimum Qualifications:**

+ A bachelor’s degree in accounting, Business Administration, or related field. Additional years of experience may be substituted for the education requirement on a year for year basis.

+ A minimum of three (3) years of experience

+ Understanding of defense contracting, FAR, CAS

+ Familiarity with financial accounting and reporting systems

+ Demonstrated ability to perform tasks working with Accounting, Finance, or Economics-related financial data.

+ Strong analytical and problem-solving skills, with an ability to work independently as well as collaboratively in a team environment.

+ Demonstrated proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Outlook, Power BI)

**Preferred Qualifications:**

+ An advanced degree

+ FinOps experience

+ TBM experience

**Clearance Requirements:**

+ Must be a U.S. citizen

+ Must hold a Top-Secret clearance with SCI eligibility

+ Must be able to obtain DHS EOD suitability

+ An active EOD suitability is highly desired.

**Physical Requirements:**

+ Must be able to remain in a stationary position 50%

+ Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer

+ The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

ManTech International Corporation, as well as its subsidiaries proactively fulfills its role as an equal opportunity employer. We do not discriminate against any employee or applicant for employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a qualified individual with a disability and require a reasonable accommodation to apply for a position with ManTech through its online applicant system, please email us at [email protected] and provide your name and contact information.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

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

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

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

Equal Opportunity Employer/Disability/Veterans

Financial Analyst II

Date: Jan 1, 2025

Location:

Tucson, AZ, US, 85706

Req ID: 31557

Onsite or Remote: Onsite Position

Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse line of products supported by our advanced IoT technologies, regional distribution channels, and a global service network, we tap into the power of data and technology to enhance safety and productivity while optimizing performance. Komatsu supports a myriad of markets, including housing, infrastructure, water, pipeline, minerals, automobile, aerospace, electronics, and medical, through its many brands and subsidiaries, including Joy, P&H, Montabert, Modular Mining Systems, Hensley Industries, NTC, and Gigaphoton.

We’re more than a company, and we’re a community of passionate, creative professionals striving toward a shared vision: revolutionizing the way the mining industry operates. With a presence stretching from Johannesburg to Vancouver, Sydney to Lima, you are part of a global brand that supports creativity, fosters innovation, and encourages you to think big, share ideas and be yourself.

The Company

Modular Mining Systems is the global leader in mine management technology and a wholly owned subsidiary of Komatsu Ltd. Our innovative technology powers mine operations in every corner of the globe. The products we cultivate, the solutions we engineer and the service we deliver set us apart in the Mining Technology industry. We are more than a company, we’re a community of passionate, creative professionals striving toward a shared vision: to revolutionize the way the mining industry operates.

Job Purpose

The Financial Analyst will be responsible for analyzing and interpreting financial results, working closely with internal teams and the MTS Corporate Finance team to support the financial management and reporting for the organization, and project budgets.

This role will include support of all monthly, quarterly, and annual financial reporting, development of annual business plan and review of financial performance.

Travel Requirements

Job Duties and Responsibilities

Financial Planning and Reporting

+ Create financial reports to key MTS stakeholders, including monthly closing, financial KPIs (Key Performance Indicators), cost variances, and capacity cost.

+ Variance Analysis: assist divisional management in monitoring, reviewing, and analyzing financial data and develop financial reports for internal and/or external stakeholders.

+ Employee and Contractor`s head-count reporting

Budget Management

+ Support preparation of consolidated quarterly financial outlooks, annual budget, and annual mid-term (3-5 year) strategic plan and business roadmap.

+ Directly involved in budget definition, approval, tracking and execution.

+ Assist adhoc development and analysis of strategic business plans.

+ Monitor and support execution of Capital Expenditure purchases (CAPEX)

Corporative Finance Representative

+ Responsible to promote best practices and proper usage of business tools for budgeting, forecasting, real-time reporting.

+ Review and update Human Resources-related workflows to cover the financial perspective.

+ Review account payable charges.

Others

+ Support Intercompany charges (ex: STOs)

+ Support Sales Tax exemption reports or analysis

+ Provide financial input on new contract negotiations (review budget, create a new internal order, etc)

Required Skills

+ Bachelor's Degree in Business Admin, Finance, Accounting, or related field.

+ 3-5 years of progressive Finance and/ or Accounting related experience.

+ Standard concepts, practices, and procedures of corporative finance

+ Corporative budget governance.

+ Tools such as SAP, Oracle, or other comparable ERP system software.

+ MS Excel formulas and functions to gather, analyze, manipulate and audit large data sets.

Desired Skills

Komatsu is an Equal Opportunity Workplace and an 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 protected veteran status.

Nearest Major Market:Tucson

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ A valid and active Series 7 and Series 63

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

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

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

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

Equal Opportunity Employer/Disability/Veterans

Are you an experienced, passionate pioneer in technology? A system's professional who wants to work in a collaborative environment. As an experienced Workday Financials Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. Consider an opportunity with our US Delivery Center - we are breaking the mold of a typical Delivery Center.

Our US Delivery Centers have been growing since 2014 with significant, continued growth on the horizon. Interested? Read more about our opportunity below ...

Work you'll do/Responsibilities

Consultants function as integrators between business needs and technology solutions, helping to create technology solutions to meet clients' business needs. Consultants gain exposure to multiple industries while demonstrating an awareness of the full breadth of services offered by Deloitte Consulting LLP.

As an Workday Financials Consultant, you will be instrumental in driving the strategic planning processes across the organization, ensuring flexibility and responsiveness to changes in the business environment or market conditions. You will leverage advanced planning tools and analytics to forecast future business scenarios, aid in decision-making, and support sustained organizational growth.

+ Perform modeling within Workday Adaptive Planning.

+ Completes hands-on functional and technical Adaptive configuration tasks, including design, development and testing of Adaptive Planning.

+ Participate and engage in project team meetings, discovery workshops, and design sessions.

+ Support unit test execution cycles.

The Team

Deloitte's Government & Public Services practice-our people, ideas, technology, and outcomes-is designed for impact. Our team of over 15,000+ professionals bring fresh perspective to help you anticipate disruption, reimagine the possible, and fulfill your mission promise.

Work You'll Do:

Strategic Forecasting and Modeling:

+ Develop and maintain robust financial models to predict the impact of various business scenarios.

+ Utilize adaptive planning software to create flexible forecasts that can easily be updated as market conditions change.

Budget Management and Optimization:

+ Collaborate with department heads to prepare budgets that reflect both short-term and long-term objectives.

+ Monitor budget variances and recommend corrective actions as necessary.

Data Analysis and Reporting:

+ Analyze financial data and trends to provide insightful reports to senior management.

+ Prepare monthly, quarterly, and annual financial reports that accurately reflect the organization's performance.

Stakeholder Engagement:

+ Work closely with stakeholders across the organization to gather inputs for the planning process and ensure alignment with overall strategic goals.

+ Communicate changes in financial forecasts and strategic plans effectively to relevant parties.

Continuous Improvement:

+ Continually assess and refine planning processes to enhance accuracy and efficiency.

+ Stay updated with industry trends and advancements in planning methodologies and tools.

Required Qualifications:

+ 3+ years of proven experience in financial planning, analysis, or a similar role.

+ Strong proficiency in adaptive planning software (e.g., Workday Adaptive Planning, Oracle Hyperion, Anaplan).

+ Excellent analytical, organizational, and problem-solving skills.

+ Limited immigration sponsorship may be available.

+ Must live in a commutable distance (approximately 100-mile radius) to one of the following Delivery locations: Atlanta, GA; Charlotte, NC; Dallas, TX; Gilbert, AZ; Houston, TX; Lake Mary, FL; Mechanicsburg, PA; and Philadelphia, PA with the ability to commute to assigned location for the day, without the need for overnight accommodations.

+ Expectation to co-locate in your designated Delivery location up to 30% of the time based on business needs. This may include a maximum of 10% overnight client/project travel.

+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. This may include overnight travel.

+ Bachelor's degree, preferably in Computer Sciences, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience.

Preferred Qualifications

+ Workday Financials Professional certification.

+ MBA or professional certification (e.g., CFA, CPA).

+ Advanced Excel skills and familiarity with business intelligence tools.

+ Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint).

+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.

+ Ability to collaborate with clients and have a strong desire to excel.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**A Little About Us**

EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB’s data-driven solutions enable customers to modernize legacy systems and break data silos while leveraging enterprise-grade open source technologies. EDB delivers the confidence of up to 99.999% high availability with mission critical capabilities built in such as security, compliance controls, and observability. For more information, visit www.enterprisedb.com

**About the Role**

In this role as an Account Executive, you'll be at the forefront of expanding our reach, engaging with new enterprise accounts through hands-on prospecting and strategic hunting. You’ll be part of the team leading the charge at a top-tier company, well-recognized for revolutionizing the industry with our advanced Postgres toolset. It's a position for someone ready to drive growth and eager to contribute to a trailblazing journey in a dynamic environment.

**Responsibilities**

+ Identify new opportunities for sales expansion through thorough market research. Tailor sales processes for enterprise-level prospects and create customized sales pitches to engage high-value clients successfully.

+ Drive revenue growth by generating leads and cultivating relationships with potential clients. Achieve and aim to exceed sales targets through strategic selling methods. Craft and execute sales plans that successfully lead to revenue generation. Keep a pulse on sales performance with detailed metrics analysis to predict income trends.

+ Discuss the terms and conditions of sales contracts with enterprise clients, ensuring that all agreements are favorable. Work in unison with legal teams to draft and review all contract documents meticulously.

**Requirements and skills**

+ 5+ years in enterprise sales experience

+ Skills in market research and analysis to identify sales opportunities

+ Ability to craft customized sales pitches for enterprise-level clients

+ Expertise in lead generation strategies for B2B sales

+ Proficiency in strategic hunting and prospecting techniques

+ Track record of achieving and exceeding sales targets

+ Proven success in leading revenue growth

+ Fluency in Spanish/English required

EDB is committed to supporting our employees' overall well being by offering a range of benefits and resources to promote a healthy work-life balance and wellness. We provide access to CuraLinc to aid employees in health and wellness tips and practices, as well as Wellness Fridays extending to December 2024! Check out our career site for more information on perks and benefits and reach out to our Talent Acquisition team for region specific benefits.

We know it takes a unique mix of people and skills to help us in our mission to supercharge Postgres, and we understand that not everyone will check every box. We’d love to hear from you and we want you to apply!

EDB is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. EDB was built on a commitment to trust and respect each other and to embrace an array of people and ideas. These values remain at the center of our culture and are key to our company’s integrity.

EDB does not seek or accept unsolicited resumes or CVs from recruitment agencies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee.

\#LI-Remote #BI-Remote

Merrill Experienced Financial Advisor

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; 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

**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

**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 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) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

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.

Merrill Experienced Financial Advisor

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; 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

**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

**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 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) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

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.