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Financial Services

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Salary Breakdown

Personal Financial Advisors

Average

$136,830

ANNUAL

$65.79

HOURLY

Entry Level

$48,940

ANNUAL

$23.53

HOURLY

Mid Level

$100,410

ANNUAL

$48.28

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

283

Current Available Jobs

12,710

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor


Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Financial Analyst
    Robert Half Accountemps    Philadelphia, PA 19133
     Posted about 7 hours    

    Description We are offering a contract for a Financial Analyst IV (Contractor) based in Philadelphia, Pennsylvania. In this role, you will be a crucial part of our team, focusing on the preparation and reconciliation of network payments and accruals and providing financial analysis reporting and general support.

    Responsibilities:

    • Foster process improvements by tracking and analyzing key financial metrics and operational procedures and driving operational efficiencies and cost savings.

    • Handle large data sets using various database and querying solutions to calculate payments and accruals, and to provide analytics and reporting for transactional products.

    • Participate in the creation and use of financial models and analysis. Assist in preparing budgets and forecasts.

    • Evaluate financial risks and opportunities by examining and reviewing operational and financial metrics.

    • Assist in the preparation of weekly, monthly, and annual financial reports.

    • Research variances to budget and forecast through detailed operational and financial metrics, and explain results.

    • Prepare and review journal entries during month and year-end processes.

    • Prepare and distribute financial reports and analyses to support the monthly, quarterly, and year-end financial close processes to ensure that financial statements are accurate and complete.

    • Prepare and analyze monthly invoices and accrivals to ensure accuracy to financial statements and subscriber reporting.

    • Assist in process improvement and standardization projects by identifying risk areas and recommending improvements.

    • Review audits presented by the networks and develop a process to streamline the efforts in the research, analysis, and tracking in this area.

    • Perform various ad hoc projects including researching, analyzing and summarizing data/analysis requests as assigned. Requirements • Exceptional communication skills, both verbal and written

    • Proficient in creating detailed financial reports

    • Advanced knowledge of Microsoft Excel

    • Strong analytical abilities to interpret complex financial data

    • Experience in payment processing

    • Proficiency in conducting detailed financial research

    • Familiarity with budgeting processes

    • Proficiency in Microsoft Word

    • Ability to review and verify financial documents and reports

    • Experience with database management

    • Proficient in Microsoft Outlook

    • Familiarity with 'About Time' software

    • Broad understanding of finance principles and practices

    • Experience in auditing

    • Ability to perform ad hoc financial analyses

    • Knowledge of closing processes in finance

    • Understanding of networking concepts

    • Ability to prepare and analyze financial statements

    • Proficient in financial reporting

    • Experience in making journal entries

    • Effective communication skills for presenting financial reports

    • Knowledge of SQL

    • Experience with Oracle software

    • Regular and reliable attendance

    • Proficient in Microsoft Office Suites.

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

    © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .


    Employment Type

    Full Time

  • Financial Analyst
    Robert Half Accountemps    Philadelphia, PA 19133
     Posted about 7 hours    

    Description

    Robert Half is looking for a skilled Financial Analyst for a thriving company in the Education industry based in the Philadelphia, Pennsylvania, area. As a Financial Analyst you will be instrumental in financial reconciliation, audit reporting, and financial operations. If you're looking for a position where you will be a key business partner and can use your proficiency in Microsoft Excel, then you may be a good candidate for this Financial Analyst position. Become an integral part of the team and put your talents to the test by clicking the apply button today. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference # 03720-0013131129.

    As a Financial Analyst Your Responsibilities will include but are not limited to:

    • Conduct financial reconciliation and prepare audit reports for year-end financials

    • Act as a point of contact for Purchase Orders and Credit Card transactions

    • Utilize Microsoft Excel extensively for financial operations

    • Operate Banner software for various financial tasks

    • Work independently and display self-starter qualities

    • Ensure reliability in all tasks and responsibilities performed

    • Display a general understanding of finance and accounting principles

    Become an integral part of the team and put your talents to the test by clicking the apply button today. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference # 03720-0013131129.

    Requirements

    As a Financial Analyst Your Responsibilities will include but are not limited to:

    • Bachelor's degree in Finance, Accounting, or a related field

    • Proven experience as a Financial Analyst in a similar industry, preferably in the education sector

    • Proficiency in Microsoft Excel

    • Strong analytical skills and meticulous attention to detail

    • Ability to translate complex financial concepts to individuals at all levels including finance and non-finance managers

    • Excellent communication, presentation, and reporting skills

    • Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis

    • Well informed in current financial subjects, accounting, tax laws, money market, and business environments

    • Demonstrated ability to handle multiple tasks simultaneously and meet tight deadlines

    • A proactive approach to problem-solving with strong decision-making skills

    • Detail-oriented certification like CFA/CPA or similar will be considered a plus

    • Must be a team player and able to work collaboratively with and through others.

    Become an integral part of the team and put your talents to the test by clicking the apply button today. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference # 03720-0013131129.

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

    © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .


    Employment Type

    Full Time

  • Lead Financial Analyst
    Highmark Health    Harrisburg, PA 17108
     Posted about 7 hours    

    **Company :**

    Highmark Health

    **Job Description :**

    **JOB SUMMARY**

    This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

    **ESSENTIAL RESPONSIBILITIES**

    + Display effective communication skills.

    + Coordinate with other departments, locations, and divisions.

    + Communicate with other departments and/or outside agencies to resolve problems.

    + Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

    + Advise management of expected outcomes, and recommending ways to improve the outcomes.

    + Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

    + Communicate with management as to project status and completion deadlines.

    + Perform financial and business related analysis

    + Analyze, evaluate and interpret appropriate financial and statistical data.

    + Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.

    + Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

    + Analyze financial reports and records.

    + Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

    + Advise management of expected outcomes, and recommend ways to improve the outcomes.

    + Independently pursue fundamental problem solving and documents the recommendations to management.

    + Facilitate analysis and reporting.

    + Utilize computer to input, retrieve or display accounting information.

    + Develop and maintain spreadsheets and databases.

    + Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.

    + Serve as a project lead for special projects within the department.

    + Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

    + Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

    + Make recommendations based on findings when necessary.

    + Other duties as assigned or requested.

    **QUALIFICATIONS**

    **Minimum**

    + Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

    + 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity

    + Experience with various computer applications to include MS Excel and/or MS Access

    **Preferred**

    + None

    **Skills**

    + Strong written and oral communication skills

    + Strong relationship building skills

    + Client focused with strong business acumen

    + Self-starter with the ability to work under pressure independently and as part of a team

    + Ability to think strategically and act proactively to create strong trust and confidence with business units

    + Strong innovative problem-solving capabilities

    **Language (Other than English):**

    None

    **Travel Requirement:**

    0% - 25%

    **PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

    **Position Type**

    Office-based

    Teaches / trains others regularly

    Occasionally

    Travel regularly from the office to various work sites or from site-to-site

    Rarely

    Works primarily out-of-the office selling products/services (sales employees)

    Never

    Physical work site required

    Yes

    Lifting: up to 10 pounds

    Constantly

    Lifting: 10 to 25 pounds

    Occasionally

    Lifting: 25 to 50 pounds

    Rarely

    **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

    **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

    _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

    _Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

    **Pay Range Minimum:**

    $67,500.00

    **Pay Range Maximum:**

    $124,800.00

    _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

    Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.

    EEO is The Law

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _https://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf_ )

    We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.

    For accommodation requests, please contact HR Services Online at [email protected]

    California Consumer Privacy Act Employees, Contractors, and Applicants Notice

    Req ID: J250479


    Employment Type

    Full Time

  • B2B Sales Account Executive
    AT&T    Wayne, PA 19087
     Posted about 8 hours    

    **Job Description:**

    Join AT&T and reimagine the communications and technologies that connect the world. Our Consumer Technology experience team is delivering innovative and reliable technology solutions to power differentiated, simplified customer experiences. Bring your bold ideas and fearless risk-taking to redefine connectivity and transform how the world shares stories and experiences that matter. When you step into a career with AT&T, you won’t just imagine the future-you’ll create it.

    Employees in this job code are non-exempt in the state of CA. As a direct sales position, this role generates existing and/or new sales to customers for delivery of ATT products/services/systems and solutions to solve customers strategic business priorities.

    + Primarily on customer premise, create existing/new sales for delivery of solutions meeting a wide variety of customer needs for ATT products/services/systems/solutions.

    + With the aid of support group, identifies sales solutions, Builds/maintains network of colleagues/customers to share information and obtain prospects. May support resolution of customer disputes and accounts receivable discrepancies (ie billing, installation, customer issues).

    + Develops new accounts and maintaining and growing existing accounts.

    + Establishes/maintains productive long-term networks/relationships with customers.

    + Observes/participates in presenting products, services and migrations that can benefit customers needs.

    + Demonstrates working knowledge of the organizations entire product/service line.

    + Partners with clients to understand business needs,issues,strategies,priorities to deliver valuable solutions.

    + Develops responses to Request for Proposals.

    + Identifies key trends/customer needs, leverages industry knowledge/applications, utilizes consultative skills to close sales for assigned accounts in accordance with company policy, procedures and culture.

    + Owns account relationship and responsible for meeting revenue objectives. Demonstrates progressive record of sales achievement.

    + May aid in devising direct sales plans/strategies.

    + May develop strategic initiatives to grow/retain the revenue stream of assigned moderately complex accounts/projects.

    + This job key may apply to both exempt and non-exempt employees depending on state requirements.

    **Duties directly related to making sales includes:**

    + Meeting with customers engaged in sales activities at the customers site, communicating with customers via phone, teleconference, e-mail, etc., related to proposed solution/sale etc., traveling to and from the customers premise, preparing proposals, presentations, or bids, developing strategic plans related to the customer and the proposed solution/sale, researching and developing customer solutions with ATT external partners, including design and engineering, and researching customer business and industry to identify new sales opportunities.

    **Education:**

    + Requires a Bachelor degree.

    **Experience:**

    + Requires 2-5 years direct work experience.

    Supervisory:

    + No.

    Our Specialist Sales Executive S1 Mobility, earn between $55,900 - $83,900 + commissions with a total target compensation of $85,900 - $113,900. Not to mention all the other amazing rewards that working at AT&T offers. From health insurance to tuition reimbursement and paid time off to discounts on products and services just to name a few. There is a lot to be excited about around here. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.

    **Joining our team comes with amazing perks and benefits:**

    + Medical/Dental/Vision coverage

    + 401(k) plan

    + Tuition reimbursement program

    + Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)

    + Paid Parental Leave

    + Paid Caregiver Leave113

    + Additional sick leave beyond what state and local law require may be available but is unprotected.

    + Adoption Reimbursement

    + Disability Benefits (short term and long term)

    + Life and Accidental Death Insurance

    + Supplemental benefit programs: critical illness/accident hospital indemnity/group legal

    + Employee Assistance Programs (EAP)

    + Extensive employee wellness programs

    + Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

    A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you’ll lead transformation surrounded by trailblazing industry leaders like you. You’ll be empowered to go above and beyond – making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups.

    And regardless of where you’re at in your career trajectory, you’ll be rewarded by the impact that comes with making a difference in the lives of millions. With AT&T, you’ll be a part of something greater, do incredible things and be rewarded with a chance to change the world.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.

    Ready to close the deal on a career with AT&T?

    Apply today!

    **Weekly Hours:**

    40

    **Time Type:**

    Regular

    **Location:**

    Wayne, Pennsylvania

    **Salary Range:**

    $55,900.00 - $83,900.00

    It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws

    We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status


    Employment Type

    Full Time

  • B2B Sales Account Executive
    AT&T    Wayne, PA 19087
     Posted about 8 hours    

    **Job Description:**

    **Joining our team comes with perks! Now offering a $6,500 Sign** **on** **Bonus to join our best-in-class Sales team!**

    As a Sales Executive Mobility, you’ll work with AT&T's cutting-edge business products and services focusing on our mobility solutions. The goal? Generate new sales revenue by hunting and prospecting within your module or territory. From daily sales calls and networking to building relationships, you’ll partner with clients to uncover their needs and deliver customized value-added solutions that solve their business priorities. You’ll need to be competitive, tech savvy and self-motivated. Together, we’ll combine your passion for sales with the training and support you’ll need to hit the ground running in this unique sales opportunity.

    What you’ll do:

    + Use your “hunter” mindset to identify new sales opportunities through cold calling and prospecting.

    + Utilize consultative selling skills to identify key trends, uncover customer needs and leverage industry knowledge and applications to find and close sales opportunities.

    + Understand the communication and technology needs of small and mid-sized business customers. Use resources to design and propose customized solutions to meet their unique business needs.

    + Develop responses for Request for Proposals as well as observe and participate in presenting products and services that can benefit customer’s needs.

    + Ensure delivery of the customer experience from sale to fulfillment to foster relationships and networks with customers.

    Our Sales Executive Mobility, earn between $55,900 - $83,900 + ($30,000.00, in commissions yearly if all sales goals are met). Not to mention all the other amazing rewards that working at AT&T offers. From health insurance to tuition reimbursement and paid time off to discounts on products and services just to name a few. There is a lot to be excited about around here. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.

    **Joining our team comes with amazing perks and benefits:**

    + Medical/Dental/Vision coverage

    + 401(k) plan

    + Tuition reimbursement program

    + Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)

    + Paid Parental Leave

    + Paid Caregiver Leave

    + Additional sick leave beyond what state and local law require may be available but is unprotected.

    + Adoption Reimbursement

    + Disability Benefits (short term and long term)

    + Life and Accidental Death Insurance

    + Supplemental benefit programs: critical illness/accident hospital indemnity/group legal

    + Employee Assistance Programs (EAP)

    + Extensive employee wellness programs

    + Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

    A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you’ll lead transformation surrounded by trailblazing industry leaders like you. You’ll be empowered to go above and beyond – making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups. And regardless of where you’re at in your career trajectory, you’ll be rewarded by the impact that comes with making a difference in the lives of millions. With AT&T, you’ll be a part of something greater, do incredible things and be rewarded with a chance to change the world.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, State, and local laws.

    What you’ll bring:

    + Experience with telecommunications or technical sales

    + Valid driver's license

    + Current auto insurance

    + Reliable vehicle per transportation needs of market

    Changing the speed of business comes with many rewards – starting with your paycheck. We offer a competitive base pay plus commission with the ability to earn additional compensation based on meeting or exceeding sales quotas. Our most successful Sales Executives can overachieve up to 1000%. And with paid-training, career tools and resources you’ll hit the ground running.

    Once you’re a part of the team, you’ll gain some amazing perks and benefits including paid-time off on top of paid holidays, medical/dental coverage, a 401(k) plan and tuition reimbursement. We also provide employee discounts on:

    + AT&T Wireless plans & features, including IOT and connected devices

    + AT&T internet & fiber

    + AT&T phone

    Ready to close the deal on a career with AT&T? Apply today.

    **Weekly Hours:**

    40

    **Time Type:**

    Regular

    **Location:**

    Wayne, Pennsylvania

    **Salary Range:**

    $55,900.00 - $83,900.00

    It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws

    We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status


    Employment Type

    Full Time

  • Sales Account Executive - West Chester, PA.
    UPS    West Chester, PA 19381
     Posted 1 day    

    **Before you apply to a job, select your language preference from the options available at the top right of this page.**

    Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.

    **Job Description:**

    The Account Executive develops and manages a portfolio of customers in business-to-business (B2B) and business-to-consumer (B2C) within a specific geographical area. This position is responsible for achieving his/her assigned sales plan by generating profitable UPS revenue growth through the development of new business and the retention of existing business within their assigned accounts. This role analyzes customers’ current supply chain needs to create appropriate solutions and promptly respond to customers’ requests.

    **Responsibilities**

    + Maintains and grows a book of business (e.g., ground, air, international)

    + Introduces new products and services and expands business opportunities within customer accounts

    + Tracks sales performance to objectives

    + Monitors account statistics and qualifies internal sales leads to identify opportunities and create an effective sales strategy

    + Utilizes resources and account history to prepare for sales calls

    + Submits pricing requests and analyzes price quotes

    + Develops standard operating procedures (SOPs), generates standard and customized reports and queries, accesses appropriate databases, and interprets and clarifies data

    **Preferences**

    + Demonstrates a basic understanding of products, services, and customer facing technology solutions offered by UPS along with their features and business applications

    + Describes general customer profiles targeted by the company

    + Understands industry and financial trends impacting UPS and/or customers’ organizations; identifies the organizational structure and functions within a business

    + Possesses basic understanding of competitor’s tactics, product/service offerings and strategies; translates competitor performance and actions into implications for UPS

    + Works with others to research stakeholders' and key decision-makers' needs, requirements and perspectives; describes in general terms customer characteristics, preferences, history, processes and constraints

    + Understands customer’s general business needs and knows the account status; may provide information about accounts for use in planning account strategy

    + Possesses ability to use negotiation techniques in less complex situations; recognizes the potential impact of negotiation proceedings on the business; gains consensus from involved parties

    + Recognizes when customers are having issues; identifies resolution to basic customer issues and recommends solutions

    + Establishes and maintains entry level contacts in customer organizations; builds relationships to further understand customers’ business and objectives

    + Demonstrates a basic understanding of supply chain concepts and identifies issues within a supply chain

    + Experience with Business to Business or Business to Consumer sales

    + Willing to travel, as required

    + Experience using Microsoft products

    + Bachelor’s Degree (or internationally comparable degree)

    **BASIC QUALIFICATIONS:**

    + Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer

    + Employer will not sponsor a visa for this or future positions

    + Must be currently located in the same geographic location as the job or willing to relocate yourself if relocation assistance is not included

    + Prefer a Bachelor’s Degree (or internationally comparable degree) or be a current UPS employee with three years of UPS experience.

    **OTHER CRITERIA:**

    UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

    **Additional Information for Internal Candidates**

    This job is a grade 210/220

    Deadline date to apply is: Dec 29, 2024

    **Employee Type:**

    Permanent

    UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.

    **Other Criteria:**

    UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

    **Basic Qualifications:**

    Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.

    **Company:** UNITED PARCEL SERVICE

    **Category:** Business Development

    **Requisition Number:** R24049018

    **Location:** West Chester,Pennsylvania


    Employment Type

    Full Time

  • Financial Advisor - Centralized, Conshohocken, PA
    Santander US    Conshohocken, PA 19428
     Posted 1 day    

    Financial Advisor - Centralized, Conshohocken, PA

    Conshohocken, United States of America

    The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of leading client interaction virtually first, however, also has the ability to meet in person if directed by the client.

    **Essential** **Functions/Responsibilities:**

    + Identifies and pursues new sales prospects within existing or untapped markets.

    + Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.

    + Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.

    + Works pre-developed lead lists to generate business and identify new customer prospects.

    + Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis.

    + Maintains compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products.

    + When appropriate, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.

    + Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.

    + Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.

    + Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.

    + Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.

    + Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.

    + Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.

    + Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

    **Qualifications:**

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    + Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required)

    + Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred)

    + 5+ years of work experience providing investment guidance and advice to clients.

    + Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.

    + Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.

    **Skills and Abilities:**

    + Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.

    + Superior knowledge of financial analysis, risk evaluation, loan documentation

    + Motivating, developing, and directing people as they work, identifying the best people for the job.

    + Strong relationship management and negotiation skills via a phone channel

    + Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

    + Attention to detail, being careful about detail and thorough in completing work tasks.

    + Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.

    + Demonstrated proficiency with Microsoft Office applications.

    **Diversity & EEO Statements:**

    At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

    Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

    **Working Conditions:**

    + Frequent minimal physical effort such as sitting, standing and walking.

    + Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.

    + Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

    **Employer Rights:**

    This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

    **Primary Location:** Conshohocken, PA, Conshohocken Ridge Pike

    **Other Locations:** Pennsylvania-Conshohocken

    **Organization:** Santander Bank N.A.

    Salary: $58,125 - $105,000/year

    AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO


    Employment Type

    Full Time

  • Account Executive, SaaS Product Line Specialist
    Rubrik    Harrisburg, PA 17108
     Posted 1 day    

    **About Team & About Role:**

    Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

    The Product Line Specialist AE is a technical sales professional characterized by intimate understanding of their specific product, the pain it resolves, the competitors, market, qualification, objections, and value proposition. Through a quantity of focused interactions they become exceedingly specialized and competent in their discipline making great impressions on prospects and core sales team alike. They own the product number, are hungry to overachieve it. Their success is ensured by their expertise, their champion building, and their high level of effective activity. They champion and evangelize their product in the field, internally and externally, and with our resellers. They are the point of contact for PnP, PM, PMM as a consolidated voice of field and customer.

    **What You’ll Do:**

    + Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

    + Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

    + Identify and close opportunities for growth working with a mix of mid-enterprise accounts

    + Present Rubrik, Inc. solutions within complex data center design environments

    + Co-sell and strategize with direct field team, partners, distributors and VAR’s to enable rapid growth

    + Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

    **Preferred Qualifications:**

    + 3+ years SaaS security and/or infrastructure sales experience as customer facing, variable comp.

    + Consistent track record of success/overachievement

    + Higher than average business acumen & deal sense

    + Proven ability to build champions/work cross functionally

    + Bias for action, self starter

    \#LI-CG1

    The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

    US Pay Range

    $109,400—$174,700 USD

    **Join Us in Securing the World's Data**

    Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

    Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | X (formerly Twitter) (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com

    **Diversity, Equity & Inclusion @ Rubrik**

    At Rubrik we are committed to building and sustaining a culture where people of all backgrounds are valued, know they belong, and believe they can succeed here.

    Rubrik's goal is to hire and promote the best person for the job, no matter their background. In doing so, Rubrik is committed to correcting systemic processes and cultural norms that have prevented equal representation. This means we review our current efforts with the intent to offer fair hiring, promotion, and compensation opportunities to people from historically underrepresented communities, and strive to create a company culture where all employees feel they can bring their authentic selves to work and be successful.

    **Our DEI strategy focuses on three core areas of our business and culture:**

    + Our Company: Build a diverse company that provides equitable access to growth and success for all employees globally.

    + Our Culture: Create an inclusive environment where authenticity thrives and people of all backgrounds feel like they belong.

    + Our Communities: Expand our commitment to diversity, equity, & inclusion within and beyond our company walls to invest in future generations of underrepresented talent and bring innovation to our clients.

    **Equal Opportunity Employer/Veterans/Disabled**

    Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

    Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at [email protected] if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

    EEO IS THE LAW (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

    EEO IS THE LAW - POSTER SUPPLEMENT

    PAY TRANSPARENCY NONDISCRIMINATION PROVISION (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_English\_unformattedESQA508c.pdf)

    NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS


    Employment Type

    Full Time

  • Account Executive
    NTT America Solutions, Inc.    Remote, PA
     Posted 1 day    

    **Make an impact with NTT DATA**

    Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.

    **Your day at NTT DATA**

    This position will join the Global IP Network (GIN) team at NTT. NTT’s Global IP Network is one of the world's largest Tier 1 global IP backbones, spanning the Americas, Europe, Asia and Oceania on a single autonomous system number AS2914. As a top wholesale IP provider globally, our network has received many international recognitions, including Best Global Wholesale Carrier, Best North American Wholesale Carrier and Wholesale Operator of the Year, among others.

    **What you'll be doing**

    **​** **What will make you a good fit for the role?**

    **In this role you will:**

    + Prospect independently and on conjunction with the Inside Sales Team (as applicable) to generate new sales consistent with monthly booking targets

    + Responsible for identifying new business opportunities within a defined market segment and/or region by generating net incremental MRR (NIMRR) sales of GE, 10GE, 100GigE ports and value-added services.

    + Prepare commercial and technical service proposals and ensure such proposals are technically and commercially sound

    + Development and maintenance of strong relationships with business executives in prospect and customer organizations

    + Development of a quarterly business plan consistent with department objectives

    + Track, manage, and report ongoing activity in SFDC and otherwise required, relative to the role and quarterly business plan

    + Responsible for participating and successfully completing all company-wide mandates/training in a timely manner

    + Complies with all Ethics and professional standards

    + Complies with all corporate and organizational security policies and guidelines

    + Abides by all policies and procedures

    + Performs other duties as assigned

    **This role is perfect for you, if you:** ​

    + Four-year degree or related sales experience

    + Proven track record of success in lead generation, hunting, acquisition focused B2B sales

    + Minimum of 1-3 years of high tech sales experience preferably selling to wholesale consumers of bandwidth

    + Proven track record of meeting and exceeding sales goals

    + Excellent skills in solution-oriented, business-value based qualification

    + Strong sales, written, verbal, analytical and interpersonal skills

    + Organizational skills with the ability to multitask in a fast-paced, constantly changing environment

    + Good knowledge of all Microsoft Office applications

    + Good knowledge of Salesforce.com or similar CRM

    **Skills and Core Competencies:**

    + Proficient in the use of Salesforce (SFDC)

    + A track record of over-achieving sales results

    + Thorough understanding of the underlying technologies and economics of the Internet

    + Must be familiar with technical requirements of Internet-centric companies

    + Excellent communication skills, both verbal and written

    + Must be able to efficiently communicate to senior management both within and outside the company

    + Ability to prepare and deliver professionally structured and written customer proposals with limited supervision

    + Ability to work efficiently with finance, sales engineering, legal, and IP engineering resources

    + Flexibility to work outside of standard 9am-6pm US time zone hours

    **Workplace type** **:**

    **About NTT DATA**

    NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.

    **Equal Opportunity Employer**

    NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.


    Employment Type

    Full Time

  • Senior Account Executive
    ICON Clinical Research    Blue Bell, PA 19424
     Posted 1 day    

    Senior Account Executive, IGP - Remote (US Based)

    ICON plc is a world-leading healthcare intelligence and clinical research organization. We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.

    **The role:**

    ICON Clinical Research is currently looking to strengthen our successful Business Development team through the recruitment of a Senior Account Executive within our IGP group supporting Government and Public Health.

    As a Sr. Director, Business Development, you will be responsible for generating new and repeat business for ICON Clinical Research, promoting our services throughout the Pharmaceutical industry. Working cross functionally, you will ensure a smooth process at all stages (proposal, bid defense) which maximizes the opportunity for success. You will build strong relationships throughout your geographic responsibility, highlighting ICON’s strength in operations and promoting ICON as the choice partner in drug development.

    As a leading global CRO we are looking to recruit an individual who can drive relationships and seize growth opportunities, building upon our existing strategic partnership arrangements and networking throughout the industry for future partnership opportunities.

    **To be successful in this role you should have**

    + a background of selling full service within a CRO environment.

    + A Bachelor's Degree in Life Sciences, Technology or a related discipline.

    + Knowledge of and experience in the area of clinical trials would also be a distinct advantage

    + Recent track record of closing multi-year and multi-million dollar deals.

    **Preferred Qualification:**

    + 5+ years of selling within the CRO industry

    + Advanced degree (M.S. or M.B.A)

    \#LI-MH1

    \#LI-REMOTE

    **What ICON can offer you:**

    Our success depends on the quality of our people. That’s why we’ve made it a priority to build a diverse culture that rewards high performance and nurtures talent.

    In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.

    Our benefits examples include:

    + Various annual leave entitlements

    + A range of health insurance offerings to suit you and your family’s needs.

    + Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.

    + Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family’s well-being.

    + Life assurance

    + Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.

    Visit our careers site (https://careers.iconplc.com/benefits) to read more about the benefits ICON offers.

    At ICON, diversity, inclusion & belonging are fundamental to our culture and values. Our rich diversity makes us more innovative which helps us better serve our people, patients, customers, and our communities. We're proud of our diverse workforce and the work we’ve done to become a more inclusive organisation. We’re dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

    If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here (https://careers.iconplc.com/reasonable-accommodations)

    Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless – there’s every chance you’re exactly what we’re looking for here at ICON whether it is for this or other roles.

    Are you a current ICON Employee? Please click here (https://wd3.myworkday.com/icon/d/task/1422$1235.htmld) to apply


    Employment Type

    Full Time


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