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 t…
AHCCCS Arizona Health Care Cost Containment System Accountability, Community, Innovation, Leadership, Passion, Quality, Respect, Courage, Teamwork The Arizona Health Care Cost Containment System (AHCCCS), Arizona’s Medic…
Skills: Fraud investigation, Data analysis, Case management, Interviewing techniques, Report writing
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Job Title: Engineer I - Data Engineer Location: Block 23 What you'll do: As an Engineer I, you are responsible for designing, building, evaluating and implementing critical components of the enterprise data platform to s…
Skills: Azure Data Factory, Azure Synapse Analytics, Azure DevOps, ETL, Data pipeline
Work With The Best We are building the premier outdoor living company in the country by creating a “family of family companies” across the nation. Now you can build your landscaping career with the best, working in one o…
Skills: Accounts payable, Bookkeeping, Invoice processing, Reconciliation, Data entry
The Contracts Manager is responsible for managing the lifecycle and administration of all types of agreements and contracts including drafting, redlining, evaluation, negotiation, compliance, and execution in accordance …
Job Description The Finance Manager will support the objectives of the accounting department while assisting operating departments with forecasting, budget, labor and inventory controls, analysis, auditing as well as ope…
Business Development Manager / Territory Sales Manager – Multifamily (TLL Program) Lock & Key Services Role Summary Drive new business acquisition for Lock & Key's Tenant Liability Waiver (TLL) and rentersinsurance…
Skills: B2B Sales, Business Development, Outbound Prospecting, Cold Calling, Lead Generation
Job Title: Senior Analyst – Analytics & Reporting Location: Biltmore What you'll do: As a Senior Analyst - Analytics and Reporting you'll play a critical role in driving data-driven decision-making across the organizatio…
Skills: Data analysis, Reporting, SQL, Excel, Tableau
Who We Are SwitchThink Solutions is a fast-growing technology company supporting our parent organization, Desert Financial Credit Union, and more than 175 external credit unions nationwide. Our solutions are built on the…
Job Title: Compliance Manager Location: CityScape What you'll do: As a Compliance Manager you'll oversee compliance risk management activities related to the bank's residential mortgage lending operations. This role indi…
Job DetailsLevel: ExperiencedJob Location: Phoenix - Phoenix, AZ 85040Position Type: Full TimeSalary Range: $100,000.00 - $125,000.00 Salary/yearJob Shift: Day ShiftWe are seeking a highly analytical and business-minded …
Arizona Public Service generates reliable, affordable and clean energy for 2.7 million Arizonans. As the state’s largest and longest-serving energy provider, our more than 6,000 dedicated employees power our vision of cr…
Application Deadline: 10/24/2026 Address: 1850 N Central Ave, Suite 2000 Job Family Group: Commercial Sales & Service DIRECTOR, COMMERCIAL RELATIONSHIP MANAGER-ARIZONA Facilitates growth for the Bank through business dev…
What’s Under the Hood DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and imp…
Summer 2027 Internship - Phoenix, AZ - Specialized Mortgage Services
Phoenix, Arizona, United States · On-site
Entry level$400M raised
Job Title: Summer 2027 Internship - Phoenix, AZ - Specialized Mortgage Services Location: Biltmore What you'll do: Launch your career with Western Alliance Bank in our Summer Internship Program! You’ll gain real-life exp…
Skills: Analytical skills, Conceptual skills, Communication skills, Organizational skills, Self-motivation
Staff Engineer II - AI Forward Full Stack Engineer
Phoenix, Arizona, United States · On-site
Senior$400M raised
Job Title: Staff Engineer II - AI Forward Full Stack Engineer Location: Block 23 What you'll do: As a Staff Engineer II, you will provide advanced technical expertise and hands‑on engineering support across Lending techn…
Why You Should Apply for This Job At Freeport-McMoRan, we are committed to providing an employment package that recognizes excellence, encourages safe production and a culture supported by our core values. Here, you’ll f…
Skills: Heap leaching, Copper recovery, Mine planning, Mineral economics, Value modeling
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargo…
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Posted 1d ago
~38 hrs/week
Responsibilities
The role involves providing comprehensive client service support to Financial Advisors and acting as the primary point of contact for client needs. Responsibilities include ensuring operational excellence, managing risk, and deepening client relationships through the bank's service and banking offerings.
Requirements
Candidates should be self-starters with a client-centric mindset and the ability to adapt to new technology platforms. While not strictly required, holding or pursuing FINRA SIE, Series 7, and Series 66 licenses is highly desired.
Full job description
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.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Finance & Accounting jobs are open in Phoenix, AZ right now?
There are currently 1,684 open finance & accounting positions in Phoenix, AZ listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Phoenix, AZ?
Companies currently hiring include H&R Block, Desert Financial Credit Union, Western Alliance Bank, American Express, Arizona Department of Transportation, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Phoenix, AZ?
Yes — 629 of the 1684 open finance & accounting positions offer remote or hybrid work (182 remote, 447 hybrid).
How do I apply for Finance & Accounting jobs in Phoenix, AZ?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.