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Shield Financial Jobs in Colorado (NOW HIRING)

UPSTATE COIN & GOLD

Salesforce Engineer

Centennial, CO · On-site +1

$54.75 - $72.50/hr

Deep understanding of Salesforce Shield, advanced sharing models, and encryption to protect sensitive financial and customer data. * Education & Certifications: Bachelor's degree in Computer Science ...

Legal Shield Corp

Director of Tax

Denver, CO · On-site

$130K/yr

Reporting directly to the CFO, you will be the company's senior tax authority - setting tax strategy, managing external compliance advisors, leading audits, calculating provisions, and ensuring every ...

AWP Safety

Yard Tech

Frederick, CO · On-site

$18.81 - $22/hr

... Identity Shield, Accident, and Critical Illness * Company paid 50k in basic life insurance ... financial, and/or other benefits, dependent on the level and position offered. AWP Safety is an ...

AWP Safety

Yard Tech

Frederick, CO · On-site

$18.81 - $22/hr

... Identity Shield, Accident, and Critical Illness * Company paid 50k in basic life insurance ... financial, and/or other benefits, dependent on the level and position offered. AWP Safety is an ...

Heihotels

Housekeeping Room Attendant

Basalt, CO · On-site

$22/hr

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

Heihotels

Housekeeping Room Attendant

Basalt, CO · On-site

$22/hr

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

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Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.

What are popular job titles related to Shield Financial jobs in Colorado?

For Shield Financial jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Shield Financial jobs in Colorado look for?

The top searched job categories for Shield Financial jobs in Colorado are:

What cities in Colorado are hiring for Shield Financial jobs?

Cities in Colorado with the most Shield Financial job openings:

Shield Financial jobs near you

Audit Intern - Spring 2027 (Colorado Springs, CO)

Carr Riggs & Ingram

Colorado Springs, CO • On-site

$14.75 - $19.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Carr, Riggs & Ingram rating

7.6

Company rating: 7.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

17th of 22 rated bookkeepers and accountants

Job description

AUDIT INTERN - SPRING 2027
CapinCrouse, now part of CRI, serves more than 1,600 mission-focused nonprofit organizations nationwide by providing support in the key areas of financial integrity and security. Our exclusive focus on nonprofits offers you significant potential for professional growth.
We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone-from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.
Essential Functions:
  • Perform substantive auditing procedures in assigned areas
  • Obtain an understanding of the work to be performed and the purpose of the work
  • Prepare working papers which adequately document the tests performed and procedures followed to substantiate conclusions reached
  • Be alert to the proper and consistent application of accounting principles in performing audit procedures
  • Identify and document control deficiencies or other matters that warrant the attention of management
Qualifications:
  • Two or more years of university education completed by the time of starting the internship required
  • Actively pursuing a bachelor's degree in accounting required
  • Demonstrated written and oral communication skills
  • Demonstrated ability to work independently and as a team.
  • Familiarity with Microsoft Office software (Word, Access, Excel, PowerPoint)
  • Ability and willingness to work cooperatively with others.
  • High degree of discretion dealing with confidential information.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CapinCrouse Advisors will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.
We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.
CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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