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Shield Financial Jobs in Nebraska (NOW HIRING)

Butler Machinery Company

Store Manager

Kearney, NE · On-site

SmartDollar - employer-paid financial planning program * Legal Shield/ID Shield products * Voluntary Benefit options - Cancer Insurance/Accident/Hospitalization EOE/Vet/Disability #LI-Onsite

Clarion Home Services Group

Staff Accountant

Omaha, NE · On-site

$65K - $80K/yr

... Legal Shield * 401k with Company Match! * Generous Paid Time Off and 9 Paid Holidays * Compensation: $65,000 - $80,000 base salary with bonus potential What You'll Do: * Prepare financial and ...

Clarion Home Services Grp.

Staff Accountant

Omaha, NE · On-site

$65K - $80K/yr

Legal Shield * 401k with Company Match! * Generous Paid Time Off and 9 Paid Holidays * Compensation: $65,000 - $80,000 base salary with bonus potential What You'll Do: * Prepare financial and ...

Clarion Home Services Group

Drain Tech

Omaha, NE · On-site

$20 - $25/hr

... Shield * 401k with Company Match! * Tuition Reimbursement * Paid Time Off and 9 Paid Holidays ... At Burton, we don't just offer a job; we offer a path to professional mastery and financial ...

Clarion Home Services Grp.

Drain Tech

Omaha, NE · On-site

$20 - $25/hr

Legal Shield * 401k with Company Match! * Tuition Reimbursement * Paid Time Off and 9 Paid Holidays ... At Burton, we don't just offer a job; we offer a path to professional mastery and financial ...

Propak

Sit Down Forklift Driver

Omaha, NE · On-site

$19.50/hr

Medical, Dental, and Vision Insurance - 3 medical plan options through Blue Cross Blue Shield with ... Financial Wellness Consultant. * Flexible Benefits - Multiple plan options to fit your needs and ...

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Shield Financial information

What is Shield Financial and what services do they provide?

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 typically 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, and why are they important?

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 Nebraska? For Shield Financial jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Shield Financial jobs in Nebraska look for? The top searched job categories for Shield Financial jobs in Nebraska are:
What cities in Nebraska are hiring for Shield Financial jobs? Cities in Nebraska with the most Shield Financial job openings:
Shield Financial jobs near you
Mgr Investments & Reporting

Mgr Investments & Reporting

Blue Cross and Blue Shield of Nebraska

Omaha, NE • Hybrid

Full-time

Posted 10 days ago

Blue Cross & Blue Shield Of Nebraska rating

7.7

Company rating: 7.7 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

180th of 277 rated insurance

Job description

At Blue Cross and Blue Shield of Nebraska, we are a mission-driven organization dedicated to championing the health and well-being of our members and the communities we serve.

Our team is the power behind that promise. And, as the industry rapidly evolves and we seek ways to optimize business processes and customer experiences, there's no greater time for forward-thinking professionals like you to join us in delivering on it! As a member of Team Blue, you'll find purpose, opportunities and the support you need to build a meaningful career and make a powerful impact in our community.

This position is responsible for the oversight, analysis, and administration of the organization's investment portfolio, treasury operations, cash management activities, and related financial reporting. This role partners closely with senior finance leadership, investment managers, banking partners, consultants, and auditors to ensure prudent stewardship of assets, effective liquidity management, compliance with investment policies, and accurate financial reporting.
The position combines strategic financial analysis with hands-on operational execution and plays a key role in supporting investment performance, cash flow forecasting, treasury initiatives, GAAP reporting, debt covenant compliance, and long-term financial objectives and other duties as deemed appropriate.
This role is based in the Omaha Metro area with a Hybrid work designation (1-2 days/week) preferred.

What you'll do:

Investment Management & Portfolio Oversight

  • Monitor investment performance, asset allocation, liquidity, and portfolio risk.
  • Execute approved investment transactions and portfolio rebalancing activities.
  • Prepare investment reporting and analysis for leadership and governance committees.
  • Partner with investment managers, consultants, custodians, and banking institutions.

Treasury & Cash Management

  • Oversee daily cash management, liquidity planning, and banking relationships.
  • Develop and maintain short- and long-term cash flow forecasts.
  • Evaluate cash management strategies to preserve capital and optimize returns.
  • Implement and administer treasury policies, controls, and procedures.

Financial Reporting, Accounting & Compliance

  • Prepare and oversee GAAP financial reporting, including STAT-to-GAAP conversions.
  • Perform debt covenant calculations, reporting, and compliance monitoring.
  • Ensure accurate accounting and reconciliation of investment and treasury activities.
  • Coordinate audit support and maintain compliance with accounting and governance requirements.

Strategic Planning & Stakeholder Support

  • Develop financial analyses and recommendations supporting strategic initiatives.
  • Prepare presentations and materials for executive leadership, Finance Leadership, and Board committees.
  • Provide decision support related to investments, treasury operations, and capital management.
  • Serve as a key finance partner across departments and external stakeholders.

To be considered for this position, you must have:

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, ora relatedfieldrequired.
  • Master's degree preferred.
  • Minimum of 8-10 years of progressive experience in treasury, investments, corporate finance, public accounting, accounting, asset management, or institutional investment management.
  • Professional certifications such as CPA, CFA, CTP, or CAIA preferred.

The strongest candidates for this position will also possess:

  • Strong understanding of treasury management, cash flow forecasting, investment management, and capital markets.
  • Knowledge of GAAP financial reporting, statutory accounting principles, and financial statement preparation.
  • Experience with STAT-to-GAAP conversions and debt covenant compliance reporting.
  • Understanding ofinvestment accounting, portfolio analytics, benchmarking, and fair value reporting (ASC 820).
  • Advanced Excel modeling and financial analysis skills.
  • Strong presentation and reporting capabilities.

Learn more about what makes BCBSNE such an exceptional place to work by visiting NebraskaBlue.com/Careers.

We strongly believe that diversity of experience, perspective and background will lead to a better workplace for our employees and a better product for our customers and members.

What Blue Cross & Blue Shield Of Nebraska employees say

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