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Shield Financial Jobs in Utah (NOW HIRING)

Slant

Customer Operations Specialists

Lehi, UT · On-site

$60K - $80K/yr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million ... shield to our developers. Our Customer Operations Specialists know which things are worthy of ...

Slant

Customer Success Manager

Lehi, UT · On-site

$60K - $80K/yr

About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million ... shield to our developers. Our CSMs know which things are worthy of escalating to engineering and ...

Heihotels

$15.25 - $19.75/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

$17 - $18/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 ...

eBay, Inc.

Seller Risk Policy Manager

Draper, UT · On-site

... shield buyers and eBay from fraud and abuse. Our team manages the strategy and foundational ... Develop seller lifecycle risk approaches across listing, transaction, payout, financial instruments ...

eBay

Seller Risk Policy Manager

Salt Lake City, UT · On-site

... shield buyers and eBay from fraud and abuse. Our team manages the strategy and foundational ... Develop seller lifecycle risk approaches across listing, transaction, payout, financial instruments ...

Heihotels

... 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 ...

HEI Hotels and Resorts

Night Audit

Salt Lake City, UT · On-site

$17 - $18/hr

No Overview Perform the night audit operations to ensure the maintenance of financial controls, and ... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ...

HEI Hotels and Resorts

Laundry Attendant

Salt Lake City, UT · On-site

$13 - $16/hr

... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ... For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal ...

Heihotels

$13.75 - $18.75/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

$13.25 - $16.25/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 ...

HEI Hotels and Resorts

Hostess

Salt Lake City, UT · On-site

$13.50 - $18.50/hr

... Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and ... For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal ...

Heihotels

... 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 ...

Propak

Sit Down Forklift Operator

Salt Lake City, UT · On-site

$18/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 ...

Heihotels

$13.75 - $16.50/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

$15 - $17.25/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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All JobsShield Financial JobsShield Financial Jobs in Utah

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 Utah? For Shield Financial jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Shield Financial jobs in Utah look for? The top searched job categories for Shield Financial jobs in Utah are:
What cities in Utah are hiring for Shield Financial jobs? Cities in Utah with the most Shield Financial job openings:
Shield Financial jobs near you
Infographic showing various Shield Financial job openings in Utah as of July 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 100% In-person job distribution.
Customer Operations Specialists

Customer Operations Specialists

Slant

Lehi, UT • On-site

$60K - $80K/yr

Full-time

Posted 24 days ago

Job description

About Slant
Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice.
Legacy software is ripe to be disrupted by AI native solutions in every industry. Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either been acquired by larger companies or received a majority PE investment. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software. We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day.
We strive for excellence at Slant - we don't want to build something OK, we want to build something amazing.
Financial advisors pride themselves on the fact that they really care about customer service. They answer the phone when customers call, and they take pride in being ready and available to help their clients. So do we. The focus on the customer operations team is to be the front line of support for our customers.
We are looking for Customer Operations Specialists who want to help the amazing financial advisors using Slant. At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar. Whatever it is, they deserve quick help and great service.
Job Description
1. Answer and guide customers with support requests
2. Work with Customer Success to help on various imports and customer tasks
3. Be both an advocate for our customers & a shield to our developers. Our Customer Operations Specialists know which things are worthy of escalating to engineering and which things can wait. They can cut through the noise of one-off emails and distill them into meaningful feature requests.
4. Be a great communicator. Our customer operations specialists speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our team knows how to speak both languages.
5. Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more.
6. Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together
Ideal Candidate
1. 1-2 years tech/software experience
2. Has experience or an understanding of how financial advisors work

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