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Shield Financial Jobs in Virginia (NOW HIRING)

SEACORP

Financial Analyst I, II, III, IV

Norfolk, VA · On-site

SEACORP is seeking a well-qualified Financial Analyst I, II, III, IV . Primary Duties and ... Choice of two medical insurance programs through Blue Cross & Blue Shield. * Dental Benefits: A ...

Aim Transportation Solutions

Be Seen First

Diesel Fleet Technician - First Shift

Alexandria, VA · On-site

$28 - $34/hr

Anthem Blue Cross/Blue Shield Coverage * 401K and Company Match * Paid Time Off * Company Paid Life ... We are family-owned and financially strong. Aim Transportation Solutions has been in business for ...

Aim Transportation Solutions

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Heavy Duty Diesel Mechanic - First Shift

Fairfax, VA · On-site

$28 - $34/hr

Anthem Blue Cross/Blue Shield Coverage * 401K and Company Match * Paid Time Off * Company Paid Life ... We are family-owned and financially strong. Aim Transportation Solutions has been in business for ...

Herdt Consulting Inc

Program Manager (1029)

Alexandria, VA · On-site

$140K - $190K/yr

Competitive Medical (Blue Cross Blue Shield), Dental, and Vision insurance. * Financial Security: 401K program with Fidelity (including company match) and Flexible Spending Account (FSA). * Insurance:

Logical Paradigm

Junior Business Analyst

Herndon, VA

$27.25 - $36.50/hr

Anthem, Blue cross Blue Shield, United Health Group, Financial: Bank of America, World Bank, Wells Fargo, JP Morgan Chase, Fannie Mae, Master Card Retail: Walmart, Lowes, Home Depot, Insurance: Geico ...

Logical Paradigm

Junior Business Analyst

Herndon, VA · On-site

$27.25 - $36.50/hr

Anthem, Blue cross Blue Shield, United Health Group, Financial: Bank of America, World Bank, Wells Fargo, JP Morgan Chase, Fannie Mae, Master Card Retail: Walmart, Lowes, Home Depot, Insurance: Geico ...

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

Senior Accountant

Spartan Shield Solutions LLC

Arlington, VA • On-site

$80K - $90K/yr

Full-time

PTO

Re-posted 13 days ago

Job description

*Please no recruiting agencies. We handle all recruiting in-house. Spartan Shield Solutions is a rapidly growing veteran-owned Fractional CFO and Outsourced Accounting firm based in Arlington, VA. We serve organizations across all industries, with a focus on government contractors. Spartan Shield works closely with its clients to improve operations, productivity and organization while meeting compliance requirements. We do this through increasing access to up-to-date financial information, reducing inefficiencies and freeing senior management to focus more on revenue generating activities. Spartan Shield is seeking a knowledgeable, driven individual to help the continued success of the company and the clients we support in a Costpoint Senior Accountant capacity. The Senior Accountant will work closely with the CFO and Controller to deliver superb accounting services. Successful candidates MUST have government contracting as well as Costpoint and/or Unanet software experience. Spartan Shield offers competitive salaries and a comprehensive benefits package.A quality work-life balance is a top priority; therefore, we provide a generous PTO policy and telecommuting options. This role is a hybrid position, asking candidates to occasionally come into the office in Arlington, VA for meetings or conferences. Otherwise, may work remotely QUALIFICATIONSA Bachelor's or above in accounting or equivalent work experience5+ years of accounting experience3+ years of Government Contractor or Construction experienceMust have experience with Deltek Costpoint and/or Unanet softwareProficiency in at least one of the following additional software programs a plus: QuickBooks Online, Microsoft Dynamics, Jamis, QuickBooks DesktopCPA is a plusFamiliarity with GAAP, cost accounting requiredFamiliarity with FAR required Advanced Excel skills and proficiency in other standard office applicationsStrong problem solving and reasoningAble to prioritize and meet multiple competing deadlinesExcellent written and oral communicationMust be eligible to work in the United States and not require sponsorship now or in the futureRESPONSIBILITIESProvide superior customer serviceReview of accounts payable and cash disbursements for multiple clientsPreparation of billingsReview of billings and receivablesPerform bank and other account reconciliationsPrepare journal entries and month-end closings, including financial statement preparationProcess and administer payrollAssist with support for annual tax and compliance filingsAssist with preparation of budgetsAssist with support for financial auditsBenefits:Simple IRA and IRA matchingSTD/LTD/Life InsuranceHealth insuranceVision insuranceDental insuranceAnnual performance bonusAdditional bonus opportunitiesFlexible spending accountPaid time off Spartan Shield Solutions provides equal employment opportunities for all applicants and employees, regardless of race, religion, gender, national origin, age, disability, marital status, or veteran status.