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Shield Financial Jobs in Dothan, AL (NOW HIRING)

Carr, Riggs & Ingram

Executive Coordinator

Enterprise, AL · On-site

$21.50 - $29/hr

This role ensures accurate financial records through QuickBooks and approved manual processes while ... Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision ...

All JobsShield Financial JobsShield Financial Jobs in Dothan, AL

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 cities near Dothan, AL are hiring for Shield Financial jobs? Cities near Dothan, AL with the most Shield Financial job openings:
Shield Financial jobs near you
Shift Leader - Hiring Immediately

Shift Leader - Hiring Immediately

Wharf Casual Seafood

Marianna, FL

$14 - $17/hr

Full-time

Medical

Posted 26 days ago

Job description

Shift Leader

$14-17/hr Blue Cross Blue Shield Health Insurance, Discounted Meals, Paid Training, Flexible Schedule, and Growth Potential

Benefits for Eligible Employees Include: 
  • Blue Cross Blue Shield Health Insurance
  • Discounted Meals
  • Paid Training
  • Flexible Schedule
  • Growth Potential
Shift Leaders are hourly managers that work in the restaurant some days and manage the restaurant other days.

Requirements for the job
  • Strong communication and ability to work well in a team
  • Manage employees, including hiring and training
  • Address performance issues quickly and respectfully by coaching, counseling, and managing conflicts
  • Prepare shift schedules
  • Work in deployment with the staff on some shifts
  • Keep detailed records of costs and revenues
  • Achieve restaurant sales and financial objectives
  • Possess extensive food and beverage knowledge
  • Ensure compliance with safety and cleanliness standards
  • Deliver exceptional and memorable customer experiences

Apply