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Shield Financial Jobs in Raleigh, NC (NOW HIRING)

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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 Raleigh, NC?

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

What job categories do people searching Shield Financial jobs in Raleigh, NC look for?

The top searched job categories for Shield Financial jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Shield Financial jobs?

Cities near Raleigh, NC with the most Shield Financial job openings:

Infographic showing various Shield Financial job openings in Raleigh, NC as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% Remote job distribution.

Principal Strategic Advisor, Provider-Side Care Delivery Strategy

Blue Cross And Blue Shield of North Carolina

Durham, NC • On-site

$98K - $129K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday


Blue Cross and Blue Shield of North Carolina rating

7.8

Company rating: 7.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

193rd of 308 rated insurance


Job description

Job Description

CuraCor Solutions is seeking a Principal Strategic Advisor with deep expertise in provider-side strategy and care delivery transformation to join our growing Care Delivery Services team. In this role, you will help drive health care innovation by shaping implementation-ready provider strategies, informed by rigorous market intelligence and advanced data insights, that accelerate our care delivery vision. Acting as a trusted advisor to senior leaders, you will lead and collaborate across the organization to translate complex market dynamics, analytically derived insights, and operational realities into clear, actionable strategic recommendations across near-, mid-, and long-term horizons. The ideal candidate is a relationship oriented strategic leader and critical thinker with an agile mindset - comfortable challenging assumptions, navigating ambiguity, and operating at the intersection of strategy and execution in an evolving payvider environment.
About The Care Delivery Services Team:
Within our Diversified Business Group, the Care Delivery Services team leads strategy co development, execution support, and alliance management for CuraCor Solutions' care delivery assets, including FastMed and Alo | Avance Care. The team was established to help expand consumer access to affordable, high-quality care, improve the end-to-end consumer experience by reducing friction across the care journey, and support the long-term financial sustainability of the Enterprise.
As a Principal Strategic Advisor, you will play a key role in enabling the strategic development and success of these care delivery platforms - partnering with leaders to inform direction, translate strategy into implementation-ready frameworks, and drive performance at multiple levels.
If you are energized by the opportunity to join a growing subsidiary focused on accelerating a new business platform and helping the Enterprise achieve its long-term goals, this role offers a unique opportunity to make a meaningful impact.

What You'll Do

  • Drive development of near to midterm strategy (1-3 years) for CuraCor's care delivery assets, partnering closely with longterm strategy teams to codevelop and ensure alignment with enterprisewide 5+ year strategic visions.

  • Develop asset-level care delivery strategies for FastMed and Alo | Avance Care that translate market insights, performance trends, and competitive dynamics into clear strategic direction and implementationready roadmaps.

  • Shape strategies for adding, scaling, and optimizing high-margin services and service lines within existing provider platforms to drive near-to-mid-term growth and support long-term value creation.

  • Guide strategies to maximize service line economics, leveraging operational and commercial levers across areas such as revenue cycle management (RCM), cost structure, throughput, pricing, and demand generation.

  • Design and advance crossenterprise strategies that align CuraCor's care delivery assets with Blue Cross NC to drive collective value, accelerate the payvider vision, and support enterprisewide growth and innovation.

  • Serve as a trusted strategic advisor to senior leaders across CuraCor, our care delivery assets, and Blue Cross NC - facilitating alignment, shaping priorities, and guiding complex, multistakeholder strategy development efforts.

  • Proactively deliver rigorous market and competitive intelligence, staying current on industry trends, care delivery innovation, and evolving payerprovider models to inform assets' strategy and competitive advantage.

  • Guide analytical focus and synthesize insights from financial, operational, payer, and market data, translating analytically derived findings into clear narratives, scenarios, and decision frameworks that inform executive-level strategy discussions and decision-making.

  • Develop implementationready strategic recommendations that bridge strategy and execution, ensuring clarity on strategic intent, tradeoffs, and paths to impact without owning daytoday operations.

  • Partner with long-term strategy and corporate development teams to provide strategic input on the value of additional care delivery partnerships and transactions.

What You Bring

  • Bachelor's degree or advanced degree (where required)

  • 8+ years of experience in related field.

  • In lieu of degree, 10+ years of experience in related field.

Preferred Qualifications:

  • Demonstrated experience (8+ year) developing implementationready, providerside strategies across health systems and ambulatory care settings, including adding and scaling highmargin services and service lines and developing strategies to support and maximize service line economics through levers such as RCM, pricing, cost structure, and demand generation.

  • Strong strategic and financial acumen, with experience in business case development and modeling to inform executive decisionmaking related to growth, profitability, and investment prioritization.

  • Comfort working with complex financial, operational, payer, and market data, with the ability to guide analytical focus and interpret outputs from analytics tools and teams (hands-on execution not required).

  • Strong communication and executive presence, with experience developing clear, compelling materials (e.g. PowerPoint and Excel) and narratives to support senior-level strategy discussions and alignment.

    WhatYou'llGet

    • The opportunity to work at thecutting edgeof health care delivery with a teamthat'sdeeply invested in the community

    • Work-life balance, flexibility, and the autonomy to dogreat work

    • Medical, dental, and vision coverage along withnumeroushealth and wellness programs

    • Parental leave and support plus adoption and surrogacyassistance

    • Career development programs and tuition reimbursement for continued education

    • 401k match including an annual company contribution

    • Learn more

    WhereYou'llWork

    Our Hybrid Flex approach is builton presencewith a purpose - giving you flexibility to work remotely with intentional in-person connection - that supports a workplacethat'sflexible, connected, and future focused.

    In a Hybrid-Flex role,you'llwork in the office at least two days a week for collaboration and connection. In a Remote Flex role,you'llwork virtually, with a few in-office visits each year formeaningfulmoments that matter.

    Whether your role is Hybrid Flex or Remote Flex depends on the nature of the work and distance from our Durham headquarters. We welcome candidates from outside the local area and in any states listed on this job posting. Onsite expectations will be discussed during the interview process.

    Salary Range

    At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs.Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs.

    Based on annual corporate goal achievement and individual performance.

    $130,560.00 - $208,896.00

    Skills

    Business Strategy Development, Corporate Strategy Planning, Ideas Development, Innovation, Job Search, Leadership, People Management, Strategic Planning, Strategy Development, Strategy Plan

    _____________________________________________________________________
    JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com.


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