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Shield Financial Jobs in Springfield, OH (NOW HIRING)

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 cities near Springfield, OH are hiring for Shield Financial jobs?

Cities near Springfield, OH with the most Shield Financial job openings:

Small Business Specialist

City of Springfield, OH

Springfield, OH • On-site

$51K - $65K/yr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago


Job description

Salary : $51,126.40 - $65,291.20 Annually
Location : 76 E. High Street, Springfield, OH
Job Type: Administrative Position (full-time)
Job Number: 2500404
Department: City Manager's Office
Division: City Manager's Office
Opening Date: 06/26/2026
Job Description
The City of Springfield is accepting applications for the unclassified position of Small Business Specialist!
The Small Business Specialist supports the City's efforts to grow the local economy through business retention, expansion, attraction, and small business development initiatives. Working under the Economic Development Manager, this role serves as a liaison between the City, businesses, developers, and regional partners, with responsibilities such as program coordination, business outreach, data tracking, and resource connection.
Examples of Duties
Economic Development & Business Support
  • Assist with implementation of economic development strategies and initiatives.
  • Serve as a point of contact for businesses, with a focus on small and minority/female-owned businesses.
  • Conduct business retention and expansion outreach.
  • Support business attraction efforts with data and site information.
  • Maintain accurate records and track outcomes to support a data-driven approach.

Small Business Engagement
  • Assist with workshops, outreach, and small business programming.
  • Work with business clients on bidding procedures, bid specifications, bid submittal, contract award, administration, technical assistance, and joint venture development.
  • Connect businesses to financial and technical resources.
  • Promote City programs, certifications, and funding opportunities.
  • Identify barriers and recommend process improvements.

Program Support & Reporting
  • Track participation and maintain program records.
  • Assist with reports, dashboards, and performance metrics.
  • Support compliance with applicable requirements.
  • Help develop public-facing materials and communications.

Community & Partner Coordination
  • Coordinate with partners (e.g., SBDC, Greater Springfield Partnership, Dayton Development Coalition, OhioMeansJobs etc.)
  • Assist with events, meetings, and community engagement.
  • Build and maintain relationships with businesses and stakeholders.

Research & Administrative Support
  • Conduct research on economic trends and opportunities.
  • Prepare reports, presentations, and materials.
  • Support grants, incentives, and project tracking.
  • Perform all other job related duties as assigned.

Qualifications
  • Bachelor's degree in a related field or an equivalent combination of education and experience.
  • Must possess and maintain a valid Ohio driver's license and meet and maintain insurability under the City's insurance plan.
  • One to three years of relevant professional experience preferred.

Knowledge, Skills and Abilities
  • Knowledge of economic development principles and local government operations.
  • Strong written and verbal communication, organizational, and analytical skills.
  • Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Experience with coding or a willingness to learn is preferred.
  • Experience working with diverse stakeholders.
  • Detail-oriented, collaborative, and service-driven.
  • Comfortable in a data-driven, accountability-focused environment.

Join a collaborative, results-driven team dedicated to supporting Springfield's growth and strengthening our community. We value accountability, data-informed decision-making, teamwork, and continuous improvement. This is a fast-paced, mission-driven environment where your work will have a direct impact on the City's success. If you are motivated, team-oriented, and passionate about making a difference, we encourage you to apply!
Applications will be reviewed as they are received, and the position may be filled at any time. To ensure full consideration, early submission is strongly encouraged.
The City of Springfield is committed to a diverse workforce as it enriches and strengthens how we advance our mission. We are proud to be an equal opportunity employer, welcoming applications from all individuals, regardless of race, gender, sexual orientation, religion, ethnicity, national origin, disability, and all the other characteristics that make us unique. Our goal is to be the place where a diverse mix of talented people want to work.
HEALTH BENEFITS
Employees pay 15% of the monthly medical insurance premium through Anthem Blue Cross Blue Shield, which includes prescription coverage. Single and family coverage is available. The City health care plan is a high deductible healthcare plan. You will become eligible for medical insurance on the first of the month following your start date, or on your start date if you start on the first of the month.
HEALTH SAVINGS ACCOUNT
Each year the City deposits 75% of your health insurance deductible amount into an HSA account in your name if you participate in the annual wellness screening. If you choose not to participate in the wellness screening, the City will deposit 50%.
DENTAL
The City pays half of the full premium up to a maximum of $30 per month for dental.
LIFE INSURANCE
The City pays 100% of the premium for term life insurance to all active permanent, full-time employees. Hourly employees receive $15,000 of coverage; salaried, professional, and management employees receive $50,000.
RETIREMENT PENSION
The City contributes 14% monthly toward retirement benefits offered through the Ohio Public Employee Retirement System (OPERS). The employee's share is 10% of their gross salary.
RETIREMENT SAVINGS
You have the option to enroll in a voluntary retirement savings plan, such as a 457(b) deferred compensation plan or Roth IRA.
VACATION
New full-time employees receive 80 hours of vacation upon hire. Following six months of service, you receive an additional 24 hours. At one year of service, you accumulate vacation at a rate of 0.0769 per hour, or 20 days per year.
SICK LEAVE
All employees accrue sick leave at the rate of 0.0575 hours per hour, or approximately 15 days per year.
PERSONAL LEAVE
After six months of service, you receive two personal days, or 16 hours, per year.
HOLIDAYS
The City observes 13 holidays per year.
FITNESS CENTER
You have 24/7 access to a fitness center located in City Hall. The center includes a variety of commercial equipment including cardio and resistance machines and free weights.
EXPERIENCE PAY
Experience Pay will start after 5 years of service, which grants additional compensation to employees who have completed five or more years of total service with the City.
TUITION REIMBURSEMENT
All permanent full-time employees are eligible to participate in the City's Tuition Reimbursement plan, provided they have at least one year of continuous service with the City and it is subject to policy terms and conditions.