Shield Financial Group Jobs in Usa

PAX Financial Group is hiring experienced Financial Planners to serve as guides for clients who seek unbiased, quality financial expertise through the delivery of behavioral finance, holistic financial planning and plan execution. PAX Financial Planners are full-time employees who serve as fee-based fiduciaries.

Minimum Candidate Qualities:

• 4-year college degree from an accredited university
• CFP designation
• FINRA Series 66 (or 65 & 63), may be obtained post-hire
• Strong business, economic and investment acumen
• Strong verbal, written and interpersonal communication skills
• Strong technology aptitude and ability to manage multiple priorities
• Ability and patience to listen with empathy
• Ability to thrive in a highly collaborative environment
• Ability to create and foster strong partnerships with employees and business partners
• Healthy compliance record in prior position(s) and ability to operate as a fiduciary
• Demonstrated ability to facilitate and execute a results-oriented sales process
• Current authorization to work within the US

PAX Financial Group Offers:

• Sponsorship of industry licensing and credentialing
• Administrative, marketing, trade execution, and financial planning support for advisors
• Personal office space with shared conference and meeting rooms
• State of the art tools in CRM, planning software and behavioral finance
• Company-sponsored employee events
• Paid Time Off
• Comprehensive health benefits package
• Defined Contribution retirement package
• A warm, welcoming culture built on teamwork, trust and encouragement of one another

About PAX Financial Group:

• Started in 2007 by three Texas industry veterans
• Widely recognized by independent companies for rapid growth and employee satisfaction
• Dave Ramsey SmartVestor Pro provider
• Investment recommendations are made by an internal investment committee
• Custody through TD Ameritrade with SIPC on all accounts
• PAX advisors are compensated by salary plus incentives
• PAX advisors are independent advisors and do not offer clients proprietary products

About our CEO, Darryl Lyons:

• Author of three books: Small Business Big Pressure: A Faith Based Approach to Guide the Ambitious Entrepreneur, 18 to 80: A Simple and Practical Guide to Money and Retirement for all Ages, The Grand Money Chasm: Ten Effective Strategies to Build A Money Legacy Within Your Grandchildren
• Serves on Dave Ramsey's exclusive Investment Council
• Received naming honor by San Antonio Mayor Julian Castro for Darryl W. Lyons Park
• Guest writer for San Antonio Business Journal, San Antonio Express News, and

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

• Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
• Own and manage incoming projects, ensuring alignment with business goals and timelines.

System Enhancement & Support

• Lead enhancements and troubleshoot issues across the SAP ecosystem.
• Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.

Quality & Documentation

• Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
• Assist with audit and security activities to maintain data integrity and compliance.

Technology Leadership & Learning

• Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
• Build expertise in SAP technologies including:
• Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
• Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
• Scheduling & Reporting: Control-M, SAP Fiori Tiles

Continuous Improvement

• Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

• Previous experience working with financial systems such as SAP.
• Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
• Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
• Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
• Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
• Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
  

Preferred Qualifications:

• 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
• Hands-on experience with SAP modules such as ABAP and FPSL.
• Bachelor's degree in Computer Science, Finance, Business, or a related field.
• Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
• Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
• Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
  

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. Ifyou'reina commutable distance (90 minutes)you'lljoin us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

LHC Group is hiring for a Financial Intake Specialist in Frederick, MD! Hourly Rate: $17 - $20 depending on experience.

Verifies insurance eligibility and benefits of prospects/referrals and determines LHC rate requirements as it relates to in or out of network coverage on a daily basis in an accurate and timely manner. Communicates patient benefits in a timely manner using the appropriate legacy system and associated software application as found in patient notes, tasks, workflow, email and or phone calls with our agencies. Documents and forwards patient deductible, out-of-pocket expense, lifetime maximum, home health or hospice days, and patient responsibility to agency in an accurate and timely manner. Reviews and replies to branch location's urgent requests in a timely and accurate manner. Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner. Obtains all authorization as needed from payer for services ordered/requested in a timely manner. Documents specific details related to the authorization including effective and end dates using the appropriate legacy system and associated software application via patient notes, authorizations, tasks, workflow, phone calls and/or email. Serves as a liaison between the branch location and the payer on a regular basis. Coordinates and communicates with the branch location regarding any changes or updates from the payer in a timely manner. Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner. Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner. Problem solves independently before referring issues to the Supervisor/Manager for resolution. Performs eligibility and or similar, comparable, or related duties as may be required or assigned.

Formal Education: High School Diploma or equivalent

Experience: 1 year Insurance verification and authorization experience required. Revenue cycle experience desired.

Excellent oral and written communication skills. Excellent organizational and analytical skills. Independent thinker.

Basic PC skills including PC based applications (MS Word, Excel). Mathematical aptitude. Detail Oriented

Company Overview: LHC Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. At LHC Group we are proud to offer benefits that support your physical and emotional wellbeing.

Director, Financial Planning & Analysis (FP&A)

A private equity–backed growth company is seeking a Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, and strategic analysis across the organization.

This role will partner directly with the CFO and executive leadership team to drive data-driven decision making, improve financial visibility, and support strategic growth initiatives. The Director of FP&A will play a key role in building scalable financial infrastructure and delivering insights that drive operational and financial performance.

This is an excellent opportunity for a hands-on finance leader with strong financial modeling, forecasting, and strategic analysis experience who enjoys operating close to the business.

Key Responsibilities

• Lead financial planning and analysis (FP&A) activities including budgeting, forecasting, and long-range planning
• Build and maintain integrated financial models across the income statement, balance sheet, and cash flow
• Monitor liquidity, capital structure, and lender covenant compliance
• Perform contribution margin and profitability analysis across products, business lines, and operating segments
• Develop scenario modeling and "what-if" analysis to support pricing, growth initiatives, and operational decisions
• Evaluate ROI for new products, investments, and strategic initiatives
• Prepare executive leadership and Board-level financial reporting
• Track and analyze KPIs, operational performance metrics, and growth initiatives
• Provide competitive analysis, market insights, and strategic planning support

Qualifications

• 8+ years of experience in FP&A, corporate finance, investment banking, or strategic finance
• Experience working with private equity or PE-backed portfolio companies preferred
• Strong financial modeling, forecasting, and budgeting experience
• Advanced Excel and financial analysis skills
• Ability to translate complex financial data into actionable business insights
• Strong communication skills with experience partnering with executive leadership

Why This Opportunity

• Highly visible role working closely with executive leadership and investors
• Opportunity to build and scale the FP&A function
• Join a growing company backed by institutional capital
• Meaningful impact on financial strategy, growth initiatives, and operational performance

Financial Compliance and Reporting Consultant

Pay: $48.11 per hour (Weekly Pay)

Location: Phoenix, Arizona 85007 (Hybrid)

Schedule Details: Monday - Friday | 8 AM - 5 PM

• 3 Days in Office, 2 Days at Home

Job Summary

Working in a consultative capacity under direction from the DES Deputy Accounting Administrator, this position provides high-level financial and governmental accounting expertise to the Department and programmatic management, the General Accounting Office (GAO), and the Auditor General's Office (AGO).

The primary focus of this consultant-type role is to review multiple bank accounts, advise on

proper reconciliation procedures and oversight, and establish robust checks and balances for Annual Comprehensive Financial Report (ACFR) reporting.

The role requires deep knowledge of Governmental Accounting Standards Board (GASB) pronouncements, State of Arizona Accounting Manual (SAAM) policies, risk mitigation, and continuous process

improvement.

Responsibilities

• Consultation & Bank Reconciliation Oversight Evaluates and reviews multiple bank accounts to ensure accuracy and procedural compliance.
• Advises management on designing and implementing proper reconciliation procedures, establishing oversight mechanisms, and mitigating financial risks.
• ACFR Checks & Balances Establishes and monitors critical checks and balances for the compilation of the ACFR.
• Works closely with program partners to ensure financial schedules are completed timely and in strict alignment with the ACFR, Schedule of Expenditure of Federal Award (SEFA), and Single Audit guidelines.
• GASB & Governmental Accounting Expertise
• Serves as a Subject Matter Expert (SME) to research, interpret, and implement new GASB pronouncements to ensure the organization remains in full compliance.
• Ensures all complex financial statements and reports are in strict accordance with both Generally
• Accepted Accounting Principles (GAAP) and GASB standards.
• Internal Controls & Process Improvement
• Provides comprehensive financial and accounting expertise to DES management and external partners.
• Participates in the establishment of guidelines and policies, specifically advising on internal accounting controls, reconciliation oversight, and ACFR reporting procedures.

Required Knowledge

• Generally Accepted Accounting Principles (GAAP) and Governmental
• Accounting Standards Board (GASB) standards.
• Extensive knowledge of Federal, State, and local laws regarding the ACFR,SEFA, and the Single Audit.
• Best practices in accounting trends, bank reconciliation oversight, and internal controls.

Required Skills / Abilities

• Advanced techniques are required to evaluate and maintain accounting records through automated systems.
• Internal consulting, identifying problems, and recommending solutions in a clear, concise, and proactive manner.
• Developing and recommending revisions to governing policies and procedures.
• Work independently as an internal consultant and make mature business decisions.
• Demonstrate excellence in managing ACFR deliverables, establishing checks and balances, and evaluating financial reports.
• Establish and maintain effective working relationships with managers and all stakeholders in an advisory capacity.

Required Education, Licensure, Certification

• A Bachelor's Degree in accounting, finance, or a closely related field.
• A minimum of five years of accounting experience.

Preferred Education, Licensure, Certification

• Strongly Preferred: Active Certified Public Accountant (CPA) license.
• Expert-level knowledge and hands-on application of GASB standards, fund accounting, and governmental financial reporting.
• Demonstrable experience with the preparation and review of an ACFR.
• A minimum of 5 years of progressive accounting experience, with at least 3 years spent directly within a government agency, municipality, school district, or public accounting firm specializing in governmental audits

Role overview

We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. This role is ideal for a licensed or near-licensed advisor who enjoys relationship management, follow-through, and helping clients stay on track with their plan.

Key responsibilities

Client service and annual reviews

• Prepare and deliver year-end / annual review meetings, including plan updates, goal tracking, and action-item follow-up
• Conduct client check-ins, manage service requests, and coordinate next steps with internal team members
• Maintain a high-touch client experience by proactively anticipating needs and providing clear, timely communication

Planning support and implementation

• Support the advisor team with financial planning inputs and ongoing plan maintenance (data gathering, account updates, recommendations support, implementation follow-through)
• Assist with retirement planning conversations and client education, ensuring recommendations align with the client’s objectives and risk profile
• Coordinate implementation tasks across custodians, carriers, and internal stakeholders (as applicable)

Client administration and compliance support

• Document meeting notes, recommendations, and service activity in the firm’s CRM and workflow system
• Support basic suitability/compliance documentation, client file maintenance, and follow established supervisory procedures (as applicable)
• Track open items and ensure completion of client deliverables within expected timelines