Shield Financial Services Jobs in Usa
18,354 positions found — Page 3
In this role, you will work directly with clients who have requested information about life insurance and financial protection programs.
You’ll be trained to guide clients through their options and help them secure the right coverage for their needs.
This is a performance-based opportunity with strong income potential, ongoing training, and a clear path to leadership.
Remote working/work at home options are available for this role.
We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor’s degree in Legal Studies or a related field required.
• 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at
Hiring a Financial Counselor in Anaheim, CA!
- Fully On-Site in Anaheim
- M-F 8am-4:30pm
- 6month contract to hire
Required Skills & Experience
- Experience with insurance verification
- Strong understanding of deductibles, copays, and coinsurance
- Knowledge of authorization requirements
- Experience with claim submission and follow-up
- Understanding of payer types including Commercial, Medicare, Medi‑Cal, HMO, and PPO
- Ability to clearly explain benefits and how they impact a patient’s bill
- Comfortable collecting payments upfront and discussing financial options
- 6+ months experience in a related healthcare financial role
- High School Diploma or GED
Nice to Have Skills & Experience
- Experience in a commercial claims hospital environment
- Familiarity with claims portals or systems
- Prior experience in a high-volume call or business office setting
Job Description
The Financial Counselor supports the Business Office by managing patient financial intake and back-end claims operations. This role is primarily administrative and data-driven, with limited patient-facing interaction, and requires strong knowledge of insurance verification, claims processing, and payer requirements. Approximately 10% of the role involves patient interaction, while the majority focuses on data entry, auditing, claims submission, and high-volume inbound/outbound calls.
In partnership with Guthrie’s leadership team, PFS Director SBO is responsible for developing and executing the strategic vision for The Guthrie Clinic’s patient/guarantor billing and collection functions. This involves managing and coordinating the overall functions of patient/guarantor collection to ensure maximization of cash flow while maintaining patient, provider, and other customer relations. Works closely with administrative leaders, managers, clinical personnel and vendors to ensure effective and efficient self-pay pre-service, point of service and accounts receivables management. Provides direction in managing the activities and functions of analyzing self-pay accounts receivable for collection and aging trends, establishing performance metrics, develops automated and efficient workflows, identifying denial trends that lead to self-pay activity, develops and maintains departmental policies and procedures, establish departmental goals and reports to AVP, Corporate AR Management. Identifies areas of improvement and works collaboratively with appropriate parties for resolution. Directs the management of employees in patient guarantor collection. Maintains advanced knowledge of healthcare and automation of self-pay and bad debt A/R and strives to ensure compliance with federal and/or state laws and regulations.
Experience
10 years prior experience in healthcare, insurance or businesses with responsibility and management of billing and patient collection. Knowledge of federal and state debt collection laws and patient billing regulations. Preferred Certifications:
- Certified Revenue Cycle Professional (CRCP) or Certified Healthcare Financial Professional (CHFP)
- Certification in Healthcare Compliance (CHC) or equivalent is a plus
Skills
Excellent working knowledge in the area of health care revenue cycle billing, strong medical terminology, collection, negotiation and insurance regulations required.
Advanced customer service, written, verbal, organizational and time management skills are a must.
Proficiency in revenue cycle platforms (i.e., EPIC, Cerner, Medent) Microsoft Office products including Excel, PowerPoint, and Microsoft Word.
Proven ability to train and coach staff and build and lead strong teams to meet performance goals and for project management.
Extensive working experience in managing and directing the work of others along with proven planning and problem-solving skills to perform analysis and reports are required.
Ability to make quality, independent decisions as well as collaborate effectively with other leaders.
Education
Bachelor’s degree is required. This requirement may be satisfied through an equivalent combination of education and 10 years prior experience in healthcare, insurance or retail businesses with responsibility and management of billing and patient collection.
Essential Functions
- Plans and manages accurate patient billing and efficient account collection, which includes developing automated and efficient workflows. Works directly with patient access leaders to establish a pre and point of service collection strategy. Actively engages leaders or areas who are under performing in point of service collection. In addition, develops action plans or assists in identifying areas where gaps exist that cause insurance denials, or patients to be listed as self-pay incorrectly.
- Seeks automated solutions for manual workflows to drive efficiency. Develops project plans that ensure timely statement release. Establishes and implements a system or process for the collection of delinquent accounts including bad debt transfer to external collection agency, financial assistance programs, and/or appropriate internal collection follow-up.
- Oversees, coordinates, and solves complex billing problems. Coordinates with operational and Corporate Revenue Cycle management to ensure organizational problems are resolved.
- Establishes and updates reports, departmental goals, initiatives, and performance metrics to AVP, Patient Access.
- Assigns projects in order to support troubleshooting and resolving Undistributed credit issues for self-pay. Coordinate refund and escheatment process.
- Responsible for the development and creation of policies and procedures including protocols for rejection follow-up.
- Maintains controls for invoice adjustments.
- Maintains system or process to respond to Automated Call Distribution (ACD) – patient inquiries in a manner that promotes excellence in customer service. Uses call patterns to detect training opportunities, as well as problem areas that may require training with other departments.
- Maintains knowledge of and complies with established policies and procedures including government, insurance, and collection regulations.
- Attends meetings and participates in committees as requested. Conducts special projects and studies as directed.
- Manages within established budget including annual planning.
- Coaches, develops, and builds teamwork with employees. Strives for a tier 1 team and makes the workplace productive as well as ensures transparent and open communication exists up and down the employee/peer spectrum. This includes clear demonstration of Guthrie’s Mission & Values.
- Actively participates as a team member by supporting decisions, accepting change, managing conflict effectively, and valuing the contributions of others.
- Maintains strict confidentiality related to patient health information in accordance with HIPAA compliance.
- Participates in professional development efforts to ensure current with health care practices and trends.
- Serves as a role model and keeps department focused on processes that result in maximum efficiencies and revenue capture.
- Key Performance Metrics include: - Pre-Service Collection Rate
- Undistributed Credit Days
- Self-Pay Days
- Self-Pay Net Collection Ratio
- Self-Pay 90+%
- Bad Debt %
- Self-Pay Payments Auto Posted %
- Payment Plans Using Auto Pay %
- Self-Pay Credits Auto Resolved %
Required Knowledge, Skills and Abilities
- The director must have a clear understanding of multiple managed care contracts, multiple specialty insurance and billing practices, and exercise professional competency in reviewing patient accounts to maximize reimbursement and minimize financial risk to The Guthrie Clinic. Successful oversight will result in increased net revenues by reducing bad debt from potential write-offs. Interactions will primarily be conducted with both patients, staff, leaders, vendors and the results of efforts will lead to secure payment for open balances. Serves as a resource to faculty, managers, and clinic staff in all patient payment related issues.
- Accountable and responsible for analyzing and reducing bad debt.
- Exceptional communication skills, ability to explain, advocate, and express facts and ideas in a convincing manner, and negotiate with individuals and groups internally and externally.
- Emotional intelligent and tactful in all situations.
- Superior presentation skills, able to present in a clear and articulate fashion in front of a variety of constituents.
- Committed to a "team approach" and encourages a collaboration process, working effectively with a diverse or multi-disciplinary group to achieve a common goal.
- Demonstrated knowledge and understanding of Epic, and Governmental/non-government requirements applicable to patient billing processes.
- Demonstrated project management skills including managing multiple projects in a timely and efficient manner. Demonstrated abilities in utilizing Lean/project management protocols for efficient workflows.
- Demonstrated analytical, problem-solving abilities, strong organization and decision-making abilities with data, people and situations.
- Demonstrated familiarity, knowledge and understanding of relevant Hospital Policies, Practices and HIPAA regulations.
- Demonstrated skills and proficiencies of Microsoft Excel, Word, Project or other spreadsheet and/or word processing software.
- Work independently with strong follow-up skills to ensure effective and efficient completion of tasks.
- Adapts to change plan/influence strategies to the organization's political realities and constraints.
- Outstanding relationship management skills, easily build strong and effective working relationships within a climate of trust, inspires cooperation and confidence and is a true consensus builder.
Other Duties
1. Travel for this position is sometimes required.
2. Participation in community and employee engagement activities is required.
3. It is understood that this description is not intended to be all-inclusive and that other duties may be assigned as necessary in the performance of this position.
Upload 9-22-25
Financial Advisor / Insurance Agent – Make a Meaningful Career Move
Salt Lake City, UT | Onsite | Independent Contractor
Industry: Insurance, Financial Services | Focus: Sales, Business Development
Are you ready to take control of your future, grow your income, and make a real impact in your community?
Whether you’re changing careers, re-entering the workforce, or simply looking for more freedom, flexibility, and fulfillment, this opportunity with Farm Bureau Financial Services could be the perfect fit.
What This Career Offers You:
- Build Your Own Business – You're in charge of your success, with the freedom to grow at your own pace.
- Make a Difference – Help individuals and families protect what matters most to them.
- Unlimited Earning Potential – Commission-based income with base bonuses, incentives, and travel opportunities.
- Ongoing Training & Mentorship – We invest in your success from day one, with coaches, managers, and marketing support.
What You'll Be Doing:
- Meet with clients to understand their insurance and financial needs
- Offer personalized solutions and long-term financial strategies
- Manage existing policies, process renewals, and assist with claims
- Market your services through social media, phone calls, and community outreach
- Keep accurate business records and oversee daily operations
- Stay current on industry products, regulations, and compliance
Is This Role Right for You?
We’re looking for someone who:
- Wants to build something of their own with a respected brand behind them
- Has a passion for helping others and being involved in their community
- Is driven, self-motivated, and goal-oriented
- Enjoys solving problems and creating customized solutions
- Brings strong communication and people skills
- Has leadership potential or interest in managing a team
- (Bonus) Has experience or interest in agriculture, finance, or sales
Qualifications:
- Entrepreneurial mindset and desire to operate your own business
- Ability to plan, prioritize, and manage time effectively
- Comfortable working independently and building client relationships
- Willingness to obtain insurance and financial licenses (with our support)
Compensation & Perks:
- Commission-based earnings with base bonus
- Incentive travel and cash bonuses
- Marketing and sales support
- Licensing assistance and onboarding training
Ready to Make a Career Change That Matters?
If you're looking for a fresh start with real growth potential, the opportunity to be your own boss, and a career that helps people every day — let’s talk.
Executive Assistant
Finance and Investment firm is looking for an experienced Executive Assistant. In this role, the Executive Assistant will provide comprehensive Administrative assistance to a Senior Executive and his team. This position is 4 days in office and 1 day work from home.
Responsibilities Include:
- Provide comprehensive administrative support
- Coordinate complex, senior-level internal/ external meetings and conference calls
- Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
- Prepare presentations and other materials for meetings
- Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Coordinate domestic travel arrangements
- Process and track expense reports
- Personal assistant tasks as needed
Qualifications Include:
- Bachelor's Degree preferred
- Minimum of 4 years of administrative experience
- Requires excellent interpersonal and communication skills
- Ability to maintain high standards despite pressing deadlines
- Demonstrates high degree of integrity and confidentiality
- Strong organizational skills
- Team player with a positive attitude
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
Executive Assistant
Finance and Investment firm is looking for an experienced Executive Assistant. In this role, the Executive Assistant will provide comprehensive Administrative assistance to a Senior Executive and his team. This position is 4 days in office and 1 day work from home.
Responsibilities Include:
- Provide comprehensive administrative support
- Coordinate complex, senior-level internal/ external meetings and conference calls
- Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
- Prepare presentations and other materials for meetings
- Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics
- Coordinate domestic travel arrangements
- Process and track expense reports
- Personal assistant tasks as needed
Qualifications Include:
- Bachelor's Degree preferred
- Minimum of 4 years of administrative experience
- Requires excellent interpersonal and communication skills
- Ability to maintain high standards despite pressing deadlines
- Demonstrates high degree of integrity and confidentiality
- Strong organizational skills
- Team player with a positive attitude
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Dover Federal Credit Union in Dover, DE would allow you to join Dover Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Dover Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Dover Federal Credit Union for financial solutions. This position will offer:
- The ability to service an existing book of business upon hire
- The ability to build a strong client base with the credit unions exceptional referral system
- Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
- The opportunity to find new clients via the credit unions member base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPLs combination of tools, technology, and support
- The benefit of LPLs experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the credit unions reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your clients goals
Whatever your vision of success, were with you every step of the way.
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dover Federal Credit Union.
Pay Range: $45,000 - $74,000 The salary range is dependent on a number of factors, including the applicants skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Strong computer skills with an ability to multitask in a demanding environment
- Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay and benefits information
Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
