Shepherd Financial

Marketing & Communications Coordinator

Part-time marketing and communications role; 2-5 years in marketing/communications; financial services experience preferred; proficient with Canva; knowledge of Constant Contact, Redtail, and WordPress; strong writing.

SHEPHERD FINANCIAL

Client Relationship Consultant

Manage retirement plan client relationships; provide leadership, account management, and client service; requires undergraduate degree and QKA certification.

Marketing & Media Specialist

Marketing Specialist

Bachelor's degree and relevant industry experience; proficiency in Microsoft Office, Adobe Creative Cloud, WordPress, and Google Analytics.

Title	Location	Date
Marketing & Communications Coordinator Part Time · 2+ YOE Carmel, Indiana, United States · Hybrid	Carmel, Indiana, United States Hybrid	May 1, 2026
Client Relationship Consultant Full Time Louisville, Kentucky, United States · Hybrid	Louisville, Kentucky, United States Hybrid	Nov 21, 2025
Marketing & Media Specialist Full Time · 1+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Nov 13, 2024

Activities	Retirement plan consultingWealth managementERISA compliance servicesInvestment advisory servicesRetirement plan administration
Headquarters	US
Industries	Financial ServicesRetirement Planning
Name	Shepherd Financial
Employees	42
Type	Private
Parent Company	Shepherd Financial Holdings
Subsidiaries	Shepherd Plan Partners
Tagline	Provides retirement plan consulting and wealth management services to organizations.
Founded	2,015
Website	shepherdfin.com
Latest Funding Round	Corporate Round
Latest Funding Year	2,015

Shepherd Financial

About Shepherd Financial