Financial Advisor

4 weeks ago

San Antonio, United States First Command Financial Services, Inc. Full time

Job Description

How will your role impact First Command?

The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an obligation to notify our clients. In addition to outbound calls, inbound client calls can lead to requests that include basic account maintenance to more complex financial situations such as the transfer and/or reregistration of assets due to the birth of a child, change of jobs, divorce, or death. Advisor is expected to provide financial advice and accurate information to serve the needs of our clients.

Advice and activities conducted by the National Branch Financial Service Advisor (NB-FSA) are required to be a collaboration with the client and discern the best and most prudent course of action in support of the client’s best interests. This fiduciary duty includes making financial recommendations consistent with First Command philosophy and providing clients with direction and professional service as required. The National Branch has the responsibility to meet the needs of our clients in a professional, timely, effective, and accurate manner.

What will you be doing?

  • Provide financial planning support for Home Office Employees.
  • Responsible for inbound and outbound client contacts to provide advice and guidance on First Command’s product and service offering including, but not limited to: insurance and investments products, account types, and the purchasing and liquidation of funds, etc.
  • Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand situation and working with Support Staff, outside Business Partners and/or QM to reach a resolution.
  • Outreach to clients that have insurance products with the opportunity to make changes or adjustments; This includes but not limited to reaching out to clients who have Options to Purchase Additional Insurance (OPAIs) elections, Decreasing Term conversions, etc.
  • Conducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interests.
  • Offer the opportunity for clients to reengage with a First Command Field Advisor or National Branch Planning Advisor based off identified need and/or client’s willingness to actively participate in financial planning process.
  • Execution of any client contact campaign that leadership deems important or necessary.
  • Follow-up with clients when necessary to provide status updated and/or close-out service request.
  • Required to document client contact attempts, client contact and profile information, and any client interaction within CRM system. Includes updating necessary financial/compliance tabs.
  • Provides guidance and coaching as needed to maintain and support client Financial Plans.

What skills/qualifications do you need?

Education

  • College degree or equivalent work experience (required).

Work Experience

  • Minimum of two years of brokerage industry or equivalent experience (required).
  • Minimum of one year call center experience (preferred).
  • Previous experience in brokerage and investment trading (preferred).

Certifications

  • Series 7 and 66 (or equivalent) and Life & Health are required and/or must be obtained within 120 days from licensing start date (required).
  • Complete all coursework and certify at First Command Fast Start Academy (required).
  • Carry an active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation (preferred).

Required Knowledge, Skills, And Abilities

  • Demonstrated passion for people, having a strong client focus and desire to provide a superior level of service.
  • Demonstrate integrity and high ethical standards.
  • Strong ability to successfully balance competing priorities in a fast-paced environment.
  • Superior Customer Service skills with the ability to diffuse situations and solve conflicts in a cordial manner.
  • Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs).
  • Solid command of financial planning concepts, knowledge of financial planning industry and First Command business practices and policies.
  • General knowledge of all products offered by First Command Financial Planning Advisors.
  • Strong interpersonal, communication and time management skills.
  • Strong analytical and problem-solving skills.

  • Financial Advisor

    4 months ago

    San Antonio, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

  • Financial Advisor

    4 weeks ago

    San Antonio, United States First Command Financial Services, Inc. Full time

    Job DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

  • Certified Financial Advisor

    1 week ago

    San Antonio, Texas, United States Financial Life Advisors Full time

    About Financial Life Advisors: Financial Life Advisors (FLA) is a premier financial planning firm dedicated to delivering personalized experiences that empower clients to achieve financial success. We pride ourselves on being a well-established, fee-only firm committed to providing exceptional service.Position Overview: We are seeking a full-time CERTIFIED...

  • Certified Financial Advisor

    1 week ago

    San Antonio, Texas, United States Financial Life Advisors Full time

    About Financial Life Advisors (FLA): FLA is dedicated to providing clients with unparalleled experiences, offering tailored ongoing support and the essential resources for financial success. We are a well-established and rapidly expanding, fee-only financial planning firm.Position Overview: We are in search of a friendly and skilled CERTIFIED FINANCIAL...

  • Financial Advisor

    3 weeks ago

    San Jose, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite Credit Union as a Financial Advisor associated with LPL Financial. Under this...

  • Financial Advisor

    4 months ago

    San Diego, United States Root Financial Partners Full time

    Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

  • Financial Advisor

    4 months ago

    San Diego, United States Root Financial Partners Full time

    Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

  • Financial Strategy Advisor

    5 days ago

    San Antonio, Texas, United States Raymond James Financial Incorporated Full time

    Position Overview: In this role, you will operate under minimal supervision, leveraging specialized expertise and skills acquired through experience and training to provide valuable insights to Financial Advisors and their clientele on comprehensive financial planning matters. This may encompass areas such as portfolio structuring, tax advisory, retirement...

  • Financial Advisor

    3 weeks ago

    San Ramon, United States Summit Financial Group, LLC Full time

    About Us: Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience. We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices. Our mission is to champion advisors by providing the resources and support needed to...

  • Financial Advisor/Financial Planner

    1 month ago

    San Diego, United States Financial Alternatives Full time

    Job DescriptionJob DescriptionTitle: Financial Advisor/Financial PlannerOverviewBe a part of our advisor team and develop and present financial plans, participate in client meetings, and provide follow-up analysis and advisory services to clients. Pursue a career path as a Financial Advisor who will become a crucial member of our financial planning and...

  • Associate Financial Advisor

    1 month ago

    San Diego, United States Root Financial Partners Full time

    Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

  • Associate Financial Advisor

    1 month ago

    San Diego, United States Root Financial Partners Full time

    Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

  • Financial Advisor

    3 months ago

    San Diego, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Wealth Advisor

    1 month ago

    San Antonio, United States Argent Financial Group Full time

    Job DescriptionJob DescriptionWealth AdvisorGeneral Job DescriptionA Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive advice on...

  • Wealth Advisor

    4 weeks ago

    San Antonio, United States Sequoia Financial Group LLC Full time

    Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

  • Financial Advisor

    2 months ago

    San Antonio, United States Talent Masters Full time

    About the job Financial Advisor - Entry Level Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm! Full Training & Licensing Provided! Join an exciting 100% commission-based sales role with unlimited sales earnings potential! *Must reside locally for initial in-office training at our Alamo Heights, TX office and have flexible/hybrid work options...

  • Financial Aid Advisor

    2 weeks ago

    San Antonio, United States Concorde Career Colleges Full time

    Overview Financial Aid Advisor - Concorde Career CollegeAre you a passionate advocate for students success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact lives, foster community development, and drive our mission forward.About...

  • Financial Consultant

    1 week ago

    San Antonio, Texas, United States Sequoia Financial Group LLC Full time

    Job OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values:Integrity: We prioritize the best interests of our clients, ensuring a transparent...

  • Financial Aid Advisor

    3 weeks ago

    San Antonio, United States Concorde Career Colleges, Inc. Full time

    Overview   Financial Aid Advisor - Concorde Career College Are you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact lives, foster community development, and drive our mission...

  • Financial Advisor

    5 days ago

    San Antonio, United States gpac Full time

    Are you looking for an environment where the firm’s values align with your own?  Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota? I have a unique firm who places culture ahead of profit.  A firm who believes that’s its clients can best be served by professionals who are transparent in...