Investment Planning Specialist

2 weeks ago


Laurel, Montana, United States First Command Financial Services Full time

Position Overview:
As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families make informed decisions regarding their financial futures.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our nation. Our team is comprised of dedicated professionals, many of whom are veterans or military spouses, who understand the unique financial challenges faced by our clients.

Key Responsibilities:
- Provide personalized financial advice and strategies tailored to individual client needs.
- Assist clients in developing comprehensive financial plans that encompass investment, retirement, and estate planning.
- Build and maintain strong relationships with clients, ensuring their financial goals are met.

Why Join Us?
Becoming a part of our team means joining a supportive community that values integrity, professionalism, and a commitment to excellence in financial services.



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