Financial Planning Specialist
4 weeks ago
At First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in guiding our clients towards financial stability and success.
Key Responsibilities:
• Directly engage with the military community by partnering with local organizations and units that support military families
• Coach clients on how to build a holistic financial plan, including savings, investments, and insurance
• Provide specialized onboarding and training to help our clients build and grow a successful financial planning practice
What We Offer:
• A comprehensive onboarding program designed for veterans and transitioning service members
• Tools and support to guide you through the licensing process
• Opportunities for professional development and career growth
• The ability to be in control of your career trajectory and to be compensated based on your work and results
Requirements:
• Military experience or association
• Bachelor's degree
• Proven leadership skills
First Command Financial Services has been helping military families pursue their goals and dreams since 1958. We're committed to a policy of non-discrimination and equal opportunity employment. If you're passionate about helping others achieve financial stability, we encourage you to apply for this exciting opportunity.
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