Financial Planning Specialist

4 weeks ago


Virginia Beach, Virginia, United States First Command Financial Services Full time
Financial Planning for Military Families

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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