Veteran Financial Planning Specialist

6 days ago


Colorado Springs, Colorado, United States First Command Financial Services, Inc. Full time
About the Role

First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and dreams.

Key Responsibilities
  • Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community
  • Coach military families on how to build a holistic financial plan, including aspects of savings, investments, and insurance
  • Develop and implement financial plans that meet the unique needs of military families
  • Provide ongoing support and guidance to military families to help them achieve their financial goals
What We Offer
  • A specialized onboarding and training program designed for veterans, transitioning service members, and military spouses to build and grow a successful financial planning practice
  • Tools and support to guide you through the licensing process
  • Opportunities for professional development and career advancement
  • A competitive compensation package, including a base salary and performance-based bonuses
  • A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) retirement plan
Requirements
  • Military experience or association
  • Bachelor's degree
  • Proven leadership skills and experience in financial planning or a related field
About First Command

First Command Financial Services, Inc. is a leading provider of financial services to military families. With a commitment to helping military families achieve their financial goals, we offer a comprehensive range of financial products and services, including financial planning, investment management, and insurance.



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