Financial Planning Specialist

2 days ago


Alexandria, Virginia, United States First Command Financial Services Full time
Job Description

As a Financial Advisor at First Command Financial Services, you will have the opportunity to serve military families by providing financial education and planning. Our team is committed to helping military families achieve their financial goals and dreams.

Responsibilities
  • Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community
  • Develop, manage and retain strong client relationships
  • Conduct financial analysis of clients situations and offer appropriate advice
  • Prepare, present and implement customized financial plans
  • Continuously manage and advise clients on personalized financial plans
  • Coach clients on how to build a holistic financial plan including aspects of: Savings, Investments, Insurance
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
  • The ability to be in control of your career trajectory and to be compensated based on your work and the results you achieve
  • Portable career opportunities throughout the United States and overseas
Desired Qualifications
  • Military experience or association
  • Bachelors degree
  • Proven leadership skills

First Command Financial Services has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit our website.

We are committed to a policy of non-discrimination and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law.



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