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Wealth Management Consultant

2 months ago

Carlisle, Pennsylvania, United States First Command Financial Services Full time

Position Overview:
As a Financial Services Advisor, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals and secure their financial futures.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our country. A significant portion of our team comprises veterans and military spouses, bringing unique insights and experiences to our advisory services.

Key Responsibilities:
1. Provide personalized financial advice tailored to clients' needs.
2. Develop comprehensive financial plans that encompass investment strategies, retirement planning, and risk management.
3. Build and maintain strong relationships with clients to foster trust and long-term partnerships.

Who We Are:
First Command Financial Services is dedicated to helping our clients achieve financial independence through education and tailored financial solutions. We value integrity, professionalism, and a commitment to excellence in all our interactions.