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Investment Planning Specialist

2 months ago

Minot, North Dakota, United States First Command Financial Services Full time

Position Overview:
As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and comprehensive planning.

About Us:
At First Command Financial Services, we are dedicated to serving those who serve our nation. Our team is comprised of professionals who understand the unique challenges faced by military families and veterans.

Key Responsibilities:
1. Develop personalized financial plans that align with clients' objectives.
2. Provide expert advice on investment strategies, retirement planning, and risk management.
3. Build and maintain strong relationships with clients, ensuring their financial needs are met.

Who We Are:
We pride ourselves on our commitment to integrity and excellence in financial advising. Join a team where over half of our advisors are veterans or military spouses, bringing a wealth of experience and understanding to our clients.