Investment Planning Specialist

2 weeks ago


Boise, Idaho, United States First Command Financial Services Full time

Position Overview:
As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families make informed decisions regarding their financial futures.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our nation. Our team is comprised of dedicated professionals, many of whom are veterans or military spouses, bringing a unique perspective to financial planning.

Key Responsibilities:
1. Provide personalized financial advice tailored to clients' individual needs.
2. Develop comprehensive financial plans that encompass investment strategies, retirement planning, and risk management.
3. Foster long-term relationships with clients, ensuring their financial goals are met.

Who We Are:
First Command Financial Services is dedicated to helping our clients achieve financial security and independence. Our advisors are trained to deliver exceptional service and guidance, ensuring that every client feels valued and understood.



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