Investment Planning Specialist

2 weeks ago


Jacksonville, Florida, 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 investment strategies and comprehensive financial planning.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our nation. Our team is composed of dedicated professionals, many of whom are veterans or military spouses, who understand the unique financial challenges faced by our clients.

Key Responsibilities:
1. Develop personalized financial plans that align with clients' objectives.
2. Provide expert advice on investment opportunities and risk management.
3. Foster long-term relationships with clients through exceptional service and support.
4. Stay informed about market trends and financial regulations to offer the best guidance.

Why Join Us:
Becoming a part of our team means joining a community that values integrity, service, and excellence. We offer a supportive environment where you can grow your career while making a meaningful impact in the lives of our clients.



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