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Investment Strategy Advisor

2 months ago

Rockville, Maryland, 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 navigate the complexities of financial planning and investment strategies.

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

Key Responsibilities:
- Provide personalized financial advice tailored to the unique needs of clients.
- Develop comprehensive financial plans that encompass investment, retirement, and estate planning.
- Foster long-term relationships with clients to ensure their financial goals are met.

Who We Are:
First Command Financial Services is dedicated to helping clients achieve financial security through expert guidance and personalized service. Join us in making a difference in the lives of our clients.