Financial Planner

3 days ago


Miami, Florida, United States First Command Financial Services, Inc Full time

About the Role

First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.

Key Responsibilities

  • Partner with local military organizations and units to engage with the military community and provide financial coaching to military families.
  • Develop and implement holistic financial plans that address savings, investments, insurance, and other financial needs.
  • Utilize specialized onboarding and training programs to build and grow a successful financial planning practice.
  • Provide tools and support to guide clients through the licensing process and offer opportunities for professional development.
  • Enjoy a portable career with opportunities to work throughout the United States and overseas.

Requirements

  • Military experience or association.
  • Bachelor's degree.
  • Proven leadership skills.

What We Offer

  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • The ability to make a meaningful impact in the lives of military families.

Equal Employment Opportunity

First Command Financial Services, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, marital status, disability, age, or veteran status. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.


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