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Financial Planning Specialist

2 months ago


Jacksonville, Florida, United States First Command Financial Services Full time

Position Overview:
As a Financial Advisor, 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 advice and strategic planning.

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 unique insights and experiences to our clients.

Key Responsibilities:
1. Provide personalized financial guidance to clients, helping them navigate investment options and retirement planning.
2. Develop comprehensive financial plans that align with clients' goals and risk tolerance.
3. Foster long-term relationships with clients through regular communication and support.

Who You Are:
You are a motivated individual with a passion for helping others achieve financial success. Your strong interpersonal skills and dedication to client service will be essential in this role.