National Branch Financial Planning Advisor
National Branch Financial Planning Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
How will your role impact First Command
National Branch Financial Advisors serve as key financial partners for clients assigned to the Home Office providing primary support through comprehensive service guidance and advice. Advisors interact with clients via inbound phone and video consultations as well as proactive outbound outreach ensuring clients are supported throughout all stages of their financial journeys.
In this role advisors collaborate with clients to develop prudent financial strategies aligned with their best interests adhering to fiduciary standards and First Commands philosophy. Advisors ensure timely professional and effective client support while maintaining high ethical standards.
What will you be doing
Client Relationship Management:
- Serve as the primary advisor for assigned clients providing personalized financial planning advice and support.
- Proactively engage clients through outreach to address financial needs including insurance updates investment reviews and product recommendations.
Financial Guidance & Problem-Solving:
- Analyze client situations to recommend tailored financial strategies aligned with their best interests.
- Resolve client concerns in collaboration with internal partners and ensure seamless resolutions.
Operational Expertise:
- Maintain expertise in financial planning concepts investment products and First Command business policies.
- Execute leadership-directed client campaigns and assist with insurance-related updates such as policy adjustments and elections.
Service Excellence & Collaboration:
- Deliver exceptional service by addressing client inquiries resolving issues and maintaining detailed documentation of interactions.
- Partner with internal teams and leadership to enhance client experiences and support process improvements.
What skills/qualifications do you need
Education
- Bachelors degree or equivalent work experience required.
- Degree in finance economics or a related business field preferred.
Work Experience
- 5 years of experience in the brokerage industry or equivalent preferred.
- 3 years of experience as a Financial Planner/Advisor preferred.
- 1 years of contact center experience preferred.
- Prior experience in brokerage and investment trading is strongly preferred.
Certifications
- Series 7 and 66 (or equivalent) and Life & Health Licenses required; must be obtained within 120 days of licensing start date.
- Completion of all coursework and certification at First Command Fast Start Academy required.
- Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
