Financial Planning Associate
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Job Location:
Fort Worth, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
21 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
How will your role impact First Command
The Financial Planning Associate (FPA) will report directly to the Manager Financial Planning. The primary responsibility of the FPA is to facilitate a comprehensive financial planning training program for First Commands newest advisors equipping them with the knowledge and skills required for effective financial planning client engagements. Will play a pivotal role in ensuring a consistent and high-quality training experience. This individual must have knowledge of how to utilize First Commands financial planning software and recommendation tools. They must also work to gain deep knowledge of the financial planning process military and federal benefits retirement plans insurance and investment products Social Security and Medicare benefits and eligibility principles of estate planning income taxation rules tax considerations in all stages of financial planning and a variety of product solutions. This individual works closely with Field Force Training field leadership and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Commands client relationships. Facilitate the training experience for new advisors in multiple Client Engagement Processes and incorporate the value of financial planning.
What will you be doing
- Coordinate and deliver training in live and virtual settings to individual and group audiences
- Develop and foster effective relationships with field leaders home office partners and advisors
- Develop and maintain deep understanding of financial planning concepts especially those relevant to the target market
- Develop and maintain deep expertise on financial planning software tools and provide training on those tools
- Contribute to the enhancement of training methods and explore new approaches to deliver financial planning knowledge to new advisors
- Set strategic priorities for the development of training resources on financial planning concepts products strategies and software tools
- Participate in cross-department projects
- Additional tasks assigned by Manager as part of a responsibility statement focused in a certain area. (i.e. Fast Start education Content Development & Management or High Net Worth client deliverables etc.)
- Up to 10% travel in this role either to Home Office or as needed in the field
What Skills/Qualifications Do You Need
Education
- Bachelors Degree preferably in finance of business-related fields
- Advanced credentials in financial planning highly preferred (CFP ChFC CPA etc.)
Work Experience
- 2 years of relevant financial service industry experience
Knowledge Skills and Abilities
- Knowledge of financial planning tools concepts and strategies
- Excellent verbal and written communication skills and organization skills
- Works equally well independently and collaboratively
- Skilled in self-motivation self-development and accountability
- Organized energetic and able to display strong public speaking skills
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Required Experience:
IC
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
With over 60 years of financial coaching experience and over 175 offices around the world, First Command's Financial Advisors are proud to serve America's military.
