Wealth Solutions Analyst

How does this role impact First Command

As part of the enterprise Wealth Solutions team the Wealth Solutions Analyst provides operational research and project support across financial product management and financial planning. The role helps Product Directors and Planning leaders focus on strategy innovation and partner management by coordinating requests managing documentation conducting research supporting product initiatives and maintaining team processes. This position is designed as an entry-level opportunity for individuals seeking to build a career in financial services product management or financial planning.

What will the employee do in this role

• Serve as the primary coordinator for routine product and planning requests ensuring timely research tracking and resolution.
• Support service escalations with product partners platform providers carriers and internal business teams.
• Conduct research on financial products competitors industry trends and planning topics; prepare summaries for leadership review.
• Maintain product and planning documentation including procedures fact sheets FAQs and advisor-facing materials.
• Coordinate material and communication updates resulting from product platform process or regulatory changes.
• Support product launches enhancements and strategic initiatives through project tracking testing coordination and follow-up.
• Assist with partner due diligence scorecards meeting follow-up service issue tracking and documentation.
• Compile recurring reports and metrics related to requests service trends initiatives and team priorities.
• Support financial planning teams through process documentation resource management and project coordination.
• Develop and maintain standard operating procedures templates checklists and knowledge resources.
• Collaborate with Product Directors Financial Planning Marketing Operations Compliance Supervision Risk Technology and other business partners.

What qualifications are needed

• Bachelors degree in Business Finance Economics Marketing Communications or a related field.
• 0-2 years of professional internship or relevant business experience.
• Strong written verbal analytical and organizational skills.
• Ability to manage multiple priorities meet deadlines and consistently follow through.
• High attention to detail and commitment to accurate quality work.
• Proficiency with Microsoft 365 applications.
• Ability to collaborate effectively across teams and with external partners.

Preferred

• Interest in a career in financial services product management or financial planning.
• Experience in research operations project coordination customer service or financial services.
• Familiarity with investments insurance banking or financial planning concepts.
• Interest in obtaining applicable industry licenses and professional designations.