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First Command Financial Services, Inc. Jobs Apply

Financial Planning Support Specialist II



How will your role impact First Command? 

 

The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command financial planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design and software support. This individual must maintain 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 must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to help advisors apply quality control measures to financial plans to achieve the expected standards for Plan Quality. This individual works closely with Field Force Training, Advisor Operations, the field force, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Command’s client relationships.

 

What will you be doing? 

 

  • Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
  • Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
  • Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
  • Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
  • Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed
  • Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
  • Develop and maintain deep expertise on financial planning software tools and related FinTech
  • Coordinate with other home office teams as needed to resolve advisor support requests
  • Lead cross-department projects
  • Contribute to the professional development of peers
  • Drive the department strategy for servicing questions and requests
  • Role may include leadership responsibilities

 

Supervisory Responsibility

 

  • None

 

What skills/qualifications do you need? 

 

Education

 

  • Bachelor’s Degree, preferably in finance of business-related fields
  • Advanced credentials in financial planning strongly preferred (CFP, ChFC, CPA, etc.)

 

Work Experience

 

  • 5 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
  • Possess a drive to investigate and solve problems
  • Ability to understand and interpret client data

 

Career Path

 

Financial Planning Support Specialist Senior

 

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©2023 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC, Equal Housing Lender). Securities are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. armed forces.

First Command does not discriminate in the recruiting of Employees or Financial Advisors on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.


Job Location

1 FirstComm Plaza, Fort Worth, Texas

Position Type

Full-Time/Regular
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