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Advanced Planning Consultant
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How Will Your Role Impact First Command?
The Advanced Planning Consultant (APC) serves as a financial planning expert to Advisors in developing financial plans. The APC partners with Advisors at all levels of experience and expertise to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risks and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products.
What Will You Be Doing?
· Develop and maintain expert knowledge of financial planning concepts, including but not limited to:
o Retirement Income Planning strategies with an understanding of the complex relationship between retirement income sources and income taxation.
o IRA and Qualified Retirement Plan features benefits, distribution options and taxation rules.
o Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments, and other sources.
o Fundamental principles of Social Security and Medicare planning
o Military and Federal employee benefits relating to retirement planning and survivorship considerations.
o Long-term care planning and strategies
o Survivorship and Estate Planning
· Identify and model potential product solutions to implement strategies which enhance client outcomes and as they work toward successful achievement of their goals.
· Coordinate Case Prep for client meeting with Advisor
· Maintain expert understanding of all financial software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to enhance quality control measures to achieve the standards for Plan Quality.
· Stay current with industry developments, legislative and regulatory updates, and tax code changes which impact retirement planning. Lead the effort to assess impacts, communicate to stakeholders, and update planning parameters accordingly.
· May include 25% travel annually based upon business needs.
Supervisory Responsibility
None
What Skills & Qualifications Do You Need?
Education
Bachelor’s Degree required, preferably in financial planning, finance, or business-related field
Work Experience
Five years relevant financial industry experience required.
Certifications
· Advanced credential in financial planning required. (CFP, ChFC, CPA-PFS, JD)
· RICP and EA designations in addition is a plus.
Required Knowledge, Skills and Abilities
· Deep knowledge of financial planning process, tools, concepts, and strategies – with sales and client meeting experience a plus.
· Proficient in Goals Based Planning tools, CRM (Salesforce), and tax review software.
· Presentation skills – Client meetings, Internal Training, and Seminars
· Financial Product Knowledge
· Understanding of miliary pay and benefits a plus.
· Ability to work independently and collaboratively
· Demonstrated willingness to take on additional roles/projects which may be requested periodically by Manager, Director, and/or Vice-President.
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©2025 First Command Financial Services, Inc. is the parent company 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).
Investment and insurance products are not deposits, are not insured by the FDIC, 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 benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation