Financial Planning Consultant

Employer
First Command
Location
Fort Worth, Texas
Salary
Salaried position, based on experience level
Closing date
Jun 5, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

The Financial Planning Consultant (FPC) performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command Financial Planning experience. The FPC directly supports Financial Advisors with training, financial plan design and product strategy. 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 to apply quality control measures to financial plans to achieve the expected standards for plan quality. 

 

Company

First Command is committed to coaching our Nation's military families to become financially disciplined and confident. We pride ourselves on helping clients get financially squared away from the start of their military careers to retirement and beyond.
Find Us
Telephone
817-569-2579
Location
1 FirstComm Plaza
Fort Worth
TX
76109
US

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