Financial Planning Consultant

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.