National Branch Financial Planning Advisor

National Branch Financial Planning Advisor

Category

Customer Service Center

Job Location

Fort Worth, TX

Tracking Code

500433 EX 06

Position Type

Full-Time/Regular

How will this role impact First Command?

National Branch Financial Advisors serve as key financial partners for clients assigned to the Home Office, providing primary support through comprehensive service, guidance, and advice. Advisors interact with clients via inbound phone and video consultations, as well as proactive outbound outreach, ensuring clients are supported throughout all stages of their financial journeys.

In this role, advisors collaborate with clients to develop prudent financial strategies aligned with their best interests, adhering to fiduciary standards and First Command's philosophy. Advisors ensure timely, professional, and effective client support while maintaining high ethical standards.

What will the employee do in this role?

Client Relationship Management:

• Serve as the primary advisor for assigned clients, providing personalized financial planning, advice, and support.
• Proactively engage clients through outreach to address financial needs, including insurance updates, investment reviews, and product recommendations.

Financial Guidance & Problem-Solving:

• Analyze client situations to recommend tailored financial strategies aligned with their best interests.
• Resolve client concerns in collaboration with internal partners and ensure seamless resolutions.

Operational Expertise:

• Maintain expertise in financial planning concepts, investment products, and First Command business policies.
• Execute leadership-directed client campaigns and assist with insurance-related updates, such as policy adjustments and elections.

Service Excellence & Collaboration:

• Deliver exceptional service by addressing client inquiries, resolving issues, and maintaining detailed documentation of interactions.
• Partner with internal teams and leadership to enhance client experiences and support process improvements.

What skills and qualifications does this employee need?

Education

• Bachelor's degree or equivalent work experience required.
• Degree in finance, economics, or a related business field preferred.

Work Experience

• 5+ years of experience in the brokerage industry or equivalent preferred.
• 3+ years of experience as a Financial Planner/Advisor preferred.
• 1+ years of contact center experience preferred.
• Prior experience in brokerage and investment trading is strongly preferred.

Certifications

• Series 7 and 66 (or equivalent) and Life & Health Licenses required; must be obtained within 120 days of licensing start date.
• Completion of all coursework and certification at First Command Fast Start Academy required.
• Active Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation preferred.

LI-NC1

LI-Hybrid

2026 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). 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 does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, 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.