How will your role impact First Command?
The Financial Planning Advocate (FPA) will report directly to the Manager, Financial Planning. The FPA performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command Financial Planning experience. The FPA directly supports Financial Advisors (and support staff) 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 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, field leadership, 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?
What Skills/Qualifications Do You Need?
Education
Work Experience
Knowledge, Skills and Abilities
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Required Skills
Required Experience
Financial Planning Advocate (Open to Fully Remote, If Not Local) • Fort Worth, TX, US
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