First Command Financial Services, Inc.
Financial Planning Support Specialist
First Command Financial Services, Inc., Fort Worth, Texas, United States, 76102
Overview
The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS serves as the primary SME and field-facing consultant on all aspects of the First Command financial planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design, and software support. This role requires 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. The FPSS will develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work 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, the field force, 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. Responsibilities
Respond to incoming questions and requests from Financial Advisors, support staff, and business partners Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market Contribute to the creation of training content based on experience with a variety of support requests Collaborate closely with BIS to report/resolve issues, test new releases, and support other projects as needed Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech Develop and maintain deep expertise on financial planning software tools and related FinTech Coordinate with other home office teams as needed to resolve advisor support requests Qualifications
Education
Bachelor’s Degree, preferably in finance or business-related fields Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)
Work Experience
2 years of relevant financial service industry experience
Knowledge, Skills, And Abilities
Knowledge of financial planning tools, concepts, and strategies Excellent verbal and written communication skills and organizational skills Possess a drive to investigate and solve problems Ability to understand and interpret client data Based on years of experience, skills, and other important factors, the chosen candidate will be eligible for either the Level I, Level II or Senior position. This will be determined during the interview process.
Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS serves as the primary SME and field-facing consultant on all aspects of the First Command financial planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design, and software support. This role requires 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. The FPSS will develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work 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, the field force, 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. Responsibilities
Respond to incoming questions and requests from Financial Advisors, support staff, and business partners Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market Contribute to the creation of training content based on experience with a variety of support requests Collaborate closely with BIS to report/resolve issues, test new releases, and support other projects as needed Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech Develop and maintain deep expertise on financial planning software tools and related FinTech Coordinate with other home office teams as needed to resolve advisor support requests Qualifications
Education
Bachelor’s Degree, preferably in finance or business-related fields Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)
Work Experience
2 years of relevant financial service industry experience
Knowledge, Skills, And Abilities
Knowledge of financial planning tools, concepts, and strategies Excellent verbal and written communication skills and organizational skills Possess a drive to investigate and solve problems Ability to understand and interpret client data Based on years of experience, skills, and other important factors, the chosen candidate will be eligible for either the Level I, Level II or Senior position. This will be determined during the interview process.
Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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