First Command Financial Services, Inc.

First Command Financial Services, Inc.

2 open positions available

2 locations
1 employment type
Actively hiring
Full-time

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First Command Financial Services, Inc.

Financial Advisor

First Command Financial Services, Inc.Addison, TXFull-time
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Compensation$NaNK - NaNK a year

Assist military families in developing and managing comprehensive financial plans, including savings, investments, and insurance. | Bachelor's degree, proven leadership skills, and military affiliation or experience preferred. | Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: • They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. • They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected • They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. • They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. • They coach military families on how to build a comprehensive financial plan that includes: • Savings/banking • Investments/wealth management • Insurance/risk management What we offer: • We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. • We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. • You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. • Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. • As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: • At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. • There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. • We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. • Set your own schedule to manage work-life balance. • Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: • Military experience or affiliation • Bachelor’s degree • Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. 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. Required Skills #LI-MR2 Required Experience

Financial planning
Client coaching
Risk management
Investment knowledge
Verified Source
Posted 8 days ago
First Command Financial Services, Inc.

Operations Associate

First Command Financial Services, Inc.Fort Worth, TXFull-time
View Job
Compensation$50K - 65K a year

Process and support brokerage operations by handling transactions, resolving inaccuracies, maintaining statistics, and communicating with advisors and clients. | Bachelor’s degree or equivalent experience, minimum one year business experience, attention to detail, ability to work in fast-paced environment, and strong communication skills. | How will this role impact First Command? The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department. What will the employee do in this role? • Develop an understanding of the functional and task responsibilities within operations. • Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts. • Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity. • Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO). • Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests. • Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients. • Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality. • This position will involve rotation of job responsibilities for purposes of cross-training and career development. What Skills/Qualifications Do You Need? Education • Bachelor’s degree preferred. Equivalent combination of education and relevant work experience will be considered. • Series 7 & 63 preferred. Work Experience • Minimum one year work experience in a business setting. (Required) • Experience within the Financial Services Industry is preferred • 4 year college degree accepted in lieu of previous work experience • Experience working with multiple systems in a dual monitor environment, and basic computer skills • Attention to detail and a strong commitment to comply with policies, procedures and guideline Required Knowledge, Skills and Abilities • Ability to work in a fast-paced environment and successfully meet strict operational deadlines. • Above average time management and multitasking skills. • Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner • Experience working with multiple systems in a dual monitor environment, and basic computer skills • Attention to detail and a strong commitment to comply with policies, procedures and guidelines. • Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity • Initiative-taking individual with the ability to work independently or collaboratively with proven results. • Ability to work mandatory overtime when required.

Data processing
Transaction input
Client and advisor communication
Attention to detail
Time management
Multitasking
Basic computer skills
Compliance with policies
Verified Source
Posted 4 months ago

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