First Command Financial Services, Inc.

The Financial Planning Advocate acts as the primary subject matter expert and field-facing consultant, supporting Financial Advisors with training, financial plan design, and product strategy across all aspects of the financial planning experience. This role involves significant travel for training delivery, providing guidance on complex planning situations, and ensuring quality control measures are applied to financial plans.

The specialist acts as the primary subject matter expert and field-facing consultant for the financial planning software, directly supporting Financial Advisors with training, plan design, and troubleshooting software issues. This role involves maintaining deep knowledge of financial planning concepts, benefits, and tax rules to ensure quality control in financial plans.

The Financial Planning Associate (FPA) will report directly to the Manager, Financial Planning. The primary responsibility of the FPA is to facilitate a comprehensive financial planning training program for First Command’s newest advisors, equipping them with the knowledge and sk...