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Role Description

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 skills required for effective financial planning client engagements. This individual must have knowledge of how to utilize First Command's financial planning software and recommendation tools.

• Play a pivotal role in ensuring a consistent and high-quality training experience.
• Gain 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.
• Work closely with Field Force Training, 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.
• Facilitate the training experience for new advisors in multiple Client Engagement Processes and incorporate the value of financial planning.

Qualifications

• Bachelor’s Degree, preferably in finance or business-related fields.
• Advanced credentials in financial planning highly preferred (CFP, ChFC, CPA, etc.).
• 2+ years of relevant financial service industry experience.
• Knowledge of financial planning tools, concepts, and strategies.
• Excellent verbal and written communication skills and organization skills.
• Works equally well independently and collaboratively.
• Skilled in self-motivation, self-development, and accountability.
• Organized, energetic, and able to display strong public speaking skills.

Requirements

• Coordinate and deliver training in live and virtual settings to individual and group audiences.
• Develop and foster effective relationships with field leaders, home office partners, and advisors.
• Develop and maintain deep understanding of financial planning concepts, especially those relevant to the target market.
• Develop and maintain deep expertise on financial planning software tools and provide training on those tools.
• Contribute to the enhancement of training methods and explore new approaches to deliver financial planning knowledge to new advisors.
• Set strategic priorities for the development of training resources on financial planning concepts, products, strategies, and software tools.
• Participate in cross-department projects.
• Additional tasks assigned by Manager as part of a responsibility statement, focused in a certain area (i.e., Fast Start education, Content Development & Management, or High Net Worth client deliverables, etc.).
• Up to 10% travel in this role either to Home Office or as needed in the field.

Company Description