Financial Planning Software Trainer & Advisor Support

First Command Financial Services, Inc.

Fort Worth (TX)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Job summary

First Command Financial Services, Inc. is seeking a Financial Planning Support Specialist to serve as the subject-matter expert and field-facing consultant for the firm’s financial planning software.

The FPSS will train advisors and support staff in plan design and software usage, develop training content, and collaborate with BIS and other teams to resolve issues and test releases. This role emphasizes财务 planning concepts and client data interpretation.

Qualifications

Bachelor’s Degree in finance or business preferred.
Advanced credentials in financial planning (CFP, ChFC, CPA) a plus.
2 years of relevant financial service industry experience.

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 variety of support requests.
Collaborate closely with BIS to report/resolve issues, test new releases, and to 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 (Financial Technologies)
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.