Financial Planning Support Specialist

First Command Financial Services, Inc.; Fort Worth (TX); On-site; USD 60,000 - 85,000; Full time

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.

Skills

Financial planning concepts

Data interpretation

Communication skills

Troubleshooting

Problem solving

Education

Bachelor’s Degree in finance or business

CFP/ChFC/CPA

Tools

Financial planning software

FinTech tools

Job description

Job Description

How does this role impact First Command?

The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS performs a critical role 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 individual must maintain 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. This individual must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction 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.

What will the employee do in this role?

• 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.

Qualifications

Education

• Bachelor’s Degree, preferably in finance of 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 organization skills
• Possess a drive to investigate and solve problems
• Ability to understand and interpret client data