Financial Services Consultant

Armed Forces Benefits Network (AFBN); Colorado Springs (CO); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Armed Forces Benefits Network (AFBN) in Colorado Springs seeks a Financial Services Consultant to provide personalized guidance to military service members, federal employees, and their families, helping them understand and optimize benefits and long-term plans.

In this full-time hybrid role, you will conduct client meetings, assess needs, prepare documents, and stay current with regulations affecting military and federal communities.

Qualifications

• Candidates should have access to all military bases/installations around Colorado Springs.
• Knowledge in Finance and Financial Services, including basic investment, insurance, and retirement concepts.
• You will need a life insurance license, but we can work thru that as applicable.
• Candidates should possess Consulting skills, with experience providing client-focused advice and tailored recommendations.

Responsibilities

• Conduct client meetings, assess financial needs, and tailor recommendations.
• Prepare and review financial documents and maintain accurate records.
• Collaborate with team and participate in community outreach and educational events.
• Stay current with relevant regulations and programs affecting military and federal communities.

Skills

Finance knowledge

Consulting skills

Communication skills

Hybrid work

Military experience

Job description

Company Description

Armed Forces Benefits Network (AFBN) has supported military service members, Department of Defense and federal employees, and their families for over 48 years across three generations. The organization focuses on educating and assisting those who protect and serve, with many team members having direct personal ties to the military community. Representatives come from diverse backgrounds, including military dependents, veterans, retired military, federal employees, National Guard, and Reserves. AFBN is committed to continuous learning, improving client relationships, and expanding its support for the military and federal communities. The organization welcomes professional financial representatives who share a passion for serving this strong and proud institution.

Role Description

The Financial Services Consultant is a full-time, hybrid role based in Colorado Springs, CO. In this position, the consultant will provide personalized financial guidance to military service members, federal employees, and their families, helping them understand and optimize their benefits and long-term financial plans. Day-to-day responsibilities include conducting client meetings, assessing financial needs, tax preparation and filing, analyzing benefits and options, and recommending tailored financial strategies and products. The consultant will prepare and review financial documents, maintain accurate records, and follow up with clients to ensure ongoing support and satisfaction. The role also involves collaborating with team members, participating in community outreach or educational events, and staying current with relevant regulations and programs.

Qualifications

• Candidates should have access to all military bases/installations around Colorado Springs.
• Candidates should possess knowledge in Finance and Financial Services, including basic investment, insurance, and retirement concepts. You will need a life insurance license, but we can work thru that as applicable.
• Candidates should possess Consulting skills, with experience providing client-focused advice and tailored recommendations.
• Candidates should possess clear and professional Communication skills, both verbal and written, to explain complex topics in accessible terms.
• Additional beneficial qualifications include prior experience working with military or federal communities, familiarity with government benefit programs, and a client-service mindset.
• Ability to work effectively in a hybrid environment, manage time independently, and uphold high ethical and compliance standards.