Senior Financial Planning Strategist

First Command Financial Services, Inc.; Fort Worth (TX); Hybrid; USD 110,000 - 160,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Advanced Planning Consultant (APC) to serve as a technical financial planning specialist and strategic partner for Financial Advisors.

You will support advisors in developing comprehensive financial planning through plan analysis, planning tools, strategy development, and client meetings. You'll collaborate with Investment Management, Integrated Sales, product teams and external partners to align planning with firm capabilities and client

Qualifications

• Bachelor's degree in financial planning, Finance, Business, or related field.
• Five or more years of experience in financial planning, wealth management, retirement planning, or financial services.
• CFP certification or advanced financial planning credential required (e.g., ChFC®, CPA/PFS, JD).
• Advanced knowledge of financial planning strategies, retirement income planning, tax‑efficient distribution planning, estate planning, insurance, and investment solutions.
• Advanced proficiency with MoneyGuide or other financial planning platforms
• Strong working knowledge of Salesforce or comparable CRM platforms

Responsibilities

• Coach and develop advisors through case collaboration by modeling best practices, providing context and rationale, and sharing insights that build advisor knowledge, confidence, and future case-handling capabilities.
• Uses sound judgment to identify and address issues early, engaging the appropriate stakeholders or leadership when needed to resolve challenges and keep cases moving forward.
• Review and analyze complex client financial situations, identify planning opportunities, and develop customized strategies related to retirement income, tax efficiency, estate planning, investments, insurance, banking, military and federal government benefits, and legacy planning.
• Demonstrate advanced proficiency in MoneyGuide by reviewing plans, validating assumptions, modeling scenarios, evaluating tradeoffs, and developing advisor‑ready recommendations.
• Conduct case review meetings with Advisors to discuss planning strategies, potential product solutions, implementation considerations, and next steps.

Skills

MoneyGuide

Salesforce

Financial planning

Communication

Relationship management

Education

Bachelor's degree in financial planning, Finance, Business, or related field

Tools

MoneyGuide

Salesforce

Job description

First Command Financial Services, Inc. is seeking an Advanced Planning Consultant (APC) to serve as a technical financial planning specialist and strategic partner for Financial Advisors.

You will support advisors in developing comprehensive financial planning through plan analysis, planning tools, strategy development, and client meetings. You'll collaborate with Investment Management, Integrated Sales, product teams and external partners to align planning with firm capabilities and client