First Command Financial Services, Inc. · 11 hours ago
National Branch Financial Advisor
United States
Full-time
Remote
Entry, Mid Level
2+ years expFirst Command Financial Services, Inc. is seeking a National Branch Financial Advisor to support clients assigned to the Home Office. The role involves providing financial planning support, advice, and guidance on various financial products while ensuring a high level of client service and satisfaction.
BankingConsultingCrowdfundingFinancial Services
Hiring Manager
Nicole Custred
Responsibilities
Provide financial planning support for clients assigned to the Home Office including employees
Responsible for inbound and outbound client contacts to provide advice and guidance on First Command’s product and service offering including, but not limited to: insurance and investments products, account types, and the purchasing and liquidation of funds, etc
Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution
Outreach to clients that have insurance products with the opportunity to make changes or adjustments; This includes but is not limited to reaching out to clients who have Options to Purchase Additional Insurance (OPAIs) elections, Decreasing Term conversions, etc
Conducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interests
Execution of any client contact campaign that leadership deems important or necessary
Follow up with clients when necessary to provide status updates and to close out service requests
Required to document client contact attempts and interactions
Provides guidance and coaching as needed to maintain and support client Financial Plans
Qualification
Required
Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
Demonstrate integrity and high ethical standards
Strong ability to successfully balance competing priorities in a fast-paced environment
Superior Customer Service skills with the ability to diffuse situations and solve conflicts in a cordial manner
Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs)
Solid command of financial planning concepts, knowledge of the financial planning industry, and First Command business practices and policies
Strong interpersonal, communication, and time management skills
Strong analytical and problem-solving skills
Bachelor's degree or equivalent work experience required
Series 7 and 66 (or equivalent) and Life & Health Insurance Licenses are required and/or must be obtained within 180 days from licensing start date
Complete all coursework and certify at First Command Fast Start Academy required
Preferred
2+ years of brokerage industry or equivalent experience preferred
1+ years of contact center experience preferred
Previous experience in brokerage and investment trading preferred
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase