Financial Planning Advocate jobs in United States
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First Command Financial Services, Inc. · 6 hours ago

Financial Planning Advocate

positionFort Worth, TX
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

First Command Financial Services, Inc. is seeking a Financial Planning Advocate to support Financial Advisors with training and financial plan design. The role involves maintaining deep knowledge of financial planning processes and tools, while also developing relationships with field leaders and contributing to the financial planning philosophy of the enterprise.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Travel to field offices for training delivery: 25-50% field travel as business needs dictate. Occasional travel to Home Office as business needs dictate
Assist in training advisors in multiple Client Engagement Processes and incorporate the value of financial planning
Provide guidance to advisors on complex financial planning situations
Coordinate and deliver training in live and virtual settings to individual and group audiences
Develop and foster effective relationships with field leaders, home office partners, advisors, and support staff
Maintain deep understanding of financial planning concepts, especially those relevant to the target market
Develop and maintain deep expertise on financial planning software tools and provide training on those tools
Contribute to the development of the financial planning philosophy
Set strategic priorities for the development of training resources on financial planning concepts, products, strategies, and software tools
Coach and mentor peers. Role may include leadership responsibilities
Lead cross-department projects and represent the financial planning perspective in enterprise initiatives

Qualification

Financial planning toolsFinancial planning conceptsFinancial planning strategiesAdvanced financial credentialsPublic speakingVerbal communicationWritten communicationSelf-motivationOrganization skills

Required

Bachelor's Degree, preferably in finance of business-related fields
8+ years of relevant financial service industry experience
Deep knowledge of financial planning tools, concepts, and strategies
Excellent verbal and written communication skills and organization skills
Works equally well independently and collaboratively
Skilled in self-motivation, self-development, and accountability
Organized, energetic, and able to display strong public speaking skills

Preferred

Advanced credentials in financial planning strongly preferred (CFP, ChFC, CPA, etc.)

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
dateFounded in 1958
location
Fort Worth, Texas, USA
people-size501-1000 employees
web-link
http://www.firstcommand.com

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 Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Recent News

Morningstar.com
First Command Provides $10 Million in Support During Shutdown
2025-11-22
24-7 Press Release Newswire
Marquis Who's Who Honors Aaron McKeen for Expertise in Financial Services
2025-05-08
First Command Will Cover Federal Pay in Event of Government Shutdown
2024-03-08
Company data provided by crunchbase