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

Financial Planning Associate

positionFort Worth, TX
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

First Command Financial Services, Inc. is dedicated to providing effective financial planning training for new advisors. The Financial Planning Associate will facilitate a comprehensive training program, ensuring advisors are equipped with essential knowledge and skills for client engagements.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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, and advisors
Develop and 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 enhancement of training methods and explore new approaches to deliver financial planning knowledge to new advisors
Set strategic priorities for the development of training resources on financial planning concepts, products, strategies, and software tools
Participate in cross-department projects
Additional tasks assigned by Manager as part of a responsibility statement, focused in a certain area. (i.e., Fast Start education, Content Development & Management, or High Net Worth client deliverables, etc.)
Up to 10% travel in this role either to Home Office or as needed in the field

Qualification

Financial planning softwareFinancial planning conceptsAdvanced financial credentialsFinancial service experiencePublic speakingCommunication skillsOrganizational skillsSelf-motivation

Required

Bachelor's Degree, preferably in finance of business-related fields
2+ years of relevant financial service industry experience
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 highly 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