First Command Financial Services, Inc. · 6 hours ago
Director, Business Development - Full Time Remote
Fort Worth, TX
Full-time
Remote
Lead/Staff, Director/Executive
10+ years exp
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Responsibilities
Coach and support Advisors in identifying and engaging with clients and prospects in pre-retirement / retirement phase.
Assist Advisors in gathering and interpreting client information for the development of a financial plan.
Articulate and demonstrate the value proposition of collaborating with Advanced Planning. Showcase the expertise and support available to advisors and how partnering with the team can increase advisor capabilities and business outcomes.
Use professional financial planning software to model various strategies and make initial recommendations to Advisors, including complex strategies for high-net-worth clients to help maximize long-term tax efficiency, and supporting Advisors in presenting those initial recommendations to clients / prospects.
Using existing, approved documents and software applications, assist Advisors with understanding charts, graphs, tables, and other visual aids used in client meetings or presentations.
Assist Advisors to develop product recommendations as it relates to the financial plan.
Guide and assist in the ongoing professional development, training and coaching of field advisors to include financial planning acumen, products, and concepts.
Educate advisors and clients on planning strategies and solutions in individual or group settings.
Keep abreast of financial planning industry trends and maintain knowledge of advanced planning concepts, product solutions, military / FEM benefits and legislative changes.
Meet performance goals for role, track activity metrics, and foster a positive culture of collaboration and partnership.
Qualification
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Required
Bachelor’s degree in a related discipline required
10+ years in Financial Services industry
CFP® required
Retirement Income Certified Professional (RICP®) required (obtain within 12 months)
Series 7, Series (63 / 65) OR Series 66, Life / Variable annuities licenses required
Exceptional people skills and emotional intelligence required
Self-motivated, results oriented, highly professional, and able to accomplish duties and meet goals with minimal supervision
Ability to travel within assigned territory and to company events (25-35% required)
Be present and engaged at corporate training and recognition events as required
Demonstrate First Command core values, ability to work collaboratively and be a change leader
Preferred
MBA preferred
Prefer candidates with client facing sales / business development experience
Knowledge of military / federal employee benefits (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
2023 (8)
2022 (9)
2021 (11)
2020 (7)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
Company data provided by crunchbase
