Financial Planning Support Specialist - Open to Fully Remote, If Not Local jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Command Financial Services, Inc. · 5 hours ago

Financial Planning Support Specialist - Open to Fully Remote, If Not Local

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid, Senior Level
date2+ years exp

First Command Financial Services, Inc. is seeking a Financial Planning Support Specialist (FPSS) who will play a vital role in supporting Financial Advisors with training and software support related to financial planning. The FPSS will maintain expertise in various financial planning topics and collaborate with multiple departments to enhance the financial planning experience.

BankingConsultingCrowdfundingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote
Hiring Manager
Nicole Custred
linkedin

Responsibilities

Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results
Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
Contribute to the creation of training content based on experience with variety of support request
Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed
Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
Develop and maintain deep expertise on financial planning software tools and related FinTech
Coordinate with other home office teams as needed to resolve advisor support requests

Qualification

Financial planning softwareFinancial planning conceptsAdvanced financial credentialsFinancial service experienceData interpretationCommunication skillsProblem-solving skills

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
Possess a drive to investigate and solve problems
Ability to understand and interpret client data

Preferred

Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)

Company

First Command Financial Services, Inc.

twittertwittertwitter
Glassdoor4.3
company-logo
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

leader-logo
Mark Steffe
President and Chief Executive Officer
linkedin

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