National Branch Financial Advisor

Job Description

The National Branch Financial Advisors support clients that are assigned to the Home Office and are the primary contact for client service, guidance, and advice. As a key financial partner for these clients, our advisors are available for inbound phone and video interactions as well as proactive outbound interactions to ensure our clients are supported in all their needs and throughout all stages of their journeys.

How will your role impact First Command?

Advice and activities conducted by the National Branch Financial Advisor are required to collaborate with the client and discern the best and most prudent course of action in support of the client's best interests. This fiduciary duty includes making financial recommendations consistent with the First Command philosophy and providing clients with direction and professional service as required. The National Branch has the responsibility to meet the needs of our clients in a professional, timely, effective, and accurate manner.

What will you bring?

• 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

What will you be doing?

What skills / qualifications do you need?

Education

Work Experience

Certifications

#LI-NC1

#LI-Hybrid