The Financial Planning Advocate (FPA) will report directly to the Director, Financial Planning. The FPA performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command Financial Planning experience. The FPA directly supports Financial Advisors (and support staff) with training, financial plan design and product strategy. This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. This individual must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to help advisors apply quality control measures to financial plans to achieve the expected standards for Plan Quality. This individual works closely with Field Force Training, Advisor Operations, field leadership, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Commands client relationships.
What will you be doing?
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.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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8+ years of relevant financial service industry experience
Bachelors Degree, preferably in finance of business-related fields
Advanced credentials in financial planning strongly preferred (CFP, ChFC, CPA, etc.)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.