Financial Planning Advocate (Open to Fully Remote, If Not Local)

About the role

The Financial Planning Advocate (FPA) reports directly to the Manager, Financial Planning and 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.

Responsibilities

• 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

Qualifications

• Bachelor's Degree, preferably in finance or business-related fields
• Advanced credentials in financial planning strongly preferred (CFP, ChFC, CPA, etc.)
• 8+ years of relevant financial service industry experience

Skills

• Deep 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