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Description

• Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an understanding of the complex relationship between retirement income sources and income taxation. o IRA and Qualified Retirement Plan features benefits, distribution options and taxation rules. o Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments, and other sources. o Fundamental principles of Social Security and Medicare planning o Military and Federal employee benefits relating to retirement planning and survivorship considerations. o Long-term care planning and strategies o Survivorship and Estate Planning · Identify and model potential product solutions to implement strategies which enhance client outcomes and as they work toward successful achievement of their goals. · Coordinate Case Prep for client meeting with Advisor · Maintain expert understanding of all financial software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to enhance quality control measures to achieve the standards for Plan Quality. · Stay current with industry developments, legislative and regulatory updates, and tax code changes which impact retirement planning. Lead the effort to assess impacts, communicate to stakeholders, and update planning parameters accordingly. · May include 25% travel annually based upon business needs. generalist, pull from ace or salesforce what plans that come in, follow the process, how do we solve a plan and review a plan, how do we communicate, investment management team, sales, manage, client facing calls, need them to be resourceful and self-starters

Skills

CFP Certification, Sales experience, Client Facing Experience, Financial Services, MoneyGuide Pro, Strong Financial Planners, Emotional Intelligence, Good Communicators, Financial Support

Top Skills Details

CFP Certification,Sales experience,Client Facing Experience,Financial Services,MoneyGuide Pro

Additional Skills & Qualifications

CFP Certification MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly preferred) Investment Management Experience

Experience Level

Expert Level

Pay and Benefits

The pay range for this position is $105000.00 - $115000.00/yr.

7% performance based bonus,We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan) contribution. First Command is employee owned and our ESOP program falls within 1% of companies. You are eligible to enter into the ESOP program after a year of employment. This 15% contribution is made 100% by the employer- you will never once contribute to this account, making it a significant part of your total compensation.More incredible benefits offered by First Command:• Option to contribute to a 401k account• 16 Days of Paid Time Off, 10 holidays• 2 floating PTO days every year• Full health, vision & dental coverage• 2 Days of Volunteer Paid Time Off• Tuition Reimbursement program• Hybrid work environment• First Command Bank Mortgage Discount Program• Free Financial Planning• Free onsite- fitness center with exercises classes and personal training options• Free basic life, short and long term disability, and an employee assistance program• Pet Insurance• Paid parental and military leave• First Command contributes to your Health Savings Account for the high deductible medical plan• Charitable services & volunteer opportunities• Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions• Robust Leadership Development program dedicated to leader development at every level of the organization• In-house training courses ranging from leadership developer to health and wellness seminars• Mentorship program• Virtual learning opportunities• Employee recognition programs and quarterly all employee luncheons• Yearly family & social events• Dress For Your Day dress code• Updated workspace• Regular Employee Engagement surveys• Dedication to Diversity & Inclusion and Employee Resource Group• And more!!

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on May 12, 2025.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.