[Remote] National Branch Financial Advisor

Note: The job is a remote job and is open to candidates in USA. First Command Financial Services, Inc. is seeking a National Branch Financial Advisor to support clients assigned to the Home Office. The advisor will provide financial guidance, manage client interactions, and ensure clients receive timely and effective service throughout their financial journeys.ResponsibilitiesProvide financial planning support for clients assigned to the Home Office including employeesResponsible for inbound and outbound client contacts to provide advice and guidance on First Command’s product and service offering including, but not limited to: insurance and investments products, account types, and the purchasing and liquidation of funds, etcPartner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolutionOutreach to clients that have insurance products with the opportunity to make changes or adjustments; This includes but is not limited to reaching out to clients who have Options to Purchase Additional Insurance (OPAIs) elections, Decreasing Term conversions, etcConducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interestsExecution of any client contact campaign that leadership deems important or necessaryFollow up with clients when necessary to provide status updates and to close out service requestsRequired to document client contact attempts and interactionsProvides guidance and coaching as needed to maintain and support client Financial PlansSkillsDemonstrated passion for people, having a strong client focus, and desire to provide a superior level of serviceDemonstrate integrity and high ethical standardsStrong ability to successfully balance competing priorities in a fast-paced environmentSuperior Customer Service skills with the ability to diffuse situations and solve conflicts in a cordial mannerSpecific 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 policiesStrong interpersonal, communication, and time management skillsStrong analytical and problem-solving skillsBachelor's degree or equivalent work experience requiredSeries 7 and 66 (or equivalent) and Life & Health Insurance Licenses are required and/or must be obtained within 180 days from licensing start dateComplete all coursework and certify at First Command Fast Start Academy required2+ years of brokerage industry or equivalent experience preferred1+ years of contact center experience preferredPrevious experience in brokerage and investment trading preferredCompany OverviewFirst Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security. It was founded in 1958, and is headquartered in Fort Worth, Texas, USA, with a workforce of 501-1000 employees. Its website is http://www.firstcommand.com.Company H1B SponsorshipFirst Command Financial Services, Inc. has a track record of offering H1B sponsorships, with 3 in 2026, 13 in 2025, 13 in 2024, 10 in 2023, 9 in 2022, 9 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.