ZipRecruiter

Log In

1

Financial Planning Support Associates Jobs (NOW HIRING)

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$75K - $101K/yr

... supporting role in the financial planning process for new clients. Working closely with lead ... associate or financial planning role with at least 1 year of experience in a client facing role.

Drake

Financial Planning Coordinator

Scottsdale, AZ · On-site

Purpose Support operational and financial decision-making by delivering accurate financial analysis, forecasting, reporting, and planning support aligned with business objectives, operational ...

Cetera Financial Group

Client Services Specialist

Mars, PA · On-site

$27 - $34/hr

Financial Planning Support Associate II Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Support Associate II who will handle all client inquiries ...

EP Wealth Advisors, LLC

EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... Team Support & Process Improvement * Process Management: Manage and maintain the financial planning ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Analyst JobsFinancial Planning Support Associates Jobs

Financial Planning Support Associates information

See salary details

$35.5K

$60.6K

$104.5K

How much do financial planning support associates jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial planning support associates in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Financial Planning Support Associates jobs?

For Financial Planning Support Associates jobs, the most frequently searched job titles are:

Infographic showing various Financial Planning Support Associates job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Support Specialist

Fort Worth, TX • On-site

First Command Financial Services, Inc.
Finance and Insurance • 1 - 5K employees
Learn more about First Command Financial Services, Inc.external

Full-time

Retirement

Re-posted 21 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How does this role impact First Command?
The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command financial planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design and software support. 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, the field force, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of First Command's client relationships.
What will the employee do in this role?
  • Respond to incoming questions and requests from Financial Advisors, support staff, and business partners.
  • Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables.
  • Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
  • Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market.
  • Contribute to the creation of training content based on experience with variety of support requests.
  • Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed.
  • Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
  • Develop and maintain deep expertise on financial planning software tools and related FinTech
  • Coordinate with other home office teams as needed to resolve advisor support requests

Qualifications
Education
  • Bachelor's Degree, preferably in finance of business-related fields
  • Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)

Work Experience
  • 2 years of relevant financial service industry experience

Knowledge, Skills, and Abilities
  • Knowledge of financial planning tools, concepts, and strategies
  • Excellent verbal and written communication skills and organization skills
  • Possess a drive to investigate and solve problems
  • Ability to understand and interpret client data

#LI-hybrid #LI-NC1

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

Social media

FacebookTwitter

View All First Command Financial Services Jobs

Apply