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 ...
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 ...
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 ...
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 ...
Operations Support Specialist
Sterling, VA · On-site
$51K - $68K/yr
Operations Support Specialist The Operations Support Specialist plays a critical role in ensuring ... Administrative & Financial Support * Manage Amilia entries, ensuring registrations are complete and ...
Operations Support Specialist
Sterling, VA · On-site
$51K - $68K/yr
Operations Support Specialist The Operations Support Specialist plays a critical role in ensuring ... Administrative & Financial Support * Manage Amilia entries, ensuring registrations are complete and ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
Inform patient of financial support eligibility based on available programs * Enroll patient in ... specialists for denial/appeal support * Trigger initiation of adherence program on conclusion of ...
Inform patient of financial support eligibility based on available programs * Enroll patient in ... specialists for denial/appeal support * Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
... financial support eligibility based on available programs Enroll patient in Alexion financial ... specialists for denial/appeal support Trigger initiation of adherence program on conclusion of ...
Financial Support Specialist information
See salary details
$31.5K - $39.3K
6% of jobs
$39.3K - $47K
7% of jobs
$53.8K is the 25th percentile. Wages below this are outliers.
$47K - $54.8K
13% of jobs
$54.8K - $62.6K
12% of jobs
The median wage is $67.9K / yr.
$62.6K - $70.4K
17% of jobs
$70.4K - $78.1K
11% of jobs
$84.7K is the 75th percentile. Wages above this are outliers.
$78.1K - $85.9K
11% of jobs
$85.9K - $93.7K
3% of jobs
$93.7K - $101.5K
9% of jobs
$101.5K - $109.2K
2% of jobs
$109.2K - $117K
10% of jobs
$31.5K
$74.5K
$117K
How much do financial support specialist jobs pay per year?
As of Sep 12, 2026, the average yearly pay for financial support specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a financial support specialist?
To thrive as a Financial Support Specialist, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a relevant degree or experience. Familiarity with financial software like QuickBooks, Excel, and ERP systems, as well as knowledge of regulatory compliance, is typically required. Outstanding communication, problem-solving abilities, and customer service skills help you effectively address client concerns and collaborate with team members. These skills ensure accurate financial processing, regulatory adherence, and high-quality client support in a fast-paced environment.
What are some common challenges faced by financial support specialists, and how can they effectively manage them?
Financial Support Specialists often encounter challenges such as managing high volumes of client inquiries, navigating complex financial systems, and ensuring accuracy in processing transactions. To effectively manage these, it’s important to develop strong organizational skills, utilize available software tools efficiently, and maintain clear, professional communication with clients and internal teams. Proactively seeking clarification on complex cases and staying updated on policy changes also helps in delivering accurate and timely support.
What does a financial support specialist do?
A financial support specialist helps clients manage their financial needs by providing guidance on payments, budgeting, and financial assistance programs. They often work with financial software, analyze financial data, and communicate with clients to resolve issues and ensure proper support is delivered.
What cities are hiring for Financial Support Specialist jobs?
Cities with the most Financial Support Specialist job openings:
What are popular job titles related to Financial Support Specialist jobs?
For Financial Support Specialist jobs, the most frequently searched job titles are:
Financial Planning Support Specialist
Fort Worth, TX • Hybrid
First Command Financial Services, Inc.
• Finance and Insurance • 1 - 5K employees1,001 - 5,000 employees
Full-time
Retirement
Re-posted 23 days ago
First Command Financial Services rating
7.5
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
Required Skills
Required Experience
What First Command Financial Services employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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