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First Command Jobs in Flower Mound, TX (NOW HIRING)

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First Command information

What does First Command offer?

First Command offers financial planning and educational services primarily for military members and their families. The organization provides resources on personal finance, investment strategies, and retirement planning, often requiring financial literacy and certification for advisors. It operates in a professional environment focused on financial education and support.
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Infographic showing various First Command job openings in Flower Mound, TX as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.

Financial Planning Support Specialist

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Retirement

Posted 15 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

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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

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