National Branch Financial Advisor

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Job Description

The National Branch Financial Advisors support clients that are assigned to the Home Office and are the primary contact for client service, guidance, and advice. As a key financial partner for these clients, our advisors are available for inbound phone and video interactions as well as proactive outbound interactions to ensure our clients are supported in all their needs and throughout all stages of their journeys.

How will your role impact First Command?

Advice and activities conducted by the National Branch Financial Advisor are required to collaborate with the client and discern the best and most prudent course of action in support of the client’s best interests. This fiduciary duty includes making financial recommendations consistent with the First Command philosophy and providing clients with direction and professional service as required. The National Branch has the responsibility to meet the needs of our clients in a professional, timely, effective, and accurate manner.

What will you bring?

• Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
• Demonstrate integrity and high ethical standards
• Strong ability to successfully balance competing priorities in a fast-paced environment
• Superior Customer Service skills with the ability to diffuse situations and solve conflicts in a cordial manner
• Specific 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 policies
• Strong interpersonal, communication, and time management skills
• Strong analytical and problem-solving skills

• Provide financial planning support for clients assigned to the Home Office including employees
• Responsible 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, etc.
• Partner 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 resolution
• Outreach 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, etc.
• Conducts 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 interests
• Execution of any client contact campaign that leadership deems important or necessary
• Follow up with clients when necessary to provide status updates and to close out service requests
• Required to document client contact attempts and interactions
• Provides guidance and coaching as needed to maintain and support client Financial Plans

• Bachelor’s degree or equivalent work experience required

• 2+ years of brokerage industry or equivalent experience preferred
• 1+ years of contact center experience preferred
• Previous experience in brokerage and investment trading preferred

• Series 7 and 66 (or equivalent) and Life & Health Insurance Licenses are required and/or must be obtained within 180 days from licensing start date
• Complete all coursework and certify at First Command Fast Start Academy required

• Seniority level
  
  Entry level