Overseas Operations Financial Advisor (Dallas, TX)

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Job Description

How Will Your Role Impact First Command?

The Overseas Operations Financial Advisors collaborate with Financial Planners in Germany to provide comprehensive plans and product recommendations to current and new clients. In addition to partnering with German Planners, the Overseas Operations Financial Advisors support clients that are located outside the United States and assigned to the National Branch 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.

What Will You Be Doing?

Advice and activities conducted by the Overseas Operations Financial Advisor are required to be a collaboration 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 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
  • 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


The Value you Provide

  • Provide financial planning support and service for clients assigned to Financial Planners in Germany and clients located outside the United States that are assigned to the Home Office


What Skills/Qualifications Do You Need?

Education
  • College degree or equivalent work experience required


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


Certifications
  • Series 7 and 66 (or equivalent) and Life & Health Licenses are required and/or must be obtained within 120 days from licensing start date
  • Complete all coursework and certify at First Command Fast Start Academy required


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More Information on First Command Financial Services, Inc.
First Command Financial Services, Inc. operates in the Fintech industry. The company is located in Fort Worth, TX, Birmingham, AL, Anchorage, AK, Lemoore, CA, Aurora, CO, Bonita Springs, FL, Alpharetta, GA, Boise, ID, Brunswick, ME, Aberdeen, MD, Lexington, MA, Bloomington, MN, Biloxi, MS, Papillion, NE, Cape May Court House, NJ, Alamogordo, NM, Asheville, NC, Lawton, OK, Carlisle, PA, Columbia, SC, Clarksville, TN, Austin, TX, Colonial Heights, VA and Cheyenne, WY. First Command Financial Services, Inc. was founded in 1958. It has 2118 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 55 open jobs at First Command Financial Services, Inc., click here.
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