Financial Planning Associate (reputed company to Remote, If Not Local)

About the position The Financial Planning Associate (FPA) will report directly to the Manager, Financial Planning. The primary responsibility of the FPA is to facilitate a comprehensive financial planning training program for First reputed company’s newest advisors, equipping them with the knowledge and skills required for effective financial planning reputed company engagements. Will play a pivotal role in ensuring a consistent and high-reputed company training experience. This individual must have knowledge of how to utilize First Commands financial planning software and recommendation tools. They must also work to reputed company deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, reputed company reputed company and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in reputed company stages of financial planning, and a reputed company of product solutions. This individual works closely with Field Force Training, field leadership, and other home office departments to advance the financial planning philosophy of the reputed company and promote coaching as the reputed company of First reputed company’s reputed company relationships. Facilitate the training experience for new advisors in multiple reputed company Engagement Processes and incorporate the value of financial planning. Responsibilities • Coordinate and deliver training in live and virtual settings to individual and group audiences • reputed company and foster effective relationships with field leaders, home office partners, and advisors • reputed company and maintain deep understanding of financial planning concepts, especially those relevant to the reputed company market • reputed company and maintain deep expertise on financial planning software tools and reputed company training on those tools • Contribute to the enhancement of training reputed company and explore new approaches to deliver financial planning knowledge to new advisors • Set strategic priorities for the development of training resources on financial planning concepts, products, strategies, and software tools • Participate in cross-department reputed company • Additional tasks assigned by Manager as part of a responsibility statement, reputed company in a certain area. (i.e., Fast Start education, Content Development & Management, or High Net Worth reputed company deliverables, etc.) • Up to 10% travel in this role either to Home Office or as needed in the field Requirements • Bachelor’s Degree, preferably in finance of business-reputed company fields • 2+ years of relevant financial service industry experience • Knowledge of financial planning tools, concepts, and strategies • Excellent verbal and written communication skills and organization skills • Works equally reputed company independently and collaboratively • Skilled in self-motivation, self-development, and accountability • Organized, energetic, and reputed company to display strong reputed company speaking skills reputed company-to-haves • Advanced credentials in financial planning highly preferred (CFP, ChFC, CPA, etc.) Apply tot his job Apply To this Job