Advanced Planning Consultant - Grand Prairie - First Command Financial Services, Inc.

    First Command Financial Services, Inc.
    Employment
    Description

    Advanced Planning Consultant

    The Advanced Planning Consultant (APC) serves as a financial planning expert to Advisors in developing comprehensive financial plans.

    • Develop holistic plans that provide an accurate analysis of clients' current financial situation, assess risks and opportunities, and offer strategic options to enhance client outcomes.
    • Partner with Advisors at all levels of experience and expertise.

    Key Responsibilities:

    • Retirement Income Planning strategies including complex relationships between retirement income sources and taxation rules;
    • Military pay benefits knowledge;

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