First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; proven client relationship and portfolio management; ability to run an independent, commission-based practice; military affiliation preferred.
Senior leader with proven regional or multi-office leadership in financial services, experience leading advisor teams, recruiting and coaching talent, and strong knowledge of compliance and wealth management.
Proven senior leader in financial services with experience leading multi-office teams, recruiting and coaching advisors, strong compliance and financial planning knowledge, and strategic leadership ability.