Job Description
Job Description
The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of the First Command financial planning software. You will be responsible for:
- Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
- Contribute to the creation of training content based on experience with variety of support request
- Collaborate closely with BIS to report/resolve issues, test new releas...
The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of the First Command financial planning software. You will be responsible for:
- Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
- Contribute to the creation of training content based on experience with variety of support request
- Collaborate closely with BIS to report/resolve issues, test new releas...