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The following openings are located at the corporate offices in Fort Worth TX.

Banking

Collection Representative

Job Summary

Incumbent will engage in the collection, by phone and mail, of the bank’s delinquent loans, matured loans, credit cards, loan reserve accounts and overdrawn demand deposit accounts in an effort to conserve the company’s at-risk assets.

Job Functions

• Responsible for all federally mandated duties involved with bankruptcy cases including proper filing of First Command Bank’s proof of claim with the respective courts;
• Contacts clients with past due loans, credit cards, matured loans, loan reserve accounts and overdrawn demand deposit accounts via telephone, mail and e-mail in an effort to preserve the company's assets;
• Coordinates and follows-up with the restructuring of accounts with clients that have contracted a debt management company to pay their loan payment through;
• Prepares loans to be charged-off by completing the Charge-off Request form, filing the proof of claim with the proper courts and converting the loan file to a charge-off file;
• Reviews all “Delinquent” and “Payment Due” notices for accuracy before they are mailed out;
• Locates and secures recovery plans on prior losses that have not sought protection under the bankruptcy laws;
• Processes all consumer disputes received from the credit bureaus;

Requirements

• High School diploma or equivalent, some college preferred;
• Two years banking experience, preferred;

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Clerical

Insurance Liaison Specialist

Job Summary

Act as liaison between First Command advisors and our associated insurance companies to prevent and resolve administrative problems, and to provide all manner of information regarding life insurance in response to questions from advisors and their administrative assistants.

Job Functions

• Resolve policy service and premium accounting problems by interceding on the advisor’s behalf with contacts at the insurance companies; Involves understanding the advisor’s sometimes misstated objective and determining how that objective can be achieved within the insurer’s standard operating procedures; Also involves responding to questions about withheld commissions;
• Provide administrative guidance to advisors/AA’s and confirm adequacy of published guidance;
• Maintain database for the clients’ insurance policies by reissuing, reinstating and changing policies as a result of the service actions above and as errors are otherwise discovered;
• Research the daily Refresh Report, which is generated from data received from the Insurance carriers;
• Research monthly reports from the insurance carriers, allotments not received, allotment discrepancies, allotment stops, bank draft stops, and the NA premium reject report;

Requirements

• Experience with personal computer, Windows, Excel, and Word;
• High School diploma or equivalent;
• 2-3 years experience in insurance-related and/or customer service positions required;
• Excellent mathematical and communication skills;
• Required to pass the life portion of Pictorial’s Life and Health basics during the first 90 days in the position;

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File Room Clerk

Temporary Position (up to 90 days)

Job Summary

To assist with electronically archiving client documents. 40 hours a week, flexible hours including the option of working four 10-hour days per week.

Job Functions

• Removing documents from file cabinets;
• Creating and printing bar codes sheets by entering information into a computer system;
• Placing bar code sheets on all documents that relate to the bar code and delivering the documents to be scanned;
• After scanned documents are returned, indexing documents in the computer so they can be accessed in the future;

Requirements

• Basic office/clerical skills;
• Basic computer skills;
• Ability to lift 25 pounds
• Must be detail oriented and accurate;
• Document imaging experience helpful;

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Client Administration Associate

Job Summary

This is an entry level position. Individual chosen for this position will spend first 90 days in one-on-one training with supervisor. The Administrative Services Associate is expected to certify in all areas of document preparation and phone scenarios. Once certified, the Administrative Services Associate is eligible for promotion to Sr. Associate. The time frame is approximately 12-18 months post hire.

This position provides administrative support for Client Services Representatives (CSR’s) and field advisors subscribed to the VAA program. They also manage all sales & service requests for clients as well as create, select and prepare accurate and time sensitive documents. The Client Administration Associate organizes all paperwork logically for ease of execution by the client and initiates both phone and written communication with clients then consults with other departments and investment and insurance companies to resolve problems.

Job Functions

• Creates and prepares transmittal letters, selects and accurately completes appropriate insurance, investment and bank forms;
• Produces creative and correct documents used by CSRs and field agents for presentation to clients to enhance salability;
• Conducts quality control buddy audits for other team members as only 10% of work is reviewed by a supervisor (quality control) prior to mailing;
• Decides appropriate solutions, determine priorities, recognize when a CSRs or Principals signature is required, make copies for distribution, purge files and suspense for next call to client;
• Initiates calls to clients to assist in problem solving, remind of outstanding paperwork and notify of potential delays;
• Communicates, either verbally or through written correspondence with clients, investment and insurance company personnel, and internal departments to resolve problems relating to client programs, sales or accounts. Notifies agent of any sensitive situations requiring higher-level intervention;
• Completes and tracks cover memos and conservation reports to ensure correct award of pc/cc;

Requirements

• High School diploma or equivalent;
• 1 year of experience in customer service, preferably in a business environment;
• Computer knowledge (Microsoft Office and Internet);
• Keyboarding skills;
• Understanding of First Command philosophies and concepts helpful;

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Customer Relations

Client/Advisor Support Representative I

2 Positions Available

Job Summary

Under the direct supervision of the Shareholder Services supervisors, the phone representative will act as liaison between First Command Representatives, clients, various fund and insurance companies and other outside business partners. The phone representative will be required to disseminate accurate information regarding Level I bank, command center, death claim and advisor service calls. The representative will be required to make real-time decisions based on a thorough knowledge of products, services and processes.

Job Functions

• Answer calls on the Automatic Call Distribution from clients and agents concerning accounts, products, and procedures;
• Provide guidance to Advisors/AAs regarding tools available for assistance related to products and procedures (First Reference, SOPs, business partner websites, etc.);
• Handle same calls as level I rep in addition to more complex calls;
• Cross-trained in other sections in the call center;
• Stay current by reading provided literature about rules, regulations, compliance and changes concerning each fund company, the IRS, First Command, etc.;

Requirements

• High School Diploma or equivalent;
• At least 1 year of customer service experience;
• Must be available to work mandatory overtime during peak call times and special projects when required;
• Satisfactory credit and background history;

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Home Office Financial Advisor Trainee

Job Summary

During the first 90 days of employment, the FA Trainee is expected to study, take and pass the Series 6, 63, 65, and Life and Health examinations required for the Financial Advisor position in Client Services. In-house training and certifications regarding computer and business partner website skills are also required to be completed during these 90 days.

Job Functions

• Use the initial 90 day probation period granted by First Command to prepare for full-time client contacts;
• Outstanding judgment in dealing with clients in problem-solving situations and other sensitive situations;
• Ability to work effectively in high-pressure situations such as complaints, difficult clients and extremely busy days;
• Ability to demonstrate maturity and dependability in responding to a client’s requests for service and the ability to acquire whatever information is needed to get the job done;

Requirements

• High School diploma or equivalent; some college preferred;
• Office experience and financial background a plus;
• Excellent verbal & written communication skills;
• Basic computer skills;
• Satisfactory credit and background history;

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Financial Services

Financial Analyst I

Job Summary

This position is responsible for financial reporting and analysis of various accounting duties and projects. This position reports to the Senior Financial Analyst of Financial Services.

Job Functions

• Coordinate various field advisor compensation and analysis;
• Handling advisor phone calls and resolving any issues related to compensation reports;
• Provide accounts payable coding to ensure general ledger and ABM accuracy according to company, department, and account number;
• Maintain communication with other departments related to spending, accounts payable coding and expense reports;
• Provide financial analysis of various special project initiatives to management;
• Maintain and update existing financial reports and graphs;

Requirements

• Degree in Accounting;
• One to two years staff accounting experience including financial analysis;
• Experience required in Microsoft Office;

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Human Resources

There are no openings at this time. Please check back for future openings.

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Information Technology

Senior Business Analyst

Job Summary

Primarily responsible for working directly with Management, Business Owners and Users. This person will participate in all aspects of the software development lifecycle (SDLC) and project methodology stages, to research, analyze, evaluate, propose and document software solutions in partnership with First Command business units and partners to develop and implement business initiatives.

Job Functions

• Perform Project Manager duties when the Project Manager is absent or unavailable;
• Provide leadership, guidance, mentoring and assistance to department BA’s, IT BA’s and project team members and serve as primary liaison between the Business User(s), Project Manager, application support teams, and project teams for the communication of requirements and the resolution of issues that arise during the course of the project;
• Manage, lead and facilitate meetings and interviews with management, business owners and users to define, establish and document business objectives and requirements, and foster communications with business users and team members;
• Provide positive conflict resolution of individual conceptual differences and assist in determining a solution for required changes in project priorities and/or scope;
• Facilitate design and issue resolution meetings, provide assistance in the development of the Technical Design as a member of the Project’s Technical Design Team;
• Analyze, research, and evaluate existing business systems and processes to establish and document business rules, business process models, business user requirements, gap analysis, functional requirements specifications, technical designs, and identify possible implications to existing solutions and/or processes;
• Facilitate and monitor the development of Quality Control (QC) and User Acceptance 9UA) test activities, validate and certify the delivered solution meets the needs of the business as documents in the business user’s requirements;

Requirements

• Bachelor’s Degree in a Business-related or Information Systems-related area of study is preferred; Five (5) years of successful experience in the following areas of IT may be considered in lieu of a degree: software development that includes software analysis, development and implementation, and/or technical business analysis to include technical software requirements development and development of high level software design;
• In addition, at least 5 years of successful experience in business analysis roles, preferably in the financial services industry;

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Support Center Analyst

Job Summary

Analyze, diagnose and solve computer related problems to ensure usability of software and hardware in field offices. The Support Center Analyst will be part of a team which provides support to more than 2000 users at over 200 locations worldwide.

Job Functions

• Schedule, coordinate and assist users with installation and maintenance of both locally developed and commercial software products. Extensive knowledge of a wide variety of PC hardware (CPU’s, printers, mice, monitors, modems, etc.) as well as software (Utilities, Word Processing, Communications, Client Management, etc.) are fundamental to the timely performance of this series of tasks;
• Assist in testing and analyzing compatibility between commercial software products and locally developed software, which helps in maintaining a high level of support to field offices;
• Ensure accuracy and completeness of documentation related to product installation and user manuals;
• Provide user training via telephone, facsimile and modem in order to increase user capabilities and reduce administrative errors;

Requirements

• Bachelor’s Degree or equivalent years experience to include four or more years experience in IT systems, network operations, or software support;
• Four or more years industry experience with Microsoft products;
• Strong knowledge of Microsoft Windows 2000 and Windows XP and familiarity with Windows Vista;
• Advanced computer software and hardware knowledge;
• Advanced computer software and hardware knowledge;

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Professional

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Tax Accountant I

Job Summary

Under the general supervision of the Tax Services Supervisor, this position prepares tax returns and works closely with clients, advisors, all levels of Home Office management and staff, and outside tax professionals to discuss tax and other related matters. Also communicates with federal and state government entities on behalf of clients.

Job Functions

• Prepares tax returns in accordance with Treasury Circular 230. Tax returns are primarily federal and state individual tax (1040 and related state forms) returns-various schedules and forms from sole proprietorships, passive activity, alternative minimum tax and foreign income;
• Answers questions from clients and advisors regarding general tax questions as well as answering questions and resolving issues regarding tax returns prepared by Tax Services;
• Responsible to requesting and documenting requirements for missing information needed to complete preparation of federal and state tax return;
• Responsible for monthly bookkeeping services for The One Plan advisor clients;
• Assist with advisor payroll processing as needed;

Requirements

• Bachelor’s Degree required; preferred in Accounting;
• 2+ years of relevant tax preparation experience;
• Working knowledge of federal and state individual tax return preparation. Familiarity with state tax regulations for all 50 states desirable. Other tax return preparation knowledge in corporate, partnership and trust is a plus;
• Must be able to lift 25lbs.;

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Federal Market Manager

Job Summary

Reporting to the Vice President & Chief Marketing Officer, is responsible for the creation and implementation of a strategic, multi-faceted communications programs designed to target and penetrate the Federal Employee Market, building and/or strengthening the firm’s role and reputation as a leader and authoritative voice for Federal Agencies and their employees. Devises program guidelines and policies, oversees implementation process, and provides quality control for all targeted marketing programs and special events.

Job Functions

• Creates and executes a strategic marketing plan with all necessary tactical elements, prioritizing company needs, products, initiatives, and allocation of resources;
• Oversees all market-specific programs, including marketing collateral, advertising, public relations, trade shows, sponsorships, Web promotions, press releases, direct mail, etc.;
• Manages development of seminars and all supporting materials targeted at the Federal Employee Market;
• Establishes and monitors a lead management process specific to all leads generated in this target market;
• Trains Financial Advisors on all Marketing programs, campaigns and tools within this space (e.g., recurring training on federal benefits, use of DSS calculator);
• Creates relationships with senior managers with federal agencies;
• Builds and fosters collaborative relationships with other departments within the organization to stay informed and abreast of new initiatives, products and services;
• Takes responsibility for the measurement of all marketing initiatives within his/her oversight and the improvement of future marketing programs and performance based on results;
• Stays abreast of all issues affecting the federal employee market and the impact of these issues on First Command’s marketing programs and market opportunities;
• Further develops the company’s business intelligence capabilities, including comprehensive analysis of key competitors in this space;
• The list of essential job functions is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position. It may be supplemented by the supervisor as necessary;

Requirements

• Bachelor’s Degree Business, Marketing emphasis strongly preferred;
• 5 to 7 years of leadership experience in a marketing organization;
• Demonstrated presentation skills (both creating and delivering presentations);
• Experience working within or providing support to a United States Federal Agency strongly desired;
• Experience in the financial services industry strongly desired;

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Recruiting Support Manager

Job Summary

Responsible for coordinating all marketing functions related to the recruitment of field advisors, develop and implement strategic marketing initiatives, maintain advisor job postings, and coordinate the company’s participation at strategic career fairs and recruiting activities as well as manage the First Command Internship Program.

Job Functions

• Responsible for developing, implementing and tracking a new Advisor Referral Program;
• Tracks the success of all recruiting events and measures our ROI so that we can better allocate our limited resources;
• Provides guidance, support and training to the Field Leadership Team as to the events that they should attend along with how they should approach them;
• Responsible for ensuring that all recruiting booths are up to date and correspond with the current First Command brand messaging;
• Provides strategic guidance as well as manages the day-to-day activities related to First Command Internship Program;
• Develops and maintains strong working relationships with colleges and universities across the US;
• Develops and delivers recruiting collateral materials and marketing plans according to recruiting priorities;
• Coordinates, plans and participates in all Home Office sponsored career fairs, more than 50;

Requirements

• Bachelor’s Degree required or equivalent professional experience;
• 5 years recruiting experience;
• Ability to travel, as needed, attending national and local recruiting events;
• Excellent interpersonal and communication skills;
• Experience and proficiency using Microsoft Office;

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Trust Department Assistant Manager

Job Summary

Participates in the research, analysis, evaluation and documentation of software solutions and business processes/applications for the Trust Department. Such analysis shall be in compliance with bank policies and procedures, Written Supervisory Procedures and current state and federal laws.

Job Functions

• Provides ongoing education and support for Department staff with regard to changes/updates in department software, processes and applications;
• Works with Department Management and third party vendors to research, analyze, evaluate and document the feasibility of system enhancements;
• Assists Department Manager with responding to advisor and prospective client inquiries concerning estates, trusts, agencies, investment management and SIP accounts;
• Works with representatives of other First Command Bank and First Command Financial Planning departments to ensure timely and accurate flow of work;

Requirements

• College degree required;
• 5+ years experience in financial services, business analysis or project management experience required;
• Thorough understanding of Trust services and tax laws;
• Previous supervisory experience required;
• Current working knowledge of insurance and investment products;
• Familiarity with trust accounting systems and methods a plus;
• Proficient in Microsoft Office;
• Demonstrated success in developing and executing systematic processes to complete projects;
• Ability to travel, as needed, to meet with 3rd party vendors or attend training.

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Senior Manager, Sales Analytics

Job Summary

The Senior Manager of Sales Analytics is responsible for the design and development of systems and reports which will help maximize the potential of First Command Advisors. The nature of the position is to assist in the development of accountability amongst advisor management, provide productivity feedback to advisors and help indentify strategic opportunities. Further, this position provides coordination for the full operations team which includes Division Directors (DAO’s), recruiting, training, products and planning. Advisor performance is driven by two main components, recognition and compensation. As such, this position works closely with the Director of Administration, Advisor Operations and the Chief Financial Officer to recommend modifications, as appropriate, to First Command’s recognition and compensation systems.

Job Functions

• Design and develop systems to provide performance feedback to advisors and management in addition to forecasting future performance through a “pipeline” report;
• Partner with various departments to generate and analyze market and client data to help develop strategic opportunities;
• Assist in the management of the Advisor Recognition program to inspire maximum performance for sales and service;
• Provide analytical and strategic insight to advisor performance, organizational alignment and the marketability of our product array;
• Liaise with senior advisor management and various senior leaders to help ensure key sales and service initiatives are accomplished with efficiency;
• Develop standardized performance and management reports to illustrate advisor and management performance;
• Liaise with IT and Business Operations to ensure systems and processes are efficient and effective for advisor performance;
• Coordinate advisor management input to various advisor- and client-facing processes to ensure they are represented in corporate initiatives;

Requirements

• 5 years of relevant work experience;
• At least 5 years expereince supporting Financial Advisors or other fiancial planning professionals;
• Bachelor’s degree, although MBA would be considered a plus;
• Strong evidence of analytical acumen, including experience in accounting, actuarial, or analysis;

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Strategic Marketing Consultant

5 Positions Available

Job Summary

Reporting to the Chief Marketing Officer, the Strategic Marketing Consultant acts as a critical liaison between the Financial Advisor leadership team and Corporate Marketing. This individual will build an extensive working knowledge of the different markets and business needs of District Advisors within a specific Division(s) and will provide value to all business practices with the Division(s) in the form of strategic marketing consultation. The result will be that the Financial Advisor leaders (DAO through DA) will have a clear understanding of the specific market opportunities within their reach as well as the unique attributes and advantages First Command offers the identified markets. Working closely with field leaders in a consultative role, the Strategic Marketing Consultant will help to fashion specific Division/District market strategies to leverage the firm’s strengths, values and offerings as well as the tools and capabilities delivered by Marketing. The Strategic Marketing Consultant will have a dotted line relationship to one of the First Command’s Directors of Advisor Operations.

Essential Job Functions

• Guide DAOs, SMADTs and DAs step-by-step through a strategic market planning process;
• Assist field leadership in formulating comprehensive and realistic strategies for growing the business practices within their control, maximizing opportunities with both existing and prospective clients;
• Help field leaders build clear implementation plans to maximize the penetration of their local identified markets, monitoring results throughout the implementation cycle;
• Identify practical and measurable programs to generate referrals, develop new business leads and cross-sell additional services to existing clients, leveraging the extensive set of tools provided by Marketing;
• Establish and maintain a clear channel of two-way communications between field leaders within a specific Division or group of Divisions and the Marketing team, acting as a single point of contact for all Advisors within the Division(s) and serving as the primary voice to those same Advisors;
• Serve as a consultant to the DAO on all marketing matters based on a strong and clear understanding of the DAOs operating environment, business development goals as well as the market trends affecting his/her Division;

Qualifications (Required)

• Bachelor’s degree in Business, Marketing emphasis strongly preferred;
• 7-10 years of demonstrated success in a marketing and/or sales leadership role;
• Executive presence and proven decision-making ability;
• A firm understanding of different marketing mediums and the application of those mediums in achieving specific business development goals;
• Excellent written and verbal communication skillls;
• Able to understand, interpret, and write about complex financial marketing issues;
• Ability to think strategically and resolve problems;
• Ability to work extremely well with others;
• Ability to complete multiple tasks and high volume of work on deadline;
• A strong attention to detail;
• Excellent time management and organizational skills;
• Computer proficiency in Word, Powerpoint and Excel;
• 40 – 50% required travel;

Qualifications (Preferred)

• MBA with an emphasis on Marketing;
• Experience in effectively leading diverse teams, often in a virtual team environment;
• Experience in the financial services industry;
• Strategic consulting experience;

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Secretarial & Administrative

There are no openings at this time. Please check back for future openings.

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Support Services

There are no openings at this time. Please check back for future openings.

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Other

Copywriter

Job Summary

Writes and edits content for a wide range of advertising and marketing projects produced by the Corporate Marketing Department for use with various internal and external constituencies, including Financial Advisors, employees, clients, trade associations, analysts and media audiences. Operates under the supervision of the Manager of Brand Strategy and Marketing Communications.

Job Functions

• Write and edit copy for marketing materials including but not limited to product brochures and fact sheets, webs site content, print and web-based advertisements, client-facing and prospecting letters, trade show and event support materials, direct-mail pieces and presentations. Coordinates with Brand Strategy and Marketing Communications Manager to ensure consistency with brand messaging, adherence to company style standards, and compliance with internal and external regulatory standards;
• Assist Marketing Communications Manager and collaborate with departmental colleagues in providing input into the design, development and project management of marketing programs, campaigns and products;

Requirements

• College degree; communications-related or marketing-related major preferred;
• Expert skills in content organization, English grammar, spelling, punctuation and usage;
• 2+ years of experience developing and writing advertising/marketing communications, with samples of work product as proof;
• Strong proficiency in Microsoft Word; proficiency in Microsoft PowerPoint, Adobe Acrobat, other programs a plus;

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