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

Banking

Trust Investment Account Manager

Position Summary

Investment manager for assigned investment management accounts (IMAs) and trust accounts with a market value in excess of $75 million. Duties include monitoring investments and making/documenting decisions regarding rebalancing assigned accounts as necessary, completing due diligence research for appropriate securities, responding to advisor/client inquiries, and completing other associated duties to support Trust Department goals.

Responsibilities

• Work as team player supporting the $165 million Trust Department.
• Communicate directly with advisors in developing proposals for new accounts; prepare new account proposals, including development of an investment strategy which compliments prospect’s investment objective, tax goals and risk tolerance.
• Participate in conference calls or in-person meetings with current and prospective high net worth clients to assist advisors in client relations and inquiries regarding their accounts.
• Answer and respond to incoming calls.
• Monitor incoming proxy materials for more than 100 mutual fund and individual stock holdings; complete research required for the Trust Administrative Committee to make an informed vote.
• Prepare monthly, quarterly and annual reports for trust investment manager, Trust Department Manager, Trust Committees and Board of Directors as needed to support investment operations.
• Monitor daily $1–2 million of IMA and trust account purchase/sale activity for proper execution of instructions
• Maintain current knowledge of investment-related issues.

Requirements

• Education
  • Bachelor degree in business or related field required
  • Customer service experience required
• Certifications
  • Series 63, 65 (can be obtained within three months of hire)
  • Series 7 (can be obtained within three months of hire)
  • CFP or CFA required
• Knowledge and Skills
  • 3+ years experience in the investment arena working with mutual funds, stocks, and bonds
  • Microsoft Word, Excel, Outlook, some PowerPoint
  • Demonstrated success in developing and executing systematic processes to complete projects
  • Customer service skills
  • Multi-task; ability to quickly move from one task to another
  • Work in group environment; understand/respect needs of others
  • Organized/prioritize work

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Credit Analyst

Position Summary

Supports the credit lending decisions by performing quality analyses for commercial loans to prospective and existing clients. Ensures that these analyses are accurate, objectively present the risks of the transaction, and address the bank’s ability to be repaid. Work with and support the senior credit analyst and loan officers for timely delivery of analyses and other data relating to maintaining a quality loan portfolio. Assist on research projects, loan portfolio maintenance requirements, and other areas to ensure the department maintains its efficiency and effectiveness.

Job Functions

• Conducts accurate and timely credit analyses including gathering, analyzing, and interpreting financial information on existing and prospective customers and portfolios. Investigates discrepancies or variances on customers’ financial statements; this may entail obtaining information from other sources such as client, CPA, financial advisors, industry data, or other public records/data.
• Delivers written credit approval presentations to loan officers and committees for use in the making of lending decisions on new, renewal, and extension of loans. Presentations will include recommended loan structure, terms, summary of transaction, history, an interpretation of the financial spreadsheets, credit report summation, and opinions.
• Administers and reviews existing credits to protect the quality and profitability of the loan portfolio; alerts the loan officers of any irregularities. Assesses the risk of individual loans on an annual basis.
• Handles delinquent accounts in conjunction with lender. Keeps records of arrears (behind in payments) and prepares letters or makes telephone calls to resolve payment issues. Handles workout loan issues including possible collateral liquidation in conjunction with lender.
• Complies with federal, state, and local legal requirements by studying existing and new legislation; advising management on needed actions. Complies with bank policy and procedures; making recommendations for areas of improvement.
• Performs other duties as requested by supervisor such as special projects or supporting other areas of the department.

Requirements

• Education
  • Bachelor’s degree in Accounting or Finance or any major with a minimum of 15 hours of accounting including cost and tax accounting is required.
• Work Experience
  • 1 - 2 years experience in credit analysis and/or tax return analysis or preparation preferred
• Knowledge, Skills and Abilities
  • Proficient in Microsoft office applications and bank systems required
  • Strong oral and written communication skills required
  • High degree of attention to detail required
  • Basic knowledge of economics, accounting, and finance required

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Clerical

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

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Customer Relations

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

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Financial Services

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

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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

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

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Professional

Director, Recruiting Operations

Position Summary

Leads all direct recruiting and sourcing operations designed to screen and pre-qualify Financial Advisor candidates. Develops overarching company recruiting strategies to meet annual advisor growth targets; creates a strategic recruiting plan encompassing personnel, recruiting methodologies, principles, and costs to be implemented by the Recruiting Operations Team. Oversees the tactical recruiting efforts to attract and identify qualified candidates, including sourcing through online job boards, client sourcing, military events, career fairs, career opportunities presentations, and corporate-sponsored recruiting events. Coordinates with Field Leadership, HR partners, and other internal departments to implement the department’s strategic recruiting plan. Leads the team of five Strategic Recruiting Consultants, who provide direct support to field recruiting initiatives, along with the supporting Recruiting Specialists who support and facilitate the activities of the Strategic Recruiting Consultants.

Job Functions

• Achieves corporate recruiting and retention results for enterprise “Selling Advisor” annual goals.
• Develops annual hiring projections based on Executive and Field Leadership input to satisfy Company, Division, and District needs; partners with Field Leadership to achieve recruiting results.
• Researches and implements innovative recruiting processes and techniques, determines their effectiveness in supplementing national recruiting efforts, and tracks their success; assists in developing marketing collateral to support these efforts.
• Develops plans to expand the company’s presence in locations where the company is currently experiencing voids or limited penetration, with emphasis on districts experiencing critical manning levels.
• Develops and delivers training for District Advisors (DAs) and Strategic Recruiting Consultants in interview techniques, interpreting personality assessments, active and passive recruiting, and other training as required to improve selection.
• Collects, interprets, and briefs Recruiting metrics to all levels of company leadership for the purpose of clearly conveying Recruitment results and Strategic Recruiting Consultant performance.
• Periodically reviews and assesses the effectiveness of personality and sales assessment tools to ensure their adequacy in the selection process.
• Collaborates with Marketing to develop and implement recruiting collateral to target specific segments.
• Ensures the entire recruiting team adheres to all Recruiting, Human Resources, and EEO policies and procedures.

Leadership Responsibility

• Leads, coaches, and communicates with all department employees.
• Leads five Strategic Recruiting Consultants assigned to assist DAs in developing and implementing local recruiting plans and strategies, and who identify, screen, and forward qualified candidates to DAs from online, internal resources.
• Oversees supporting Recruiting Specialists to ensure effective support and facilitation of the activities of the Strategic Recruiting Consultants.

Requirements

• Education
  • Bachelor’s Degree (Required)
  • Degree in Business, Marketing, Human Resources or related field (Preferred)
• Work Experience
  • 6 years recruiting in the financial services industry (Required)
  • 3 years of supervisory/leadership experience (Required)
  • 3 years of project management experience (Required)
  • 2 years leading a financial services recruiting function (professional services environment) (Preferred)
  • Series 6, 7, 63, and/or 65 securities licensure; life/health licensure (Preferred)
  • Military service or comparable experience (Preferred)
• Knowledge, Skills and Abilities
  • In-depth knowledge and understanding of recruiting methods, recruiting marketing, and techniques, and ability to drive results.
  • Demonstrated success in creating and leading effective teams.
  • Extensive knowledge of the financial services industry.
  • Understand and apply the full life cycle of recruiting:  sourcing positions through a combination of networking, cold callings, advertisement, job fairs, and military recruiting.
  • Ability to leverage applicant tracking systems for recruiting metrics.
  • Able to manage and prioritize a myriad of recruiting initiatives, at varying stages of completion, and bring these to timely completion.
  • Working knowledge of military benefits and Transition Assistance Programs.
  • Self-motivated, results-oriented, able to work independently, and accomplish duties with minimal supervision or direction.
  • Possess superior interpersonal, written, and verbal skills.
  • Proficient in the use of the Microsoft Office suite, with emphasis on Outlook, Word, Excel, and PowerPoint.
  • Ability to travel up to 50% of time.
  • Knowledge of industry best practices and EEO laws/regulations (preferred)
  • Knowledge in designing and delivering interview training (preferred)
  • Knowledge and understanding of military benefit programs and military transition assistance programs. (Preferred)

Executive Assistant to the CEO

Position Summary

The Executive Assistant to the CEO provides high-level administrative support for the CEO and the Chairman of the Board, as well as supporting the First Command Financial Services Board of Directors. This position represents and supports the highest levels of the company, and as such must demonstrate the ability to work well with a variety of individuals.

Job Functions

• Primary liaison between the CEO and Home Office staff, as well as outside business contacts;
• Maintain CEO’s calendar, address book, and contacts;
• Arranging complex corporate travel and processing subsequent expense reports;
• Screens incoming calls and correspondence for the CEO and responds independently when possible;
• Research special projects of the CEO;
• Perform duties associated with Assistant Secretary of First Command Financial Services, Inc. and assist General Counsel/Secretary if necessary;
• Prepares agendas and minutes for Board of Director meetings

Requirements

• Education
  • Associates Degree (required)
  • Bachelors Degree (preferred)
• Work Experience
  • 10 years experience as an Executive Assistant for a mid to large sized company
• Knowledge, Skills, and Abilities
  • Excellent communication skills, verbally and in writing
  • Highly polished and professional telephone diplomacy
  • Consummate team player, able to influence without resorting to CEO’s position
  • Flexibility – willing to work additional hours as required by the position
  • Project management experience
  • Skilled in Microsoft Word, Power Point, Excel and other office software

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Senior Web Designer

Position Summary

The Senior Web Designer works closely with the Manger of Web Design and Development and collaborates with other web team and Marketing team members to design and develop web sites, web-based advertising and promotions, and web-based applications that are engaging, highly usable, consistent with web design/coding best practices, and tightly aligned to First Command brand standards.

Job Functions

• Design and develop web sites, web-based advertising, promotions and applications to serve business objectives for external and internal communications
• Identify and implement navigation strategies and design schemes for maximum visual impact, usability and consistency with First Command brand standards
• Incorporate current techniques, tools and trends in web design and development to ensure adherence to best practices and design industry standards
• Maintain content of web sites to ensure functionality, currency and accuracy
• Optimize web content to achieve superior search engine results
• Communicate status of work in progress to immediate supervisor and other project participants

Requirements

• Education
  • Degree in graphic arts, communications or business required
• Work Experience
  • Five years experience in web design and development required
• Knowledge, Skills and Abilities
  • High proficiency in HTML/XHTML coding and web standards required
  • High proficiency in design and development of web sites incorporating CSS required
  • Specialization in front-end development and rich internet applications (RIA) desired
  • Experience in developing cross-browser and cross-platform compatible web sites required
  • Intermediate to advanced knowledge and skills in Javascript and Actionscript required; experience with Javascript libraries (e.g., Jquery and Prototype) preferred
  • Proficiency in image editing (Photoshop) and web graphics applications (Fireworks) required
  • Proficiency in Flash animation design and development preferred
  • Proficiency in vector image editing (Illustrator) preferred

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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

Strategic Recruiting Consultant

Position Summary

The Strategic Recruiting Consultant is the direct consultant on Recruiting matters for the SVP Director of Advisor Operations (DAO) and District Advisors (DAs); responsible for assisting the DAO and DAs in developing strategic recruiting plans to meet overall recruiting and advisor growth goals. Uses a myriad of internal resources, e.g., public job boards, specialized websites, corporate career fairs and/or corporate-sponsored recruiting events. Responsible for full life-cycle recruiting to include sourcing, screening, qualifying, and interviewing financial advisor candidates; executes staffing plans of each district. Completes specials projects as required by the Associate Director, Recruiting Operations.

Job Functions

• A consultant to the “field”—fulfills the talent and workforce planning needs of the DAO and DAs, and develops an overarching recruiting strategy to support their designated division and individual districts.
• Assists DAs in developing local strategic recruiting plans—assesses district strengths, weaknesses, opportunities, and threats—creates action plans to achieve recruiting goals.
• Assists DAs in conceiving, coordinating, and participating in a variety of recruiting activities, e.g., career and job fairs, Career Nights, target market career seminars, and military transition assistance programs; periodically conducts Career Presentations designed to inspire candidates to enter the hiring process.
• Sources, screens, qualifies, and interviews candidates; recommends highly qualified candidates for follow-on interviews with the DA; schedules and conducts comprehensive interviews of candidates in the field.
• Administers and interprets personality assessments to ensure candidates’ suitability for sales.
• Coaches DAs on the essential elements of effective recruiting, as appropriate.

Requirements

• Education
  • Bachelor’s Degree (Required)
• Work Experience
  • 6+ years recruiting experience with 3+ years experience in the financial services industry (Required)
  • Series 6, 7, 63, and/or 65 securities licensure; life/health licensure (Preferred)
  • Military service or comparable experience (Preferred)
• Certifications
  • AIRS Certified Internet Recruiting Specialist (Preferred)
• Knowledge, Skills and Abilities
  • In-depth knowledge and understanding of Recruiting methods, techniques, and practices, especially in the use of internet recruiting resources and field recruiting techniques.
  • Proficient in utilizing major and specialized job boards, e.g., Monster and CareerBuilder.
  • Capable of developing and implementing strategic recruiting plans.
  • Knowledge and understanding of military benefit programs and military transition assistance programs.
  • Able to travel up to 50% of time
  • Must be well-organized and detail-oriented.
  • Excellent verbal and written communication skills.
  • Must be a self-starter and capable of independent work.
  • Proficient in utilizing Microsoft Office software, i.e., Excel, Word, PowerPoint, Outlook, and Internet Explorer.
  • Able to safeguard confidential information.

Recruiting Specialist

Position Summary

The Recruiting Specialist researches, sources, identifies, and qualifies top candidates for the Financial Advisor position. These candidates will possess demonstrated sales success and/or financial planning career success, or be highly qualified career changers. The Recruiting Specialist’s principal goal is to supplement each division Strategic Recruiting Consultant’s (SRC) efforts to help replenish and grow the First Command advisor force.

Job Functions

• Sources, assesses, and interviews for the Financial Advisor position to meet specific requirements of their assigned division(s) and in support of their lead SRCs.
• Plans, executes, delivers, and monitors effective targeted sourcing strategies for the SRCs.
• Performs direct sourcing of candidates; sourcing to include but not limited to: cold-calling, internet data mining, search engines and online networks.
• Cultivates relationships with candidates and provides timely feedback to each candidate throughout the recruitment process.
• Performs industry-specific and sales talent-specific competitive intelligence; educate SRCs on current events and trends.
• Ensures job postings are accurate and reflective of the company brand and current recruitment requirements.
• Reviews and catalogs websites according to established guidelines.
• Prepares and maintains job requisition files; create recruiting reports and correspondence as necessary.
• Performs other relevant duties as assigned by the SRC and Associate Director, Recruiting Operations.

Requirements

• Education
  • College Degree (Required)
• Work Experience
  • Minimum 3 years recruiting and sourcing candidates for highly competitive positions (Required)
  • 3 years of sourcing candidates for sales positions (Preferred)
• Knowledge, Skills and Abilities
  • Must have knowledge of the World Wide Web (WWW) and the commonly-used practices and procedures for searching web sites, data bases and generating lists of names.
  • Must be a self-starter, able to multi-task, and work independently without direct supervision.
  • Capable of conducting detailed research and professionally communicating results.
  • Strong organizational, writing, and communication skills; exceptional phone skill is a must.
  • Must be able to prioritize constantly changing duties/assignments/situations/problems.
  • Ability to handle and safeguard confidential materials/information.
  • Proficient in utilizing Microsoft Office, i.e., Excel, Word, PowerPoint, Outlook, and Internet Explorer.

General Securities Trader/Sr. Transaction Processor

Position Summary

The equity trade desk processor is responsible for placing all stock orders received from investment advisors and/or clients utilizing the broker/dealer clearing platform. Provide advisors market information such as stock quotes, volume information, and symbols. Provide essential general securities information to the advisor sales force as needed. Ensure that business is received and processed to a same-day standard. Maintain team standards of quality and production. Provide support/assistance across the organization as needed relevant to job responsibilities. Identify opportunities to streamline and improve processes and procedures.

Job Functions

• Perform data entry tasks to open new brokerage accounts in a timely and accurate manner.
• Perform data entry to execute general securities (stock) trades in a timely and accurate manner.
• Work with internal staff and management in the reconciliation of those trades.
• Track ACAT activity within brokerage accounts
• Possess and maintain a good understanding of the brokerage business and the underlying business and client needs.
• Possess a helpful and courteous attitude when interfacing with all internal and external customers.
• Handle internal/external customer inquiries as necessary.
• Identify opportunities for process improvement.
• Provide product knowledge and technical assistance as necessary.
• Adhere to the rules and regulations of the various regulatory bodies (NYSE, FINRA, SEC).
• Track trades and correct trade problems.
• Communicate any problems or issues to management in a timely manner.
• Ensure all outstanding items are cleaned up on a daily basis.
• Perform other duties and responsibilities that management may deem necessary from time to time, including but not limited to cross-training in support of allotments, cashiering, general operations, imaging, retirement processing, and tax reporting.

Requirements

• Education
  • High School Diploma (Required)
  • College degree preferred (though previous work experience will be considered) (Preferred)
• Work Experience
  • 3 or more years previous experience working in brokerage operations processing new accounts and general securities transactions Preferred (Required)
  • 3 or more years previous experience working in a brokerage environment using a major clearing platform (Required)
• Certifications
  • Series 7 license required. Candidates not possessing proper licensing will have 90 days from date of employment to obtain the license.
• Knowledge, Skills and Abilities
  • Specific knowledge of investment products (specifically mutual funds, stocks, bonds, variable annuities, and mutual fund wrap programs) required.
  • Specific knowledge of general securities account opening process and transaction execution and settlement process required.
  • Specific knowledge of the ACATS process required.
  • Strong interpersonal, communication and time management skills required.
  • Strong analytical and problem solving skills required.
  • Ability to work within an evolving operations structure preferred.
  • Fundamental knowledge of all products offered by First Command Financial Planning Advisors preferred.
  • General knowledge of financial planning industry preferred.
  • Proficient in all needed technology (including but not limited to: Pershing NetExchange Pro or similar broker/dealer platform, Pershing NetX360, Phoenix, DST TA2000, AWD, SunGard Planning/WealthStation, and MS Office suite) preferred.

Mutual Fund/Securities Cashier

Position Summary

The cashier is responsible to handle all responsibilities related to the receipt and distribution of client cash within a broker/dealer clearing environment. Provide essential general securities information to the advisor sales force as needed. Ensure that business is received and processed to a same-day standard. Maintain team standards of quality and production. Provide support/assistance across the organization as needed relevant to job responsibilities. Identify opportunities to streamline and improve processes and procedures.

Job Functions

• Perform data entry tasks related to crediting receipt of client funds for their trades to their accounts in a timely manner.
• Work with internal staff and management in the reconciliation of those trades.
• Ensure the daily bank deposit is reconciled and delivered to the bank.
• Ensure that all funds received for disbursement transactions are received and distributed to clients in a timely manner.
• Monitor receipt and initiate sending fed fund wires.
• Deposit stock certificates into client brokerage accounts, ensuring the stock certificate and supporting paperwork, with signatures, are all in good order.
• Issue checks and stock certificates from the end client’s accounts verifying that the appropriate paperwork and signatures have been received in order to process the request.
• Possess and maintain a good understanding of the brokerage business and the underlying business and client needs.
• Possess a helpful and courteous attitude when interfacing with all internal and external customers.
• Handle internal/external customer inquiries as necessary.
• Identify opportunities for process improvement.
• Adhere to the rules and regulations of the various regulatory bodies (NYSE, FINRA, SEC).
• Track trades and correct trade problems.
• Communicate any problems or issues to management in a timely manner.
• Ensure all outstanding items are cleaned up on a daily basis.
• Perform other duties and responsibilities that management may deem necessary from time to time.

Requirements

• Education
  • High School Diploma (Required)
  • College degree preferred (though previous work experience will be considered) (Preferred)
• Work Experience
  • 1 year Transfer Agency Operations experience (Required)
  • 1 to 2 years of relevant trading/brokerage experience (Preferred)
• Certifications
  • Series 7 license required. Candidates not possessing proper licensing will have 90 days from date of employment to obtain the license.
• Knowledge, Skills and Abilities
  • Specific knowledge of investment products (specifically mutual funds, stocks) (Required)
  • Ability to work to tight deadlines. (Required)
  • Fundamental knowledge of all products offered by First Command Financial Planning Advisors. (Preferred)
  • General knowledge of financial planning industry. (Preferred)
  • Strong interpersonal, communication and time management skills. (Required)
  • Strong analytical and problem solving skills. (Required)
  • Proficient in all needed technology (including but not limited to: Pershing/NetExchange or similar broker/dealer clearing platform, Phoenix, DST TA2000, AWD, SunGard Planning/Wealthstation, and MS Office suite) (Preferred)

Trade Desk Processor

Position Summary

The equity trade desk processor is responsible for placing all stock orders received from investment advisors and/or clients utilizing the broker/dealer clearing platform. Provide advisors market information such as stock quotes, volume information, and symbols. Provide essential general securities information to the advisor sales force as needed. Ensure that business is received and processed to a same-day standard. Maintain team standards of quality and production. Provide support/assistance across the organization as needed relevant to job responsibilities. Identify opportunities to streamline and improve processes and procedures.

Job Functions

• Perform data entry tasks to open new brokerage accounts in a timely and accurate manner.
• Perform data entry to execute general securities (stock) trades in a timely and accurate manner.
• Work with internal staff and management in the reconciliation of those trades.
• Track ACAT activity within brokerage accounts
• Possess and maintain a good understanding of the brokerage business and the underlying business and client needs.
• Possess a helpful and courteous attitude when interfacing with all internal and external customers.
• Handle internal/external customer inquiries as necessary.
• Identify opportunities for process improvement.
• Provide product knowledge and technical assistance as necessary.
• Adhere to the rules and regulations of the various regulatory bodies (NYSE, FINRA, SEC).
• Track trades and correct trade problems.
• Communicate any problems or issues to management in a timely manner.
• Ensure all outstanding items are cleaned up on a daily basis.
• Perform other duties and responsibilities that management may deem necessary from time to time, including but not limited to cross-training in support of allotments, cashiering, general operations, imaging, retirement processing, and tax reporting.

Requirements

• Education
  • High School Diploma (Required)
  • College degree preferred (though previous work experience will be considered) (Preferred)
• Work Experience
  • 1 year Transfer Agency Operations experience (Required)
  • 1 to 2 years of relevant trading/brokerage experience (Preferred)
• Certifications
  • Series 7 license required. Candidates not possessing proper licensing will have 90 days from date of employment to obtain the license.
• Knowledge, Skills and Abilities
  • Specific knowledge of investment products (specifically mutual funds, stocks) (Required)
  • Fundamental knowledge of all products offered by First Command Financial Planning Advisors. (Preferred)
  • General knowledge of financial planning industry. (Preferred)
  • Strong interpersonal, communication and time management skills. (Required)
  • Strong analytical and problem solving skills. (Required)
  • Proficient in all needed technology (including but not limited to: Pershing/NetExchange or similar broker/dealer clearing platform, Phoenix, DST TA2000, AWD, SunGard Planning/Wealthstation, and MS Office suite) (Preferred)

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