Fort Worth, Texas

We are looking for team members who understand the importance and the honor to serve our military clients and who:

  • Influence by remaining positive in all circumstances.
  • Adapt quickly to changes.
  • See the “big picture” of all things: personal development and operational opportunities.
  • Have a passion for improving the client/advisor experience
  • Desire to work in a self-organized team environment, celebrating success and taking accountability for goals and commitments.
  • Deny mediocrity and possess high personal standards.
  • Follow our vision of providing Lifelong Financial Security for Our Nation’s Military Families.
  • Live by our core values: Courage, Love & Effectiveness.

How will your role impact First Command?

The Brokerage Operations Analyst will carry out the functions and goals of the Brokerage Operations department and play a key role in the Client Experience. Brokerage Operations Analyst will execute on a variety of time sensitive and financial transactions. Additionally, you will take part in the organization and the department as a member of an Agile Release Train, shared services, or subject matter expert in innovation initiatives in service, operations, and technology. You will impact the organization through maintaining flexibility and learning additional new skills.

What will you be doing?

Applying detailed industry/product knowledge and functional expertise, a Brokerage Operations Analyst will:

  • Resolve and respond to Advisor/client inquiries communicating concepts and strategies in simple and easy to understand terms.
  • Use strong decision-making skills to ensure the client’s best interest is protected with minimal corporate exposure.
  • Focus on identifying, developing, and implementing opportunities to improve the client and Advisor experience through process improvement and training.
  • Assemble, organize and report on production and quality information to identify trends and collaborate to improve processes.
  • Monitor the regulatory landscape to identify potential issues that may affect First Command's clients and advisors as they relate to changing industry rules and procedures.

What skills/qualifications do you need?

  • Bachelor’s degree in finance, economics, business administration, or related area or equivalent combination of education and experience preferred.
  • Minimum five years’ work experience in a business setting. (Required)
  • Minimum three years relevant experience in financial services such as Client Services, Trading, Brokerage Operations, Investment Operations, and/or Insurance Operations. (Required)
  • Service experience strongly preferred.
  • FINRA SIE and Series 7 required or must obtain within 120 days of employment.
  • FINRA Series 63 may be required dependent on daily responsibilities

Additional Abilities

  • Advanced analytical, data-mining and problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns.
  • Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm.
  • Knowledge of Agile and /or Lean methodology
  • Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence.
  • Must be able to work well in high pressure situations and elevated workloads.

What you should know

Headquartered in Fort Worth, Texas, First Command Financial Services takes pride in our mission: Coaching those who serve in their pursuit of financial security. In addition, we are fully committed to living out our core values of: Courage, Love and Effectiveness.

Touted by Texas Monthly and Best Places to Work as one of the top 100 best places to work in Texas for 2016 and 2018, First Command Financial Services opened its doors in 1958 and has grown to include a network of Advisors in more than 162 markets throughout the U.S., England and Germany today. We are seeking talented individuals of diverse backgrounds who are service minded. First Command offers a comprehensive benefits package to full-time employees, including:

  • Medical
  • Dental
  • Vision
  • 401K and Employee Stock Ownership Programs
  • Tuition reimbursement
  • Flexible Spending Accounts
  • Employer Health Fund Contributions
  • On-site Fitness Center
  • On-site Concierge Services
  • Covered Parking
  • Free financial planning for all employees
  • Development Opportunities

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Fort Worth, Texas

Get Your Next Career Squared Away

Founded in 1958 by a retired Air Force officer, First Command Financial Services, Inc. is committed to helping military members, federal employees ,and their families get their financial lives squared away. Through an international network of more than 300 Financial Advisors, our company provides lifetime financial coaching to assist nearly 300,000 clients in their efforts to reduce debt, build wealth, manage risk, and pursue their financial goals. More than 400 employees in our Fort Worth, TX home office provide a wide range of support services and subject matter expertise to our Financial Advisors across the country and abroad. 

To serve our growing client base, we are now actively hiring qualified Financial Advisor candidates. To learn more about this opportunity to build a career that allows you to make a real difference in people’s lives, contact one of our recruiting specialists today at recruiting@firstcommand.com. 

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