Financial Coach & Client Growth Advocate
First Command Financial Services, Inc.
First Command Financial Services, Inc. is seeking a Client Engagement Specialist to be the first contact for prospects and clients. You will engage individuals through proactive outreach, conduct discovery conversations to understand financial goals, and explain how First Command can support their needs. You will coach clients, share resources, and collaborate with Financial Advisors to transition qualified clients for ongoing planning. #J-18808-Ljbffr First Command Financial Services, Inc.
Vacancy posted 3 days ago
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