First Command Financial Services jobs in Fort Worth, TX - 96 jobs

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? * Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. * Enter all activities and cases in Salesforce- the same week they are executed. * Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. * Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. * Act as an "ambassador" in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. * Build trust and deep partnerships with District Advisors and advisors. * Build trust and a productive working relationship with your Division Sales Consultant. * Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. * Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. * Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. * Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. * Partner with the DSCs on content for division education workshops and own the follow-up for these events. * Partner with the DSCs on content for District Client events and own the follow-up for these events. * Stay current on industry trends, new product development, and industry best practices. * Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. * Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? * Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. * A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. * Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. * Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. * Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education * Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience * Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. * Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. * Proficiency in ACE/Sales Support and other emerging technology. * Strong professionalism and ethical foundation. Certifications * Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities * Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. * Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. * Experience working in cross-functional teams or roles that require collaboration. * Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial Advisor. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DW

How will this role impact First Command? As a System Administrator for Marketing Operations, you will play a pivotal role in optimizing the internal Advisor Marketing Portal and related field tools to help marketing tell the story of the organization's mission in supporting the military clients we serve. You will collaborate with dedicated marketing team members and internal clients to understand their needs and translate them into actionable solutions that drive efficiencies, standardization, centralization, and quality control across the Marketing department. This is an exciting opportunity to become a key player in developing and overseeing the technology, workflows, training, and reporting that enhance the field experience and equip our teams with the tools they need to succeed. What will the employee do in this role? Responsible for the management of the organization's internal Advisor Marketing Portal and related marketing field tools. Acts as a self-starter in overseeing organization, usability, and continuous improvement of resources that support advisor and field experiences. Increases the effectiveness of marketing technology by streamlining operations, optimizing user workflows, upholding governance and standards, and maintaining best practices for portal and tool management. Serves as the staff point-of-contact for the Advisor Marketing Portal and field tools, providing training, continuous process & architecture documentation, and support across the organization. Prepares, executes, and maintains an ongoing strategy for delivering new marketing materials, tools, and enhancements into the portal and ensuring they are accessible, compliant, and easy for advisors to use with clients. Partners on the implementation and training of AI-driven tools to improve search, discovery, and usability. Partner with marketing team to develop and manage customizable marketing assets that allow advisors to tailor content for clients while ensuring compliance and brand consistency. Ensures that all portal content and tools are accurate, compliant, aligned with brand standards, and designed to improve the advisor and client experience. Regularly performs audits and runs reports to track usage, adoption, and performance metrics, identifying opportunities to enhance both internal and field-facing user experiences. What skills & qualifications do you need? Education Bachelor's Degree in Technology or Marketing or equivalent experience required Work Experience Minimum three to four (3-4) years of experience in marketing technology or marketing operations. Experience with MarcomCentral or similar distributed marketing platforms. Skilled in managing dynamic content, logic-based systems, and business workflows. Strong understanding of brand standards, with the ability to maintain and evolve brand alignment. Eye for visual consistency and image selection that supports organizational goals. Excellent creative thinking, communication, and attention to detail. Proven ability to work independently and collaboratively to deliver high-quality, timely results. Required Knowledge, Skills, and Abilities Proficient in distributed marketing tools and content management systems. Working knowledge of JavaScript, CSS, and HTML. Ability to navigate and edit in Adobe InDesign and Acrobat Pro. Experience with project management tools such as Workfront or similar platforms. Strong understanding of project management principles and operational best practices. Effective and adaptable communication skills across teams and levels. Demonstrated problem-solving and technical troubleshooting abilities. Skilled at managing multiple priorities and meeting deadlines in a fast-paced environment. LI-NC1 LI-Hybrid

How will this role impact First Command? As a Marketing Insights Analyst, you will support the Marketing organization by translating marketing and client data into actionable insights that inform campaign performance, brand health, and reputation management. This role focuses on analyzing marketing effectiveness across the funnel of impressions, engagement, leads, opportunities, and client conversion to help teams understand what is working and where to optimize. Working closely with the Enterprise Data & Analytics team, Marketing Operations, and internal stakeholders, this role will leverage approved data sources, dashboards, and research to deliver consistent, reliable insights. The Marketing Insights Analyst will also support First Command's internal marketing consultancy model by providing data-backed analysis, standardized reporting, and insight summaries that help marketing partners make informed decisions. What will the employee do in this role? * Analyze marketing campaign performance across channels to evaluate effectiveness against defined KPIs (impressions, engagement, leads, opportunities, conversions) * Support brand and reputation measurement by monitoring and reporting on key metrics such as awareness, consideration, NPS, CSAT, and sentiment, in partnership with Marketing and Communications teams * Interpret multiple marketing and client data sets and summarize findings in clear, actionable insight narratives for non-technical stakeholders * Partner with the Enterprise Data & Analytics team to ensure marketing analyses align with enterprise data standards, definitions, and governance * Support the Marketing Operations internal consultancy program by providing recurring reports, ad-hoc analysis, and insight decks for marketing partners and leadership * Assist in the development and maintenance of standardized marketing dashboards and scorecards using approved tools and data sources * Contribute to journey-based and campaign-based KPI frameworks by helping define measures and tracking performance over time * Support segmentation, targeting, and positioning analysis to inform campaign optimization and sponsorship effectiveness * Help identify trends, opportunities, and areas for improvement through ongoing analysis of marketing and client data * Collaborate with agency partners and internal teams to evaluate brand and campaign performance metrics * Document methodologies, assumptions, and insights to ensure repeatability and consistency across analyses Skills & Qualifications Education * Bachelor's degree in business Analytics, Marketing, Data Science, Statistics, or related field. Work Experience * At least 2-4 years of experience in marketing analytics, insights, or research roles * Experience supporting campaign measurement, brand metrics, or client insights * Experience working with cross-functional teams, including analytics or data partners Required Knowledge, Skills and Abilities * Ability to analyze and synthesize multiple data sources into clear marketing insights * Strong data storytelling skills with the ability to translate findings for non-technical audiences * Experience supporting KPI reporting for marketing performance and customer engagement * Working knowledge of quantitative and qualitative research methods * Experience using analytics and visualization tools such as Power BI, Google Analytics, or Marketing Cloud Intelligence * Basic to intermediate proficiency in SQL, Python, or R for analysis (advanced development not required) * Familiarity with marketing technology platforms (marketing automation, analytics, CDP, DSP) from a reporting and insights perspective * Strong attention to detail, organization, and documentation skills * Ability to work within established data governance and enterprise analytics frameworks #LI-NC1 #LI-hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Compensation: $75,000-$95,000 (commensurate with experience) Employment Type: Full-time, Exempt About the Role LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking an experienced and process-oriented Operations Manager to join our growing wealth management practice. This role will serve as a key operational leader-helping to streamline workflows, oversee practice initiatives, and ensure consistent, high-quality execution across the team. The ideal candidate is someone who thrives on structure, organization, and efficiency. You'll work closely with firm leadership to implement systems that support both client service excellence and internal collaboration-keeping projects and priorities moving forward with precision. Key Responsibilities Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution. Lead the implementation and adoption of new systems and tools, such as MoneyGuide and other practice management platforms. Partner with advisors and staff to evaluate, refine, and document workflows for greater efficiency and consistency. Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track. Assist with training and process rollouts, helping team members adapt to evolving systems and expectations. Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices. Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards. Qualifications 5+ years of experience in financial services, preferably within an Ameriprise-affiliated or similar wealth management practice. Strong understanding of industry systems, terminology, and operational workflows. Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines. Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar). Exceptional communication, problem-solving, and leadership skills. Ability to take initiative and bring order to complex projects or competing priorities. Preferred Attributes Demonstrated ability to lead without micromanaging-creating alignment and structure while empowering others. A natural inclination for organization, process design, and follow-through. High level of emotional intelligence and ability to foster collaboration and accountability. Experience supporting a fast-paced, high-performing advisory team. Compensation & Benefits Competitive base salary of $75,000-$95,000, depending on experience and scope of leadership responsibilities. Comprehensive benefits package, which may include: 50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available. Paid time off and paid holidays Simple IRA with employer match Group term life insurance Opportunities for professional development and growth About Our Practice LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, dedicated to helping clients manage their financial lives with clarity, purpose, and confidence. Guided by values of trust, dependability, and teamwork, we provide personalized, holistic planning that supports clients through every stage of life. As a Forbes Best-in-State Wealth Management Team (2025), we're proud of our culture of integrity, service, and collaboration - and we're seeking someone who can bring structure, energy, and operational excellence to our next chapter of growth. To Apply: Please submit your résumé and a brief cover letter outlining your experience in financial services operations. Equal Opportunity Employer We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

How will your role impact First Command? The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Trader role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls, performing trade executions, money movement requests, account corrections, problem-solving, offline report monitoring, and acting as a client advocate in all situations. This position supports investment trade execution and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements. The TRADER must accurately execute trades via First Command's brokerage platform and/or ticketing system. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. Acting as a Subject Matter Expert, the TRADER will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement. What will you be doing? Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service Demonstrate integrity and high ethical standards Strong ability to successfully balance competing priorities in a fast-paced environment Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs) Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading Ability to partner and collaborate in cross-functional teams for client support and issue resolution Strong interpersonal, communication, and time management skills Strong analytical and problem-solving skills What value will you provide? Assist clients and advisors with trading strategies, executing investment trades, and money movement transactions Assist with questions and education for employees, clients, and field partners regarding investment trading policies and procedures Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests Follow up with clients when necessary to provide status updates and to close out service requests Required to document details of all client and advisor interactions What skills/qualifications do you need? Education Bachelor's degree or equivalent work experience required Work Experience 2+ years of brokerage industry or equivalent experience required 1+ years of contact center experience preferred 1+ years of experience in brokerage and investment trading preferred Certifications Series 7 and 66 (or equivalent) required and/or must be obtained within 180 days from licensing start date Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date LI-NC1 #LI-Hybrid

How will this role impact First Command? The Field Support Consultant (FSC) is responsible for providing World Class Service through multiple service channels. The primary role of the Consultant is the fulfillment of incoming product and service requests from the field. The FSC is also responsible for driving growth through enrichment in retail banking, with a focus on customer-centric quality that will differentiate our client experience and deliver market leading service. This role is vitally important in building and maintaining strategic relationships with Field staff that will translate into a partnership. The FSC should show a mastery level of understanding in IRA transactions and tax reporting, as well as business, trust and estate account processing. Position handles a variety of duties while insuring that a World Class level of service is maintained, as well as insure all banking procedures are strictly followed to prevent loss to the organization. This role maintains a high level of accountability and collaboration through Field Support functions. What will the employee do in this role? * Onboarding clients through multiple service channels and fulfilling service requests, including but not limited to new accounts, IRA transactions, inbound phone calls, secure messages and other correspondence. * Partner with the Field staff to ensure field service requests are handled effectively and timely. * Liaise with all bank support departments (QC, Operations, Internal Audit, Legal, Compliance, etc.) to ensure the team's services are operationally sound. * Research, resolve and respond to advanced inquiries demonstrating a masterful ability to communicate concepts and strategies. * Demonstrate the ability to make time sensitive risk management decisions within the scope of duties and level of empowerment. * Process a variety of highly complex financial transactions accurately and timely within departmental standards and regulatory required timeframes. * Enhance and grow relationships with Advisors, Home Office Employees and Clients in an effort to enrich banking product and service knowledge across the organization. * Drive process improvements through regular monitoring, maintenance, and establishment of departmental procedures and user guides. * Develop and implement training to improve overall departmental production and quality. * Compile, organize and report on production and quality information to identify trends and collaborate to improve processes. * Review individual retirement account transactions to ensure proper tax reporting, and coordinates corrections as needed. * Monitor changes to individual retirement account regulations and ensure procedures are updated to comply with regulations. * In connection with the Quality Assurance test group, develop and maintain IRA content to be communicated to the field staff. * Open all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. * Provide inbound phone call support back up for the Personal Banking department. * Compile daily and monthly reports as needed for the department. What skills & qualifications do you need? Education * High School Diploma (College Degree Preferred) Work Experience * 3 to 5 years of banking or financial services experience required * 1 year of contact or call center experience preferred * 1 year of First Command experience preferred Required Knowledge, Skills, and Abilities * Advanced industry knowledge regarding banking regulations including but not limited to individual retirement accounts. * Excellent working knowledge of regulatory (IRS, FRB) requirements imposed upon First Command Bank specific to business operations. * Advanced knowledge of all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. * Comprehensive understanding of individual retirement accounts, including but not limited to; documentation and processing, conversions, contributions distributions, transfers and re-characterizations. * Continued pursuit of industry knowledge specific to products, services, features, developments and benefits. * Superior customer service skills and the ability to collaboratively work with Clients, Advisors, and internal/external business partners, as needed, to resolve highly complex inquiries and issues. * 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 demanded in this role to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? At First Command, our mission is coaching those who serve in pursuit of financial security. Our strategy is to deliver face-to-face coaching at every stage of your life. We do that by building lasting bonds, standing with you through all of life's changes, partnering with you so that you can enjoy lifelong financial security and we are committed to making a difference in the military community. First Command's military-focused hiring strategy dates back to the company's founding in 1958. We are proud to rank among the nation's top employers of military vets and spouses - offering rewarding financial services careers for those who serve. Position Summary The Personal Banking Associate is a first line service position responsible in delivering personalized service to our clients and advisors across globe. The primary responsibility of this role is to handle inbound calls, emails, and secure messages in a fast pace environment while delivering a world class experience. In this role, you will be required to make real-time decisions based on a thorough knowledge of all bank products, tools, services, and processes. What will the employee do in this role? * Member of First Command Bank's multi-channel contact center supporting: * New and existing client and advisor accounts * Mobile & online banking support * Loan servicing * Transaction assistance * Bill pay * Paperless enrollment * Credit and debit card services * Deposit account maintenance * Cross-sell consumer banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system * Proactively manages risk in every business, product, and service transaction leveraging available tools What skills/qualifications do you need? Education * High school diploma or equivalent required * Bachelor's degree preferred Work Experience * Minimum 3-5 years bank contact center experience and/or bank operations in a highly complex environment preferred * 3+ years' experience working with digital products, including mobile, online and e-commerce preferred * 2+ years' experience working with Jack Henry Silverlake core preferred Required Knowledge, Skills, and Abilities * Must possess discernment in being able to apply bank policy and regulations in all situations * Must demonstrate a history of: * Effective communication * Critical thinking * Problem solving * Emotional intelligence * Intellectual curiosity * Interpersonal skills * 3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management * Passion for serving the military LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? As a Program Manager at First Command, you will help drive strategic alignment and operational excellence leading enterprise-wide programs that significantly impact operational efficiency. This role focuses on ensuring the successful execution of a key initiative supporting First Command's mission of empowering military families with trusted financial advice and solutions. The Program Manager will work closely with other senior leaders to align execution with a Program's goals and assigned resources. Your ability to bring structure, clarity, and momentum will help shape First Command's ongoing transformation and innovation efforts. What will the employee be doing? Program Leadership and Execution: * Lead business sponsors and project managers through all phases of project delivery, including initiation, planning, execution, monitoring, and closeout. * Develop program scope and deliverables, required resources, program plan, risk management, budgeting, and internal / external program performance reporting. * Manage the Program Team to ensure solutions are delivered on time and within specification in order to maintain program scope and schedule. * Apply appropriate project management methodologies (Waterfall, Agile, or Hybrid) based on project needs. Stakeholder Engagement and Communication: * Facilitate effective communication between business units, technical teams, vendors, and leadership. * Organize and lead regular Program meetings, status updates, and steering committee presentations. * Translate business needs into actionable plans and help align multiple dependent projects to ensure outcomes align with strategic priorities. Risk and Issue Management: * Identify Program risks and issues early, and work proactively to mitigate or resolve them. * Maintain documentation, decision logs, and change control records spanning across multiple projects accordance with First Command EPMO standards. * Escalate concerns when necessary to ensure timely resolution and maintain Program momentum. Collaboration and Continuous Improvement: * Build positive working relationships across the organization to promote teamwork and collaboration. * Work effectively with Digital Product and other Agile teams in service to Program objectives. * Contribute to the development and refinement of project management tools, documentation, and best practices. * Support a culture of continuous learning by sharing lessons learned, participating in team development, and mentoring more junior teammates. * Lead cross-functional teams of internal staff, external partners, and subject matter experts to execute project work, organize team efforts, and drive accountability. * Coordinate with project managers to align on shared goals. What skills & qualifications does this employee need? Education * Bachelor's degree is required. Experience * 10+ years of experience project management experience, 5+ years focused on managing complex technical and IT-related projects. 3+ years in Program Management preferred. . * Demonstrated success in leading both Agile and Waterfall projects in a fast-paced, regulated environment - preferably in financial services. * Proven experience managing enterprise system implementations, cloud migrations, digital initiatives, or data/infrastructure projects. Certifications * PMP (Project Management Professional) required * Agile certification (e.g., SAFe, CSM, PMI-ACP) preferred Knowledge, Skills, and Abilities * Solid understanding of Program, Project, and software development life cycles * Understanding of the financial services environment and customer-centric solutions is a plus. * Solid understanding of Program lifecycle activities, risk management, and team collaboration strategies. #LI-NC1 #LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? The Senior Analytics Consultant plays a pivotal role in enabling decision-making within the enterprise through insightful analytics. This individual will partner closely with business leaders to define analytic requirements, develop end-user solutions, and engage in ongoing collaborations for ad-hoc analysis and report/visualization development. The Senior Analytics Consultant will leverage Data Products, new analytics tools, Information Architecture strategy, frameworks, critical thinking, and problem-solving skills to partner with the First Command lines of business to rationalize data needs that are critical to our data transformation. As part of the Data Services capability, the Senior Analytics Consultant will have the opportunity to shape the Data Services capability based on the Enterprise Data and Analytics strategy and Data Governance outcomes. The ideal candidate is outcome-focused and has a collaborative style that fosters teamwork. They will be required to work across multiple groups and initiatives. What will the employee do in this role? * Collaborate with business stakeholders to understand analytic needs * Deliver tailored end-user solutions that influence enterprise decisions * Build partnership for ad-hoc analysis and data product development * Utilize advanced analytics and visualization tools, Information Architecture strategies, frameworks, critical thinking, and problem-solving skills * Compose insights and provide business data interpretation into a relatable presentation/story dependent on scope and audience * Complete data exploration and profiling by leveraging data analysis, design, and presentation tools * Develops working prototypes and analyzes data needs and gaps for product roadmap * Collaborates with Data Product leadership to prioritize product roadmap * Data Product champion that coordinates usage and enablement for self service analytics * Mentor consultants and provide guidance on best practices and methodologies What skills/qualifications do you need? Education * BA\BS required; MBA or MS or equivalent a plus * Certifications related to Analytics (e.g., Microsoft Fabric, Power BI, Alteryx, Tableau) preferred; Power BI Data Analyst Certification or Microsoft Fabric Analytics Engineer Associate will be required within 90 days if not already achieved Required Qualifications * 7+ years of applied experience in analytics, business analysis or comparable positions that handle large/complex data sets, developing metrics, and fostering business partner relationships * Expert with visualization & data story telling using tools such as PowerBI/Fabric (preferred), Tableau * Expert in SQL with knowledge of T-SQL and PL/SQL * Expert in advanced excel techniques and model development * Applied experience in using data insights to tell a story that leads to business recommendations * High communication skills are required to review, analyze, and evaluate user needs to effectively meet analysis requirements * Must possess strong communication/interpersonal skills and leadership skills, and be able to deliver news that may be sensitive, and/or confidential, in a professional manner * Ability to be a self-starter and take initiative to achieve tangible results from a conceptual strategy * Ability to quickly adapt to changing priorities and generate innovative solutions * Applied experience in Agile, SAFe, Scrum or Lean Six Sigma * Expert in building analytics solutions in a cloud data architecture, experience with Azure Data Solutions including Microsoft Fabric a plus * Demonstrated understanding of data modeling techniques such as 3rd normal form and star schema * Demonstrated understanding of digital marketing and operational analytics * Strong understanding of data management practices, data architecture principles, and data governance process; experience with data governance tools such as Azure Purview Preferred Qualifications * Financial services industry experience or other highly regulated industry experience * Applied experience in Agile, SAFe, Scrum or Lean Six Sigma * Certifications related to Data Analytics * Familiar with building analytics solutions in a cloud data architecture, experience with Azure Data Solutions including Microsoft Fabric * Familiarity with analytics process automation tools such as Alteryx * Familiarity with Machine Learning techniques using Python, R, and/or Scala * Familiarity with object-oriented programming and the software development process * Familiarity with source control tools such as git * Familiarity with statistical analysis and research techniques * Experience with building Salesforce/Analytics CRM solutions * Proficient in understanding of data mapping and lineage strategies * Proficient in understanding in conceptual, logical, and physical data design #LI-NC1 #LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? The Senior Collections Representative (“Senior Collector”) is responsible for leveraging extensive knowledge of the Collections lifecycle to proactively reach out to clients with delinquent consumer loans, credit cards, and deposit accounts with the intended purpose of recovering the debt to minimize risk to the bank's assets. The Senior Collector identifies and mitigates this risk while ensuring compliance with applicable rules and regulations. What will the employee do in this role? Contact clients who have past due loans, credit cards and deposit accounts ranging from 10-180 days past due to preserve the company's assets and mitigate risk by establishing payment arrangements and preventing charge-offs. Maintain accurate records of collection efforts in accordance with Collections Department Procedures. Accurately document system(s) of record after each interaction. Process daily payment returns for Consumer loans and credit cards. Offer financial assistance options to qualifying clients experiencing hardship. Identify/take action on Consumer loans that require generation of adverse action letters such as repossession, bankruptcy, debt settlement and/or forced liquidation Negotiate settlements with clients and third-party debt settlement companies. Prepare and ensure accuracy of end-of-month charge-off reports. Conduct peer-to-peer training and support team development. Meet department delinquency reduction, payment conversion, charge-off, and recovery goals. Monitor and respond to online messages, Collections voicemails and the Collections mailbox. Performs additional duties as assigned by leadership to support departmental objectives and operational efficiency. What skills & qualifications do you need? Education High School Diploma: Associates degree preferred. Work Experience 5+ year of banking experience preferred 5+ years of debt collections experience 1+ years of auto finance preferred experience Required Knowledge, Skills and Abilities Strong proficiency in Microsoft Excel is required Strong verbal and written communication skills required, both internally (management/executive management) and externally (client-facing) Ability to multi-task and demonstrate proper prioritization to meet required deadlines Excellent organizational, time management and follow-up skills Knowledge of FDCPA collections regulations #LI-NC1 #LI-Hybrid

How will this role impact First Command? The Associate Director (AD) of Infrastructure Operations is responsible for supporting the strategic direction, planning, and execution of enterprise-wide IT infrastructure. This role leads the infrastructure teams to ensure the reliability, scalability, and security of systems and services, and collaboration across departments to meet organizational goals. This role primarily acts as a servant leader driving business priorities into Infrastructure execution. They uphold the established best practices and processes defined by the Infrastructure operational processes. Additionally, this role requires strong communication skills and facilitates collaboration with our internal and external business partners. This role indirectly supports client engagement and experience by ensuring technically sound and high quality solutions are being delivered by the Infrastructure organization providing support and value to the business. What will the employee do in this role? Operational Leadership: * Provides management, leadership and continued development to the Infrastructure teams * Lead daily operations of infrastructure teams, ensuring process execution, timely delivery of services, and resolution of issues. * Ensure Infrastructure team monitor system health and implement proactive improvements. * In conjunction with the Infrastructure teams, oversee and maintain health of the Infrastructure operational process - including System management, KTLO activities, and Release management - ensuring documentation and implementation practices * Drives and leads root cause analysis efforts and define remediation steps for any encountered infrastructure incidents Infrastructure Oversight: * Manage and maintain core infrastructure platforms including servers, storage, networking, virtualization, and cloud services * Ensure high availability, performance, and disaster recovery capabilities Security & Compliance: * Enforce security protocols and ensure compliance with standards such as Nist, HIPAA, ISO, and GxP * Support audits and regulatory reviews Strategic Planning & Execution: * Assist in developing and establishing implementation of infrastructure strategies aligned with business objectives * Provides understanding and direction to Infrastructure teams of the IT Infrastructure and Cloud strategies * Contribute to evaluation of emerging technologies to enhance infrastructure capabilities Project & Vendor Management: * In conjunction with Infrastructure team managers, ensure effective management and execution of infrastructure-related projects and initiatives * Manage vendor relationships and contracts for hardware, software, and services * Engage and build strong relationships with external vendor and internal business partners that enables Infrastructure team to provide business value easier and faster Team Development: * Supervise and mentor infrastructure staff * Promote professional development and performance management Collaboration & Communication: * Work closely with IT leadership, business units, and external partners * Communicate infrastructure plans, status, and risks to stakeholders * Ensures communication and coordination across the business is occurring for production releases, maintenance windows and during production-down scenarios What roles will this employee lead? * Monitors and measures success of the Infrastructure team by utilizing an agreed upon set of metrics and ensures availability to Senior Leadership * Responsible for executing established HR practices within the Infrastructure team, which include all aspects of performance management, approving PTO, coordinating and approving training requests, and personal goal setting * In this highly technical team, continually grow the soft and technical skills of team members * Creates an environment of collaboration and inclusion Skills & Qualifications Education * Preferred - Bachelor's Degree in a Business-related or Information Systems related area of study or equivalent work experience Work Experience * 8+ years of experience in IT infrastructure, with 3+ years in a leadership role. * Experience with enterprise networking, cloud platforms (Azure, AWS), and compute services architecture. Certifications * Certifications such as ITIL, ITSM, CISSP, PMP are a plus. Required Knowledge, Skills and Abilities * Excellent communication and collaboration * Ability to transition between technical and business content * Strong leadership and team management, fostering a safe and open environment * Strategic thinking, critical thinking, and problem-solving * Experience in troubleshooting production issues * Technical expertise in infrastructure systems * Budgeting and vendor negotiation #LI-NC1 #LI-hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established advisors. * Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. * Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. * Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. * Build a book of business as a stand-alone Ameriprise Financial advisor. * If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications * 3+ years of work experience with a proven track record of success. * Have a network of personal and professional contacts within the local area that you may engage for referrals. * Showcase a background in building strong relationships and delivering superior client service. * Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications * Four-year college degree, or equivalent * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. * Willingness and desire to be part of a coaching relationship and peer learning environment. * Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

How will this role impact First Command? As a central point of contact, the Business Banking Specialist provides consultative support and tailored financial solutions across multiple channels. The position focuses on both new client acquisition and the expansion of existing relationships by offering the full suite of First Command's business banking and treasury management capabilities to small business owners. The successful candidate will collaborate closely with internal partners including Financial Advisors, Client Services, Lending, and Operations to deliver comprehensive, integrated financial solutions that meet the evolving needs of business owners. With a strong focus on client experience, the Business Banking Specialist will exemplify customer centric service, operational excellence, and a deep understanding of business banking products and processes. What will the employee do in this role? * Serve as the primary relationship manager for business clients, providing expert guidance and timely solutions for all business and treasury banking needs. * Lead the onboarding process for new business clients, ensuring a seamless experience and helping them select banking products and services that best support their operational goals. * Respond to and resolve client inquiries, requests, and escalations with professionalism, accuracy, and urgency. * Proactively identify opportunities for cross selling and upselling, aligning financial products and services with clients' long-term business objectives. * Collaborate closely with internal partners including Financial Advisors, Treasury Services, Credit, and Operations to deliver integrated financial solutions and enhance the overall client experience. * Maintain accurate and detailed records of client interactions and activities within the CRM system to ensure continuity and compliance. * Stay informed on industry trends, regulatory requirements, and product enhancements, applying this knowledge to better serve business clients. * Deepen relationships with business owners by leveraging the full capabilities of First Command, positioning the bank as a trusted and strategic financial partner. * Ensure operational excellence and regulatory compliance by coordinating with Quality Control, Internal Audit, Legal, and Compliance teams. * Contribute to a culture of continuous improvement by identifying and implementing process efficiencies and service enhancements. * Achieve cross functional proficiency within the Personal Banking Department to provide seamless backup and support as needed. What skills & qualifications do you need? Education * Bachelor's degree in business, finance, or a related field preferred Work Experience * 3-5 years of hands on experience with Jack Henry systems, particularly Silverlake and the Banno Business Banking platform. * 3-5 years of experience in business banking or treasury management, with a proven ability to support commercial clients and deliver tailored financial solutions. * 3-5 years of experience working with digital banking platforms (online, mobile, and e-commerce), with a strong understanding of digital onboarding and client experience optimization. * 2+ years of experience in bank operations or contact center environments within a complex or multi-channel financial institution preferred. * Experience collaborating with internal stakeholders to streamline processes and enhance digital banking functionality. Certifications * Relevant certifications in Treasury Management, Commercial Banking, or Digital Banking Operations are advantageous. Required Knowledge, Skills, and Abilities * A strong passion for serving the military community and supporting their unique business banking needs. * Proficiency in Jack Henry applications, including Banno Business Banking, Silverlake Core, and Treasury Management modules. * Comprehensive understanding of business entity structures and supporting legal documentation for business account opening and maintenance. * In-depth knowledge of business banking regulations, treasury management practices, and state and federal compliance requirements. * Strong analytical and problem-solving abilities, with the capacity to navigate system integrations and support digital process improvements. * Excellent communication and interpersonal skills with a demonstrated ability to build strong client and internal relationships. * Advanced proficiency in Microsoft Office Suite and familiarity with CRM and workflow management tools. LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? The Supervision and Communications Principal is responsible for monitoring and reviewing marketing materials, social media activity, digital communications, and online conduct. The Supervision and Communications Principal is responsible for ensuring that activity conforms to the First Command brand and adheres to the firm's guidelines, FINRA, SEC, and state and federally mandated rules and regulations. What will you do in this role? * Conducts supervisory and compliance duties including regularly monitoring and reviewing First Command digital communications and branded social media sites through ongoing supervision of registered representatives' social media presence to support reputation and compliant management processes. * Collaborates with the Associate Director, Marketing Principal, and members of the Legal and Compliance teams to carry-out and continuously improve upon the processes and procedures related to marketing, social media and digital communications. * Diplomatically communicates concerns, proactively assists in correcting materials and communications to make them compliant within regulatory standards and internal policies. * Utilizes and maintains the Social Media, Digital Communications, and Website Surveillance Solution including: * Reviews and approves social media profiles for First Command business purposes. * Responsible for decommissioning of participants when the business need no longer exists. * Works with personnel to identify any exception and come up with the right course of action to remediate/resolve. * Conducts expeditious and effective review of internal and external content for brand, reputation, and regulatory compliance. * Provides principal review and approval of one-time-use items submitted by Advisors and/or their staff members. * Principal supervisory review of electronic communications to ensure compliance with all applicable regulations, as well as company policies and procedures. Provide support for internal and external audit requests as needed. * Provide field force support through training and education on topics such as: regulatory, firm policies and procedures, and licensing issues. * Daily monitoring of Salesforce cases and respond as needed. * Identify and recommend ideas for process and procedure improvements. * Be a thought leader through the ability to build and maintain productive working relationships with personnel across the organization. * Encourages an atmosphere of service, trust and teamwork between the Supervision Team, field force and with internal business partners using effective communication skills. * Assists with tasks and projects and other duties as required. What skills & qualifications do you need? Education * Bachelor's Degree required in a related field (industry experience may be considered) Work Experience * 3-5 years of experience in the following areas: * FINRA and SEC compliance * Supervision of digital communications, social media, marketing, and advertising * Supervision of registered personnel. * Experience as a Financial Advisor preferred. Certifications * Must possess FINRA Series 7, 24 and 66 licenses or be able to obtain within 90 days post-hire. * Must have appropriate Life and Health Agent license or be able to obtain within 90 days post-hire. Required Knowledge, Skills and Abilities * Ability to be an initiative-taker and work independently. * Strong decision-making ability and attention to detail. * Outstanding time management and organizational skills. Ability to operate in a fast-paced environment and must have the ability to make decisions based on sound business judgment with information at hand while quickly adapting to new circumstances presented. * Conflict resolution skills. * Must have detailed knowledge of the Written Supervisory Procedures (WSP) and the Compliance Manual (CM). * Must exhibit the ability to execute at a high level with excellent quality and contribute to a high-performance team. * Must exhibit strong analytical written and verbal communication skills for resolving problems. * Must encourage an atmosphere of service, trust, openness, communication, and an attitude of working together to achieve mutual objectives. * Intellectually curious and will model a culture of continuous learning, mentoring and coaching while encouraging an agile way of working. #LI-NC1 #LI-HYBRID 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Client Solutions Specialist I role is a general support role for our clients, employees, and field partners, primarily responding to inbound calls related to insurance products and First Command's web portal. The Purpose of this Role This position serves as a subject matter expert on insurance products and paperwork and requires knowledge of operational functions as well as regulatory rules and reporting requirements. The CSS I assists clients and advisors in navigating Frist Command's web portal and responding to inquiries including account servicing and product knowledge support. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. The CSS I will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement. What will the employee do in this role? Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service Demonstrate integrity and high ethical standards Strong ability to successfully balance competing priorities in a fast-paced environment Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner Specific operational knowledge of insurance products and paperwork Ability to partner and collaborate in cross-functional teams for client support and issue resolution Strong interpersonal, communication, and time management skills Strong analytical and problem-solving skills The Value you Provide Support clients and advisors with web portal navigation and account information updates Assist clients and advisors with insurance product inquires Assist with questions and education for employees, clients, and field partners regarding insurance forms and policies, and procedures Act as a liaison for clients and advisors with business partners for problem-solving Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests Follow up with clients when necessary to provide status updates and to close out service requests Required to document details of all client and advisor interactions What skills & qualifications do you need? Education Bachelor's degree or equivalent work experience preferred Work Experience 1+ years of brokerage or insurance industry or equivalent experience preferred 1+ years of contact center experience preferred Certifications Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date #LI-NC1 #LI-Hybrid

How will this role impact First Command? As a System Administrator for Marketing Operations, you will play a pivotal role in optimizing the internal Advisor Marketing Portal and related field tools to help marketing tell the story of the organization's mission in supporting the military clients we serve. You will collaborate with dedicated marketing team members and internal clients to understand their needs and translate them into actionable solutions that drive efficiencies, standardization, centralization, and quality control across the Marketing department. This is an exciting opportunity to become a key player in developing and overseeing the technology, workflows, training, and reporting that enhance the field experience and equip our teams with the tools they need to succeed. What will the employee do in this role? * Responsible for the management of the organization's internal Advisor Marketing Portal and related marketing field tools. Acts as a self-starter in overseeing organization, usability, and continuous improvement of resources that support advisor and field experiences. * Increases the effectiveness of marketing technology by streamlining operations, optimizing user workflows, upholding governance and standards, and maintaining best practices for portal and tool management. * Serves as the staff point-of-contact for the Advisor Marketing Portal and field tools, providing training, continuous process & architecture documentation, and support across the organization. * Prepares, executes, and maintains an ongoing strategy for delivering new marketing materials, tools, and enhancements into the portal and ensuring they are accessible, compliant, and easy for advisors to use with clients. Partners on the implementation and training of AI-driven tools to improve search, discovery, and usability. * Partner with marketing team to develop and manage customizable marketing assets that allow advisors to tailor content for clients while ensuring compliance and brand consistency. * Ensures that all portal content and tools are accurate, compliant, aligned with brand standards, and designed to improve the advisor and client experience. Regularly performs audits and runs reports to track usage, adoption, and performance metrics, identifying opportunities to enhance both internal and field-facing user experiences. What skills & qualifications do you need? Education * Bachelor's Degree in Technology or Marketing or equivalent experience required Work Experience * Minimum three to four (3-4) years of experience in marketing technology or marketing operations. * Experience with MarcomCentral or similar distributed marketing platforms. * Skilled in managing dynamic content, logic-based systems, and business workflows. * Strong understanding of brand standards, with the ability to maintain and evolve brand alignment. * Eye for visual consistency and image selection that supports organizational goals. * Excellent creative thinking, communication, and attention to detail. * Proven ability to work independently and collaboratively to deliver high-quality, timely results. Required Knowledge, Skills, and Abilities * Proficient in distributed marketing tools and content management systems. * Working knowledge of JavaScript, CSS, and HTML. * Ability to navigate and edit in Adobe InDesign and Acrobat Pro. * Experience with project management tools such as Workfront or similar platforms. * Strong understanding of project management principles and operational best practices. * Effective and adaptable communication skills across teams and levels. * Demonstrated problem-solving and technical troubleshooting abilities. * Skilled at managing multiple priorities and meeting deadlines in a fast-paced environment. LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? We are seeking a Digital Product Manager to lead the development and adoption of our Product Integration Master (PIM) platform-a central hub that unifies financial product data across investments, banking, lending, and insurance. This role will be critical in delivering a single source of truth for client-owned financial products, enabling seamless integration across enterprise platforms, regulatory compliance, and enhanced advisor and client experiences. As the Product Manager for PIM, you will partner with engineering, data, and business stakeholders to define the roadmap, prioritize integrations, and ensure the platform meets the needs of advisors, clients, and internal operations. What will the employee be doing? * Own the PIM Product Vision & Roadmap: Define and communicate a clear product strategy that aligns with enterprise priorities and delivers measurable business value. * Lead Data Integration Initiatives: Drive integration of financial product data from custodians, carriers, and internal systems into PIM, ensuring accuracy, governance, and completeness. * Deliver Business Value: Enable downstream use cases including advisor/ client 360 views, planning and recommendation solutions, compensation and recognition processing, and digital client experiences through client portal. * Define & Manage Requirements: Translate business needs into product opportunities, features, user stories, acceptance criteria, and prioritized backlogs for engineering teams. * Partner Cross-Functionally: Collaborate with UX/CX, solution and data architects, engineering, QA, operations, compliance, and business product teams to deliver end-to-end solutions. * Champion Adoption & Change Management: Work with stakeholders across the organization to drive adoption of PIM as the single source of product truth. * Measure Success: Define KPIs (e.g., data completeness, system adoption, downstream usage) and continuously optimize to improve value delivery. What skills and qualifications does the employee need? Education * Bachelor's degree required (may consider experience in lieu of degree) * Master's degree preferred Work Experience * 5+ years of Product Management experience in financial services, digital platforms, or data-driven products. * Strong understanding of financial products (e.g., investments, retirement accounts, banking, lending, insurance) and how they serve client needs. * Experience with data integration, data governance, or master data management (MDM) (preferred). * Demonstrated ability to work with technical teams (engineering, data architecture, QA) and translate complex requirements into business outcomes. * Track record of leading enterprise-scale digital initiatives that cut across multiple systems and stakeholders. * Excellent communication, collaboration, and change management skills. * Experience working in complex integration environments using standards such as OFX, HL7, EDI, DTCC, and ACORD (preferred). * Strong data analysis skills, with the ability to dig into details, validate data accuracy, and support data-driven decision-making (preferred). Certifications The preferred candidate will have one or more certifications in the following areas: * CSPO/PSPO, SAFe POPM, Pragmatic Institute * CDMP, IIBA CBDA, or ACORD/DTCC certifications * CFA or CFP or FINRA SIE / Series 7 or Series 65 Required Knowledge, Skills and Abilities Knowledge: * Deep Financial Services Domain Knowledge: A comprehensive understanding of financial products, including their data structures and lifecycle, across investments (e.g., mutual funds, annuities, retirement accounts), banking (deposits), lending, and insurance. * Strong knowledge of data integration patterns, data governance, data quality, and the principles of establishing and maintaining a "single source of truth." * Product Management Methodologies: Expert knowledge of the end-to-end product lifecycle, from discovery and strategy to delivery and optimization. Proficient in Agile (Scrum/Kanban) frameworks. * Technical Acumen: Solid understanding of modern data architecture, APIs, cloud platforms, and data warehousing concepts. Familiarity with financial data interchange standards (e.g., ACORD, DTCC, OFX) is highly desirable. * Regulatory & Compliance Awareness: Knowledge of the regulatory environment in financial services (e.g., FINRA, SEC) and its impact on product data and client reporting. Skills: * Strategic Thinking & Roadmap Development: The skill to define a compelling product vision and translate it into an actionable, prioritized roadmap that aligns with strategic enterprise goals. * Requirements Definition & Management: Proven ability to elicit business needs and translate them into clear, concise product requirements, including epics, user stories, and acceptance criteria. * Data Analysis & Validation: Strong analytical skills to query data, assess data quality, identify anomalies, and use quantitative and qualitative data to drive product decisions. * Stakeholder Management: Excellent communication, presentation, and interpersonal skills to effectively engage, influence, and align stakeholders at all levels, from technical teams to senior leadership. * Change Management & Product Evangelism: The skill to champion a product vision across the organization, drive adoption, and effectively manage the change associated with implementing a central data platform. Abilities: * Ability to Influence Without Authority: Proven ability to lead and motivate cross-functional teams (engineering, data, operations, business) toward a common goal without a direct reporting relationship. * Ability to Navigate Complexity: Adept at deconstructing complex business, technical, and regulatory problems into manageable components and driving solutions in a large-scale enterprise environment. * Ability to Bridge Technical & Business Worlds: Capable of communicating complex technical concepts to non-technical stakeholders and translating business needs into technical specifications for development teams. * Ability to Drive Execution: A results-oriented mindset with the ability to manage ambiguity, overcome obstacles, and consistently deliver value to the business and its clients. * Ability to Maintain a Customer-Centric Focus: A strong sense of empathy for end-users (advisors, clients, operations staff) and the ability to represent their needs throughout the product development process. LI-NC1 LI-hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. Enter all activities and cases in Salesforce- the same week they are executed. Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. Build trust and deep partnerships with District Advisors and advisors. Build trust and a productive working relationship with your Division Sales Consultant. Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. Partner with the DSCs on content for division education workshops and own the follow-up for these events. Partner with the DSCs on content for District Client events and own the follow-up for these events. Stay current on industry trends, new product development, and industry best practices. Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technology. Strong professionalism and ethical foundation. Certifications Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. Experience working in cross-functional teams or roles that require collaboration. Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid