Fort Worth, TX30+ days ago
li>Knowledge, skills, and abilities: • Knowledge of financial planning tools, concepts, and strategies • Excellent verbal and written communication skills and organization skills • Works equally well independently and collaboratively • Skilled in self-motivation, self-development, and accountability • Organized, energetic, and able to display strong public speaking skills. They must also work to gain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance, and investment products, Social Security and Medicare benefits, and eligibility principles of estate planning, income taxation rules, and tax considerations in all stages of financial planning and a variety of product solutions.