SVP, Advisor Operations

First Command Financial Services, Inc. - Fort Worth, TX

Hiring: SVP, Advisor Operations Company: First Command Financial Services, Inc. Location: Fort Worth, TX Job Posted Time: 2026-09-12 13:07:43 Employment Type: Contract Target Skills & Keywords : CFP, ELT, Financial Planning, Product Management, Project Management, Segment, Series 24, Series 7 About the job Experience: •15 years’ experience as a successful leader in the Financial Services industry, preferably within the fields of financial planning/advisory services, investment brokerage or insurance distribution organizations •At least 5 years’ experience in the financial services industry in a supervisory role •CFP, CHFC or other advance credentials preferred •Currently hold Series 6, 63, 65 or Series 7, 66, as well as Series 24 or Series 26 Required Skills: •How will this role impact First Command? •The SVP, Advisor Operations will work closely with the EVP, National Director Advisor Operations (NDAO), Senior Field Leadership, and the Executive Leadership Team (ELT) in developing and executing field-focused strategies in alignment with enterprise, business and functional strategies. •What will the employee do in this role? •Sets the direction of assigned teams by establishing the vision, mission objectives, strategies and action plans necessary to fulfill the company’s strategic goals of growing the company and increasing production. •Provides oversight of budget development and execution for assigned teams. •Coordinates with Field Leadership and other internal clients to ensure onboarding, recruiting and training needs are met. •Supervises Field Force Training to produce world-class training for Advisors, District Advisors (DA), and field support staff. •Conceive, scope, and conduct analyses of field-focused activities, including production trends at the Advisor, district & product levels. Qualifications: •Bachelor’s degree with strong academic performance required concentration in finance, marketing, or business a plus •Advanced degree or certifications preferred •MBA or equivalent a plus •Expertise in the financial services industry, as well as a strong conceptual understanding about how other related industries operate •Superb analytical skills, with the ability to understand big picture consequences of contemplated strategies •Well-equipped with knowledge, skill, and experience related to designing and executing strategy •Excellent communications skills, both orally and in writing; must be able to demonstrate confidence presenting to senior audiences and have the ability to inspire others •Able to influence and execute deliverables through multiple resources, often working without formal authority through resources in other business units across First Command •Comfortable with, attracted to, working in a highly dynamic environment and have ability to drive multiple projects simultaneously •Project management skills and experience leading groups and teams to accomplish successful results Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!