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First Command Financial Services

Engaged Employer

Client Profile input/Summaries/Cases - Adminitrative Assistant First Command Financial Services Employee Review

2.0
Aug 12, 2022
Recommend
CEO approval
Business Outlook

Pros

None-Worst experience trying to fill out needed fields for Naviplan. You couldn't have made it more complicated.

Cons

Trying to get a good overview of investment and insurance accounts is impossible. I never thought I would miss CRM. You have made our lives so confusing and difficult to show new people. Hate the new system. The 1500 was the foundation document for FINRA and our business model and you have almost made it obsolete. The fact that the 1500 input was an after thought, shows how much you value this information. Then made it impossible to input with glitches on every page. We have also learned to not submit cases anymore. We just accept that there is no solution and put it in notes and move on. Too hard to expect corrections, or answers.

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First Command Financial Services Response
3y
Thank you for sharing your perspective. As part of our commitment to our employees and clients, through our Agile transformation, we are dedicated to making continuous investments in our processes, technology and digital capabilities to enable ongoing business growth and enhance our client experience. Our goal is to put the needs of our clients first and provide them with the best possible service. In this way, we maintain a culture that reflects the highest ethical standards and best practices of the financial services industry. Our company leaders are also committed to maintaining an open-door policy. We encourage employees to discuss business-related problems with their manager. We rely on employee surveys and Glassdoor reviews to gain critical insights and continue to improve, so thank you for your feedback.

Explore other reviews about First Command Financial Services

5.0
Jul 6, 2026
Recommend
CEO approval
Business Outlook

Pros

* Having a mission-driven company with a meaningful customer group gives a sense of purpose. * The Employee Stock Option Program (ESOP) gives a common goal throughout the company, which cuts back on the corporate politics I've encountered at other companies. * Leadership is investing in modernization, so being able to help update mature processes leaves an opportunity to make an impact. * Company culture generally values personal improvement, offering investments in personal training and goals that feel supportive of one's career.

Cons

* Decision-making can be slower than in less regulated industries. Although necessary, the combination of compliance, legal review, governance, etc. can make things feel like the move slow for someone accustomed to nimble decision making. * Modernization requires patience and employees have to manage expectations of timeline on some of the corporate improvements.

4.0
Jun 23, 2026
Recommend
CEO approval
Business Outlook

Pros

Consistency, team environment, team development, annual pay raises up to maximum for your position, bonuses based on your sales

Cons

Pay is low compared to industry averages Some opportunity for promotions, but not many

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First Command Financial Services Response
2w
Thank you for taking the time to share your experience with First Command. We appreciate your feedback and are glad to know your time with the team had a positive impact. We also appreciate your feedback on compensation and advancement opportunities. That perspective is important as we continue working to support our employees’ growth and recognize their contributions. We’ll be sure to share your comments with our leadership team.
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