Former Military Financial Service Sales

Overview

Bring Your Discipline and Integrity to a New Mission

We love working with people who have military service experience, and as we enter a new phase of growth, we're specifically looking for people with prior military experience to transition into a new career in financial services. If you've served, you know what discipline, structure, and teamwork mean. Because we shared your experience, we deeply respect your values and experience. We offer a supportive, structured path for former military personnel looking to step confidently into financial advising.

No prior financial experience required.

We have phenomenal training and support systems in place, so we're hiring someone who has the qualities you can't teach:

• Integrity and honor: doing the right thing even when no one's watching
• Self-discipline: holding yourself accountable without direct supervision
• Adapt and Overcome mindset
• Reliability: mission-first mindset, ability to stay focused regardless of feelings or distractions
• Attention to detail: it saves lives, AND client relationships.
• Respect and professionalism: treating others with dignity and consistency
• Commitment to continuous improvement
• Grit and perseverance: embrace the suck, and push through challenging situations
• Leadership by example: lead from the front

These are exactly the character traits that set our current team members apart, so if this sounds like you, let's set up an initial interview.

• Clear Training Path:
  Hands-on mentoring, step-by-step guidance, and company-covered licensing make transitioning simple and manageable.
• Stable, Flexible Structure:
  Set your own schedule around your personal and family priorities. Begin part-time and expand at a comfortable pace.
• Meaningful Work:
  Continue serving others by helping families plan their financial futures, offering practical solutions to real-life challenges.

• Meet with families, listening closely and providing clear, actionable financial strategies.
• Follow a proven process and receive direct mentorship from senior advisors.
• Build a book of business for yourself that's stable, rewarding, and under your own control/at your own pace.

• Value a clear, organized structure and detailed training process.
• Enjoy the sense of mission, duty, and helping others.
• Seek steady, realistic growth with a long-term vision and short-term goals
• Enjoy sales, but don't want a high-pressure sales environment.

Apply today and learn more about a career with us on our website.