Financial Advisor

Overview

First Command Financial Advisors coach military families in their pursuit of financial security. We shape positive financial behaviors through face-to-face coaching with military families, using time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the next step on the path to financial security.

• They are the personal coach to our Nation’s military families and focus on a financial plan that evolves to meet short-term and long-term goals.
• They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
• They engage with the community to bring new clients to First Command, with support from the local district team and Home Office.
• They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• They coach military families on building a comprehensive financial plan that includes:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

• Specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses to start and grow a successful Financial Advisor career.
• Licensing support: we sponsor pursuit of full registration and licensing as a Financial Advisor, guiding you through the process.
• Preparation and testing for SIE, Series 6, 63, 65 and state Life & Health licenses.
• Upon successful licensing, you may join a paid training program with a local district office.
• Salary during training: hourly wage for 3 months (minimum in the employed state); after three months, transition to a salaried position with progressive incentives during the nine-month paid training period.

• At the end of the paid trainee program, you may become an independent contractor Financial Advisor with First Command, outlining your career trajectory and compensation based on results.
• There is no cap on earning potential; compensation is based on commissions, residual income, bonuses, and deferred compensation.
• Professional development: leadership programs, classroom training, and annual workshops to prepare for future opportunities.
• Set your own schedule to manage work-life balance.
• Portable career opportunities across the United States.

• Military experience or affiliation
• Bachelor’s degree
• Proven leadership skills

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more, visit our website.

• Seniority level:
  Internship
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales