Financial Advisor

Overview

Financial Advisor role at First Command Financial Services, Inc. We coach military families in financial planning, with a client-first philosophy and face-to-face coaching to help clients pursue financial security.

• Act as personal coaches to Nation’s military families, focusing on evolving financial plans to meet short-term and long-term goals.
• Help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
• Engage with the community to bring new clients to First Command, with support from the local district team and Home Office.
• Engage directly with the military community by partnering with local military organizations, units, and other supporting institutions.
• Coach military families to build comprehensive financial plans that include:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

• Specialized licensing and comprehensive training designed for veterans, transitioning service members, and military spouses to start and grow a Financial Advisor career.
• We sponsor pursuit of full registration and licensing using our tools and resources.
• Preparation and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Post-licensing, potential opportunity to join a paid training program with a local district office.
• Initial salary arrangement: hourly wage for 3 months (minimum wage in the employed state), followed by a salaried position with progressive incentives during the nine-month paid training period.

• Opportunity to become an independent contractor Financial Advisor with First Command, with compensation based on performance.
• No cap on earnings potential; compensation includes commissions, residual income, bonuses, and deferred compensation.
• Professional development through progressive leadership programs, classroom training, and annual workshops.
• 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 helped military families pursue goals through financial coaching and guidance since 1958. To learn more, visit the First Command website.

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

Referral notices and job location details may be provided as part of standard posting communications.