Financial Advisor

Financial Advisor at First Command Financial Services, Inc.

Join to apply for the Financial Advisor role at First Command Financial Services, Inc.

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to‑face coaching with military families. We embrace time‑tested financial principles and a client‑first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.

• Act as a personal coach to military families, focusing on a financial plan that evolves 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, supported by local district teams and Home Office.
• Partner with local military organizations, units, and supporting institutions to engage directly with the military community.
• Coach military families on building a comprehensive financial plan that includes:
• Savings/banking
• Investments/wealth management
• Insurance/risk management

• A specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses to start and grow a successful financial advisor career.
• Full sponsorship of pursue full registration and licensing as a financial advisor using our tools and resources.
• Preparation and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Upon successful completion of the licensing phase, a paid training program with a local district office.
• Initial compensation: an hourly wage for 3 months (minimum wage in the state), after which transition to a salaried position with progressive incentives during the remaining nine‑month paid training period.

• Opportunity to become an independent contractor financial advisor with First Command, controlling career trajectory and compensation based on results.
• Unlimited earning potential: compensation reflects effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
• Professional development via progressive leadership programs, classroom training, and annual workshops preparing for future leadership opportunities.
• Flexible 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 about us, visit our website.

Referrals increase your chances of interviewing at First Command Financial Services, Inc. by 2x.

Seniority level: Internship |
Employment type: Full‑time |
Job function: Finance and Sales