Financial Advisor

Job Description

First Command Financial Advisors coach military families in pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on‑one coaching with military families. We embrace time‑tested financial principles and a client‑first philosophy. Our team includes 3 out of 4 advisors who are veterans or military spouses, and many of our 165+ offices nationwide are located near military installations.

• Act as a personal coach to military families, creating financial plans that evolve to meet short‑and long‑term goals.
• Provide guidance on day‑to‑day finances, building lifetime assets, and protecting against the unexpected.
• Engage the community to bring new clients to First Command, with support from local district teams and the Home Office.
• Partner with local military organizations, units, and supporting institutions to connect directly with the military community.
• Coach families on building comprehensive financial plans that include savings/banking, investments/wealth management, insurance/risk management.

• Comprehensive training and licensing program designed for veterans, transitioning service members, and military spouses.
• Sponsorship of full registration and licensing as a Financial Advisor, including structured training and test preparation for securities and life & health licenses.
• Role progression: upon completing licensing, opportunity to transition into a paid training role to accelerate professional development.
• Compensation: hourly wage for first 3 months, then salary with progressive incentives for remaining nine‑month paid training period.

• Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, enabling you to run your own practice.
• Compensation is uncapped, based on commissions, residual income, bonuses, and deferred compensation.
• Professional development includes progressive leadership programs and annual workshops to prepare for future leadership opportunities.
• Independence and flexibility: set your own schedule and manage work‑life balance across mobile career opportunities throughout the United States.

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