Financial Advisor

About the role

Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their 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. We inspire and motivate clients to take the first or next step on a path to financial security.

Responsibilities

- Personal coach to military families, focusing on financial plans that evolve to meet short-term and long-term goals. - Provide guidance on managing day-to-day finances, building lifetime assets, and protecting against the unexpected. - Engage with the community to attract new clients, supported by local district teams and Home Office. - Partner with local military organizations, military units, and other supporting institutions to coach military families. - Coach military families on building a comprehensive financial plan that includes: - Savings/banking - Investments/wealth management - Insurance/risk management

Requirements

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

Training and licensing support

- Comprehensive training and licensing program for veterans, transitioning service members, and military spouses. - Sponsorship: Support throughout the process of obtaining full registration and licensing as a Financial Advisor. - Structured training and test preparation to help obtain necessary securities and Life & Health licenses. - Opportunity to transition into a paid training role after completing licensing. - Compensation: Consists of an hourly wage for 3 months and then transitions into a salaried position offering progressive incentives during the nine-month paid training period.

Becoming an Advisor

- Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command. - Compensation: No cap on earning potential; compensation reflects effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. - Professional Development: Includes progressive leadership programs through classroom training and annual workshops. - Independence: Manage work-life balance with a flexible schedule. - Flexibility: Mobile career opportunities throughout the United States.

Desired Qualifications

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

Learn more about First Command

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more, visit Financial Services Careers | First Command.