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 pursue short-term and long-term financial 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. - Coach military families on building a comprehensive financial plan that includes: - Savings/banking - Investments/wealth management - Insurance/risk management

Training and licensing support

- Comprehensive training and licensing program sponsored by First Command to help veterans, transitioning service members, and military spouses start and grow a successful Financial Advisor career. - Structured training and test preparation to assist in obtaining necessary securities and Life & Health licenses. - Paid training role offering progressive incentives during a nine-month paid training period. - Compensation structure includes an hourly wage for the first three months, transitioning to a salaried position with progressive incentives.

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 classroom training and annual workshops to prepare for future leadership opportunities. - Independence: Flexible schedule to manage work-life balance. - Flexibility: Mobile career opportunities throughout the United States.

Desired Qualifications

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