Financial Advisor
FinanceFull-time
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
- As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
- You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
- You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
- You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
- You will coach military families on how to build 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
Qualifications
No specific qualifications listed.
Skills
- Strong communication and coaching skills
- Ability to understand and address the unique financial needs of military families
- Proficiency in financial planning and management
Benefits
- Comprehensive training and licensing program
- Sponsorship for full registration and licensing as a Financial Advisor
- Structured training and test preparation for securities and Life & Health licenses
- Opportunity to transition into a paid training role
- Progressive leadership programs through classroom training and annual workshops
Pay
Compensation consists of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during the nine-month paid training period.
Schedule
Set your own schedule to manage work-life balance. Mobile career opportunities throughout the United States allow your career to move with you.
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 about us, visit Financial Services Careers | First Command.