Financial Advisor

About the role

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.

3 out of 4 of our Financial Advisors are veterans or military spouses. Many of our 165+ offices nationwide are located near military installations. If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters—and here, it’s a foundation for building a meaningful, long-term career.

Responsibilities

• Focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
• Provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• Engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
• Connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• Coach military families on how to build a comprehensive financial plan that includes:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

Training and Licensing Support

• Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
• Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
• Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.

Pay

As you begin this career, your compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during the remainder of the nine-month paid training period.

After successful completion of the paid trainee program, you will become an independent contractor Financial Advisor with First Command. There is no cap on your earning potential: your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.

Benefits

• Professional Development: Progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
• Independence: Set your own schedule to manage work-life balance.
• Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Qualifications

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