Financial Advisor

First Command Financial Services, Inc. · Quantico, VA · 2 wk ago

SalesFull-time

About the role

First Command was founded in 1958 by a retired military officer committed to helping service members and their families improve their financial well-being. Today, more than 500 First Command Financial Advisors - four out five of whom are veterans or military spouses - are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Our team is committed to helping the Marine and Navy community get their financial lives squared away. We are now seeking to grow our team and have an immediate opening for a transitioning service member or veteran from the local area that are interested in pursuing a career as a Financial Advisor.

Skills

Contrary to popular belief, strong math skills are not the most important quality in a financial advisor! Our experience has led us to believe that the three most important qualities for our Advisors to possess are:

Knowing and understanding the people they seek to serve.
Possessing strong leadership and coaching skills.
Having a genuine passion to serve.

Responsibilities

Our Financial Advisors work strategically to engage with and serve the military community, coaching military families on steps they can take to gain control of their financial futures through holistic financial planning based on three cornerstones:

Cash Management (cash flow and short-term savings goals)
Investments (intermediate and long-term goals)
Risk Management (protect your plan from the unexpected)

Requirements

Successful military experience that includes progressing leadership roles and may include billets such as:

Instructors and Support Personnel experience
Familiarity with and enthusiasm for serving those that have served and their family members
Excellent presentation and communication skills
Bachelor’s degree

Qualifications

Lifelong learners with a strong internal drive, an entrepreneurial mindset and a desire for professional growth excel.

Benefits

We offer internship programs - including DOD SkillBridge - structured to facilitate a smooth transition to your next career. A specialized licensing and training program designed to prepare veterans and transitioning service members for building and growing a successful financial planning practice. The ability to control your career trajectory, including future management opportunities. A compensation model that enables you to align your pay with your contributions.