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 our Nation’s 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 your local district team and Home Office. - Partner with local military organizations, military units, and other supporting institutions to coach military families on comprehensive financial planning, including: - 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 and structured training to help you obtain necessary securities and Life & Health licenses. - Paid training role leading to a salaried position with progressive incentives during a nine-month paid training period.

Benefits

- Compensation structure includes an hourly wage for 3 months, transitioning to a salaried position offering progressive incentives. - Professional development opportunities through classroom training and annual workshops. - Independence to set your own schedule and manage work-life balance. - Flexible 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.