Jobs · Finance · Maryland

Financial Advisor

First Command Financial Services, Inc. · Lexington Park, MD · 2 wk ago
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

- Personal coach to military families, focusing on financial plans that evolve to meet short-term and long-term 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. - 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 sponsored by First Command. - Structured training and test preparation to help obtain necessary securities and Life & Health licenses. - Paid training role after completion, offering progressive incentives during the nine-month paid training period.

Benefits

- Compensation structure includes an hourly wage for the first three months, transitioning to a salaried position with progressive incentives. - Opportunity to become an independent contractor Financial Advisor with First Command, earning income based on the value delivered and results achieved. - Professional development opportunities, including classroom training and annual workshops. - Flexible schedule and mobile career opportunities throughout the United States.

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