Jobs · Finance · Utah

Financial Advisor

First Command Financial Services, Inc. · Layton, UT · 1 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 our Nation’s military families, focusing 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

- Comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. - Sponsorship: Support your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. - Structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required. - Opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development. - Compensation: As you begin this career, your First Command Financial Advisor compensation will consist 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.

Becoming an Advisor

- Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. - Compensation: 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. - Professional Development: Includes 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.

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.

Similar jobs

Financial Advisor

New York LifeNorth Attleborough Town, MA· 3 wk ago
Finance$135k/yrapply on jobs.wizehire.com

Financial Advisor

South Shore BankWeymouth, MA· 8 mo ago
Sales$60k/yrapply on recruiting.paylocity.com

Financial Advisor

NASA Federal Credit UnionFalls Church, VA· 1 wk ago
Finance$100/hrapply on jobs.lever.co

Financial Advisor

Golden Summit Wealth & Insurance SolutionsSan Jose, CA· 5 days ago
Finance$110k–$300k/yrapply on jsco.re

Financial Advisor

First Command Financial Services, Inc.Orlando, FL· 2 wk ago
Financeapply on firstcommand.silkroad.com

Financial Advisor

First Command Financial Services, Inc.Shalimar, FL· 2 wk ago
Financeapply on firstcommand.silkroad.com