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 military families, focusing on financial plans that evolve to meet short-term and long-term goals. - Provide guidance on managing daily finances, building lifetime assets, and protecting against unforeseen events. - Engage with the community to attract new clients, supported by local district teams and Home Office. - Partner with military organizations, units, and other institutions to connect with the military community. - Coach military families on building a comprehensive financial plan that includes: - 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 obtain necessary securities and Life & Health licenses. - Paid training role leading to a salaried position with progressive incentives. - Compensation structure includes hourly wage for 3 months, then transition to a salaried position with competitive commissions, residual income, bonuses, and deferred compensation.

Become an Advisor

- Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor. - No cap on earning potential: Compensation reflects effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. - Professional development opportunities including classroom training and annual workshops. - Flexible schedule and 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.