Financial Advisor

First Command Financial Services, Inc. · Glendale, AZ · 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 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. - Connect with the military community by partnering with local military organizations, military units, and other supporting institutions. - Coach military families on building a comprehensive financial plan that includes: - Savings/banking - Investments/wealth management - Insurance/risk management

Training and licensing support

- Comprehensive training and licensing program for veterans, transitioning service members, and military spouses. - Sponsorship: Support your pursuit of full registration and licensing as a Financial Advisor. - Structured training and test preparation to help you obtain necessary securities and Life & Health licenses. - Opportunity to transition into a paid training role, partnering with a local district office. - Compensation: Consists of an hourly wage for 3 months and then transition into a salaried position offering 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. - Compensation: No cap on earning potential; 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. - Independence: Manage your own schedule to maintain work-life balance. - Flexibility: Mobile career opportunities throughout the United States.

Qualifications