Financial Advisor
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
- As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
- You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
- You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
- You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
- You will coach military families on how to build 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
Qualifications
No specific qualifications are listed.
Skills
- Strong communication and coaching skills
- Ability to work independently and manage a flexible schedule
- Understanding of financial planning and investment concepts
Benefits
- Comprehensive training and licensing program
- Sponsorship for full registration and licensing as a Financial Advisor
- Progressive incentives during the nine-month paid training period
- Compensation structure based on competitive commissions, residual income, bonuses, and deferred compensation
Pay
Compensation consists of an hourly wage for 3 months and then transition into a salaried position.
Schedule
Set your own schedule to manage work-life balance. Mobile career opportunities throughout the United States allow your career to move with you.