Financial Advisor â Experienced Professionals
Financial Advisor â Experienced Professionals
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Job Description
Join the mission. Coach those who serve.
At First Command weve been guiding military families toward financial security since 1958. Were looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients deepen long-term client relationships and grow your business through a high-touch consultative approach.
What Youll Do
As an experienced Financial Advisor at First Command youll go beyond the basicsproviding comprehensive financial guidance that evolves with our clients lives. Youll:
- Serve as a Trusted Advisor
Identify and adapt to each clients evolving financial goals across all stages of wealthaccumulation preservation and legacy. Regularly meet with clients to assess their circumstances track progress and adjust plans based on life events economic shifts and regulatory changes. - Deliver Advanced Personalized Planning
Develop and implement sophisticated financial plans that integrate investment management retirement income planning tax strategies insurance solutions day-to-day finances and estate considerationstailored to the unique needs of military families. - Provide a High-Touch Client Experience
Foster long-term relationships through a service model that emphasizes clarity confidence and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. - Engage the Military Community
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies generating revenue and building long-term client relationships. Expand your practice through strong referral networksespecially within the military communitywhile identifying new opportunities and deepening existing client engagement.
What Sets You Apart
- A minimum of 5 years of experience in financial services with a strong record of building and retaining client relationships.
- Skilled in portfolio and wealth management with the ability to integrate financial products into a long-term planning strategy.
- Exceptional interpersonal and relationship-building skills enabling you to connect with clients and build trust through meaningful long-term engagement.
- The drive and discipline to run your own independent businessoffering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
- Military experience or affiliation is strongly preferred.
Licensing & Certifications
- Required: Series 7 & 66 (or 6 63 65) and Life & Health license
- Preferred: CFP ChFC or RICP designations
Your Next Step
If youre an experienced advisor who wants to make a difference in the lives of those who serveand continue building your career with purposeFirst Command is where you belong.
Required Experience:
Senior IC
Employment Type
Full-Time
