Financial Advisor

Job Description

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to‑face 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 the path to financial security.

• The personal coach to our nation’s military families, focusing on a financial plan that constantly evolves to meet short‑term and long‑term goals.
• Help military families manage day‑to‑day finances, build lifetime assets, and protect against the unexpected.
• Engage with the community to bring new clients to First Command with support from the local district team and Home Office.
• Partner directly with local military organizations, military units, and supporting institutions to engage the military community.
• Coach families on building a comprehensive financial plan that includes:
  • Savings/Banking
  • Investments/Wealth Management
  • Insurance/Risk Management

• A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
• Support for full registration and licensing as a Financial Advisor, including preparation and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Upon successful licensing, the opportunity to join a paid training program with a local district office, beginning with an hourly wage for the first three months and transitioning to a salaried position with progressive incentives for the remainder of the nine‑month paid training period.

• Potential to become an independent contractor Financial Advisor with First Command, allowing control over career trajectory and compensation based on results.
• No cap on earning potential: compensation reflects effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. First‑year averages in commissions and bonuses.
• Professional development through progressive leadership programs, classroom training, and annual workshops to prepare for future leadership opportunities.
• Set your own schedule for work‑life balance.
• Portable career opportunities throughout the United States, allowing the career to move with you.

• Military experience or affiliation.
• Bachelor’s degree.
• Proven leadership skills.

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958.