Financial Advisor

First Command Financial Services, Inc.; Anacortes (WA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training program

Paid training period

Flexible schedule

Independence option

Professional development

Flexible schedule

Job summary

A financial services firm focused on military families is seeking a Financial Advisor to coach clients in achieving financial security through tailored coaching. This role involves engaging with the community, offering comprehensive financial plans, and supporting military families in managing finances. Candidates should have a Bachelor's degree, military experience is a plus, and proven leadership skills are essential. The position offers flexibility and opportunities for professional development, including the possibility of becoming an independent contractor.

Qualifications

• Military experience or affiliation.
• Strong leadership capabilities.
• Ability to coach and guide clients.

Responsibilities

• Coach military families on their financial plans.
• Engage with military organizations to gain clients.
• Provide support in achieving financial security.
• Partner directly with local military organizations, units and other supporting institutions.
• Coach families on savings, banking, investments, wealth management, and insurance.

Skills

Leadership skills

Financial planning

Community engagement

Education

Bachelor’s degree

Job description

Job Summary

Join as a Financial Advisor at First Command Financial Services, Inc.. Our mission is to coach military families in their pursuit of financial security through face‑to‑face coaching and time‑tested financial principles.

What Our Financial Advisors Do

• Act as the personal coach for military families, focusing on a constantly evolving financial plan that meets 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, supported by the local district team and Home Office.
• Partner directly with local military organizations, units and other supporting institutions.
• Coach military families on comprehensive financial plans that include:
• Savings and banking
• Investments and wealth management
• Insurance and risk management

What We Offer

• A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful career.
• Support in pursuing full registration and licensing, including the SIE, S6, S63, S65 and state Life & Health licenses.
• Paid training program: initial 3 months with an hourly wage (minimum wage of the state), followed by a salaried position with progressive incentives for the remainder of the nine‑month training period.
• After training, the option to become an independent contractor with no cap on earning potential based on commissions, residual income, bonuses and deferred compensation.
• Professional development, including leadership programs, classroom training and annual workshops to prepare for future leadership roles.
• Flexible schedule and portable career opportunities across the United States.

Desired Qualifications

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

Additional Information

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit .