Financial Advisor

First Command Financial Services, Inc.; Beaufort (SC); On-site; USD 68,640 - 102,960; Full time

Benefits offered by this job

Comprehensive training program

Flexible schedules

Potential for high earnings

Job summary

A financial services firm is seeking a Financial Advisor to coach military families in financial planning and management. The role includes engaging with the community to attract clients and providing comprehensive support in savings, investments, and insurance. The position offers extensive training, a career development path, and the potential for competitive commission-based compensation. Ideal candidates have military experience and a Bachelor's degree.

Qualifications

• Military experience or affiliation required.
• Bachelor's degree preferred.
• Proven leadership skills necessary.

Responsibilities

• Coach military families on financial planning.
• Help manage day-to-day finances and build assets.
• Engage with the community to attract new clients.

Skills

Military experience or affiliation

Proven leadership skills

Education

Bachelor’s degree

Job description

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Job Description

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958

• 9 out of 10 of our Financial Advisors are veterans or military spouses.
• With 165+ offices nationwide, many are located near military installations.

What Our Financial Advisors Do

• They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
• They help military families manage day‑to‑day finances, build lifetime assets, and protect against the unexpected.
• They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
• They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• They coach military families on how to build a comprehensive financial plan that includes:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

What We Offer

• We have 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.
• We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
• You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
• Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
• As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during the remainder of the nine-month paid training period.

What To Expect After Training

• At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
• There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
• We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
• Set your own schedule to manage work‑life balance.
• Portable career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications

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

First Command has been helping military families pursue their goals and dreams

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 .

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales

Bluffton, SC $68,640.00-$102,960.00 3 weeks ago