Financial Advisor

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

Benefits offered by this job

Specialized training program

Sponsorship for licensing

Paid training opportunities

Progressive incentives

Job summary

A financial services company specializing in military support is seeking a Financial Advisor to coach military families in managing their finances and developing tailored financial plans. This role offers an extensive training program, the possibility of becoming an independent contractor, and no cap on earning potential. Candidates should have a bachelor's degree and preferably military experience or affiliation. This position allows for flexibility and career growth in various locations across the United States.

Qualifications

• Military experience or affiliation is preferred.
• Ability to develop financial plans tailored to client goals.
• Skills in managing finances and protecting assets.

Responsibilities

• Act as the personal coach to military families.
• Help manage day-to-day finances.
• Engage with the community to bring in new clients.
• Partner with local military organizations.
• Coach families on developing a comprehensive financial plan that includes savings, banking, investments, wealth management, insurance, and risk management.

Skills

Leadership skills

Financial planning

Client engagement

Community outreach

Education

Bachelor's degree

Job description

Financial Advisor – First Command

First Command, dedicated to helping military families secure financial well‑being since 1958, is seeking leaders with entrepreneurial mindsets and a desire for professional growth. 9 out of 10 of our Financial Advisors are veterans or military spouses, and with 165+ offices nationwide many are located near military installations.

About the Role

Financial Advisors act as personal coaches to military families, developing and evolving financial plans tailored to short‑term and long‑term goals. They help families manage day‑to‑day finances, build lifetime assets, and protect against the unexpected. Advisors engage the community to bring new clients to First Command and partner with local military organizations, units, and supporting institutions.

Key Responsibilities

• Act as the personal coach to military families, focusing on a constantly evolving financial plan that meets their 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 with local military organizations, units, and other supporting institutions.
• Coach families on developing a comprehensive financial plan that includes savings, banking, investments, 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.
• Sponsorship for full registration and licensing as a Financial Advisor using tools and resources provided.
• Preparation and testing for SIE, S6, S63, S65, and state Life & Health licenses.
• Opportunity to join a paid training program with a local district office after successful licensing.
• Initial hourly wage for 3 months (minimum wage in the state), transitioning to a salaried position with progressive incentives during the nine‑month paid training period.

What to Expect After Training

• Opportunity to become an independent contractor Financial Advisor with First Command, allowing you to control your career trajectory and earnings.
• No cap on earning potential: compensation based on commissions, residual income, bonuses, and deferred compensation.
• Professional development through progressive leadership programs, classroom training, and annual workshops.
• Flexibility to set your own schedule and manage work‑life balance.
• Portable career opportunities across the United States, allowing your career to move with you.

Desired Qualifications

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