Financial Advisor

First Command; Carlisle (Cumberland County); On-site; Full time

Job summary

An established industry player is seeking passionate Financial Advisors to empower military families on their journey to financial security. This role involves serving as a personal coach, guiding clients through evolving financial plans, and helping them manage their day-to-day finances. With a strong commitment to professional growth, advisors will benefit from specialized training programs and flexible scheduling that promotes work-life balance. The opportunity to transition into an independent contractor role offers unlimited earning potential, making this a rewarding career for those with an entrepreneurial spirit and a desire to make a difference in the lives of military families.

Benefits

Comprehensive training program

Licensing sponsorship

Flexible scheduling

Professional development opportunities

No cap on earning potential

Qualifications

• Strong coaching skills to guide military families in financial planning.
• Experience in community engagement and client management is essential.

Responsibilities

• Coach military families on financial plans and asset management.
• Engage with local military organizations to attract new clients.

Skills

Financial Planning

Coaching

Client Management

Community Engagement

Sales Skills

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Financial Software

CRM Systems

Job description

Financial Advisor Careers at First Command:

Shaping Positive Financial Behaviors since 1958

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.

Key Facts:

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

Position Overview:

First Command is committed to helping military families get their financial lives squared away. As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.

What our Financial Advisors do:

• Serve as personal coaches to military families, focusing on evolving financial plans to meet both short-term and long-term goals.
• Assist military families in managing day-to-day finances, building lifetime assets, and protecting against unexpected events.
• Engage with the community to attract new clients, supported by the local district team and Home Office.
• Collaborate with local military organizations, military units, and other supporting institutions.
• Coach military families on building comprehensive financial plans that include savings/banking and investments/wealth 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 Financial Advisor career.
• Sponsorship for full registration and licensing as a Financial Advisor, with guidance through the process.
• 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 upon successful completion of the licensing phase.
• Initial salary as a Financial Advisor consists of an hourly wage for three months, expected to be minimum wage, transitioning to a salaried position with progressive incentives thereafter.

What to expect after training:

• Opportunity to become an independent contractor Financial Advisor with First Command, allowing control over your career trajectory and compensation based on performance.
• No cap on earning potential; compensation reflects effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
• Average compensation during the first year as an independent contractor Financial Advisor ranges in commissions and bonuses.
• Professional development opportunities, including progressive leadership programs through training and workshops.
• Flexible scheduling to manage work-life balance.
• Portable career opportunities throughout the United States.

Disclaimer:

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of, or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd., a wholly owned subsidiary of First Command Financial Services, Inc., authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation