Financial Advisor

First Command Financial Services, Inc.; Carlisle (Cumberland County); On-site; USD 32,000 - 70,000; Full time

Job summary

First Command Financial Services, Inc. has served military families since 1958, offering a structured path to becoming a licensed Financial Advisor. Our paid training, licensing support, and district-office mentorship help you build a professional financial coaching career.

As you progress, you can move into an independent contractor role with commissions and bonuses, have the flexibility to set your own schedule, and grow nationwide with portable career opportunities.

Qualifications

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

Responsibilities

• Serve as the personal coach to our Nation’s military families and develop evolving financial plans.
• Help families manage day-to-day finances, build assets, and protect against the unexpected.
• Engage with the community to attract new clients with district and Home Office support.
• Partner with local military organizations and units to connect with the military community.
• Coach families on savings, investments, insurance, and wealth management within a comprehensive plan.

Skills

Military experience

Leadership

Education

Bachelor's degree

Job description

Job Description

Financial Advisor Careers at First Command:

Shaping Positive Financial Behaviors since 1958

• 3 out of 4 of our Financial Advisors are veterans or military spouses.
• With 165+ offices nationwide, many are located near military installations.

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.

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 for 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

Learn More About First Command

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 Financial Services Careers | First Command.