Financial Advisor

First Command Financial Services, Inc.; City of Watertown (NY); On-site; USD 31,550 - 49,300; Full time

Benefits offered by this job

Comprehensive training program

Flexible work schedule

Professional development opportunities

Job summary

A leading financial advisory firm seeks Financial Advisors to coach military families in achieving financial security. Candidates will create evolving financial plans tailored to their clients' needs while enjoying a comprehensive training program. After training, you can become an independent contractor with uncapped earning potential. Ideal candidates should have military experience or affiliation, a bachelor’s degree, and proven leadership skills.

Qualifications

• Military experience or affiliation is preferred.
• A bachelor's degree is required.
• Proven leadership skills are essential.

Responsibilities

• Serve as personal coach to military families focusing on evolving financial plans.
• Help manage day-to-day finances and build lifetime assets.
• Engage with the community to attract new clients.
• Coach on comprehensive financial plans including savings, investments, and insurance.

Skills

Military experience or affiliation

Proven leadership skills

Education

Bachelor’s degree

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.

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

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 the personal coach to our Nation’s military families, focusing on a financial plan that constantly evolves to meet 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 the support of the local district team and Home Office.
• Partner directly with local military organizations, military units, and other supporting institutions.
• Coach military families on how to build a comprehensive financial plan that includes:
• Savings / banking
• Investments / wealth management
• Insurance / risk management

What We Offer

• A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses.
• We sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources.
• We provide training and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Upon successful completion, you may join our paid training program with a local district office.
• First Command Financial Advisor salary starts at minimum wage during the first three months, thereafter transitioning to a salaried position with progressive incentives during the remainder of the nine‑month paid training period. Compensation during this period ranges by state from $31,550 to $49,300.

What To Expect After Training

• After the paid trainee program, you may become an independent contractor Financial Advisor with First Command, controlling your career trajectory and earning based on results.
• There is no cap on your earning potential; compensation reflects effort and is based on commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor ranges in commissions and bonuses. The median pay for advisors in years 2‑5 is $115,740.
• We offer professional development through leadership programs, classroom training and annual workshops to prepare for future leadership opportunities.
• Set your own schedule for work‑life balance.
• Portable career opportunities throughout the United States.

Desired Qualifications

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

Learn more about First Command. First Command website.