Financial Advisor

First Command Financial Services, Inc.; Goldsboro (NC); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Licensing support

Training program

Résumé du poste

First Command Financial Services, Inc. seeks a Financial Advisor to coach military families on personalized financial plans. You will guide day‑to‑day finances, savings, investments, and insurance while building trusted relationships through local partnerships.

The role emphasizes leadership and service, with a comprehensive training and licensing program designed for veterans and military spouses, leading to independent contractor opportunities after licensing.

Qualifications

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

Responsabilités

• Act as the personal coach for military families, focusing on evolving financial plans to achieve goals.
• Provide guidance on day‑to‑day finances, assets, and risk protection.
• Engage with the community to identify new clients with district teams and the Home Office.
• Partner with local military organizations to connect with the military community.
• Coach families on financial planning including savings, investments, and insurance.

Connaissances

Military experience

Bachelor's degree

Proven leadership

Formation

Bachelor's degree

Description du poste

Financial Advisor

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on‑one coaching with military families.

Responsibilities

• Act as the personal coach for military families, focusing on constantly evolving financial plans to achieve short‑term and long‑term goals.
• Provide guidance on managing day‑to‑day finances, building lifetime assets, and protecting against unexpected events.
• Engage with the community to identify new clients with the support of local district teams and the Home Office.
• Partner with local military organizations, units, and supporting institutions to connect directly with the military community.
• Coach families on comprehensive financial planning, including savings/banking, investments/wealth management, and insurance/risk management.

Training and Licensing Support

First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members, and military spouses. Sponsorship is provided for full registration and licensing, and structured training and test preparation is available to obtain necessary securities and Life & Health licenses. Following completion, advisors can transition into a paid training role and eventually become independent contractors with no earning cap.

Desired Qualifications

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

EEO Statement

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.