Financial Advisor

First Command Financial Services, Inc.; Great Falls (MT); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training program

Flexible schedule

Career advancement opportunities

Job summary

A financial services firm seeks a Financial Advisor to coach military families on their financial security. This role involves managing day-to-day finances and helping clients develop comprehensive financial plans. The ideal candidate should have a Bachelor's degree and demonstrated leadership skills, preferably with military experience. The firm offers a comprehensive training program and ample opportunities for career advancement as an independent contractor. Compensation is performance-based with significant earning potential.

Qualifications

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

Responsibilities

• Coach military families on financial plans and long-term goals.
• Manage day-to-day finances for clients.
• Engage with local military organizations to attract new clients.
• Work with district team and Home Office to support client needs.

Skills

Leadership skills

Financial planning

Coaching

Education

Bachelor's degree

Job description

Join to apply for the Financial Advisor role at First Command Financial Services, Inc.

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.

9 out of 10 of our Financial Advisors are veterans or military spouses.

With 165+ offices nationwide, many are located near military installations.

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. It includes
  • 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 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

Seniority Level

• Internship

Employment type

• Full‑time

Job function

• Finance and Sales