Financial Advisor

First Command Financial Services, Inc.; Montgomery (AL); On-site; Full time

Benefits offered by this job

Comprehensive training program

Sponsorship of registration and licensing

Flexible schedule

Job summary

A financial advisory firm supporting military families is seeking a Financial Advisor. In this full-time position, you will coach families to achieve financial security through personalized financial plans, manage day-to-day finances, and engage with the local community. Ideal candidates should have military experience or affiliation, a Bachelor’s degree, and proven leadership skills. Opportunities for professional development and a flexible schedule are available.

Qualifications

• Military experience or affiliation is preferred.
• A Bachelor's degree is required.
• Candidates should have proven leadership skills.

Responsibilities

• Act as the personal coach for military families, focusing on evolving financial plans.
• Help families manage day-to-day finances and build lifetime assets.
• Engage with the community to bring new clients to First Command.

Skills

Military experience or affiliation

Proven leadership skills

Education

Bachelor’s degree

Job description

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

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958.

Job Description

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

What Our Financial Advisors Do

• Act as the personal coach for military families, focusing on evolving financial plans that meet short‑term and long‑term goals.
• Help 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, supported by the local district team and Home Office.
• Partner with local military organizations, units, and supporting institutions.
• Coach families on building comprehensive financial plans covering:
• Savings and banking
• Investments and wealth management
• Insurance and risk management

What We Offer

• Specialized licensing and comprehensive training program for veterans, transitioning service members, and military spouses.
• Sponsorship of registration and licensing, including preparation for SIE, S6, S63, S65, and state Life & Health licenses.
• Opportunity to join paid training program with a local district office after completing licensing.
• Initial hourly wage for first 3 months (minimum wage), then transition to salaried position with incentives for the remainder of the nine‑month paid training period.

What To Expect After Training

• Opportunity to become an independent contractor Financial Advisor with First Command, controlling career trajectory and compensation.
• No cap on earnings; compensation based on commissions, residual income, bonuses, and deferred compensation.
• Professional development through leadership programs, classroom training, and annual workshops.
• Flexible 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 has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit our website.

Seniority Level

Internship

Employment Type

Full‑time

Job Function

Finance and Sales

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