Financial Advisor

First Command Financial Services, Inc.; New London (CT); On-site; USD 17,908 - 23,419; Full time

Benefits offered by this job

Professional development programs

Flexible schedule

Compensation based on performance

Job summary

A financial services firm for military families seeks a Financial Advisor. This role focuses on coaching military families in financial planning and management, offering comprehensive training designed for veterans and military spouses. Responsibilities include engaging with local communities and building financial plans. The position is full-time with a potential transition to being an independent contractor. If you're passionate about helping others achieve their financial goals, this opportunity is for you.

Qualifications

• Military affiliation or experience is preferred.
• A Bachelor’s degree is required.
• Demonstrated leadership abilities are necessary.

Responsibilities

• Act as a personal coach to military families on financial planning.
• Help clients manage finances and build assets.
• Engage with the military community for client acquisition.

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.

Job Description

What Our Financial Advisors Do

• They are the personal coach to our Nation’s military families and focus on a financial plan that evolves to meet short-term and long-term 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 support from 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 sponsor 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 where you are employed. After three months, you may transition to a salaried position with 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 results as an independent contractor.
• There is no cap on earning potential: compensation is based on effort and includes commissions, residual income, bonuses, and deferred compensation. The average first-year compensation as an independent contractor Financial Advisor ranges in commissions and bonuses.
• Professional development includes progressive leadership programs through classroom training and annual workshops to prepare for future leadership opportunities.
• Set your own schedule to manage work-life balance.
• Portable career opportunities throughout the United States that 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 our website.

Job Details

• Seniority level: Internship
• Employment type: Full-time
• Job function: Finance and Sales