Financial Advisor

First Command Financial Services, Inc.; Orange Park (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

A financial coaching organization is seeking a Financial Advisor to support military families in achieving financial security. The role includes coaching, community engagement, and a specialized training program for veterans. Candidates should hold a Bachelor's degree and have military experience. This position offers a full-time employment type with significant earning potential and opportunities for professional development.

Qualifications

• Engagement with local military organizations.
• Ability to coach military families on financial planning.

Responsibilities

• Act as the personal coach for military families.
• Help manage day-to-day finances and build lifetime assets.
• Engage with the 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.

Overview

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. We embrace time-tested financial principles and a client-first philosophy, inspiring clients to take the first or next step on the path to financial security.

What Our Financial Advisors Do

• Act as the personal coach to the Nation’s military families, focusing on a financial plan that 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 support from the local district team and Home Office.
• Engage directly with the military community by partnering with local military organizations, units, and other supporting institutions.
• Coach military families on building 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 to start and grow a successful Financial Advisor career.
• Licensing support to pursue full registration and licensing as a Financial Advisor using our tools and resources.
• Preparation and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Opportunity to join a paid training program with a local district office after licensing.
• Salary structure during training: hourly wage for 3 months (minimum wage in the employed state), transitioning to a salaried position with progressive incentives during the remainder of the nine-month paid training period.

What To Expect After Training

• Possible transition to an independent contractor Financial Advisor with First Command, enabling career trajectory control and compensation based on results.
• No cap on earning potential; compensation includes commissions, residual income, bonuses, and deferred compensation. First-year earnings vary by performance.
• Professional development through progressive leadership programs, classroom training, and annual workshops.
• 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.

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales

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