Financial Advisor

First Command Financial Services, Inc.; Pensacola (FL); On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Specialized licensing and training program

Full sponsorship for licensing

Paid training program

Job summary

A financial services company is seeking a Financial Advisor to coach military families in achieving financial security through personalized financial plans. Responsibilities include managing day-to-day finances and engaging with the local military community. Ideal candidates have military experience, a Bachelor’s degree, and proven leadership skills. This role offers initial training with a transition to a salaried position and uncapped earning potential based on commissions and bonuses.

Qualifications

• Must have military experience or affiliation.
• A Bachelor's degree is required.
• Proven ability to lead teams or projects.

Responsibilities

• Serve as a personal coach to military families in financial planning.
• Help clients manage finances and build lifetime assets.
• Engage local community and organizations to attract new clients.
• Partner with local military organizations, units, and supporting institutions to reach the military community.
• Coach families on building a comprehensive financial plan, covering savings and banking, investments and wealth management, and insurance and risk management.

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, shaping positive financial behaviors through face‑to‑face coaching with a client‑first philosophy.

What Our Financial Advisors Do

• Serve as a personal coach to military families, developing a financial plan that constantly evolves to meet short‑term and long‑term goals.
• Help clients manage day‑to‑day finances, build lifetime assets, and protect against unexpected events.
• Engage the community to bring new clients to First Command, with support from the local district team and Home Office.
• Partner with local military organizations, units, and supporting institutions to reach the military community.
• Coach families on building a comprehensive financial plan, covering savings and banking, investments and wealth management, and insurance and risk management.

What We Offer

• Specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses.
• Full sponsorship for registration and licensing, including guidance to pursue SIE, S6, S63, S65, and state Life & Health licenses.
• Upon successful licensing, opportunity to join our paid training program with a local district office.
• Initial salary: hourly wage for the first three months (minimum wage in the state). After that, transition to a salaried position with progressive incentives for the remainder of the nine‑month paid training period.

What to Expect After Training

• Opportunity to become an independent contractor Financial Advisor, controlling career trajectory and earning based on commissions, residual income, bonuses, and deferred compensation.
• No cap on earning potential; compensation reflects effort and is based on competitive commissions and bonuses.
• Professional development through progressive leadership programs, classroom training, and annual workshops.
• Set your own schedule to manage work‑life balance.
• Portable career opportunities across the United States.

Desired Qualifications

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

EEO Statement

In recruiting Financial Advisors, First Command is committed to a policy of non‑discrimination pursuant to federal, state, and local laws. First Command will not discriminate based on race, color, religion, national origin, citizenship, gender, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other protected characteristic. This applies to all personnel actions, including recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations, and post‑termination actions. All information provided by you will be reviewed carefully, but receipt of an application does not imply an offer to enter into a Financial Advisor Agreement.

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