Financial Advisor

First Command Financial Services, Inc.; San Antonio (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training program

Flexibility in work schedule

Potential for independent contracting

Job summary

A financial services firm is seeking a dedicated Financial Advisor to coach military families on achieving financial security. This full-time position includes a comprehensive training program and support for attaining necessary licensing. Ideal candidates will have military affiliation and a bachelor’s degree, along with strong leadership skills. The role offers a unique opportunity to engage directly with the military community and make significant impacts in clients' financial journeys.

Qualifications

• Military experience or affiliation is preferred.
• Strong leadership capabilities are essential.
• A degree in finance or related fields enhances candidacy.

Responsibilities

• Act as a personal coach to military families focusing on financial plans.
• Help clients manage finances and build assets.
• Engage the community to attract new clients.
• Partner with military organizations and units for outreach.
• Coach clients on comprehensive financial planning.

Skills

Leadership skills

Financial planning

Client relationship management

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.

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.
  • 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 for 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

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 .

In the recruiting of Financial Advisors, First Command is committed to a policy of non‑discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws. We will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post‑termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

Seniority Level

Internship

Employment Type

Full‑time

Job Function

Finance and Sales