Financial Advisor

First Command; San Diego (CA); Hybrid; USD 45,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training program

Sponsorship for licensing

Flexible work schedule

Professional development opportunities

Job summary

First Command is seeking a Financial Advisor who will provide coaching to military families focusing on their financial planning needs. This role includes engaging with the community to attract new clients and offering guidance on managing finances while supporting a flexible career path.

Successful candidates will have access to extensive training programs and can benefit from competitive compensation structures. If you are passionate about helping military families achieve their financial goals, we encourage you to apply.

Qualifications

• No prior licensing is required.
• Ability to engage with military families and organizations.
• Strong motivation to develop a comprehensive financial plan.

Responsibilities

• Coach military families on financial plans.
• Engage with the community to attract new clients.
• Support local military organizations.

Skills

Financial planning

Community engagement

Coaching military families

Communication

Job description

What you’ll do:

• As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
• You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
• You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• You will coach military families on how to build a comprehensive financial plan that includes:
• Savings/banking
• Investments/wealth management

Training and licensing support:

• First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
• Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
• Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
• Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
• Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:

• Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
• Compensation: 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.
• Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
• Independence: Set your own schedule to manage work-life balance.
• Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. 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.

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation