Financial Advisor

First Command Financial Services, Inc.; Sierra Vista (AZ); On-site; USD 42,000 - 76,000; Full time

Benefits offered by this job

Comprehensive training for veterans

Potential commissions and bonuses

Set your own schedule

Job summary

A leading financial services firm is seeking a Financial Advisor in Sierra Vista, Arizona, to coach military families in financial planning. This role involves acting as a personal coach to help families with their finances, building comprehensive financial plans, and engaging with the military community. Candidates should have military experience, a Bachelor’s degree, and strong leadership skills. The position offers comprehensive training and a full-time employment opportunity with a structured career path.

Qualifications

• Must be able to coach military families in financial planning.
• Strong leadership ability required.
• Proven leadership skills.

Responsibilities

• Act as personal coaches to military families on financial plans.
• Help families manage day-to-day finances and build savings.
• Engage with military community for potential clients.
• Engage directly with the military community by partnering with local military organizations, units, and other supporting institutions.
• Coach military families to build comprehensive financial plans that include: Savings/banking, Investments/wealth management, Insurance/risk management.

Skills

Military experience or affiliation

Proven leadership skills

Education

Bachelor’s degree

Job description

Overview

Financial Advisor role at First Command Financial Services, Inc. We coach military families in financial planning, with a client-first philosophy and face-to-face coaching to help clients pursue financial security.

What Our Financial Advisors Do

• Act as personal coaches to Nation’s military families, focusing on evolving financial plans 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 to build comprehensive financial plans that include:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

What We Offer

• Specialized licensing and comprehensive training designed for veterans, transitioning service members, and military spouses to start and grow a Financial Advisor career.
• We sponsor pursuit of full registration and licensing using our tools and resources.
• Preparation and testing for SIE, S6, S63, S65 and state Life & Health licenses.
• Post-licensing, potential opportunity to join a paid training program with a local district office.
• Initial salary arrangement: hourly wage for 3 months (minimum wage in the employed state), followed by a salaried position with progressive incentives during the nine-month paid training period.

What To Expect After Training

• Opportunity to become an independent contractor Financial Advisor with First Command, with compensation based on performance.
• No cap on earnings potential; compensation includes commissions, residual income, bonuses, and deferred compensation.
• 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

Learn More About First Command

First Command has helped military families pursue goals through financial coaching and guidance since 1958. To learn more, visit the First Command website.

Seniorities and Employment

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

Referral notices and job location details may be provided as part of standard posting communications.