Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.

Arlington (VA)

On-site

USD 120,000 - 210,000

Full time

14 days+

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Job summary

A leading financial services company in Arlington, Virginia seeks experienced financial advisors to guide military families towards financial security. In this independent contractor role, you'll develop personalized financial strategies, build long-term relationships, and achieve performance goals using a consultative approach. A minimum of 5 years in financial services and required licenses are necessary. Military experience is preferred. This position offers flexible hours and income potential based on performance.

Qualifications

  • Minimum 5 years of experience in financial services.
  • Strong track record of building and retaining client relationships.
  • Drive and discipline to run an independent business.
  • Ability to run an independent business with flexible hours and commission-based income.
  • Military experience or affiliation strongly preferred.

Responsibilities

  • Identify and adapt to clients' evolving financial goals.
  • Develop and implement personalized financial plans.
  • Build relationships within the military community.
  • Engage the military community to generate referrals.
  • Drive results by expanding revenue and long-term client relationships.

Skills

Portfolio management
Wealth management
Interpersonal skills
Client relationship building

Education

Series 7 & 66 licenses
Life & Health license
CFP® designation (preferred)

Job description

Job Description
Join the mission. Coach those who serve.

At First Command, we’ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high‑touch, consultative approach.

What You’ll Do
  • Serve as a Trusted Advisor – Identify and adapt to each client’s evolving financial goals across all stages of wealth: accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
  • Deliver Advanced, Personalized Planning – Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day‑to‑day finances, and estate considerations – tailored to the unique needs of military families.
  • Provide a High‑Touch Client Experience – Foster long‑term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
  • Engage the Military Community – Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
  • Drive Results and Grow Your Business

Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long‑term client relationships. Expand your practice through strong referral networks—especially within the military community—while identifying new opportunities and deepening existing client engagement.

What Sets You Apart
  • A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
  • Skilled in portfolio and wealth management, with the ability to integrate financial products into a long‑term planning strategy.
  • Exceptional interpersonal and relationship‑building skills, enabling you to connect with clients and build trust through meaningful, long‑term engagement.
  • The drive and discipline to run your own independent business – offering flexible hours and the opportunity to earn unlimited income based on commissions and performance‑based incentives.
  • Military experience or affiliation is strongly preferred.
Licensing & Certifications
  • Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
  • Preferred: CFP®, ChFC®, or RICP® designations
Your Next Step

If you’re an experienced advisor who wants to make a difference in the lives of those who serve—and continue building your career with purpose—First Command is where you belong.

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