Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Columbus (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial services firm in Ohio seeks experienced financial advisors to join their team. Candidates should have at least 5 years in financial services and a strong ability to build client relationships, especially within the military community. This independent contractor position provides the flexibility to manage your schedule, while focusing on delivering personalized financial strategies that meet clients' evolving needs. Candidates must hold Series 7 & 66 licenses and a Life & Health license.

Qualifications

• Minimum of 5 years of experience in financial services.
• Strong record of client relationship building and retention.
• Ability to integrate financial products into long-term planning strategies.

Responsibilities

• Identify and adapt to client financial goals across all wealth stages.
• Develop and implement sophisticated financial plans for military families.
• Build long-term relationships through a high-touch client service model.
• Engage with the local and military community to generate referrals.
• Achieve performance goals while expanding client base.

Skills

Client relationship building

Financial planning

Portfolio management

Interpersonal skills

Military community engagement

Education

Series 7 & 66 (or 6, 63, 65)

Life & Health license

CFP®, ChFC®, or RICP® (preferred)

Job description

Overview

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.

Responsibilities

• 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.

Required Experience

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.