Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.

Papillion (NE)

On-site

USD 60,000 - 100,000

Full time

14 days+

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Job summary

A financial services company is seeking experienced Financial Advisors to guide military families towards financial security. This mid-senior level role emphasizes building long-term client relationships and delivering personalized financial strategies that integrate investment management and wealth planning. Candidates with a minimum of 5 years of experience in financial services and strong interpersonal skills are preferred. The role is full-time and offers flexible hours with commission-based earnings.

Qualifications

  • Minimum of 5 years of experience in financial services.
  • Skilled in integrating financial products into long-term strategies.
  • Military experience or affiliation is strongly preferred.

Responsibilities

  • Identify and adapt to clients' evolving financial goals.
  • Develop and implement sophisticated financial plans.
  • Foster long-term relationships through a high-touch service model.
  • Engage with the military community to generate referrals.

Skills

Building and retaining client relationships
Portfolio and wealth management
Interpersonal skills
Business discipline

Education

Series 7 & 66 (or 6, 63, 65) and Life & Health license
CFP®, ChFC®, or RICP® designations

Job description

Financial Advisor – Experienced Professionals

1 day ago Be among the first 25 applicants

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.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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