Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Sierra Vista (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial services company is looking for an experienced Financial Advisor in Sierra Vista, AZ. This full-time role focuses on serving military families by developing personalized financial strategies and building long-term relationships. The ideal candidate will have at least 5 years of experience in financial services, strong portfolio management skills, and necessary licenses. The successful applicant will thrive in a role that offers flexible hours and unlimited income potential based on performance.

Qualifications

• Minimum of 5 years of experience in financial services with client relationship expertise.
• Exceptional skills in fostering long-term client relationships.
• Military experience or affiliation is strongly preferred.
• Drive to run an independent business with flexible hours and commission-based income.
• Military experience or affiliation preferred.

Responsibilities

• Serve as a Trusted Advisor to clients by adapting to evolving financial goals.
• Develop and implement sophisticated financial planning tailored to military families.
• Build relationships within the military community to generate referrals.
• Engage the military community to generate referrals and opportunities.
• Grow your business by delivering personalized strategies and expanding client engagement.

Skills

Portfolio and wealth management

Interpersonal and relationship-building skills

Independent business management

Independent business

Education

Series 7 & 66 licenses

Life & Health license

CFP®, ChFC®, or RICP® designations

Job description

Financial Advisor – Experienced Professionals

4 days ago Be among the first 25 applicants

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, including 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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