Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Tucson (AZ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Relocation incentives

Dedicated home office resources

Marketing support

Job summary

First Command Financial Services, Inc. is seeking an Senior Financial Advisor for Experienced Professionals to join a client-centric practice. You’ll step into an existing client ecosystem, provide ongoing, comprehensive guidance, and build relationships with military families and other clients.

This role emphasizes planning, long-term impact and an entrepreneurial model with relocation support and built-in marketing and operational resources to help you grow your independent practice.

Qualifications

• 5+ years of financial services experience with direct client interaction.
• Strong wealth management or financial planning background.
• Licensing: Series 7 & 66 (or 6/63/65) and Life & Health license.

Responsibilities

• Provide ongoing, comprehensive financial guidance tailored to each client’s evolving needs from career planning through retirement.
• Create integrated financial plans spanning investments, retirement, risk management, tax-aware planning, and estate considerations.
• Engage with existing clients to deepen relationships in a high-touch, advice-driven model.
• Deliver personalized strategies and proactive planning that evolve with clients’ lives.
• Grow the practice through deepening client relationships, referrals, and community engagement.

Skills

Client relationships

Holistic financial planning

Wealth management

Advisory/consulting

Business development

Education

Series 7 & 66 licenses

Life & Health license

Tools

Salesforce CRM

MoneyGuide

Job description

Senior Financial Advisor – Experienced Professionals

Join the mission. Coach those who serve.

At First Command, we’ve been helping military families build financial security since 1958. Through our Experienced Advisor Pathway, we are expanding our model to attract established financial professionals who want to focus on planning, relationships, and long-term impact, not cold-start prospecting or bringing a book of business.

This is a unique opportunity to step into an existing client ecosystem, receive institutional support, and grow a meaningful practice serving those who serve our country.

Why This Opportunity Is Different

• No military experience required – We provide the training and context to serve this client base effectively
• No book of business required – Engage with existing clients and referral networks
• Relocation support available – Incentives offered for select markets
• Built-in support system – Dedicated home office resources, planning tools, and marketing support
• Entrepreneurial model – Run your own independent business with flexibility and upside

What You’ll Do:

Serve as a Trusted Advisor

Provide ongoing, comprehensive financial guidance tailored to each client’s evolving needs, from early career planning through retirement and legacy.

Deliver Holistic Financial Planning

Create integrated financial plans spanning: Investment and portfolio management, Retirement income strategies, Risk management and insurance solutions, Tax-aware planning, Estate and legacy considerations

Engage Existing Clients & Build Relationships

Step into an established environment where you can deepen relationships through a high-touch, advice-driven model focused on long-term outcomes.

Provide High-Touch Client Experience

Build trust through consistent communication, proactive planning, and personalized strategies that evolve alongside clients’ lives.

Grow Your Practice

Expand your business through: Deepening existing client relationships, Strong referral networks, Community engagement, Centers of influence

What Sets You Apart

• 5+ years of financial services experience, with demonstrated success working directly with clients
• Strong background in wealth management, financial planning, or advisory services
• Proven ability to build trust and maintain long-term client relationships
• Entrepreneurial drive with the discipline to operate an independent practice
• Comfort working in a goals-based, performance-driven environment

Licensing & Certifications

• Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license

Compensation & Support

• Commission-based compensation with uncapped earning potential: residual trails, commissions, performance-based incentives and deferred compensation program
• Relocation incentives available for qualified candidates in targeted markets
• Access to: Salesforce CRM, MoneyGuide financial planning platform, Dedicated operational and product support, Marketing and client engagement resources

Your Next Step

If you’re an experienced advisor ready to focus on meaningful client relationships without starting from scratch. First Command offers the platform, support, and purpose to take your career further.