Independent Financial Advisor for Military Families

First Command; Columbus (OH); On-site; USD 70,000 - 130,000; Full time

Job summary

First Command is seeking seasoned Financial Advisors to guide military families toward financial security. This independent contractor role focuses on trusted advisory, long-term client relationships, and high-touch planning across investments, retirement, taxes, and estate considerations.

You’ll cultivate referrals within the military community and grow your business with flexible hours and performance-based incentives.

Qualifications

• Minimum 5 years of experience in financial services with a strong client-relationship track record.
• Skilled in portfolio and wealth management and long-term planning.
• Exceptional interpersonal skills for trust and long-term engagement.
• Ability to run an independent business with flexible hours and commission-based income.
• Military experience or affiliation is strongly preferred.

Responsibilities

• Serve as a Trusted Advisor, meeting clients to assess goals and adjust plans.
• Deliver advanced, personalized planning integrating investments, retirement, tax, and estate considerations.
• Provide a high-touch client experience focused on clarity and confidence.
• Engage the military community to build referrals and opportunities.

Skills

Client relationship management

Wealth management

Interpersonal communication

Independent business mindset

Sales/advisory skills

Job description

First Command is seeking seasoned Financial Advisors to guide military families toward financial security. This independent contractor role focuses on trusted advisory, long-term client relationships, and high-touch planning across investments, retirement, taxes, and estate considerations.

You’ll cultivate referrals within the military community and grow your business with flexible hours and performance-based incentives.