Independent Financial Advisor for Military Families

First Command Financial Services, Inc.; Lawton (OK); On-site; USD 50,000 - 100,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an experienced Financial Advisor in Lawton, Oklahoma to guide military families towards financial security. As a trusted advisor, you’ll provide personalized financial strategies, build long-term client relationships, and thrive in an independent contractor role. Successful candidates will have at least 5 years of experience in financial services, particularly in client relationship management. Series 7 & 66 licenses are required, and military affiliation is preferred.

Qualifications

• 5+ years of experience in financial services with proven client retention.
• Exceptional interpersonal skills for relationship-building.
• Ability to manage portfolios and integrated financial products.

Responsibilities

• Identify and adapt to each client’s evolving financial goals.
• Develop and implement personalized financial plans.
• Build long-term relationships emphasizing clarity and responsiveness.
• Engage with military advocates to generate referrals.

Skills

Client relationship building

Portfolio management

Financial planning

Regulatory understanding

Education

Series 7 & 66 licenses

Life & Health license

CFP® or ChFC® or RICP® (preferred)

Job description

First Command Financial Services, Inc. is seeking an experienced Financial Advisor in Lawton, Oklahoma to guide military families towards financial security. As a trusted advisor, you’ll provide personalized financial strategies, build long-term client relationships, and thrive in an independent contractor role. Successful candidates will have at least 5 years of experience in financial services, particularly in client relationship management. Series 7 & 66 licenses are required, and military affiliation is preferred.