Independent Financial Advisor for Military Families

First-Command-Financial-Services; Layton (UT); On-site; USD 120,000 - 240,000; Full time

Job summary

First Command Financial Services is seeking an experienced Senior Financial Advisor to guide military families toward financial security. This independent contractor role focuses on deep, ongoing client relationships and high-touch service, with compensation tied to commissions and performance.

You will provide comprehensive planning, including investments, retirement income, tax strategies, insurance, and estate considerations, while expanding your practice within the military community.

Qualifications

• 5+ years of experience in financial services with proven client-relations success.
• Experience integrating financial products into long-term wealth planning.
• Strong interpersonal skills and ability to build trust with clients over time.
• Entrepreneurial drive to run an independent advisory practice with commissions.

Responsibilities

• Serve as a Trusted Advisor across client wealth goals from accumulation to legacy.
• Develop and implement sophisticated financial plans including investments, retirement, tax strategies, insurance, and estate considerations.
• Provide a high-touch client experience focused on clarity, confidence, and timely guidance.
• Engage with the local and military community to generate referrals and opportunities.
• Grow the business by delivering personalized strategies and building long-term client relationships.

Skills

Wealth management

Portfolio management

Relationship building

Independent business

Job description

First Command Financial Services is seeking an experienced Senior Financial Advisor to guide military families toward financial security. This independent contractor role focuses on deep, ongoing client relationships and high-touch service, with compensation tied to commissions and performance.

You will provide comprehensive planning, including investments, retirement income, tax strategies, insurance, and estate considerations, while expanding your practice within the military community.