Independent Financial Advisor for Military Families

First Command Financial Services, Inc.; Layton (UT); On-site; USD 90,000 - 170,000; Full time

Job summary

First Command Financial Services, Inc. is seeking seasoned financial advisors to join our independent contractor team, working with existing clients and expanding a high-touch advisory practice tailored for military families.

You’ll build long-term relationships through a consultative approach and deliver personalized financial planning across wealth stages. The role emphasizes a flexible schedule, strong relationship-building, and opportunities for commissions and performance-based incentives

Qualifications

• Minimum 5 years of experience in financial services with a proven client-relationship track record.
• Ability to integrate investment products into long-term planning.
• Entrepreneurial drive to run an independent practice with flexible hours and income tied to performance.

Responsibilities

• Serve as trusted advisor to clients across wealth stages: accumulation, preservation, and legacy.
• Develop and implement sophisticated financial plans including investments, retirement, taxes, insurance, and estate considerations.
• Provide high-touch client experience, clarity, confidence, and responsive guidance.
• Engage the military community to build relationships and generate referrals.
• Meet performance goals by growing revenue and strengthening long-term client engagement.

Skills

Relationship-building

Portfolio/Wealth management

Business ownership mindset

Education

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

CFP®, ChFC®, or RICP® designations (Preferred)

Job description

First Command Financial Services, Inc. is seeking seasoned financial advisors to join our independent contractor team, working with existing clients and expanding a high-touch advisory practice tailored for military families.

You’ll build long-term relationships through a consultative approach and deliver personalized financial planning across wealth stages. The role emphasizes a flexible schedule, strong relationship-building, and opportunities for commissions and performance-based incentives