Independent Financial Advisor for Military Families

First-Command-Financial-Services; Leavenworth (KS); On-site; USD 90,000 - 150,000; Full time

Job summary

First Command seeks an experienced Financial Advisor to provide comprehensive guidance to military families, evolving plans as clients’ lives change. You will deliver sophisticated financial strategies and manage long‑term client relationships, with a high‑touch service model and opportunities to grow your practice as an independent contractor.

The role requires licensing (Series 7 & 66 or equivalents) and Life & Health credentials, with preference for military affiliation.

Qualifications

• Minimum 5 years of financial services experience with client relationships.
• Experience integrating investments, retirement planning, taxes, and estate considerations.
• Strong interpersonal skills and ability to build long-term client trust.

Responsibilities

• Serve as a Trusted Advisor by understanding evolving client goals and adapting plans.
• Deliver advanced, personalized financial planning across investments, retirement, tax, and estate needs.
• Provide a high-touch client experience with clear guidance and responsive service.
• Develop relationships within the military community to generate referrals and opportunities.

Skills

Wealth management

Relationship building

Independent contractor

Client advisory

Portfolio management

Job description

First Command seeks an experienced Financial Advisor to provide comprehensive guidance to military families, evolving plans as clients’ lives change. You will deliver sophisticated financial strategies and manage long‑term client relationships, with a high‑touch service model and opportunities to grow your practice as an independent contractor.

The role requires licensing (Series 7 & 66 or equivalents) and Life & Health credentials, with preference for military affiliation.