Independent Financial Advisor for Military Families

First Command Financial Services, Inc.; Mountain Home (ID); Presencial; USD 120 000 - 200 000; Tempo integral

Resumo da oferta

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to join as an independent contractor, working with existing client base of military families.

You will provide comprehensive guidance beyond investments, shaping long-term plans across accumulation, preservation, and legacy. This role emphasizes a high-touch, consultative approach, opportunities to grow your practice through referrals, flexible hours, and the potential for unlimited income based on commissions and

Qualificações

• Minimum of 5 years' experience in financial services with a proven client-relationships track record.
• Ability to integrate financial products into long-term planning for clients.
• Superior interpersonal skills to build trust and retain clients.

Responsabilidades

• Serve as Trusted Advisor to guide clients through wealth accumulation, preservation, and legacy planning.
• Develop and implement comprehensive financial plans including investments, retirement, taxes, and insurance.
• Foster high-touch client experience and grow business through referrals within the military community.
• Manage relationships and meet clients regularly to assess progress and adjust plans.

Conhecimentos

Relationship-building

Financial planning

Independent business owner

Descrição da oferta de emprego

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to join as an independent contractor, working with existing client base of military families.

You will provide comprehensive guidance beyond investments, shaping long-term plans across accumulation, preservation, and legacy. This role emphasizes a high-touch, consultative approach, opportunities to grow your practice through referrals, flexible hours, and the potential for unlimited income based on commissions and