Independent Financial Advisor — Military Family Planning

First Command Financial Services, Inc.; Papillion (NE); Sur place; USD 60 000 - 100 000; Plein temps

Résumé du poste

A financial services company is seeking experienced Financial Advisors to guide military families towards financial security. This mid-senior level role emphasizes building long-term client relationships and delivering personalized financial strategies that integrate investment management and wealth planning. Candidates with a minimum of 5 years of experience in financial services and strong interpersonal skills are preferred. The role is full-time and offers flexible hours with commission-based earnings.

Qualifications

• Minimum of 5 years of experience in financial services.
• Skilled in integrating financial products into long-term strategies.
• Military experience or affiliation is strongly preferred.

Responsabilités

• Identify and adapt to clients' evolving financial goals.
• Develop and implement sophisticated financial plans.
• Foster long-term relationships through a high-touch service model.
• Engage with the military community to generate referrals.

Connaissances

Building and retaining client relationships

Portfolio and wealth management

Interpersonal skills

Business discipline

Formation

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

CFP®, ChFC®, or RICP® designations

Description du poste

A financial services company is seeking experienced Financial Advisors to guide military families towards financial security. This mid-senior level role emphasizes building long-term client relationships and delivering personalized financial strategies that integrate investment management and wealth planning. Candidates with a minimum of 5 years of experience in financial services and strong interpersonal skills are preferred. The role is full-time and offers flexible hours with commission-based earnings.