Independent Financial Advisor — Military-Focused

First Command Financial Services, Inc.; Meridian (ID); On-site; USD 90,000 - 150,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to guide military families toward lasting financial security.

The role emphasizes high-touch, consultative planning, and long-term client relationships within an independent contractor framework. Candidates should bring 5+ years in financial services, strong wealth-management skills, and a track record of building client trust.

Qualifications

• Minimum 5 years in financial services with a proven client relationship track record.
• Strong ability to integrate investments into long-term planning.
• Exceptional interpersonal skills and long-term client engagement.
• Willingness to run an independent practice with flexible hours and commission-based earnings.
• Military experience or affiliation is preferred.

Responsibilities

• Provide comprehensive financial guidance across wealth stages (accumulation, preservation, legacy).
• Develop and implement sophisticated financial plans (investments, retirement, taxes, insurance, estate).
• Foster high-touch service to build trust and long-term value for clients.
• Engage the military community to generate referrals and opportunities.
• Drive revenue growth and expand the client base.

Skills

Years of experience

Portfolio management

Relationship building

Independent business mindset

Military experience preferred

Education

Series 7 & 66 and Life & Health license

Job description

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to guide military families toward lasting financial security.

The role emphasizes high-touch, consultative planning, and long-term client relationships within an independent contractor framework. Candidates should bring 5+ years in financial services, strong wealth-management skills, and a track record of building client trust.