Military Family Financial Advisor

First Command Financial Services, Inc.; Columbia (AL); Remote; USD 35,000 - 80,000; Full time

Benefits offered by this job

Set your own schedule

National mobility

Flexible compensation pathway

Job summary

First Command Financial Services, Inc. is seeking a Financial Advisor to coach military families toward secure financial futures. You’ll craft personalized plans covering savings, investments, and risk management, while building a client base with support from local districts and the Home Office.

The paid trainee program transitions into a salaried advisor role with opportunities for commissions and bonuses, offering independence and national mobility across the United States.

Qualifications

• Military experience or affiliation is required.
• Bachelor’s degree is required.
• Proven leadership skills are required.

Responsibilities

• As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
• You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
• You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking, Investments/wealth management, Insurance/risk management.

Skills

Military experience

Leadership

Education

Bachelor's degree

Job description

First Command Financial Services, Inc. is seeking a Financial Advisor to coach military families toward secure financial futures. You’ll craft personalized plans covering savings, investments, and risk management, while building a client base with support from local districts and the Home Office.

The paid trainee program transitions into a salaried advisor role with opportunities for commissions and bonuses, offering independence and national mobility across the United States.