Military Family Financial Advisor — Flexible, Licensed & Growth

First Command Financial Services, Inc.; Goldsboro (NC); Vor Ort; USD 50.000 - 90.000; Vollzeit

Zusammenfassung

First Command Financial Services, Inc. is actively seeking Financial Advisors to coach military families toward financial security and long-term wealth. You will guide clients in planning, saving, investing, and risk management while engaging with the military community for client acquisition.

The role emphasizes training and licensing support, a clear pathway from trainee to independent financial advisor, and a client-first, service-driven culture across locations nationwide.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Leadership

Ausbildung

Bachelor’s degree

Jobbeschreibung

First Command Financial Services, Inc. is actively seeking Financial Advisors to coach military families toward financial security and long-term wealth. You will guide clients in planning, saving, investing, and risk management while engaging with the military community for client acquisition.

The role emphasizes training and licensing support, a clear pathway from trainee to independent financial advisor, and a client-first, service-driven culture across locations nationwide.