Military Family Financial Coach & Planner

First Command Financial Services, Inc.; Monterey (CA); Teletrabalho; USD 40 000 - 65 000; Tempo integral

Resumo da oferta

First Command Financial Services, Inc. invites you to join a mission-driven team that guides military families toward financial security through personalized coaching and planning.

We value leadership, entrepreneurship, and long‑term growth as you build your advisory career. The role offers comprehensive training and licensing support, with a pathway from paid trainee to independent contractor Financial Advisor.

Qualificações

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

Responsabilidades

• Coach military families on evolving financial plans to meet short-term and long-term goals.
• Provide guidance on day-to-day finances, asset building, and risk protection.
• Engage with the community to bring in new clients with local district and Home Office support.
• Partner with local military organizations to connect with the military community.
• Build comprehensive financial plans covering savings, investments, and insurance.

Conhecimentos

Military experience

Leadership

Communication

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

First Command Financial Services, Inc. invites you to join a mission-driven team that guides military families toward financial security through personalized coaching and planning.

We value leadership, entrepreneurship, and long‑term growth as you build your advisory career. The role offers comprehensive training and licensing support, with a pathway from paid trainee to independent contractor Financial Advisor.