Military Family Wealth Advisor

First Command Financial Services, Inc.; Burlington (MA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Specialized training program

Sponsorship for licensing

Paid training opportunities

Job summary

A financial services company specializing in military support is seeking a Financial Advisor to coach military families in managing their finances and developing tailored financial plans. This role offers an extensive training program, the possibility of becoming an independent contractor, and no cap on earning potential. Candidates should have a bachelor's degree and preferably military experience or affiliation. This position allows for flexibility and career growth in various locations across the United States.

Qualifications

• Military experience or affiliation is preferred.
• Ability to develop financial plans tailored to client goals.
• Skills in managing finances and protecting assets.

Responsibilities

• Act as the personal coach to military families.
• Help manage day-to-day finances.
• Engage with the community to bring in new clients.
• Partner with local military organizations.

Skills

Leadership skills

Financial planning

Client engagement

Community outreach

Education

Bachelor's degree

Job description

A financial services company specializing in military support is seeking a Financial Advisor to coach military families in managing their finances and developing tailored financial plans. This role offers an extensive training program, the possibility of becoming an independent contractor, and no cap on earning potential. Candidates should have a bachelor's degree and preferably military experience or affiliation. This position allows for flexibility and career growth in various locations across the United States.